WhatInvestorsBuy

Cliff Bentz: Stock Portfolio, Performance and Latest Trades

Cliff Bentz

U.S. Representative, OR-2

R Republican

Trades disclosed6
Bought / sold3 / 3
Est. volume$415K
Typical delay30 days

Cliff Bentz's estimated portfolio today

Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
VFIAXVanguard 500 Index Fd Admiral Shs
12.3%$626.46+14.9%$720.06Held at end of 20240
VIGAXVanguard Growth Index Fd Admiral Shs
12.2%$250.37+14.0%$285.50Held at end of 20240
VOOVanguard S&P 500 ETF
11.5%$621.74+14.9%$714.34Held at end of 20240
SWVXXSchwab Prime Advantage Money Fund- Investor Shares
10.7%$1.00+0.0%$1.00Held at end of 20230
AMGNAmgen Inc.
6.45%$320.75+28.8%$413.08Jun 6, 20250
VSMAXVanguard Small Cap Index Fd Admiral Shs
5.62%$122.41+12.4%$137.54Held at end of 20240
PIMIXPIMCO Income Fund Insti Class
4.86%$10.60−2.8%$10.30Held at end of 20250
DODIXDodge & Cox Income Fund - Class I
4.84%$12.43−3.3%$12.02Held at end of 20240
HDHome Depot, Inc.
4.25%$336.79−15.1%$285.77Held at end of 20210
ORCLOracle Corporation
3.72%$193.05−25.6%$143.56Held at end of 20210
VIMAXVanguard Mid-Cap Index Fund Admiral Shares
2.65%$355.64+11.6%$397.01Held at end of 20240
IEFAiShares Core MSCI EAFE ETF
2.59%$88.02+9.3%$96.20Held at end of 20240
IQLTiShares MSCI Intl Quality Factor ETF
2.36%$44.77+10.1%$49.31Held at end of 20240
BCOIXBaird Core Plus Bond Fund Institutional Class
2.09%$9.99−2.4%$9.75Held at end of 20240
VWOVanguard FTSE Emerging Markets ETF
1.04%$53.59+11.7%$59.85Held at end of 20240
MSFTMicrosoft Corporation
1.02%$480.57+10.2%$529.76Held at end of 20240
PFEPfizer, Inc.
0.54%$23.68+18.3%$28.00Held at end of 20210
TXNTexas Instruments Incorporated
0.39%$170.62+69.4%$288.98Held at end of 20240
NOKNokia Corporation Sponsored American Depositary Shares
0.38%$6.47+64.1%$10.62Held at end of 20210
XOMExxon Mobil Corporation
0.32%$117.97+39.1%$164.05Held at end of 20240
CVXChevron Corporation
0.32%$148.27+38.4%$205.15Held at end of 20240
JCIJohnson Controls International plc Ordinary Share
0.30%$118.72+31.3%$155.93Held at end of 20210
AAPLApple Inc.
0.28%$271.12+24.2%$336.67Held at end of 20240
IEMGiShares Core MSCI Emerging Markets ETF
0.28%$66.68+23.0%$82.04Held at end of 20240
TDToronto Dominion Bank
0.28%$92.84+22.6%$113.87Held at end of 20240
ABBVAbbVie Inc.
0.28%$223.21+21.6%$271.36Held at end of 20240
IWDiShares Russell 1000 Value ETF
0.28%$208.12+20.5%$250.78Held at end of 20240
BMYBristol-Myers Squibb Company
0.26%$51.64+15.6%$59.70Held at end of 20240
APDAir Products and Chemicals, Inc.
0.26%$240.62+15.6%$278.12Held at end of 20240
SCHASchwab U.S. Small-Cap ETF
0.26%$28.28+15.3%$32.61Held at end of 20240
ROKRockwell Automation, Inc.
0.26%$385.34+14.7%$441.90Held at end of 20240
MDDVXBlackRock Eq Dividend A
0.26%$19.27+14.3%$22.03Held at end of 20240
FTHNXFullerThaler Behavioral Small-Cap Equity Fund Investor Shares
0.26%$49.71+14.0%$56.65Held at end of 20240
ETREntergy Corporation
0.26%$90.79+13.2%$102.80Held at end of 20240
AMZNAmazon.com, Inc.
0.26%$230.82+12.6%$259.92Held at end of 20240
AEPAmerican Electric Power Company, Inc.
0.25%$112.72+8.3%$122.08Held at end of 20240
VVisa Inc.
0.24%$348.62+6.7%$372.10Held at end of 20240
MEIAXMFS Series Trust I - MFS Value Fund Class A
0.24%$49.39+6.6%$52.63Held at end of 20240
PGProcter & Gamble Company
0.24%$140.19+5.4%$147.82Jun 6, 20250
ADPAutomatic Data Processing, Inc.
0.24%$251.59+4.9%$264.00Held at end of 20240
JPMJP Morgan Chase & Co.
0.24%$317.71+3.7%$329.58Held at end of 20240
RSGRepublic Services, Inc.
0.24%$209.41+3.2%$216.18Held at end of 20240
HONHoneywell International Inc.
0.24%$201.87+3.1%$208.11Held at end of 20240
USHYiShares Broad USD High Yield Corporate Bond ETF
0.23%$35.51+0.4%$35.66Held at end of 20240
KMBKimberly-Clark Corporation
0.23%$97.14−0.7%$96.48Held at end of 20240
NEENextEra Energy, Inc.
0.22%$78.57−1.9%$77.06Held at end of 20240
WMTWalmart Inc.
0.22%$110.70−2.3%$108.16Held at end of 20240
PFOAXPIMCO International Bond Fund
0.22%$9.70−2.5%$9.45Held at end of 20240
UPSUnited Parcel Service, Inc.
0.22%$94.69−2.5%$92.29Held at end of 20240
GOVTiShares U.S. Treasury Bond ETF
0.22%$22.40−2.6%$21.82Held at end of 20240
VMBSVanguard Mortgage-Backed Securities ETF
0.22%$45.61−3.0%$44.22Held at end of 20240
DLTNXDoubleLine Total Return Bond Fund Class N
0.22%$8.61−3.0%$8.35Held at end of 20240
VCITVanguard Intermediate-Term Corporate Bond ETF
0.22%$80.74−3.1%$78.27Held at end of 20240
PBDAXPIMCO Investment Grade Credit Bond Fund Class A
0.22%$8.92−4.1%$8.56Held at end of 20240
TELTE Connectivity Ltd. New Switzerland Registered Shares
0.22%$225.06−4.1%$215.83Held at end of 20220
HCAHCA Healthcare, Inc.
0.22%$464.38−5.4%$439.17Held at end of 20240
MDTMedtronic plc. Ordinary Shares
0.21%$93.66−8.7%$85.51Held at end of 20210
PEPPepsico, Inc.
0.20%$139.28−11.2%$123.73Held at end of 20240
AZNAstraZeneca PLC - American Depositary Shares
0.20%$181.96−12.0%$160.12Held at end of 20240
AXPAmerican Express Company
0.19%$366.96−17.1%$304.25Held at end of 20240
CMCSAComcast Corporation
0.18%$27.00−22.5%$20.94Held at end of 20240
MCDMcDonald's Corporation
0.18%$299.75−23.0%$230.88Held at end of 20240

Cliff Bentz's buys and sells

Nov 21, 2022 to Apr 9, 2026.

StockActionAmountTradedDisclosed
INTCSpouseIntel Corporation
Sold$1K–$15KApr 9, 2026May 9, 202630 days later
AMGNSpouseAmgen Inc.
Bought$1K–$15KJun 6, 2025Jul 9, 202533 days later
PGSpouseProcter & Gamble Company
Bought$1K–$15KJun 6, 2025Jul 9, 202533 days later
US Treasury Note 1.25% - Jan 15, 2024Bond
Sold$1K–$15KJan 16, 2024Feb 13, 202428 days later
US Treasury NT .0125% Note Due 1/15/24Bond
Bought$1K–$15KApr 3, 2023May 3, 202330 days later
iShares Core US Aggregate Bond ETFBond
Sold$250K–$500KNov 21, 2022Dec 7, 202216 days later

Cliff Bentz's portfolio by sector

Share of the estimated stock portfolio.

8.1%Health Care
SectorShareValueHoldings
Other76%~$2.7M25
Health Care8.1%~$285.2K7
Technology6.3%~$220.2K7
Consumer Discretionary4.7%~$163.7K3
Industrials1.0%~$34.2K4
Utilities1.0%~$33.8K4
Energy0.9%~$33.3K3
Financials0.9%~$33.3K4
Consumer Staples0.7%~$23.4K3
Materials0.5%~$17.2K2
Communication Services0.2%~$6.2K1

Portfolio performance: Cliff Bentz 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 May 20, 2022.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−50%0%+50%+100%+150%+200%JulApr2024OctJulApr+170%Nasdaq-100+112%S&P 500+68%You, copying
May 20, 2022 to Oct 7, 2026, buying on disclosure dates; call options valued with their leverage (strike and expiry from the disclosure); prices adjusted for dividends and splits.
Total returnPer year
You, copying after each disclosure – estimated value+68.2%+12.6%
S&P 500+111.9%+18.7%
Nasdaq-100+169.8%+25.4%

Cliff Bentz's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
PGProcter & Gamble Company
10
AMGNAmgen Inc.
10
INTCIntel Corporation
01

Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.