Shri Thanedar (D-MI-13), a current Democratic member of the House, has disclosed 57 trades since 2022: 1 purchase worth about $32.50K and 56 sales worth about $1.84M, in 23 stocks. Most traded: AAPL, AMZN, BRK-B. As a portfolio, their stock holdings and trades returned +62.8% from Jul 2024, against +37.0% for the S&P 500. Trades took a median 29 days to be disclosed; 9 came late.
Shri Thanedar’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since July 2024: +62.8%, against +37.0% for SPY; the largest fall on the way was -34.0%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Shri Thanedar | Nov 2025 | +13.9% | +10.1% | +3.9% | – | -14.9% | 0.79 | 0.93 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Shri Thanedar | Jul 2024 | +62.8% | +37.0% | +25.8% | +23.2% | -34.0% | 0.86 | 1.12 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Shri Thanedar | Jul 2024 | +62.8% | +37.0% | +25.8% | +23.2% | -34.0% | 0.86 | 1.12 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Shri Thanedar | Jan 2026 | +10.5% | +10.1% | +0.4% | – | -14.9% | 0.72 | 0.93 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Shri Thanedar | Jul 2024 | +62.8% | +37.0% | +25.8% | +23.2% | -34.0% | 0.86 | 1.12 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Technology | $3.36M | 62.2% | +11.9% | 5 | 0 | 5 | $0.00 | $305.00K | – | Jan 9, 2026 |
| GOOGAlphabet Inc. | Technology | $609.08K | 11.3% | -18.8% | 4 | 0 | 4 | $0.00 | $32.00K | – | Apr 2, 2024 |
| GOOGLAlphabet Inc. | Technology | $609.08K | 11.3% | -18.8% | 4 | 0 | 4 | $0.00 | $32.00K | – | Apr 2, 2024 |
| MSFTMicrosoft Corp | Technology | $386.19K | 7.2% | +3.0% | 4 | 0 | 4 | $0.00 | $32.00K | – | Apr 2, 2024 |
| BRK-BBerkshire Hathaway Inc | Financial Services | $191.20K | 3.5% | +9.3% | 4 | 0 | 4 | $0.00 | $32.00K | – | Apr 2, 2024 |
| AMZNAmazon Com Inc | Consumer Discretionary | $160.83K | 3.0% | -8.1% | 4 | 0 | 4 | $0.00 | $32.00K | – | Apr 2, 2024 |
| WMTWalmart Inc. | Consumer Staples | $82.55K | 1.5% | +10.1% | 2 | 0 | 2 | $0.00 | $16.00K | – | Jan 23, 2023 |
| APOApollo Global Management, Inc. | Financial Services | Closed | – | – | 3 | 0 | 3 | $0.00 | $191.00K | – | Jan 23, 2023 |
| AXPAmerican Express Co | Financial Services | Closed | – | – | 3 | 0 | 3 | $0.00 | $91.00K | – | Jan 23, 2023 |
| TSLATesla, Inc. | Consumer Discretionary | Closed | – | – | 3 | 0 | 3 | $0.00 | $91.00K | – | Jan 23, 2023 |
| BXBlackstone Inc. | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Jan 23, 2023 |
| CGCarlyle Group Inc. | Financial Services | Closed | – | – | 3 | 0 | 3 | $0.00 | $73.00K | – | Jan 23, 2023 |
| MSTRStrategy Inc | Technology | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -42.2% | Oct 21, 2025 |
| SBUXStarbucks Corp | Consumer Discretionary | Closed | – | – | 3 | 0 | 3 | $0.00 | $48.50K | – | Jan 23, 2023 |
| BEKEKE Holdings Inc. | Real Estate | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Jun 24, 2022 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AAPLApple Inc. - Common Stock | Self | Sell (Partial) | $100K–$250K | Jan 9, 2026 | Aug 13, 2026 | 216d late | +30.4% | +22.1% | |
| MSTRStrategy Inc - Class A Common Stock | Self | Sell | $15K–$50K | Oct 21, 2025 | Aug 13, 2026 | 296d late | -56.7% | -68.7% | |
| MSTRMicroStrategy Incorporated - Class A Common Stock | Self | Buy | $15K–$50K | Jul 1, 2024 | Aug 11, 2025 | 406d late | -4.3% | -42.2% | |
| GOOGLAlphabet Inc. - Class A Common Stock | Self | Sell (Partial) | $1K–$15K | Apr 2, 2024 | May 15, 2024 | 43d | +80.5% | +35.5% | |
| BRK-BBerkshire Hathaway Inc. New Common Stock (BRK.B) | Self | Sell (Partial) | $1K–$15K | Apr 2, 2024 | May 15, 2024 | 43d | +33.0% | -12.0% | |
| MSFTMicrosoft Corporation - Common Stock | Self | Sell (Partial) | $1K–$15K | Apr 2, 2024 | May 15, 2024 | 43d | +20.3% | -24.6% | |
| MSFTMicrosoft Corporation - Common Stock | Self | Sell (Partial) | $1K–$15K | Apr 2, 2024 | May 15, 2024 | 43d | +20.3% | -24.6% | |
| GOOGLAlphabet Inc. - Class A Common Stock | Self | Sell (Partial) | $1K–$15K | Apr 2, 2024 | May 15, 2024 | 43d | +80.5% | +35.5% | |
| GOOGAlphabet Inc. - Class C Capital Stock | Self | Sell (Partial) | $1K–$15K | Apr 2, 2024 | May 15, 2024 | 43d | +78.4% | +33.4% | |
| GOOGAlphabet Inc. - Class C Capital Stock | Self | Sell (Partial) | $1K–$15K | Apr 2, 2024 | May 15, 2024 | 43d | +78.4% | +33.4% | |
| AMZNAmazon.com, Inc. - Common Stock | Self | Sell (Partial) | $1K–$15K | Apr 2, 2024 | May 15, 2024 | 43d | +35.9% | -9.0% | |
| AMZNAmazon.com, Inc. - Common Stock | Self | Sell (Partial) | $1K–$15K | Apr 2, 2024 | May 15, 2024 | 43d | +35.9% | -9.0% | |
| AAPLApple Inc. - Common Stock | Self | Sell (Partial) | $15K–$50K | Apr 2, 2024 | May 15, 2024 | 43d | +100.4% | +55.4% | |
| AAPLApple Inc. - Common Stock | Self | Sell (Partial) | $15K–$50K | Apr 2, 2024 | May 15, 2024 | 43d | +100.4% | +55.4% | |
| BRK-BBerkshire Hathaway Inc. New Common Stock (BRK.B) | Self | Sell (Partial) | $1K–$15K | Apr 2, 2024 | May 15, 2024 | 43d | +33.0% | -12.0% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Shri Thanedar (D-MI-13), a current Democratic member of the House, has disclosed 57 trades since 2022: 1 purchase worth about $32.50K and 56 sales worth about $1.84M, in 23 stocks. Most traded: AAPL, AMZN, BRK-B. As a portfolio, their stock holdings and trades returned +62.8% from Jul 2024, against +37.0% for the S&P 500. Trades took a median 29 days to be disclosed; 9 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Shri Thanedar still holds 7 stocks; the largest are AAPL (about $3.36M), GOOG (about $609.08K), GOOGL (about $609.08K), MSFT (about $386.19K), BRK-B (about $191.20K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +62.8% from July 2024 to November 2026, against +37.0% for the S&P 500, with a largest fall of -34.0%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 29 days to be disclosed. 9 of 57 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.