Byron Donalds: Stock Portfolio, Performance and Latest Trades

U.S. Representative, FL-19
R Republican
Trades disclosed174
Bought / sold87 / 87
Est. volume$1.5M
Typical delay33 days
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Byron Donalds' estimated portfolio today
Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.
| Stock | Share of portfolio | Average buy price | Return | Current price |
|---|---|---|---|---|
TLXIXNuveen Lifecycle Index 2045 Fund R6 | 25.8% | $35.91 | +11.9% | $40.18 |
MRVLMarvell Technology, Inc. | 5.61% | $107.03 | +166% | $284.68 |
FTNTFortinet, Inc. | 5.03% | $79.41 | +138% | $189.28 |
LRCXLam Research Corporation | 4.07% | $170.67 | +93.1% | $329.51 |
FIXComfort Systems USA, Inc. | 3.94% | $931.96 | +86.8% | $1,741.36 |
NFLXNetflix, Inc. | 3.58% | $82.08 | −15.1% | $69.70 |
ANETArista Networks, Inc. | 3.47% | $131.03 | +64.7% | $215.83 |
ZTSZoetis Inc. Class A | 3.07% | $98.41 | −27.3% | $71.55 |
PHParker-Hannifin Corporation | 2.81% | $873.59 | +9.1% | $952.79 |
NOWServiceNow, Inc. | 2.73% | $106.48 | +29.5% | $137.87 |
NVDANVIDIA Corporation | 2.69% | $186.06 | +27.6% | $237.47 |
LLYEli Lilly and Company | 2.69% | $932.64 | +27.5% | $1,188.72 |
PYPLPayPal Holdings, Inc. | 2.60% | $44.64 | +23.1% | $54.95 |
TTTrane Technologies plc | 2.55% | $386.47 | +20.9% | $467.27 |
AMZNAmazon.com, Inc. | 2.37% | $230.82 | +12.6% | $259.92 |
MCKMcKesson Corporation | 2.35% | $817.83 | +11.3% | $910.33 |
GOOGAlphabet Inc. - Class C Capital Stock | 2.34% | $313.19 | +10.9% | $347.37 |
MSFTMicrosoft Corporation | 2.32% | $480.57 | +10.2% | $529.76 |
METAMeta Platforms, Inc. | 2.31% | $658.40 | +9.6% | $721.31 |
AVGOBroadcom Inc. | 2.31% | $344.20 | +9.4% | $376.51 |
VVisa Inc. | 2.25% | $348.62 | +6.7% | $372.10 |
MAMastercard Incorporated | 2.12% | $568.09 | +0.3% | $570.06 |
TWTradeweb Markets Inc. | 2.11% | $107.13 | +0.3% | $107.40 |
PGRProgressive Corporation | 2.11% | $213.81 | +0.1% | $214.12 |
CCLCarnival Corporation Ltd. Common Shares | 1.83% | $30.06 | −13.0% | $26.15 |
ADSKAutodesk, Inc. | 1.67% | $296.01 | −20.6% | $235.05 |
IDXXIDEXX Laboratories, Inc. | 1.58% | $676.53 | −25.1% | $506.67 |
MPWRMonolithic Power Systems, Inc. | 1.30% | $901.84 | +58.1% | $1,425.98 |
CDNSCadence Design Systems, Inc. | 0.41% | $312.58 | +13.9% | $356.12 |
Byron Donalds' buys and sells
Oct 1, 2024 to Aug 12, 2026.
| Stock | Action | Amount | Traded | Disclosed |
|---|---|---|---|---|
NFLXSpouseNetflix, Inc. | Bought | $1K–$15K | Aug 12, 2026 | Sep 15, 202634 days later |
NFLXNetflix, Inc. | Bought | $1K–$15K | Aug 12, 2026 | Sep 15, 202634 days later |
HWMHowmet Aerospace Inc. | Sold part | $1K–$15K | Aug 11, 2026 | Sep 15, 202635 days later |
HWMSpouseHowmet Aerospace Inc. | Sold part | $1K–$15K | Aug 11, 2026 | Sep 15, 202635 days later |
PHParker-Hannifin Corporation | Sold part | $1K–$15K | Aug 11, 2026 | Sep 15, 202635 days later |
PHSpouseParker-Hannifin Corporation | Sold part | $1K–$15K | Aug 11, 2026 | Sep 15, 202635 days later |
ZTSZoetis Inc. Class A | Bought | $1K–$15K | Jun 9, 2026 | Jul 15, 202636 days later |
ZTSSpouseZoetis Inc. Class A | Bought | $1K–$15K | Jun 9, 2026 | Jul 15, 202636 days later |
CDNSCadence Design Systems, Inc. | Sold part | $1K–$15K | Jun 5, 2026 | Jul 15, 202640 days later |
CDNSSpouseCadence Design Systems, Inc. | Sold part | $1K–$15K | Jun 5, 2026 | Jul 15, 202640 days later |
MPWRSpouseMonolithic Power Systems, Inc. | Sold part | $1K–$15K | Jun 5, 2026 | Jul 15, 202640 days later |
MPWRMonolithic Power Systems, Inc. | Sold part | $1K–$15K | Jun 5, 2026 | Jul 15, 202640 days later |
CMGChipotle Mexican Grill, Inc. | Sold | $1K–$15K | Apr 2, 2026 | May 13, 202641 days later |
CMGSpouseChipotle Mexican Grill, Inc. | Sold | $1K–$15K | Apr 2, 2026 | May 13, 202641 days later |
LLYSpouseEli Lilly and Company | Bought | $1K–$15K | Apr 2, 2026 | May 13, 202641 days later |
LLYEli Lilly and Company | Bought | $1K–$15K | Apr 2, 2026 | May 13, 202641 days later |
INTUIntuit Inc. | Sold | $1K–$15K | Apr 2, 2026 | May 13, 202641 days later |
INTUSpouseIntuit Inc. | Sold | $1K–$15K | Apr 2, 2026 | May 13, 202641 days later |
MRVLSpouseMarvell Technology, Inc. | Bought | $1K–$15K | Apr 2, 2026 | May 13, 202641 days later |
MRVLMarvell Technology, Inc. | Bought | $1K–$15K | Apr 2, 2026 | May 13, 202641 days later |
NFLXNetflix, Inc. | Bought | $1K–$15K | Mar 20, 2026 | Apr 8, 202619 days later |
NFLXSpouseNetflix, Inc. | Bought | $1K–$15K | Mar 20, 2026 | Apr 8, 202619 days later |
TTDThe Trade Desk, Inc. | Sold | $1K–$15K | Mar 20, 2026 | Apr 8, 202619 days later |
TTDSpouseThe Trade Desk, Inc. | Sold | $1K–$15K | Mar 20, 2026 | Apr 8, 202619 days later |
PYPLPayPal Holdings, Inc. | Bought | $1K–$15K | Mar 13, 2026 | Apr 8, 202626 days later |
PYPLSpousePayPal Holdings, Inc. | Bought | $1K–$15K | Mar 13, 2026 | Apr 8, 202626 days later |
BROBrown & Brown, Inc. | Sold | $1K–$15K | Feb 10, 2026 | Mar 6, 202624 days later |
BROSpouseBrown & Brown, Inc. | Sold | $1K–$15K | Feb 10, 2026 | Mar 6, 202624 days later |
PYPLSpousePayPal Holdings, Inc. | Sold | $1K–$15K | Feb 10, 2026 | Mar 6, 202624 days later |
PYPLPayPal Holdings, Inc. | Sold | $1K–$15K | Feb 10, 2026 | Mar 6, 202624 days later |
NOWServiceNow, Inc. | Bought | $1K–$15K | Feb 10, 2026 | Mar 6, 202624 days later |
NOWSpouseServiceNow, Inc. | Bought | $1K–$15K | Feb 10, 2026 | Mar 6, 202624 days later |
TTDSpouseThe Trade Desk, Inc. | Bought | $1K–$15K | Feb 10, 2026 | Mar 6, 202624 days later |
TTDThe Trade Desk, Inc. | Bought | $1K–$15K | Feb 10, 2026 | Mar 6, 202624 days later |
Bitcoin (CRYPTO:BTC)CryptoSpouse | Bought | $1K–$15K | Jan 8, 2026 | Feb 12, 202635 days later |
HWMHowmet Aerospace Inc. | Sold part | $1K–$15K | Jan 8, 2026 | Feb 12, 202635 days later |
PHParker-Hannifin Corporation | Sold part | $1K–$15K | Jan 8, 2026 | Feb 12, 202635 days later |
TTDThe Trade Desk, Inc. | Sold | $1K–$15K | Jan 8, 2026 | Feb 12, 202635 days later |
TTDSpouseThe Trade Desk, Inc. | Sold | $1K–$15K | Jan 8, 2026 | Feb 12, 202635 days later |
BTCCryptoBitcoin | Bought | $50K–$100K | Dec 18, 2025 | Jan 7, 202620 days later |
Bitcoin (CRYPTO:BTC)CryptoSpouse | Bought | $50K–$100K | Dec 18, 2025 | Jan 9, 202622 days later |
ABTAbbott Laboratories | Sold | $1K–$15K | Dec 4, 2025 | Jan 7, 202634 days later |
ABTSpouseAbbott Laboratories | Sold | $1K–$15K | Dec 4, 2025 | Jan 7, 202634 days later |
FIXComfort Systems USA, Inc. | Bought | $1K–$15K | Dec 4, 2025 | Jan 7, 202634 days later |
FIXSpouseComfort Systems USA, Inc. | Bought | $1K–$15K | Dec 4, 2025 | Jan 7, 202634 days later |
BROBrown & Brown, Inc. | Bought | $1K–$15K | Oct 24, 2025 | Nov 18, 202525 days later |
PGRProgressive Corporation | Bought | $1K–$15K | Oct 24, 2025 | Nov 18, 202525 days later |
VSpouseVisa Inc. | Bought | $1K–$15K | Oct 24, 2025 | Nov 18, 202525 days later |
HWMHowmet Aerospace Inc. | Sold part | $1K–$15K | Oct 23, 2025 | Nov 18, 202526 days later |
HWMSpouseHowmet Aerospace Inc. | Sold part | $1K–$15K | Oct 23, 2025 | Nov 18, 202526 days later |
BROBrown & Brown, Inc. | Bought | $1K–$15K | Oct 9, 2025 | Nov 18, 202540 days later |
BROSpouseBrown & Brown, Inc. | Bought | $1K–$15K | Oct 9, 2025 | Nov 18, 202540 days later |
CCLCarnival Corporation | Bought | $1K–$15K | Oct 9, 2025 | Nov 18, 202540 days later |
CCLSpouseCarnival Corporation | Bought | $1K–$15K | Oct 9, 2025 | Nov 18, 202540 days later |
CMGChipotle Mexican Grill, Inc. | Bought | $1K–$15K | Oct 9, 2025 | Nov 18, 202540 days later |
CMGSpouseChipotle Mexican Grill, Inc. | Bought | $1K–$15K | Oct 9, 2025 | Nov 18, 202540 days later |
FTNTSpouseFortinet, Inc. | Bought | $1K–$15K | Oct 9, 2025 | Nov 18, 202540 days later |
FTNTFortinet, Inc. | Bought | $1K–$15K | Oct 9, 2025 | Nov 18, 202540 days later |
PGRSpouseProgressive Corporation | Bought | $1K–$15K | Oct 9, 2025 | Nov 18, 202540 days later |
PGRProgressive Corporation | Bought | $1K–$15K | Oct 9, 2025 | Nov 18, 202540 days later |
TTDThe Trade Desk, Inc. | Bought | $1K–$15K | Oct 9, 2025 | Nov 18, 202540 days later |
TTDSpouseThe Trade Desk, Inc. | Bought | $1K–$15K | Oct 9, 2025 | Nov 18, 202540 days later |
TWSpouseTradeweb Markets Inc. | Bought | $1K–$15K | Oct 9, 2025 | Nov 18, 202540 days later |
TWTradeweb Markets Inc. | Bought | $1K–$15K | Oct 9, 2025 | Nov 18, 202540 days later |
BROBrown & Brown, Inc. | Sold | $1K–$15K | Sep 4, 2025 | Oct 7, 202533 days later |
BROSpouseBrown & Brown, Inc. | Sold | $1K–$15K | Sep 4, 2025 | Oct 7, 202533 days later |
CMGSpouseChipotle Mexican Grill, Inc. | Sold | $1K–$15K | Sep 4, 2025 | Oct 7, 202533 days later |
CMGChipotle Mexican Grill, Inc. | Sold | $1K–$15K | Sep 4, 2025 | Oct 7, 202533 days later |
FIFiserv, Inc. | Sold | $1K–$15K | Sep 4, 2025 | Oct 7, 202533 days later |
FISpouseFiserv, Inc. | Sold | $1K–$15K | Sep 4, 2025 | Oct 7, 202533 days later |
FTNTSpouseFortinet, Inc. | Sold | $1K–$15K | Sep 4, 2025 | Oct 7, 202533 days later |
FTNTFortinet, Inc. | Sold | $1K–$15K | Sep 4, 2025 | Oct 7, 202533 days later |
IDXXIDEXX Laboratories, Inc. | Bought | $1K–$15K | Sep 4, 2025 | Oct 7, 202533 days later |
IDXXSpouseIDEXX Laboratories, Inc. | Bought | $1K–$15K | Sep 4, 2025 | Oct 7, 202533 days later |
MOHSpouseMolina Healthcare Inc | Sold | $1K–$15K | Sep 4, 2025 | Oct 7, 202533 days later |
MOHMolina Healthcare Inc | Sold | $1K–$15K | Sep 4, 2025 | Oct 7, 202533 days later |
PGRProgressive Corporation | Sold | $1K–$15K | Sep 4, 2025 | Oct 7, 202533 days later |
PGRSpouseProgressive Corporation | Sold | $1K–$15K | Sep 4, 2025 | Oct 7, 202533 days later |
TTDSpouseThe Trade Desk, Inc. | Sold | $1K–$15K | Sep 4, 2025 | Oct 7, 202533 days later |
TTDThe Trade Desk, Inc. | Sold | $1K–$15K | Sep 4, 2025 | Oct 7, 202533 days later |
TWTradeweb Markets Inc. | Sold | $1K–$15K | Sep 4, 2025 | Oct 7, 202533 days later |
TWSpouseTradeweb Markets Inc. | Sold | $1K–$15K | Sep 4, 2025 | Oct 7, 202533 days later |
DECKDeckers Outdoor Corporation | Sold | $1K–$15K | Aug 7, 2025 | Sep 5, 202529 days later |
DECKSpouseDeckers Outdoor Corporation | Sold | $1K–$15K | Aug 7, 2025 | Sep 5, 202529 days later |
HWMHowmet Aerospace Inc. | Sold part | $1K–$15K | Aug 7, 2025 | Sep 5, 202529 days later |
LRCXSpouseLam Research Corporation | Bought | $1K–$15K | Aug 7, 2025 | Sep 5, 202529 days later |
LRCXLam Research Corporation | Bought | $1K–$15K | Aug 7, 2025 | Sep 5, 202529 days later |
APHAmphenol Corporation | Bought | $1K–$15K | Apr 10, 2025 | May 24, 202544 days later |
APHSpouseAmphenol Corporation | Bought | $1K–$15K | Apr 10, 2025 | May 24, 202544 days later |
NUSpouseNu Holdings Ltd. Class A Ordinary Shares | Sold | $1K–$15K | Apr 10, 2025 | May 24, 202544 days later |
NUNu Holdings Ltd. Class A Ordinary Shares | Sold | $1K–$15K | Apr 10, 2025 | May 24, 202544 days later |
REGNRegeneron Pharmaceuticals, Inc. | Sold | $1K–$15K | Apr 10, 2025 | May 24, 202544 days later |
REGNSpouseRegeneron Pharmaceuticals, Inc. | Sold | $1K–$15K | Apr 10, 2025 | May 24, 202544 days later |
VSpouseVisa Inc. | Bought | $1K–$15K | Apr 10, 2025 | May 24, 202544 days later |
VVisa Inc. | Bought | $1K–$15K | Apr 10, 2025 | May 24, 202544 days later |
ABTAbbott Laboratories | Bought | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
ABTSpouseAbbott Laboratories | Bought | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
AMZNSpouseAmazon.com, Inc. | Bought | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
AMZNAmazon.com, Inc. | Bought | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
ANETArista Networks, Inc. | Bought | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
ANETSpouseArista Networks, Inc. | Bought | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
ADSKAutodesk, Inc. | Bought | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
ADSKSpouseAutodesk, Inc. | Bought | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
AVGOSpouseBroadcom Inc. | Bought | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
AVGOBroadcom Inc. | Bought | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
BROBrown & Brown, Inc. | Bought | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
BROSpouseBrown & Brown, Inc. | Bought | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
CMGChipotle Mexican Grill, Inc. | Bought | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
CMGSpouseChipotle Mexican Grill, Inc. | Bought | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
DASHDoorDash, Inc. | Sold | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
DASHSpouseDoorDash, Inc. | Sold | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
EFXSpouseEquifax, Inc. | Sold | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
EFXEquifax, Inc. | Sold | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
FCNCAFirst Citizens BancShares, Inc. | Sold | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
FCNCASpouseFirst Citizens BancShares, Inc. | Sold | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
FIFiserv, Inc. | Bought | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
FISpouseFiserv, Inc. | Bought | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
ITGartner, Inc. | Sold | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
ITSpouseGartner, Inc. | Sold | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
GDDYSpouseGoDaddy Inc. Class A | Sold | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
GDDYGoDaddy Inc. Class A | Sold | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
JPMJP Morgan Chase & Co. | Sold | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
JPMSpouseJP Morgan Chase & Co. | Sold | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
MSCISpouseMSCI Inc. | Sold | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
MSCIMSCI Inc. | Sold | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
NVONovo Nordisk A/S | Sold | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
NVOSpouseNovo Nordisk A/S | Sold | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
PYPLSpousePayPal Holdings, Inc. | Bought | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
PYPLPayPal Holdings, Inc. | Bought | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
PGRProgressive Corporation | Bought | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
PGRSpouseProgressive Corporation | Bought | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
HOODRobinhood Markets, Inc. | Sold | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
HOODSpouseRobinhood Markets, Inc. | Sold | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
TWTradeweb Markets Inc. | Bought | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
TWSpouseTradeweb Markets Inc. | Bought | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
VEEVSpouseVeeva Systems Inc. Class A | Sold | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
VEEVVeeva Systems Inc. Class A | Sold | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
VRTXVertex Pharmaceuticals Incorporated | Sold | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
VRTXSpouseVertex Pharmaceuticals Incorporated | Sold | $1K–$15K | Mar 20, 2025 | Apr 14, 202525 days later |
CHESpouseChemed Corp | Sold | $1K–$15K | Mar 6, 2025 | Apr 14, 202539 days later |
CHEChemed Corp | Sold | $1K–$15K | Mar 6, 2025 | Apr 14, 202539 days later |
HOODSpouseRobinhood Markets, Inc. | Bought | $1K–$15K | Mar 6, 2025 | Apr 14, 202539 days later |
HOODRobinhood Markets, Inc. | Bought | $1K–$15K | Mar 6, 2025 | Apr 14, 202539 days later |
TTDThe Trade Desk, Inc. | Bought | $1K–$15K | Mar 6, 2025 | Apr 14, 202539 days later |
TTDSpouseThe Trade Desk, Inc. | Bought | $1K–$15K | Mar 6, 2025 | Apr 14, 202539 days later |
DASHDoorDash, Inc. | Bought | $1K–$15K | Feb 13, 2025 | Mar 25, 202540 days later |
DASHSpouseDoorDash, Inc. | Bought | $1K–$15K | Feb 13, 2025 | Mar 25, 202540 days later |
FDSFactSet Research Systems Inc. | Sold | $1K–$15K | Feb 13, 2025 | Mar 25, 202540 days later |
FDSSpouseFactSet Research Systems Inc. | Sold | $1K–$15K | Feb 13, 2025 | Mar 25, 202540 days later |
FTNTSpouseFortinet, Inc. | Bought | $1K–$15K | Feb 13, 2025 | Mar 25, 202540 days later |
FTNTFortinet, Inc. | Bought | $1K–$15K | Feb 13, 2025 | Mar 25, 202540 days later |
LMTLockheed Martin Corporation | Sold | $1K–$15K | Feb 13, 2025 | Mar 25, 202540 days later |
LMTSpouseLockheed Martin Corporation | Sold | $1K–$15K | Feb 13, 2025 | Mar 25, 202540 days later |
FCNCAFirst Citizens BancShares, Inc. | Bought | $1K–$15K | Jan 21, 2025 | Feb 10, 202520 days later |
FCNCASpouseFirst Citizens BancShares, Inc. | Bought | $1K–$15K | Jan 21, 2025 | Feb 10, 202520 days later |
GDDYSpouseGoDaddy Inc. Class A | Bought | $1K–$15K | Jan 21, 2025 | Feb 10, 202520 days later |
GDDYGoDaddy Inc. Class A | Bought | $1K–$15K | Jan 21, 2025 | Feb 10, 202520 days later |
RLISpouseRLI Corp. | Sold | $1K–$15K | Jan 21, 2025 | Feb 10, 202520 days later |
FCNCAFirst Citizens BancShares, Inc. | Bought | $1K–$15K | Jan 16, 2025 | Feb 10, 202525 days later |
GDDYGoDaddy Inc. Class A | Bought | $1K–$15K | Jan 16, 2025 | Feb 10, 202525 days later |
GDDYSpouseGoDaddy Inc. Class A | Bought | $1K–$15K | Jan 16, 2025 | Feb 10, 202525 days later |
MRKMerck & Company, Inc. | Sold | $1K–$15K | Jan 16, 2025 | Feb 10, 202525 days later |
MRKSpouseMerck & Company, Inc. | Sold | $1K–$15K | Jan 16, 2025 | Feb 10, 202525 days later |
RLISpouseRLI Corp. | Sold part | $1K–$15K | Jan 16, 2025 | Feb 10, 202525 days later |
RLIRLI Corp. | Sold part | $1K–$15K | Jan 16, 2025 | Feb 10, 202525 days later |
RLIRLI Corp. | Sold | $1K–$15K | Jan 16, 2025 | Feb 10, 202525 days later |
APPFAppFolio, Inc. | Sold | $1K–$15K | Oct 1, 2024 | Nov 7, 202437 days later |
APPFSpouseAppFolio, Inc. | Sold | $1K–$15K | Oct 1, 2024 | Nov 7, 202437 days later |
MCKSpouseMcKesson Corporation | Bought | $1K–$15K | Oct 1, 2024 | Nov 7, 202437 days later |
MCKMcKesson Corporation | Bought | $1K–$15K | Oct 1, 2024 | Nov 7, 202437 days later |
NUNu Holdings Ltd. Class A Ordinary Shares | Bought | $1K–$15K | Oct 1, 2024 | Nov 7, 202437 days later |
NUSpouseNu Holdings Ltd. Class A Ordinary Shares | Bought | $1K–$15K | Oct 1, 2024 | Nov 7, 202437 days later |
SNPSSynopsys, Inc. | Sold | $1K–$15K | Oct 1, 2024 | Nov 7, 202437 days later |
SNPSSpouseSynopsys, Inc. | Sold | $1K–$15K | Oct 1, 2024 | Nov 7, 202437 days later |
Byron Donalds' portfolio by sector
Share of the estimated stock portfolio.
| Sector | Share |
|---|---|
| Technology | 30% |
| Other | 28% |
| Industrials | 13% |
| Financials | 11% |
| Health Care | 9.7% |
| Communication Services | 5.9% |
| Consumer Discretionary | 2.4% |
Portfolio performance: Byron Donalds vs. benchmarks
Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since Aug 12, 2022.
- You, copying after each disclosure – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each disclosure – estimated value | +53.2% | +10.8% |
| S&P 500 | +92.5% | +17.1% |
| Nasdaq-100 | +135.3% | +22.9% |
Byron Donalds' most traded stocks
Number of disclosed buys and sells per stock.
| Stock | Buys | Sells |
|---|---|---|
TTDThe Trade Desk, Inc. | 6 | 6 |
BROBrown & Brown, Inc. | 5 | 4 |
CMGChipotle Mexican Grill, Inc. | 4 | 4 |
PGRProgressive Corporation | 5 | 2 |
TWTradeweb Markets Inc. | 4 | 2 |
PYPLPayPal Holdings, Inc. | 4 | 2 |
FTNTFortinet, Inc. | 4 | 2 |
HWMHowmet Aerospace Inc. | 0 | 6 |
GDDYGoDaddy Inc. Class A | 4 | 2 |
FCNCAFirst Citizens BancShares, Inc. | 3 | 2 |
FIFiserv, Inc. | 2 | 2 |
NFLXNetflix, Inc. | 4 | 0 |
Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.