Thomas MacArthur (R-NJ-3), a former Republican member of the House, has disclosed 4,197 trades since 2015: 2,118 purchases worth about $57.72M and 2,005 sales worth about $57.83M, in 604 stocks. Most traded: INTC, VEA, NEE. As a portfolio, their stock holdings and trades returned +16.8% from Jan 2015, against +20.5% for the S&P 500. Trades took a median 25 days to be disclosed; 275 came late.
Thomas MacArthur’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2015: +16.8%, against +20.5% for SPY; the largest fall on the way was -23.5%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Thomas MacArthur | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Thomas MacArthur | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Thomas MacArthur | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Thomas MacArthur | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Thomas MacArthur | Jan 2015 | +16.8% | +20.5% | -3.8% | +4.0% | -23.5% | 0.34 | 1.00 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EFAiShares MSCI EAFE ETF | – | Closed | – | – | 10 | 4 | 6 | $2.25M | $2.46M | -147.8% | Dec 18, 2018 |
| VEAVanguard FTSE Developed Markets ETF | – | Closed | – | – | 47 | 45 | 2 | $2.47M | $1.13M | -154.5% | Dec 28, 2018 |
| IEMGiShares Core MSCI Emerging Markets ETF | – | Closed | – | – | 39 | 28 | 11 | $1.48M | $1.36M | -173.4% | Dec 24, 2018 |
| VIGVanguard Dividend Appreciation ETF | – | Closed | – | – | 18 | 8 | 10 | $1.22M | $1.56M | -55.0% | Jun 13, 2016 |
| IWDiShares Russell 1000 Value ETF | – | Closed | – | – | 41 | 31 | 10 | $1.16M | $681.01K | -88.2% | Dec 24, 2018 |
| IWFiShares Russell 1000 Growth ETF | – | Closed | – | – | 35 | 25 | 10 | $1.08M | $314.01K | +87.0% | Dec 21, 2018 |
| JCIJohnson Controls International plc | Industrials | Closed | – | – | 39 | 20 | 9 | $710.01K | $473.00K | +6.3% | Jun 13, 2017 |
| VWOVanguard FTSE Emerging Markets ETF | – | Closed | – | – | 6 | 3 | 3 | $558.00K | $625.00K | -145.8% | Dec 24, 2018 |
| SLBSlb Limited/Nv | Energy | Closed | – | – | 30 | 19 | 11 | $626.51K | $538.01K | -284.7% | Dec 10, 2018 |
| VBVanguard Small-Cap ETF | – | Closed | – | – | 31 | 17 | 14 | $810.51K | $344.01K | -99.9% | Dec 28, 2018 |
| IUSGiShares Core S&P U.S. Growth ETF | – | Closed | – | – | 2 | 1 | 1 | $750.00K | $375.00K | +78.7% | Jan 19, 2016 |
| SCHDSchwab U.S. Dividend Equity ETF | – | Closed | – | – | 13 | 6 | 7 | $464.00K | $614.50K | -102.1% | Jun 13, 2016 |
| XLFState Street® Financial Select Sector SPDR® ETF | – | Closed | – | – | 15 | 14 | 1 | $953.51K | $32.50K | -70.7% | Dec 26, 2018 |
| PFFiShares Preferred and Income Securities ETF | – | Closed | – | – | 19 | 10 | 9 | $461.01K | $410.50K | -284.3% | Dec 7, 2018 |
| TDToronto Dominion Bank | Financial Services | Closed | – | – | 18 | 12 | 6 | $454.51K | $382.00K | -70.8% | Apr 19, 2016 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| NEW JERSEY ST TPK AUTH T SR H RV OID99.0 BE/R/ 5 DUE 010136Bond | Joint | Sell | $15K–$50K | Jan 2, 2019 | Jan 12, 2019 | 10d | – | – | |
| ANSSANSYS, Inc. | Joint | Sell | $15K–$50K | Dec 7, 2018 | Jan 11, 2019 | 35d | – | – | |
| CVXChevron Corporation | Joint | Buy | $1K–$15K | Dec 10, 2018 | Jan 11, 2019 | 32d | +98.3% | -86.5% | |
| VWOVanguard FTSE Emerging Markets ETFETF | Joint | Sell (Partial) | $100K–$250K | Dec 24, 2018 | Jan 11, 2019 | 18d | +49.3% | -171.7% | |
| VOEVanguard Mid-Cap Value ETFETF | Joint | Buy | $1K–$15K | Dec 28, 2018 | Jan 11, 2019 | 14d | +124.8% | -78.8% | |
| VBVanguard Small-Cap ETFETF | Joint | Buy | $1K–$15K | Dec 28, 2018 | Jan 11, 2019 | 14d | +123.2% | -80.4% | |
| VTVVanguard Value ETFETF | Joint | Buy | $250K–$500K | Dec 24, 2018 | Jan 11, 2019 | 18d | +147.7% | -73.3% | |
| WRBW.R. Berkley Corporation | Joint | Sell | $15K–$50K | Dec 7, 2018 | Jan 11, 2019 | 35d | +234.9% | +49.6% | |
| WBCWabco Holdings Inc. | Joint | Sell (Partial) | $15K–$50K | Dec 7, 2018 | Jan 11, 2019 | 35d | – | – | |
| WESWestern Gas Equity Partners, LP Common Units Representing Limited Partner Interests (WGP) | Joint | Sell | $50K–$100K | Dec 13, 2018 | Jan 11, 2019 | 29d | +46.5% | -136.9% | |
| WESWestern Gas Partners, LP Limited Partner Interests | Joint | Buy | $1K–$15K | Dec 13, 2018 | Jan 11, 2019 | 29d | +46.5% | -136.9% | |
| WMBWilliams Companies, Inc. | Joint | Buy | $50K–$100K | Dec 13, 2018 | Jan 11, 2019 | 29d | +198.4% | +15.0% | |
| WYNNWynn Resorts, Limited | Joint | Sell | $15K–$50K | Dec 7, 2018 | Jan 11, 2019 | 35d | -26.0% | -211.4% | |
| CVXChevron Corporation | Joint | Sell | $100K–$250K | Dec 26, 2018 | Jan 11, 2019 | 16d | +112.2% | -93.3% | |
| CVXChevron Corporation | Dependent Child | Sell | $15K–$50K | Dec 26, 2018 | Jan 11, 2019 | 16d | +112.2% | -93.3% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Thomas MacArthur (R-NJ-3), a former Republican member of the House, has disclosed 4,197 trades since 2015: 2,118 purchases worth about $57.72M and 2,005 sales worth about $57.83M, in 604 stocks. Most traded: INTC, VEA, NEE. As a portfolio, their stock holdings and trades returned +16.8% from Jan 2015, against +20.5% for the S&P 500. Trades took a median 25 days to be disclosed; 275 came late.
As a portfolio, their stock holdings and trades returned +16.8% from January 2015 to November 2026, against +20.5% for the S&P 500, with a largest fall of -23.5%. 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 25 days to be disclosed. 275 of 4,197 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.