HOUSE · KY-3 · 2007–2023
John A. Yarmuth portfolio
John A. Yarmuth represented KY in the House until 2023. Trades below come from filings made while in office. John A. Yarmuth has disclosed 369 trades (169 purchases, 200 sales); the latest was on Oct 22, 2021. Over the past year the disclosed stock holdings returned +12.8%, against +11.8% for the S&P 500.
DDemocratParty
Former member of HouseRepresents KY
$1.7MEst. portfolio value
5 years agoLast trade
+12.8%1Y return, from filings
1M return+2.3%S&P 500 -0.3% · 72 positionsOn their trade dates: +0.8%
3M return-0.2%S&P 500 +1.7% · 72 positionsOn their trade dates: -1.8%
YTD return+11.0%S&P 500 +11.4% · 72 positionsOn their trade dates: +9.6%
1Y return+12.8%S&P 500 +11.8% · 72 positionsOn their trade dates: +11.8%
3Y return+67.3%S&P 500 +81.7% · 72 positionsOn their trade dates: +68.8%
Est. value $1.6M across 77 stocks and ETFs, marked to the latest close
| Investment | Est. holding value | Last transaction | Total bought | Avg. cost | Since filed | Current price | Trades |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. - Cl ass A | $110K | Mar 5, 2021Sale (partial) | $3K–45K3 purchases | $51.35 | +453.48% | $281.27 | 4 |
| GOOGgoogle Inc. - Class C Capital stock | $87K | Jan 27, 2015Purchase | $1K–15K1 purchase | $25.86 | +905.26% | $279.90 | 2 |
| MPCMarathon Petroleum Corporat ion | $84K | Feb 1, 2016Purchase | $1K–15K1 purchase | $41.77 | +1069.86% | $438.93 | 1 |
| AMZNAmazon.com, Inc. | $80K | Jul 24, 2017Purchase | $2K–30K2 purchases | $47.84 | +417.46% | $239.45 | 2 |
| AAPLApple Inc. | $68K | Sep 4, 2020Sale (partial) | $2K–30K2 purchases | $44.25 | +734.31% | $347.32 | 4 |
| HEDJWisdomTree Europe Hedge d EquityFund | $66K | Sep 22, 2015Purchase | $15K–50K1 purchase | $27.45 | +86.40% | $55.69 | 1 |
| VEAVanguard FTsE Developed M arkets ETF | $51K | Nov 9, 2017Purchase | $15K–50K1 purchase | $44.15 | +56.36% | $69.57 | 1 |
| MSFTMicrosoft Corporation | $51K | Dec 7, 2017Purchase | $1K–15K1 purchase | $82.49 | +479.94% | $522.53 | 2 |
| ORCLOracle Corporation | $44K | Nov 9, 2017Purchase | $2K–30K2 purchases | $48.63 | +167.03% | $133.02 | 3 |
| MRKMerck & Company, Inc. Common stock | $42K | Nov 9, 2017Purchase | $2K–30K2 purchases | $56.52 | +168.96% | $148.33 | 3 |
| VWOVanguard FTsE Emerging M arkets ETF | $41K | Nov 9, 2017Purchase | $15K–50K1 purchase | $44.76 | +26.50% | $55.80 | 1 |
| GMgeneral Motors Company | $39K | Jun 12, 2017Purchase | $2K–30K2 purchases | $35.02 | +150.54% | $86.43 | 2 |
| COSTCostco Wholesale Corporation | $39K | Jan 28, 2021Sale (partial) | $2K–30K2 purchases | $261.40 | +282.31% | $1,009.16 | 3 |
| GSgoldman Sachs group, Inc. | $37K | Jul 1, 2020Purchase | $1K–15K1 purchase | $197.57 | +321.24% | $901.97 | 1 |
| SYYSysco Corporation | $34K | Sep 23, 2021Purchase | $15K–50K1 purchase | $79.79 | +6.51% | $82.77 | 1 |
| BRK.ABerkshire Hathaway Inc. | $34K | Feb 1, 2016Purchase | $1K–15K1 purchase | $194,759.00 | +282.63% | $817,307.00 | 2 |
| GDgeneral Dynamics Corporatio n | $31K | Sep 23, 2021Purchase | $2K–30K2 purchases | $193.09 | +93.21% | $373.76 | 2 |
| TMOThermo Fisher scientific Inc | $25K | Sep 23, 2021Sale (partial) | $2K–30K2 purchases | $255.93 | +164.05% | $699.00 | 4 |
| TXNTexas Instruments Incorporated | $25K | Nov 26, 2018Purchase | $1K–15K1 purchase | $96.38 | +222.97% | $302.98 | 1 |
| CBChubb limited | $23K | Jul 1, 2020Purchase | $1K–15K1 purchase | $125.66 | +196.01% | $365.42 | 1 |
| CSXCsX Corporation | $23K | Sep 27, 2017Purchase | $1K–15K1 purchase | $17.94 | +183.49% | $51.52 | 1 |
| BACBank of America Corporat ion | $22K | Mar 5, 2021Sale (partial) | $2K–30K2 purchases | $16.84 | +196.86% | $50.34 | 4 |
| BLKBlackRock, Inc. | $22K | Sep 14, 2017Purchase | $1K–15K1 purchase | $425.69 | +143.36% | $1,159.88 | 1 |
| CTASCintas Corporation | $22K | Jan 28, 2021Purchase | $1K–15K1 purchase | $81.11 | +157.31% | $220.96 | 1 |
| AXPP American Express Company | $21K | Jan 13, 2021Purchase | $1K–15K1 purchase | $122.40 | +143.25% | $320.38 | 1 |
| CCitigroup, Inc. | $20K | May 29, 2020Purchase | $1K–15K1 purchase | $47.91 | +143.74% | $122.73 | 7 |
| PLDPrologis, Inc. | $20K | Mar 5, 2021Purchase | $2K–30K2 purchases | $101.13 | +17.44% | $127.81 | 2 |
| ROSTRoss Stores, Inc. | $20K | Sep 8, 2020Purchase | $1K–15K1 purchase | $93.59 | +113.33% | $230.67 | 1 |
| LINlinde plc Ordinary Share | $19K | Jul 1, 2020Purchase | $1K–15K1 purchase | $214.77 | +113.08% | $511.94 | 1 |
| MNSTMonster Beverage Corporat ion | $18K | Oct 15, 2020Purchase | $1K–15K1 purchase | $20.35 | +123.33% | $46.91 | 1 |
| CSCOCisco systems, Inc. | $18K | Mar 5, 2021Purchase | $1K–15K1 purchase | $46.25 | +101.81% | $104.80 | 7 |
| HONHoneywell International Inc. | $18K | Mar 5, 2021Sale (partial) | $2K–30K2 purchases | $134.96 | +57.95% | $221.90 | 6 |
| BMYP Bristol-myers squibb Company | $17K | Sep 23, 2021Purchase | $2K–30K2 purchases | $60.39 | +5.38% | $62.44 | 4 |
| ARNAArena Pharmaceuticals, Inc. | $16K | Feb 12, 2021Purchase | $2K–30K2 purchases | $85.06 | — | — | 2 |
| WMTWal-Mart stores, Inc. | $16K | Sep 8, 2020Sale (partial) | $1K–15K1 purchase | $26.41 | +352.45% | $123.08 | 2 |
| WMWaste Management, Inc. | $16K | Aug 30, 2019Purchase | $1K–15K1 purchase | $119.35 | +105.64% | $233.59 | 1 |
| JNJJohnson & Johnson | $15K | Dec 6, 2018Purchase | $1K–15K1 purchase | $145.91 | +106.18% | $276.93 | 4 |
| VPUVanguard utilities ETF - DNQ | $15K | Feb 1, 2016Purchase | $1K–15K1 purchase | $99.37 | +75.71% | $187.54 | 1 |
| YUMYum! Brands, Inc. | $15K | Mar 8, 2018Purchase | $1K–15K1 purchase | $82.42 | +95.54% | $155.40 | 5 |
| FDXFedEx Corporation | $14K | Sep 23, 2021Purchase | $1K–15K1 purchase | $184.46 | +60.28% | $316.43 | 3 |
| TMUST-Mobile uS, Inc. | $13K | May 26, 2020Purchase | $1K–15K1 purchase | $95.57 | +47.13% | $156.15 | 1 |
| NOCNorthrop grumman Corporation | $13K | Sep 23, 2021Purchase | $1K–15K1 purchase | $350.91 | +56.60% | $558.54 | 2 |
| CATP Caterpillar, Inc. | $12K | Aug 30, 2019Sale (partial) | $1K–15K1 purchase | $92.23 | +574.50% | $636.19 | 3 |
| DALThis purchase was mistakenly not included in m y 12/21/17 PTR.Delta Air lines, Inc. | $12K | Jun 12, 2017Purchase | $1K–15K1 purchase | $52.25 | +48.39% | $79.52 | 1 |
| SPGIID S&P global Inc. | $12K | Jul 1, 2020Purchase | $1K–15K1 purchase | $316.48 | +37.30% | $467.76 | 1 |
| DUKDuke Energy Corporation | $11K | Nov 9, 2017Purchase | $1K–15K1 purchase | $89.63 | +46.16% | $127.35 | 1 |
| MDLZMondelez International, Inc. - Class A | $11K | Jun 12, 2017Purchase | $1K–15K1 purchase | $45.37 | +47.90% | $64.29 | 1 |
| TGTTarget Corporation | $10K | Jun 18, 2020Purchase | $1K–15K1 purchase | $117.30 | -7.04% | $152.98 | 4 |
| VNQVanguard REIT ETF - DNQ | $10K | Feb 1, 2016Purchase | $1K–15K1 purchase | $77.12 | +12.83% | $94.08 | 3 |
| NEENextEra Energy, Inc. | $9K | Mar 5, 2021Purchase | $1K–15K1 purchase | $70.70 | +7.11% | $83.51 | 2 |
| MMMP 3M Company | $9K | Sep 23, 2021Purchase | $1K–15K1 purchase | $151.78 | +16.62% | $176.12 | 4 |
| LUVSouthwest Airlines Company | $8K | Sep 8, 2020Purchase | $1K–15K1 purchase | $40.50 | -3.28% | $42.44 | 1 |
| HUMHumana Inc. | $8K | Oct 29, 2020Purchase | $1K–15K1 purchase | $396.75 | -5.05% | $411.53 | 1 |
| HDHome Depot, Inc. | $8K | Sep 22, 2021Sale (partial) | $1K–15K1 purchase | $163.27 | +81.20% | $329.43 | 4 |
| GWPHgW Pharmaceuticals Plc - American Depositary Shares | $8K | Nov 5, 2020Purchase | $1K–15K1 purchase | $110.15 | — | — | 1 |
| APHAP Aphria Inc. - Common Shares | $8K | Nov 5, 2020Purchase | $1K–15K1 purchase | $5.46 | — | — | 1 |
| DOWDow Chemical Company | $8K | Jun 12, 2017Purchase | $1K–15K1 purchase | No data | — | $34.01 | 1 |
| CMCSKComcast Corporation - Cl ass A special | $8K | Mar 23, 2017Purchase | $1K–15K1 purchase | No data | — | — | 1 |
| ETFCE*TRADE Financial Corporat ion | $8K | Mar 10, 2015Purchase | $1K–15K1 purchase | $27.55 | — | — | 1 |
| SIGsignet Jewelers lim ited Common shares | $8K | Feb 1, 2016Purchase | $1K–15K1 purchase | $120.62 | +1.04% | $117.26 | 1 |
| AMTAmerican Tower Corporation | $8K | Mar 5, 2021Purchase | $1K–15K1 purchase | $200.00 | -25.29% | $188.40 | 1 |
| CRONCronos group Inc. - Common Share | $6K | Feb 12, 2021Purchase | $2K–30K2 purchases | $8.47 | -63.15% | $3.32 | 2 |
| NKENike, Inc. | $6K | Nov 9, 2017Purchase | $1K–15K1 purchase | $56.13 | -37.50% | $38.86 | 4 |
| ELEstee lauder Companies, Inc. | $5K | Aug 2, 2019Purchase | $1K–15K1 purchase | $182.20 | -45.43% | $107.15 | 2 |
| MCDMcDonald's Corporation | $4K | Jul 1, 2020Sale (partial) | $2K–30K2 purchases | $145.95 | +71.71% | $258.18 | 5 |
| CCIFiling ID #20019291 2000065036 Crown Castle International Corp. | $4K | Jul 1, 2020Purchase | $1K–15K1 purchase | $171.89 | -46.78% | $89.53 | 4 |
| COPConocoPhillips | $4K | Sep 15, 2020Sale (partial) | $1K–15K1 purchase | $30.80 | +289.50% | $152.45 | 2 |
| UPSunited Parcel service, I nc. | $3K | Mar 5, 2021Sale (partial) | $1K–15K1 purchase | $107.30 | +2.51% | $108.43 | 2 |
| CMSCMs Energy Corporation | $2K | Aug 27, 2020Sale (partial) | $1K–15K1 purchase | $49.28 | +42.82% | $70.23 | 2 |
| PFEPfizer, Inc. | $1K | May 29, 2020Sale (partial) | $1K–15K1 purchase | $31.02 | -4.51% | $30.31 | 2 |
| SBUXstarbucks Corporation | $1K | Dec 6, 2018Sale (partial) | $1K–15K1 purchase | $61.29 | +91.66% | $103.00 | 3 |
| ACBAurora Cannabis Inc. Common Shares | $768.74 | Feb 12, 2021Purchase | $2K–30K2 purchases | $83.47 | -95.53% | $4.01 | 2 |
| NFLXNetflix, Inc. | $616.27 | Mar 5, 2021Sale (partial) | $1K–15K1 purchase | $48.56 | +16.37% | $62.82 | 2 |
| TLRYTilray, Inc. - Class 2 | $333.85 | Feb 12, 2021Purchase | $2K–30K2 purchases | $123.18 | -97.88% | $2.57 | 2 |
| APDAir Products and Chem icals, Inc. | $88.93 | Jul 1, 2020Sale (partial) | $1K–15K1 purchase | $241.65 | +27.91% | $311.77 | 4 |
| EBAYeBay Inc. | $69.37 | Sep 3, 2020Sale (partial) | $1K–15K1 purchase | $52.96 | +120.39% | $122.05 | 2 |
| CGCP 2000065033 Canopy growth Corporation | $38.00 | Feb 12, 2021Purchase | $2K–30K2 purchases | $277.86 | -99.78% | $0.66 | 4 |
Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.