Virginia Foxx (R-NC-5), a current Republican member of the House, has disclosed 1,021 trades since 2013: 792 purchases worth about $13.93M and 226 sales worth about $12.77M, in 177 stocks. Most traded: ARLP, T, EPD. As a portfolio, their stock holdings and trades returned +27.5% from Dec 2013, against +318.4% for the S&P 500. Trades took a median 22 days to be disclosed; 57 came late.
Virginia Foxx’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since December 2013: +27.5%, against +318.4% for SPY; the largest fall on the way was -40.1%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Virginia Foxx | Nov 2025 | +24.8% | +10.1% | +14.7% | – | -4.7% | 1.88 | 0.03 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Virginia Foxx | Nov 2023 | +35.7% | +72.6% | -36.9% | +10.7% | -14.6% | 0.86 | 0.33 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Virginia Foxx | Nov 2021 | +2.2% | +61.1% | -58.9% | +0.4% | -32.6% | 0.10 | 0.49 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Virginia Foxx | Jan 2026 | +25.1% | +10.1% | +15.0% | – | -4.7% | 2.16 | 0.01 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Virginia Foxx | Dec 2013 | +27.5% | +318.4% | -291.0% | +1.9% | -40.1% | 0.20 | 0.73 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HTGCHercules Capital, Inc. | Financial Services | $79.88K | 44.9% | +6.5% | 27 | 24 | 3 | $339.01K | $182.50K | -63.3% | Jan 12, 2026 |
| ABBVAbbVie Inc. | Healthcare | $44.63K | 25.1% | +37.3% | 1 | 1 | 0 | $8.00K | $0.00 | +40.2% | Dec 6, 2024 |
| AMGNAmgen Inc | Healthcare | $11.41K | 6.4% | +42.6% | 1 | 1 | 0 | $8.00K | $0.00 | +47.0% | Dec 6, 2024 |
| JNJJohnson & Johnson | Healthcare | $9.55K | 5.4% | +19.4% | 3 | 2 | 1 | $83.00K | $75.00K | -22.0% | Dec 6, 2024 |
| PSAPublic Storage | Real Estate | $9.11K | 5.1% | +13.9% | 2 | 1 | 1 | $8.00K | $8.00K | -24.0% | Jan 12, 2026 |
| DUKDuke Energy CORP | Utilities | $8.49K | 4.8% | +6.2% | 14 | 13 | 1 | $202.01K | $175.00K | -128.2% | Dec 6, 2024 |
| AEPAmerican Electric Power Co Inc | Utilities | $8.33K | 4.7% | +4.1% | 1 | 1 | 0 | $8.00K | $0.00 | +12.2% | Dec 6, 2024 |
| ARLPAlliance Resource Partners Lp | Energy | $6.04K | 3.4% | +4.6% | 40 | 34 | 6 | $345.52K | $170.50K | -70.7% | Jun 18, 2026 |
| ETEnergy Transfer LP | Energy | $503.73 | 0.3% | +0.6% | 16 | 12 | 4 | $187.51K | $215.00K | -26.1% | Jun 24, 2025 |
| CWENClearway Energy, Inc. | Utilities | Closed | – | – | 27 | 22 | 4 | $408.01K | $333.00K | -84.2% | Jun 22, 2022 |
| TAt&T Inc. | Communication Services | Closed | – | – | 35 | 32 | 3 | $403.02K | $282.50K | -136.8% | Aug 2, 2023 |
| MOAltria Group, Inc. | Consumer Staples | Closed | – | – | 24 | 19 | 5 | $335.01K | $323.00K | -34.1% | Jan 16, 2024 |
| PPLPPL Corp | Utilities | Closed | – | – | 21 | 19 | 2 | $268.01K | $350.00K | -113.4% | Mar 14, 2022 |
| GSKGSK plc | Healthcare | Closed | – | – | 29 | 27 | 2 | $363.01K | $250.00K | -110.5% | Mar 1, 2023 |
| EPDEnterprise Products Partners L.P. | Energy | Closed | – | – | 29 | 28 | 1 | $322.01K | $175.00K | -94.8% | Jun 23, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Self | Sell (Partial) | $15K–$50K | Jun 18, 2026 | Jul 10, 2026 | 22d | +11.8% | +11.1% | |
| EFC$DEllington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock | Self | Sell (Partial) | $15K–$50K | Jun 18, 2026 | Jul 10, 2026 | 22d | – | – | |
| EFC$DEllington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock | Self | Buy | $1K–$15K | Jun 30, 2026 | Jul 10, 2026 | 10d | – | – | |
| ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Self | Buy | $1K–$15K | May 15, 2026 | Jun 2, 2026 | 18d | +4.6% | +2.9% | |
| ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Self | Buy | $1K–$15K | Feb 13, 2026 | Mar 2, 2026 | 17d | +1.8% | -8.5% | |
| HTGCHercules Capital, Inc. Common Stock | Self | Sell | $50K–$100K | Jan 12, 2026 | Feb 6, 2026 | 25d | -11.4% | -19.6% | |
| PSAPublic Storage Common Stock | Self | Sell | $1K–$15K | Jan 12, 2026 | Feb 6, 2026 | 25d | +19.3% | +11.1% | |
| EFCEllington Financial Inc. Common Stock | Self | Buy | $1K–$15K | Dec 30, 2025 | Jan 5, 2026 | 6d | -15.9% | -25.4% | |
| ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Self | Buy | $1K–$15K | Nov 14, 2025 | Dec 1, 2025 | 17d | +5.2% | -6.7% | |
| ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Self | Buy | $1K–$15K | Nov 17, 2025 | Dec 1, 2025 | 14d | +8.4% | -4.6% | |
| HTGCHercules Capital, Inc. Common Stock | Self | Buy | $1K–$15K | Nov 19, 2025 | Dec 1, 2025 | 12d | -5.1% | -18.6% | |
| ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Self | Sell (Partial) | $1K–$15K | Sep 25, 2025 | Oct 6, 2025 | 11d | +9.1% | -5.2% | |
| EFC$DEllington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock | Self | Buy | $1K–$15K | Sep 30, 2025 | Oct 6, 2025 | 6d | – | – | |
| HTGCHercules Capital, Inc. Common Stock | Self | Sell (Partial) | $15K–$50K | Sep 25, 2025 | Oct 6, 2025 | 11d | -13.4% | -27.7% | |
| ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Self | Buy | $1K–$15K | Aug 14, 2025 | Sep 8, 2025 | 25d | +3.2% | -13.4% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Virginia Foxx (R-NC-5), a current Republican member of the House, has disclosed 1,021 trades since 2013: 792 purchases worth about $13.93M and 226 sales worth about $12.77M, in 177 stocks. Most traded: ARLP, T, EPD. As a portfolio, their stock holdings and trades returned +27.5% from Dec 2013, against +318.4% for the S&P 500. Trades took a median 22 days to be disclosed; 57 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Virginia Foxx still holds 9 stocks; the largest are HTGC (about $79.88K), ABBV (about $44.63K), AMGN (about $11.41K), JNJ (about $9.55K), PSA (about $9.11K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +27.5% from December 2013 to November 2026, against +318.4% for the S&P 500, with a largest fall of -40.1%. 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 22 days to be disclosed. 57 of 1,021 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.