WhatInvestorsBuy

Mike Kelly: Stock Portfolio, Performance and Latest Trades

Mike Kelly

U.S. Representative, PA-16

R Republican

Trades disclosed74
Bought / sold23 / 51
Est. volume$4.5M
Typical delay27 days

Mike Kelly'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
VTVVanguard Value ETF
40.8%$188.14+16.0%$218.21Held at end of 20230
DODFXDodge & Cox International Stock Fund - Class I
9.61%$16.46+9.2%$17.97Held at end of 20230
PRGFXT. Rowe Price Growth Stock Fd
9.52%$107.54+8.2%$116.35Held at end of 20230
TRVLXT. Rowe Price Value Fund, Inc.
5.21%$47.84+18.5%$56.69Held at end of 20230
GARUXGoldman Sachs Absolute Return Tracker Fund Class R6
4.77%$10.69+8.5%$11.60Held at end of 20230
EGMSXEaton Vance Global Macro Absolute Return - Class R6
4.72%$8.46+7.2%$9.07Held at end of 20230
ARTIXArtisan International Fund Inv Shs
4.70%$29.86+6.9%$31.93Held at end of 20230
VOEVanguard Mid-Cap Value ETF
2.34%$174.69+14.0%$199.07Held at end of 20230
VOTVanguard Mid-Cap Growth ETF
2.22%$277.86+8.0%$300.18Held at end of 20230
VARBXFirst Trust Merger Arbitrage Fund - Class I
2.12%$10.55+3.2%$10.89Held at end of 20230
GLDSPDR Gold Trust
1.95%$396.31−5.2%$375.88Held at end of 20230
QQQInvesco QQQ Trust, Series 1
1.09%$612.23+23.8%$757.73Held at end of 20230
SPYSPDR S&P 500
1.01%$676.63+14.9%$777.22Held at end of 20240
VBKVanguard Small-Cap Growth ETF
1.00%$301.19+13.6%$342.24Held at end of 20230
VBRVanguard Small-Cap Value ETF
0.98%$208.72+11.2%$232.17Held at end of 20230
MSFTMicrosoft Corporation
0.97%$480.57+10.2%$529.76Held at end of 20230
JPMJP Morgan Chase & Co.
0.91%$317.71+3.7%$329.58Held at end of 20230
GMGeneral Motors Company
0.88%$80.79+0.3%$80.99Held at end of 20230
XARSPDR S&P Aerospace & Defense ETF
0.83%$240.95−5.9%$226.64Held at end of 20230
CSCOCisco Systems, Inc.
0.59%$75.63+55.2%$117.39Held at end of 20230
XOMExxon Mobil Corporation
0.53%$117.97+39.1%$164.05Held at end of 20230
AAPLApple Inc.
0.47%$271.12+24.2%$336.67Held at end of 20230
GOOGLAlphabet Inc.
0.43%$312.39+12.2%$350.50Held at end of 20230
TROWT. Rowe Price Group, Inc.
0.40%$98.46+5.7%$104.07Held at end of 20230
MAMastercard Incorporated
0.38%$568.09+0.3%$570.06Held at end of 20230
MANLXBlackRock National Muni I
0.37%$9.74−3.8%$9.37Held at end of 20230
CLFCleveland-Cliffs Inc.
0.35%$13.28−9.2%$12.06Mar 28, 20240
HDHome Depot, Inc.
0.32%$336.79−15.1%$285.77Held at end of 20230
MCDMcDonald's Corporation
0.29%$299.75−23.0%$230.88Held at end of 20230
IJKiShares S&P Mid-Cap 400 Growth ETF
0.11%$96.50+15.0%$110.99Held at end of 20230
PGProcter & Gamble Company
0.10%$140.19+5.4%$147.82Held at end of 20230

Mike Kelly's buys and sells

Aug 24, 2023 to Aug 28, 2026, 12 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
New Jersey St 19 GO Emer Go 5% due 6/1/28BondSpouse
Sold$50K–$100KAug 28, 2026Sep 8, 202611 days later
Mississippi St Ref Go P/R 10/1/27 5% due 10/1/31BondSpouse
Sold$50K–$100KAug 17, 2026Sep 8, 202622 days later
ABTSpouseAbbott Laboratories
Sold$1K–$15KJul 17, 2026Aug 12, 202626 days later
PEPSpousePepsico, Inc.
Sold$15K–$50KJul 17, 2026Aug 12, 202626 days later
DISSpouseWalt Disney Company
Sold$1K–$15KJul 17, 2026Aug 12, 202626 days later
California Cmnty Choice Fing & Clean Ener 5% due 10/1/2034%BondSpouse
Bought$50K–$100KJul 17, 2026Aug 12, 202626 days later
Florida St Hsg Fin Corp Rev 3% due 7/1/52BondSpouse
Sold part$1K–$15KJul 1, 2026Aug 12, 202642 days later
California St Go Call 12/1/27 4% due 12/1/47BondSpouse
Sold$1K–$15KJun 1, 2026Jul 8, 202637 days later
Southeast Energy Authority A C Ser E Rev Call 7/1/30 - 5% due 10/1/30BondSpouse
Bought$15K–$50KMay 27, 2026Jun 11, 202615 days later
BMYSpouseBristol-Myers Squibb Company
Sold$15K–$50KMay 7, 2026Jun 11, 202635 days later
CMCSASpouseComcast Corporation
Sold$1K–$15KMay 7, 2026Jun 11, 202635 days later
Colorado St Hlth Facs Auth Rev RBondSpouse
Bought$50K–$100KApr 8, 2026May 20, 202642 days later
Arizona St Transprtn Brd Highw Ref Rev Call 7/1/26 @100 .05% due 7/1/29BondSpouse
Sold$100K–$250KMar 18, 2026Apr 7, 202620 days later
Minneapolis-Saint Paul MN Met Sub- Ser A Rev Call 7/1/29 5% Due 1/1/34BondSpouse
Bought$15K–$50KMar 11, 2026Apr 7, 202627 days later
Rhode Island St Hith & Edu Brown Ser 2026BondSpouse
Bought$15K–$50KFeb 23, 2026Mar 12, 202617 days later
South Carolina St Public Svc A Ser C Rev 5% due12/01/33BondSpouse
Bought$15K–$50KFeb 19, 2026Mar 12, 202621 days later
Cook Cnty IL Ser A Go 5% due 11/15/2028BondSpouse
Sold$100K–$250KFeb 5, 2026Mar 12, 202635 days later
N TX Tollway Auth Revenue Second Tie Rev 5% due 1/1/34BondSpouse
Bought$15K–$50KJan 20, 2026Feb 12, 202623 days later
Florida St Hsg Fin Corp Revenue Social Bon Rev Call 07/01/30 3% due 7/1/52BondSpouse
Sold part$1K–$15KJan 2, 2026Feb 12, 202641 days later
California St Go Call 12/1/27 4% due 12/1/47BondSpouse
Sold part$1K–$15KDec 1, 2025Jan 8, 202638 days later
Seattle WA Muni Light & Pw Ser C Rev 5% due 9/1/26BondSpouse
Sold$50K–$100KNov 20, 2025Dec 9, 202519 days later
Tarrant Cnty TX Cultural Edu F Ascension Rev var % due 11/15/51BondSpouse
Bought$50K–$100KNov 19, 2025Dec 9, 202520 days later
Maryland St Dept of Transport Ser B Rev 5% due 10/1/32BondSpouse
Bought$50K–$100KOct 21, 2025Nov 11, 202521 days later
Indiana St Fin Auth Revenue Ser B Rev 5% due 2/1/26BondSpouse
Sold$50K–$100KOct 17, 2025Nov 11, 202525 days later
Seattle WA Muni Light & Pw Ser C Rev 5% due 9/1/26BondSpouse
Sold part$15K–$50KOct 17, 2025Nov 11, 202525 days later
Illinois St Toll Highway Auth Senior- Ser Rev 5% due 1/1/27BondSpouse
Sold part$15K–$50KSep 30, 2025Oct 9, 20259 days later
Volusia Cnty FL Eductnl Fac Au Embry Riddle 5% due 10/15/31BondSpouse
Bought$15K–$50KJul 31, 2025Aug 12, 202512 days later
Connecticut St Ser A Go 5% due 1/15/28BondSpouse
Sold$15K–$50KJul 17, 2025Aug 12, 202526 days later
California Cmnty Choice Fing & Clean Ener 5% due 10/1/2034%BondSpouse
Bought$50K–$100KJul 17, 2025Aug 12, 2026391 days later · late
Florida St Hsg Fin Corp Rev due 7/1/52BondSpouse
Sold part$1K–$15KJul 1, 2025Aug 12, 202542 days later
XSpouseUnited States Steel Corporation
Sold$15K–$50KJun 20, 2025Jul 9, 202519 days later
HLMEXOtherSpouseHarding Loevner Institutional EM
Sold$100K–$250KJun 18, 2025Jul 9, 202521 days later
California State GO Call 12/1/27 4% due 12/1/47BondSpouse
Sold part$1K–$15KJun 12, 2025Jul 9, 202527 days later
XSpouseUnited States Steel Corporation
Bought$15K–$50KJun 3, 2025Jul 9, 202536 days later
New York City NY Muni Wtr Fina 2nd General Rev Call 12/15/255% due 6/15/27BondSpouse
Sold part$50K–$100KJan 23, 2025Feb 14, 202522 days later
Fairfax Cnty VA Ser A Go 5% due 10/01/32BondSpouse
Bought$100K–$250KJan 22, 2025Feb 14, 202523 days later
Florida St Heg Fin Corp Rev due 7/1/52BondSpouse
Sold part$1K–$15KJan 2, 2025Feb 14, 202543 days later
Mississippi St Ref GO P/R 10/1/27 5% due 10/1/31BondSpouse
Bought$15K–$50KDec 27, 2024Jan 9, 202513 days later
California St Go Call 12/1/27 4% due 12/1/47BondSpouse
Sold part$1K–$15KDec 2, 2024Jan 9, 202538 days later
California St Go Call 12/1/27 4% due 12/1/47BondSpouse
Sold part$1K–$15KDec 2, 2024Dec 12, 202410 days later
Miami-Dade Cnty FL Educational Fac Univ of MI Rev 5% due 4/1/31BondSpouse
Bought$50K–$100KNov 11, 2024Dec 12, 202431 days later
INTCSpouseIntel Corporation
Sold$1K–$15KNov 8, 2024Dec 12, 202434 days later
UNPSpouseUnion Pacific Corporation
Sold$15K–$50KNov 8, 2024Dec 12, 202434 days later
Michigan St Fin Auth Revenue Ref- Trinit Rev Var% due 12/1/2044BondSpouse
Sold$100K–$250KOct 31, 2024Nov 13, 202413 days later
Dallas-Fort Worth TX Internat I Dallas for Rev 5% due 11/1/2032BondSpouse
Bought$50K–$100KSep 23, 2024Oct 15, 202422 days later
Michigan St Fin Auth Revenue Ref- Trinit Rev Var% due 12/1/2044BondSpouse
Bought$100K–$250KAug 28, 2024Sep 3, 20246 days later
Burke Cnty GA Dev Auth Poll Co Ref- Georgia Rev Var% due 12/1/2049BondSpouse
Bought$50K–$100KAug 8, 2024Sep 3, 202426 days later
Illinois St Fin Auth Revenue IL St Clea Ref due 7/1/25BondJoint
Sold part$100K–$250KJul 31, 2024Aug 13, 202413 days later
San Antonio TX Elec & Gas due 2/1/25BondJoint
Sold$100K–$250KJul 31, 2024Aug 13, 202413 days later
Illinois St Fin Auth Revenue IL St Clea Ref due 7/1/25BondSpouse
Sold part$100K–$250KJul 31, 2024Aug 13, 202413 days later
San Antonio TX Elec & Gas due 2/1/25BondSpouse
Sold$100K–$250KJul 31, 2024Aug 13, 202413 days later
Florida St Heg Fin Corp Rev due 7/1/52BondSpouse
Sold part$1K–$15KJul 1, 2024Aug 13, 202443 days later
California St Go Call 12/01/2027 4% Due 1/1/2047BondSpouse
Sold part$1K–$15KJun 3, 2024Jul 3, 202430 days later
CVXSpouseChevron Corporation
Sold$1K–$15KApr 12, 2024Jun 14, 202463 days later · late
METASpouseMeta Platforms, Inc.
Sold$1K–$15KApr 12, 2024Jun 14, 202463 days later · late
T Rowe Pr Mid-Cap Value-IOtherSpouse
Sold$1K–$15KApr 12, 2024Jun 14, 202463 days later · late
UNHSpouseUnitedHealth Group Incorporated
Sold$1K–$15KApr 12, 2024Jun 14, 202463 days later · late
Vanguard International Value Fund #46OtherSpouse
Sold$1K–$15KApr 12, 2024Jun 14, 202463 days later · late
VZSpouseVerizon Communications Inc.
Sold$1K–$15KApr 12, 2024Jun 14, 202463 days later · late
TSpouseAT&T Inc.
Sold$1K–$15KApr 11, 2024Jun 14, 202464 days later · late
EWSpouseEdwards Lifesciences Corporation
Sold$1K–$15KApr 11, 2024Jun 14, 202464 days later · late
USBSpouseU.S. Bancorp
Sold$1K–$15KApr 11, 2024Jun 14, 202464 days later · late
Vanguard Mid Cap ETFOtherSpouse
Sold part$15K–$50KApr 11, 2024Jun 14, 202464 days later · late
CLFSpouseCleveland-Cliffs Inc.
Bought$50K–$100KMar 28, 2024Jun 14, 202478 days later · late
New Jersey St 19 GO Emer GO 5% due 6/1/2028BondSpouse
Bought$50K–$100KFeb 21, 2024Mar 11, 202419 days later
Connecticut St Hlth & Educ Ref Ser M Rev 5% Due 7/1/24BondSpouse
Sold$100K–$250KJan 24, 2024Feb 13, 202420 days later
Florida St Hsg Fin Corp Revenue Social Bon Rev Call 07/01/30 3% due 7/1/52BondSpouse
Sold part$1K–$15KJan 1, 2024Feb 13, 202443 days later
California St Go Call 12/01/2027 4% Due 1/1/2047BondSpouse
Sold$1K–$15KDec 1, 2023Jan 12, 202442 days later
Univ of Pittsburgh PA of the C Pitt Asset Rev Call 1/15/29 5%BondSpouse
Bought$50K–$100KNov 7, 2023Dec 10, 202333 days later
Clifton TX Hgr Edu Fin Corp Ed Idea Publ I Rev Call 8/15/28 5%BondSpouse
Bought$100K–$250KNov 6, 2023Dec 10, 202334 days later
Wisconsin St Hlth & Eductn Ascension Rev 4% due 11/15/20233BondSpouse
Sold$100K–$250KOct 19, 2023Nov 5, 202317 days later
Florida St Brd of Edu Public E Capital OU GO 5% Due 6/1/204BondSpouse
Sold$100K–$250KOct 2, 2023Nov 5, 202334 days later
Maryland St State Go 5% due 6/1/31BondSpouse
Bought$50K–$100KSep 13, 2023Oct 11, 202328 days later
North Carolina St Turnpike Aut Bans Rev 5% due 2/1/24BondSpouse
Sold$15K–$50KAug 24, 2023Sep 12, 202319 days later

Mike Kelly's portfolio by sector

Share of the estimated stock portfolio.

3.6%Financials
SectorShareValueHoldings
Other91%~$7.8M17
Financials3.6%~$310.7K4
Technology2.0%~$173.5K3
Consumer Discretionary1.5%~$127.8K3
Energy1.1%~$90.4K2
Communication Services0.4%~$36.5K1
Materials0.3%~$29.5K1
Consumer Staples0.1%~$8.4K1

Portfolio performance: Mike Kelly 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 Jun 14, 2024.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−20%−10%0%+10%+20%+30%+40%+50%+60%+70%Jul2025Jul2026Jul+60%Nasdaq-100+47%S&P 500+25%You, copying
Jun 14, 2024 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+24.9%+10.1%
S&P 500+47.4%+18.3%
Nasdaq-100+60.2%+22.6%

Mike Kelly's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
XUnited States Steel Corporation
11
METAMeta Platforms, Inc.
01
CLFCleveland-Cliffs Inc.
10
BMYBristol-Myers Squibb Company
01
HLMEXHarding Loevner Institutional EM
01
ABTAbbott Laboratories
01
VZVerizon Communications Inc.
01
CMCSAComcast Corporation
01
USBU.S. Bancorp
01
CVXChevron Corporation
01
PEPPepsico, Inc.
01
EWEdwards Lifesciences Corporation
01

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