Congress: groups
All members of Congress
Backtest from 5 Jan 2015 to 2 Nov 2026 · weekly · hypothetical
- Return a year
- +16.1% S&P 500 +13.7%
- Last 12 months
- +10.1% S&P 500 +12.1%
- Sharpe ratio
- 0.78 S&P 500 0.73
- Biggest drop
- −34.0% S&P 500 −31.8%
About
Mirrors the disclosed stock holdings of every House member in our records, together, as each report became public. It buys on the first trading day after each report is filed, sized by the middle of the value band reported, starts from the holdings listed in the member's annual disclosure report once that report is public, and holds each position until a sale is reported. Call options count as the stock until they expire. Members often report weeks or months late, so this is what a follower could actually have done.
Key statistics
| Measure | Strategy | S&P 500 |
|---|---|---|
| Return a year (compound) | +16.1% | +13.7% |
| Total return | +486% | +355% |
| Last 12 months | +10.1% | +12.1% |
| Last 3 months | +2.3% | — |
| Last month | −1.6% | — |
| This year so far | +10.5% | — |
| Volatility a year | 18.5% | 16.5% |
| Sharpe ratio | 0.78 | 0.73 |
| Biggest drop | −34.0% | −31.8% |
| Beta to the S&P 500 | 1.09 | 1.00 |
| Alpha a year (t-statistic) | +1.4% (1.14) | — |
| Share of weeks up | 60% | — |
Insights
| Company | Weight | Held since | Return since |
|---|---|---|---|
| NVDA | 19.9% | 22 Feb 2017 | +7423.9% |
| EXR | 8.0% | 23 Jun 2025 | +10.6% |
| AAPL | 7.4% | 12 May 2015 | +1101.4% |
| MSFT | 4.5% | 6 Mar 2015 | +1331.5% |
| GOOGL | 3.8% | 4 Mar 2015 | +889.3% |
| FTAI | 3.4% | 16 Oct 2017 | +1898.9% |
| AMZN | 3.3% | 20 Jan 2015 | +1619.2% |
| XOM | 2.9% | 17 Jun 2015 | +243.6% |
| V | 2.7% | 2 Mar 2015 | +563.8% |
| QCOM | 2.2% | 23 Feb 2016 | +339.0% |
| AVGO | 2.1% | 15 Jun 2016 | +2587.2% |
| CRM | 1.8% | 6 Jun 2016 | +182.8% |
| META | 1.4% | 4 Mar 2015 | +662.1% |
| LLY | 1.3% | 11 Jun 2015 | +1860.4% |
| BE | 0.9% | 13 Oct 2025 | +78.6% |
| BRK.B | 0.9% | 17 Mar 2015 | +283.8% |
| PANW | 0.9% | 7 Aug 2018 | +916.1% |
| CRWD | 0.8% | 22 Oct 2019 | +1993.6% |
| NFLX | 0.8% | 26 Jun 2015 | +574.3% |
| JNJ | 0.7% | 6 Mar 2015 | +269.1% |
| JPM | 0.7% | 26 Jan 2015 | +719.5% |
| GE | 0.6% | 16 Jan 2015 | +227.4% |
| BTE | 0.6% | 15 Aug 2022 | +2.9% |
| WMB | 0.6% | 26 Jan 2015 | +212.9% |
| SFNC | 0.6% | 14 Aug 2026 | +0.4% |
| IBM | 0.5% | 12 Jan 2015 | +176.2% |
| RTX | 0.5% | 18 May 2020 | +301.1% |
| HD | 0.5% | 20 Jan 2015 | +336.7% |
| WMT | 0.5% | 7 Oct 2015 | +600.1% |
| MU | 0.5% | 9 Jan 2015 | +2476.8% |
| ABCB | 0.5% | 16 Aug 2016 | +188.7% |
| LEVI | 0.4% | 14 Aug 2023 | +73.1% |
| PG | 0.4% | 9 Mar 2015 | +174.5% |
| AXP | 0.4% | 12 Mar 2015 | +375.5% |
| INTC | 0.4% | 19 Jan 2016 | +159.4% |
| COST | 0.4% | 1 May 2015 | +759.4% |
| FDX | 0.3% | 17 May 2016 | +194.8% |
| CVX | 0.3% | 21 Aug 2015 | +381.7% |
| TSM | 0.3% | 14 May 2020 | +761.8% |
| ABBV | 0.3% | 27 Mar 2015 | +701.6% |
| AMGN | 0.3% | 6 Oct 2015 | +356.5% |
| WCC | 0.3% | 29 Nov 2019 | +556.2% |
| CMI | 0.3% | 17 Jun 2015 | +399.1% |
| UNH | 0.3% | 2 Mar 2015 | +322.5% |
| MA | 0.2% | 15 Jan 2015 | +760.6% |
| VZ | 0.2% | 4 Mar 2015 | +71.1% |
| GS | 0.2% | 12 Mar 2015 | +498.1% |
| CAT | 0.2% | 6 Jan 2015 | +853.8% |
| APD | 0.2% | 3 Nov 2015 | +223.7% |
| WFC | 0.2% | 29 Jul 2015 | +100.9% |
| MCD | 0.2% | 16 Mar 2016 | +176.1% |
| EMR | 0.2% | 27 Apr 2015 | +286.3% |
| KO | 0.2% | 30 Mar 2016 | +185.2% |
| BAC | 0.2% | 19 Jan 2016 | +344.3% |
| PEP | 0.2% | 10 Feb 2015 | +105.5% |
| OSW | 0.2% | 29 Apr 2019 | +121.0% |
| UBER | 0.2% | 22 Aug 2019 | +96.2% |
| MAR | 0.2% | 6 May 2016 | +559.7% |
| MRK | 0.2% | 2 Mar 2015 | +282.1% |
| SF | 0.2% | 14 Aug 2020 | +224.2% |
| MSM | 0.2% | 29 Nov 2019 | +136.2% |
| CSCO | 0.2% | 4 Jun 2015 | +405.2% |
| TSLA | 0.1% | 16 May 2019 | +2571.9% |
| CMCSA | 0.1% | 15 Jan 2016 | +25.0% |
| SPG | 0.1% | 8 May 2020 | +447.6% |
| ORLY | 0.1% | 1 May 2015 | +511.1% |
| ROK | 0.1% | 10 May 2016 | +371.6% |
| LMT | 0.1% | 7 Jul 2016 | +236.5% |
| AMD | 0.1% | 7 Aug 2018 | +2333.1% |
| ENS | 0.1% | 30 Jul 2019 | +148.4% |
| CAH | 0.1% | 3 Sept 2015 | +323.2% |
| IBKR | 0.1% | 6 Jun 2016 | +708.5% |
| CB | 0.1% | 28 Apr 2016 | +277.9% |
| TRGP | 0.1% | 10 Apr 2017 | +626.8% |
| F | 0.1% | 19 Feb 2016 | +80.0% |
| DIS | 0.1% | 13 Jan 2015 | +32.2% |
| BWIN | 0.1% | 11 Aug 2026 | +7.3% |
| BMY | 0.1% | 16 May 2016 | +24.1% |
| BLK | 0.1% | 4 Mar 2015 | +320.6% |
| ETN | 0.1% | 30 Mar 2016 | +636.4% |
| GILD | 0.1% | 6 Jan 2015 | +156.2% |
| PLTR | 0.1% | 12 Feb 2025 | +51.9% |
| DUK | 0.1% | 5 Feb 2016 | +151.5% |
| NSC | 0.1% | 28 Jun 2016 | +419.8% |
| TPL | 0.1% | 14 Aug 2023 | +63.1% |
| TMO | 0.1% | 6 Oct 2015 | +471.0% |
| WDC | 0.1% | 8 Feb 2016 | +1164.3% |
| TJX | 0.1% | 1 May 2015 | +404.4% |
| GDDY | 0.1% | 29 Nov 2017 | +141.9% |
| TGT | 0.1% | 15 Jul 2015 | +162.7% |
| T | 0.1% | 6 May 2015 | +89.0% |
| LII | 0.1% | 5 Jan 2017 | +158.7% |
| MXC | 0.1% | 14 Aug 2019 | +172.4% |
| LOW | 0.1% | 16 Oct 2015 | +268.9% |
| VSAT | 0.1% | 7 Mar 2019 | +1.4% |
| OKE | 0.1% | 7 Dec 2015 | +730.7% |
| MO | 0.1% | 14 Apr 2016 | +154.8% |
| FTNT | 0.1% | 13 Apr 2015 | +1788.3% |
| TXN | 0.1% | 29 Jan 2016 | +675.0% |
| MPC | 0.1% | 18 Mar 2016 | +1464.0% |
| Period | Return a year | S&P 500 | Sharpe | S&P 500 | Biggest drop | Beta | Alpha (t) |
|---|---|---|---|---|---|---|---|
| Whole backtest5 Jan 2015 to 2 Nov 2026 | +16.1% | +13.7% | 0.78 | 0.73 | −34.0% | 1.09 | +1.4% (1.14) |
| 2018 onwards5 Jan 2018 to 2 Nov 2026 | +16.9% | +13.9% | 0.74 | 0.66 | −34.0% | 1.09 | +1.9% (1.23) |
| Last three years3 Nov 2023 to 2 Nov 2026 | +24.2% | +21.8% | 1.13 | 1.16 | −20.9% | 1.13 | +0.2% (0.06) |
| Last year7 Nov 2025 to 2 Nov 2026 | +13.2% | +14.2% | 0.71 | 0.84 | −8.8% | 1.04 | −1.2% (−0.31) |
| Date | Company | Action |
|---|---|---|
| 28 Oct 2026 | SJM | Bought |
| 20 Oct 2026 | GH | Bought |
| 13 Oct 2026 | YETI | Bought |
| 13 Oct 2026 | RIG | Bought |
| 13 Oct 2026 | OLN | Bought |
| 13 Oct 2026 | NG | Bought |
| 13 Oct 2026 | IBRX | Bought |
| 13 Oct 2026 | BHE | Bought |
| 14 Sept 2026 | MTZ | Bought |
| 10 Sept 2026 | ESE | Bought |
| 8 Sept 2026 | SFM | Bought |
| 8 Sept 2026 | PRAX | Bought |
| 8 Sept 2026 | COMP | Bought |
| 8 Sept 2026 | ALKS | Bought |
| 19 Aug 2026 | TOST | Bought |
| 14 Aug 2026 | WRBY | Bought |
| 14 Aug 2026 | TECH | Bought |
| 14 Aug 2026 | TEAM | Bought |
| 14 Aug 2026 | TBLA | Bought |
| 14 Aug 2026 | SFNC | Bought |
| 14 Aug 2026 | RJF | Bought |
| 14 Aug 2026 | RGTI | Bought |
| 14 Aug 2026 | NU | Bought |
| 14 Aug 2026 | LION | Bought |
| 14 Aug 2026 | IQV | Bought |
| Date | Company | Action |
|---|---|---|
| 28 Oct 2026 | FMC | Sold |
| 13 Oct 2026 | RBC | Sold |
| 28 Sept 2026 | VUZI | Sold |
| 28 Sept 2026 | PBA | Sold |
| 28 Sept 2026 | CR | Sold |
| 11 Sept 2026 | PHR | Sold |
| 10 Sept 2026 | VIK | Sold |
| 10 Sept 2026 | TRMB | Sold |
| 10 Sept 2026 | SGI | Sold |
| 10 Sept 2026 | ENTG | Sold |
| 10 Sept 2026 | CNM | Sold |
| 10 Sept 2026 | CLH | Sold |
| 8 Sept 2026 | FN | Sold |
| 17 Aug 2026 | ELF | Sold |
| 14 Aug 2026 | YUMC | Sold |
| 14 Aug 2026 | WOLF | Sold |
| 14 Aug 2026 | WDFC | Sold |
| 14 Aug 2026 | WBI | Sold |
| 14 Aug 2026 | VSH | Sold |
| 14 Aug 2026 | UE | Sold |
| 14 Aug 2026 | TNL | Sold |
| 14 Aug 2026 | SMCI | Sold |
| 14 Aug 2026 | SIGI | Sold |
| 14 Aug 2026 | SBSI | Sold |
| 14 Aug 2026 | PRGS | Sold |