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Congress: members

August Pfluger

Backtest from 4 Aug 2021 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+10.1%
S&P 500 +12.4%
Last 12 months
+16.9%
S&P 500 +12.1%
Sharpe ratio
0.46
S&P 500 0.57
Biggest drop
−24.2%
S&P 500 −23.9%
$10.0k$20.0k 202120222023202420252026 $18.5k$16.6k
August PflugerS&P 500 $10,000 in August Pfluger from 4 Aug 2021 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Mirrors the disclosed stock holdings of Rep. August Pfluger (Republican, TX) and family. 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.

August Pfluger's trades →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+10.1%+12.4%
Total return+66%+85%
Last 12 months+16.9%+12.1%
Last 3 months+7.5%—
Last month+9.1%—
This year so far+11.1%—
Volatility a year15.3%15.9%
Sharpe ratio0.460.57
Biggest drop−24.2%−23.9%
Beta to the S&P 5000.651.00
Alpha a year (t-statistic)+1.0% (0.21)—
Share of weeks up57%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck. 18 reported trades were copied.

Insights

CompanyWeightHeld sinceReturn since
BRK.B40.7%10 Aug 2021+92.3%
EPD12.9%10 Aug 2021+137.9%
KRP11.9%16 Apr 2026+20.1%
DMLP10.7%16 Apr 2026+8.5%
VNOM9.9%16 Apr 2026+0.0%
ICE5.2%4 Aug 2021+54.2%
PM3.2%10 Aug 2021+165.6%
LLYVK3.1%13 Aug 2026−2.9%
DIS2.5%13 Aug 2026+8.5%
PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest4 Aug 2021 to 2 Nov 2026+10.1%+12.4%0.460.57−24.2%0.65+1.0% (0.21)
Last three years3 Nov 2023 to 2 Nov 2026+17.4%+21.8%0.961.16−8.3%0.36+6.6% (0.95)
Last year7 Nov 2025 to 2 Nov 2026+12.8%+14.2%0.770.84−6.7%−0.01+8.8% (0.77)
DateCompanyAction
13 Aug 2026LLYVKBought
13 Aug 2026DISBought
16 Apr 2026VNOMBought
16 Apr 2026KRPBought
16 Apr 2026DMLPBought
13 Aug 2024FWONKBought
10 Aug 2021UHALBought
10 Aug 2021PMBought
10 Aug 2021MSFTBought
10 Aug 2021EPDBought
10 Aug 2021DISBought
10 Aug 2021BRK.BBought
4 Aug 2021ICEBought
4 Aug 2021FNFBought

Dated on the first trading day after the report was filed, when a follower could have acted.

DateCompanyAction
13 Aug 2026UHALSold
12 Feb 2026FNFSold
24 Jul 2025FWONKSold
24 Jul 2025DISSold
26 May 2022MSFTSold

Dated on the first trading day after the report was filed, when a follower could have acted.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest