Michael A. Rulli: Stock Portfolio, Performance and Latest Trades

U.S. Representative, OH-6
R Republican
Trades disclosed38
Bought / sold16 / 22
Est. volume$371K
Typical delay176 days
Michael A. Rulli's 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 |
|---|---|---|---|---|
TSLATesla, Inc. | 16.4% | $449.72 | −16.0% | $377.81 |
CSXCSX Corporation | 4.53% | $35.92 | +30.3% | $46.81 |
AVUVXAvantis U.S. Small Cap Value Fund Institutional Class | 4.10% | $17.35 | +17.9% | $20.46 |
APDKXArtisan International Value Fund Advisor Shares | 3.79% | $52.86 | +9.1% | $57.65 |
FLXRTCW Flexible Income ETF | 3.47% | $37.82 | −0.1% | $37.79 |
NVDANVIDIA Corporation | 2.13% | $190.68 | +24.5% | $237.47 |
WDCWestern Digital Corporation | 2.02% | $172.09 | +136% | $405.42 |
AMATApplied Materials, Inc. | 1.74% | $256.08 | +103% | $520.65 |
LRCXLam Research Corporation | 1.65% | $170.67 | +93.1% | $329.51 |
GLWCorning Incorporated | 1.60% | $87.10 | +87.4% | $163.25 |
TXNTexas Instruments Incorporated | 1.45% | $170.62 | +69.4% | $288.98 |
CSCOCisco Systems, Inc. | 1.33% | $75.63 | +55.2% | $117.39 |
ADIAnalog Devices, Inc. | 1.31% | $268.80 | +52.6% | $410.08 |
XOMExxonMobil Holdings Corporation | 1.19% | $117.97 | +39.1% | $164.05 |
MRKMerck & Company, Inc. | 1.18% | $103.13 | +38.5% | $142.79 |
CVXChevron Corporation | 1.18% | $148.27 | +38.4% | $205.15 |
ETNEaton Corporation, PLC Ordinary Shares | 1.17% | $315.87 | +36.6% | $431.33 |
JNJJohnson & Johnson | 1.09% | $203.67 | +26.9% | $258.45 |
KOCoca-Cola Company | 1.07% | $68.58 | +25.1% | $85.82 |
MCHPMicrochip Technology Incorporated | 1.07% | $62.65 | +24.5% | $78.02 |
PMPhilip Morris International Inc | 1.05% | $156.33 | +23.3% | $192.69 |
ABBVAbbVie Inc. | 1.04% | $223.21 | +21.6% | $271.36 |
EMREmerson Electric Company | 1.04% | $131.23 | +21.3% | $159.22 |
UNPUnion Pacific Corporation | 1.03% | $227.87 | +20.5% | $274.68 |
WELLWelltower Inc. | 1.03% | $183.63 | +20.4% | $221.12 |
DLRDigital Realty Trust, Inc. | 1.02% | $151.61 | +19.0% | $180.47 |
VZVerizon Communications Inc. | 1.01% | $38.78 | +18.0% | $45.77 |
METAMeta Platforms, Inc. | 1.01% | $611.83 | +17.9% | $721.31 |
UNHUnitedHealth Group Incorporated | 0.99% | $323.71 | +16.1% | $375.98 |
APDAir Products and Chemicals, Inc. | 0.99% | $240.62 | +15.6% | $278.12 |
SBUXStarbucks Corporation | 0.97% | $82.71 | +13.1% | $93.58 |
CCitigroup, Inc. | 0.95% | $114.95 | +10.8% | $127.32 |
AVGOBroadcom Inc. | 0.94% | $344.20 | +9.4% | $376.51 |
MSMorgan Stanley | 0.93% | $174.65 | +8.6% | $189.71 |
AEPAmerican Electric Power Company, Inc. | 0.93% | $112.72 | +8.3% | $122.08 |
USBU.S. Bancorp | 0.93% | $51.88 | +8.3% | $56.17 |
VVisa Inc. | 0.91% | $348.62 | +6.7% | $372.10 |
PGProcter & Gamble Company | 0.90% | $140.19 | +5.4% | $147.82 |
QCOMQUALCOMM Incorporated | 0.90% | $168.42 | +5.2% | $177.12 |
LMTLockheed Martin Corporation | 0.90% | $475.07 | +5.1% | $499.22 |
JPMJP Morgan Chase & Co. | 0.89% | $317.71 | +3.7% | $329.58 |
TAT&T Inc. | 0.87% | $23.98 | +2.1% | $24.47 |
BLKBlackRock, Inc. | 0.87% | $1,053.05 | +1.6% | $1,069.63 |
DUKDuke Energy Corporation | 0.87% | $114.22 | +1.1% | $115.50 |
WECWEC Energy Group, Inc. | 0.86% | $102.79 | +0.4% | $103.18 |
MAMastercard Incorporated | 0.86% | $568.09 | +0.3% | $570.06 |
PGRProgressive Corporation | 0.86% | $213.81 | +0.1% | $214.12 |
EQIXEquinix, Inc. | 0.85% | $1,037.66 | −0.6% | $1,031.77 |
RTXRTX Corporation | 0.85% | $181.43 | −0.6% | $180.26 |
GDGeneral Dynamics Corporation | 0.84% | $332.28 | −1.7% | $326.63 |
WMTWalmart Inc. | 0.84% | $110.70 | −2.3% | $108.16 |
UPSUnited Parcel Service, Inc. | 0.83% | $94.69 | −2.5% | $92.29 |
DGDollar General Corporation | 0.80% | $130.91 | −6.7% | $122.14 |
DISWalt Disney Company | 0.79% | $112.91 | −7.2% | $104.75 |
SREDBA Sempra | 0.79% | $86.33 | −7.7% | $79.69 |
TJXTJX Companies, Inc. | 0.78% | $152.20 | −8.8% | $138.80 |
NOWServiceNow, Inc. | 0.77% | $153.19 | −10.0% | $137.87 |
MUMicron Technology, Inc. | 0.77% | $1,213.37 | −10.3% | $1,088.00 |
PEPPepsico, Inc. | 0.76% | $139.28 | −11.2% | $123.73 |
SPOTSpotify Technology S.A. Ordinary Shares | 0.76% | $580.71 | −11.7% | $512.92 |
GSGoldman Sachs Group, Inc. | 0.73% | $1,037.93 | −14.5% | $887.21 |
CEGConstellation Energy Corporation | 0.73% | $351.71 | −14.8% | $299.59 |
HDHome Depot, Inc. | 0.73% | $336.79 | −15.1% | $285.77 |
TMUST-Mobile US, Inc. | 0.72% | $199.82 | −16.1% | $167.65 |
COFCapital One Financial Corporation | 0.70% | $239.56 | −18.2% | $195.91 |
ABTAbbott Laboratories | 0.69% | $123.00 | −19.7% | $98.73 |
CMCSAComcast Corporation | 0.66% | $27.00 | −22.5% | $20.94 |
MCDMcDonald's Corporation | 0.66% | $299.75 | −23.0% | $230.88 |
IBMInternational Business Machines Corporation | 0.65% | $290.30 | −24.0% | $220.51 |
BXBlackstone Inc. | 0.64% | $149.45 | −25.2% | $111.83 |
ACNAccenture plc Class A Ordinary Shares | 0.64% | $262.88 | −25.2% | $196.64 |
ORCLOracle Corporation | 0.64% | $193.05 | −25.6% | $143.56 |
ISRGIntuitive Surgical, Inc. | 0.63% | $566.36 | −26.8% | $414.52 |
BSXBoston Scientific Corporation | 0.37% | $95.35 | −56.4% | $41.58 |
APPApplovin Corporation | 0.36% | $673.82 | −58.3% | $281.29 |
DELLDell Technologies Inc. Class C | 0.25% | $124.74 | +364% | $578.96 |
VRTVertiv Holdings, LLC Class A | 0.08% | $161.90 | +52.3% | $246.49 |
LNGCheniere Energy, Inc. | 0.08% | $193.01 | +41.0% | $272.20 |
AMGNAmgen Inc. | 0.07% | $320.75 | +28.8% | $413.08 |
GILDGilead Sciences, Inc. | 0.07% | $120.57 | +21.8% | $146.85 |
LINLinde plc | 0.06% | $422.23 | +14.6% | $483.98 |
COSTCostco Wholesale Corporation | 0.06% | $858.55 | +9.7% | $942.25 |
PNCPNC Financial Services Group, Inc. | 0.06% | $203.94 | +6.8% | $217.72 |
RACEFerrari N.V. Common Shares | 0.06% | $365.34 | +5.8% | $386.39 |
QSRRestaurant Brands International Inc. Common Shares | 0.06% | $66.43 | +4.5% | $69.43 |
AZNAstraZeneca PLC - American Depositary Shares | 0.05% | $181.96 | −12.0% | $160.12 |
UBERUber Technologies, Inc. | 0.04% | $81.71 | −16.2% | $68.45 |
TTWOTake-Two Interactive Software, Inc. | 0.04% | $256.03 | −20.3% | $204.01 |
AXONAxon Enterprise, Inc. | 0.04% | $567.93 | −28.5% | $406.00 |
TTDThe Trade Desk, Inc. | 0.02% | $37.96 | −68.2% | $12.09 |
Michael A. Rulli's buys and sells
Nov 26, 2024 to Sep 28, 2026, 22 disclosed after the 45-day deadline.
| Stock | Action | Amount | Traded | Disclosed |
|---|---|---|---|---|
MSFTMicrosoft Corporation | Sold part | $1K–$15K | Sep 28, 2026 | Oct 2, 20264 days later |
GSGoldman Sachs Group, Inc. | Bought | $1K–$15K | Sep 3, 2026 | Oct 2, 202629 days later |
WFCWells Fargo & Company | Sold part | $1K–$15K | Sep 3, 2026 | Oct 2, 202629 days later |
GOOGLAlphabet Inc. | Sold part | $50K–$100K | Aug 24, 2026 | Aug 25, 20261 days later |
ALLAllstate Corporation | Sold | $1K–$15K | Aug 12, 2026 | Sep 2, 202621 days later |
EQIXEquinix, Inc. | Bought | $1K–$15K | Aug 7, 2026 | Sep 2, 202626 days later |
CCICrown Castle Inc. | Sold | $1K–$15K | Aug 6, 2026 | Aug 7, 20261 days later |
LLYEli Lilly and Company | Sold | $1K–$15K | Jul 1, 2026 | Aug 7, 202637 days later |
KLACKLA Corporation | Bought | $1K–$15K | Jul 1, 2026 | Aug 7, 202637 days later |
GOOGLAlphabet Inc. | Bought | $1K–$15K | Jun 29, 2026 | Aug 7, 202639 days later |
GOOGLAlphabet Inc. | Bought | $1K–$15K | Jun 25, 2026 | Aug 7, 202643 days later |
AMZNAmazon.com, Inc. | Sold | $1K–$15K | Jun 25, 2026 | Aug 7, 202643 days later |
AAPLApple Inc. | Sold | $1K–$15K | Jun 25, 2026 | Aug 7, 202643 days later |
MUMicron Technology, Inc. | Bought | $1K–$15K | Jun 25, 2026 | Aug 7, 202643 days later |
MSFTMicrosoft Corporation | Sold | $1K–$15K | Jun 25, 2026 | Aug 7, 202643 days later |
NVDANVIDIA Corporation | Bought | $1K–$15K | Jun 25, 2026 | Aug 7, 202643 days later |
METAMeta Platforms, Inc. | Bought | $1K–$15K | May 6, 2026 | Aug 7, 202693 days later · late |
PLTRPalantir Technologies Inc. | Sold | $1K–$15K | May 6, 2026 | Aug 7, 202693 days later · late |
MSFTMicrosoft Corporation | Sold | $1K–$15K | Feb 20, 2026 | Aug 7, 2026168 days later · late |
MSFTMicrosoft Corporation | Bought | $1K–$15K | Feb 5, 2026 | Aug 7, 2026183 days later · late |
METAMeta Platforms, Inc. | Sold | $1K–$15K | Jan 9, 2026 | Aug 7, 2026210 days later · late |
PLTRPalantir Technologies Inc. | Bought | $1K–$15K | Jan 9, 2026 | Aug 7, 2026210 days later · late |
LLYEli Lilly and Company | Bought | $1K–$15K | Jan 2, 2026 | Aug 7, 2026217 days later · late |
KOCoca-Cola Company | Bought | $1K–$15K | Dec 3, 2025 | Aug 7, 2026247 days later · late |
LLYEli Lilly and Company | Sold | $1K–$15K | Dec 2, 2025 | Aug 7, 2026248 days later · late |
AAPLApple Inc. | Sold | $1K–$15K | Oct 27, 2025 | Aug 7, 2026284 days later · late |
GEVGE Vernova Inc. | Sold | $1K–$15K | Oct 6, 2025 | Aug 7, 2026305 days later · late |
METAMeta Platforms, Inc. | Bought | $1K–$15K | Sep 18, 2025 | Aug 7, 2026323 days later · late |
AAPLApple Inc. | Bought | $1K–$15K | Aug 1, 2025 | Aug 7, 2026371 days later · late |
NVDANVIDIA Corporation | Bought | $1K–$15K | Aug 1, 2025 | Aug 7, 2026371 days later · late |
NVDANVIDIA Corporation | Sold | $1K–$15K | Jul 31, 2025 | Aug 7, 2026372 days later · late |
GOOGLAlphabet Inc. | Sold | $1K–$15K | Jul 3, 2025 | Aug 7, 2026400 days later · late |
AMZNAmazon.com, Inc. | Sold | $1K–$15K | Jul 3, 2025 | Aug 7, 2026400 days later · late |
PRUPrudential Financial, Inc. | Sold | $1K–$15K | May 7, 2025 | Aug 7, 2026457 days later · late |
ORCLOracle Corporation | Bought | $1K–$15K | Jan 14, 2025 | Aug 7, 2026570 days later · late |
NOWServiceNow, Inc. | Sold | $1K–$15K | Dec 16, 2024 | Aug 7, 2026599 days later · late |
TMOThermo Fisher Scientific Inc | Sold | $1K–$15K | Dec 12, 2024 | Aug 7, 2026603 days later · late |
PFEPfizer, Inc. | Sold | $1K–$15K | Nov 26, 2024 | Aug 7, 2026619 days later · late |
Michael A. Rulli's portfolio by sector
Share of the estimated stock portfolio.
| Sector | Share |
|---|---|
| Consumer Discretionary | 19% |
| Technology | 16% |
| Industrials | 13% |
| Other | 11% |
| Financials | 10% |
| Communication Services | 5.8% |
| Consumer Staples | 5.4% |
| Health Care | 5.1% |
| Utilities | 4.2% |
| Energy | 3.5% |
| Real Estate | 2.9% |
| Materials | 2.6% |
Portfolio performance: Michael A. Rulli 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 7, 2026.
- You, copying after each disclosure – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each disclosure – estimated value | +0.4% | — |
| S&P 500 | +0.8% | — |
| Nasdaq-100 | +4.9% | — |
Michael A. Rulli's most traded stocks
Number of disclosed buys and sells per stock.
| Stock | Buys | Sells |
|---|---|---|
GOOGLAlphabet Inc. | 2 | 2 |
MSFTMicrosoft Corporation | 1 | 3 |
NVDANVIDIA Corporation | 2 | 1 |
LLYEli Lilly and Company | 1 | 2 |
METAMeta Platforms, Inc. | 2 | 1 |
AAPLApple Inc. | 1 | 2 |
PLTRPalantir Technologies Inc. | 1 | 1 |
AMZNAmazon.com, Inc. | 0 | 2 |
PRUPrudential Financial, Inc. | 0 | 1 |
CCICrown Castle Inc. | 0 | 1 |
PFEPfizer, Inc. | 0 | 1 |
EQIXEquinix, Inc. | 1 | 0 |
Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.