Susan A. Davis (D-CA-53), a former Democratic member of the House, has disclosed 67 trades since 2014: 37 purchases worth about $835.02K and 30 sales worth about $723.52K, in 30 stocks. Most traded: RCL, FTNT, SCHW. As a portfolio, their stock holdings and trades returned +88.3% from Mar 2014, against +99.2% for the S&P 500. Trades took a median 30 days to be disclosed; 1 came late.
Susan A. Davis’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since March 2014: +88.3%, against +99.2% for SPY; the largest fall on the way was -32.4%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Susan A. Davis | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Susan A. Davis | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Susan A. Davis | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Susan A. Davis | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Susan A. Davis | Mar 2014 | +88.3% | +99.2% | -10.9% | +9.8% | -32.4% | 0.59 | 0.93 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| QCOMQualcomm Inc/De | Technology | Closed | – | – | 3 | 1 | 2 | $8.00K | $107.50K | -60.2% | Jun 29, 2017 |
| FTNTFortinet, Inc. | Technology | Closed | – | – | 4 | 3 | 1 | $73.00K | $32.50K | +726.8% | Oct 28, 2020 |
| SCHWSchwab Charles Corp | Financial Services | Closed | – | – | 4 | 1 | 3 | $32.50K | $48.50K | -54.9% | Jul 5, 2019 |
| ALKAlaska Air Group, Inc. | Industrials | Closed | – | – | 3 | 2 | 1 | $40.50K | $32.50K | -234.0% | Feb 11, 2020 |
| EAELECTRONIC ARTS INC. | Technology | Closed | – | – | 3 | 2 | 1 | $40.50K | $32.50K | – | Mar 8, 2019 |
| GEGeneral Electric Co | Industrials | Closed | – | – | 3 | 0 | 3 | $0.00 | $73.00K | – | Nov 30, 2016 |
| LUVSouthwest Airlines Co | Industrials | Closed | – | – | 3 | 2 | 1 | $40.50K | $32.50K | -257.1% | Sep 29, 2020 |
| CHKPCheck Point Software Technologies Ltd | Technology | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -191.7% | Aug 25, 2016 |
| CHLChina Mobile Limited | – | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | – | Oct 31, 2019 |
| COSTCostco Wholesale Corp /New | Consumer Staples | Closed | – | – | 2 | 0 | 2 | $0.00 | $65.00K | – | Nov 30, 2016 |
| DHCDiversified Healthcare Trust | Real Estate | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -209.8% | Jun 6, 2019 |
| DOCHealthpeak Properties, Inc. | Real Estate | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | -218.6% | Mar 7, 2018 |
| KBHKb Home | Consumer Discretionary | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | +8.7% | Nov 30, 2016 |
| VLOValero Energy Corp/Tx | Energy | Closed | – | – | 2 | 1 | 1 | $32.50K | $32.50K | +219.9% | Aug 25, 2016 |
| RCLRoyal Caribbean Cruises Ltd | Consumer Discretionary | Closed | – | – | 5 | 1 | 4 | $32.50K | $32.00K | +224.8% | Feb 11, 2020 |
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; for a former member nothing is shown as held.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| CSIQCanadian Solar Inc. - common shares | Spouse | Buy | $15K–$50K | Oct 28, 2020 | Nov 30, 2020 | 33d | -75.2% | -205.5% | |
| FFord Motor Company | Spouse | Buy | $15K–$50K | Oct 28, 2020 | Nov 30, 2020 | 33d | +63.6% | -66.6% | |
| FTNTFortinet, Inc. | Spouse | Buy | $1K–$15K | Oct 28, 2020 | Nov 30, 2020 | 33d | +430.5% | +300.3% | |
| VSATViaSat, Inc. | Spouse | Buy | $1K–$15K | Oct 28, 2020 | Nov 30, 2020 | 33d | +120.5% | -9.8% | |
| LEVILevi Strauss & Co Class A | Joint | Sell | $1K–$15K | Sep 29, 2020 | Oct 29, 2020 | 30d | +73.1% | -53.2% | |
| LUVSouthwest Airlines Company | Joint | Sell | $15K–$50K | Sep 29, 2020 | Oct 29, 2020 | 30d | +16.9% | -109.4% | |
| VSATViaSat, Inc. | Spouse | Buy | $1K–$15K | Apr 15, 2020 | May 14, 2020 | 29d | +83.5% | -87.3% | |
| BIDUBaidu, Inc. - American Depositary Shares, each representing one tenth Class A ordinary share | Spouse | Buy | $1K–$15K | Mar 16, 2020 | Apr 16, 2020 | 31d | -14.3% | -227.8% | |
| EXCExelon Corporation | Spouse | Buy | $1K–$15K | Mar 16, 2020 | Apr 16, 2020 | 31d | +113.5% | -100.1% | |
| METAFacebook, Inc. - Class A (FB) | Self | Buy | $15K–$50K | Mar 16, 2020 | Apr 16, 2020 | 31d | +315.5% | +101.9% | |
| FTNTFortinet, Inc. | Spouse | Buy | $15K–$50K | Mar 16, 2020 | Apr 16, 2020 | 31d | +733.6% | +520.0% | |
| LEVILevi Strauss & Co Class A | Self | Buy | $1K–$15K | Mar 16, 2020 | Apr 16, 2020 | 31d | +62.8% | -150.8% | |
| ALKAlaska Air Group, Inc. | Spouse | Sell | $15K–$50K | Feb 11, 2020 | Mar 13, 2020 | 31d | -40.7% | -165.0% | |
| BIDUBaidu, Inc. - American Depositary Shares, each representing one tenth Class A ordinary share | Spouse | Buy | $15K–$50K | Feb 11, 2020 | Mar 13, 2020 | 31d | -42.6% | -167.0% | |
| FTNTFortinet, Inc. | Spouse | Sell (Partial) | $15K–$50K | Feb 11, 2020 | Mar 13, 2020 | 31d | +438.0% | +313.6% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Susan A. Davis (D-CA-53), a former Democratic member of the House, has disclosed 67 trades since 2014: 37 purchases worth about $835.02K and 30 sales worth about $723.52K, in 30 stocks. Most traded: RCL, FTNT, SCHW. As a portfolio, their stock holdings and trades returned +88.3% from Mar 2014, against +99.2% for the S&P 500. Trades took a median 30 days to be disclosed; 1 came late.
As a portfolio, their stock holdings and trades returned +88.3% from March 2014 to November 2026, against +99.2% for the S&P 500, with a largest fall of -32.4%. 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 30 days to be disclosed. 1 of 67 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.