WhatInvestorsBuy

Richard McCormick: Stock Portfolio, Performance and Latest Trades

Richard McCormick

U.S. Representative, GA-7

R Republican

Trades disclosed126
Bought / sold77 / 49
Est. volume$1.2M
Typical delay27 days

Get an email when Richard McCormick discloses a trade

Free, no account needed. Unsubscribe with one click.

Richard McCormick'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
WMPXXAllspring Money Market Fund - Premier Class
61.3%$1.00+0.0%$1.00Held at end of 20240
FEPIXFidelity Advisor Total Bond Fund: Class I
10.3%$9.40−3.4%$9.08Held at end of 20230
IMCBiShares Morningstar Mid-Cap ETF
7.77%$81.97+17.5%$96.29Held at end of 20250
JFLEXJanus Henderson Flexible Bond Fund - I Shares
6.40%$9.14−3.3%$8.84Held at end of 20230
SFENXSchwab Fundamental Emerging Markets Large Company Index Fd
3.09%$11.34+18.2%$13.40Held at end of 20250
SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF
3.01%$46.34+15.0%$53.28Held at end of 20250
FCPIXFidelity Advisor International Capital Appreciation Fund: Class I
2.78%$35.90+6.2%$38.12Held at end of 20230
BRK.BBerkshire Hathaway Inc. New
2.61%$506.14+0.0%$506.25Nov 5, 20251
MGKVanguard Mega Cap Growth ETF
1.51%$82.40+15.2%$94.92Held at end of 20230
TSIIXThornburg Strategic Income Fund Class I Shs
1.30%$11.16−0.8%$11.07Held at end of 20230

Richard McCormick's buys and sells

Mar 15, 2023 to Jul 30, 2026, 34 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
ABTAbbott Laboratories
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
APDAir Products and Chemicals, Inc.
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
AWKAmerican Water Works Company, Inc.
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
ADIAnalog Devices, Inc.
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
AAPLApple Inc.
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
ADPAutomatic Data Processing, Inc.
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
BRK.BBerkshire Hathaway Inc. New
Bought$1K–$15KJul 30, 2026Aug 14, 202615 days later
BLKBlackRock, Inc.
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
CSCOCisco Systems, Inc.
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
COSTCostco Wholesale Corporation
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
EMREmerson Electric Company
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
HDHome Depot, Inc.
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
ITWIllinois Tool Works Inc.
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
ICEIntercontinental Exchange Inc.
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
JNJJohnson & Johnson
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
LHXL3Harris Technologies, Inc.
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
MCDMcDonald's Corporation
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
MDTMedtronic plc. Ordinary Shares
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
MSFTMicrosoft Corporation
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
NEENextEra Energy, Inc.
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
PEPPepsico, Inc.
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
PGProcter & Gamble Company
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
ORealty Income Corporation
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
UNHUnitedHealth Group Incorporated
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
VVisa Inc.
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
WMTWalmart Inc.
Sold$1K–$15KJul 30, 2026Aug 14, 202615 days later
ABTAbbott Laboratories
Bought$1K–$15KJun 12, 2026Jul 9, 202627 days later
ABTAbbott Laboratories
Bought$1K–$15KJun 12, 2026Jul 9, 202627 days later
ADIAnalog Devices, Inc.
Sold part$1K–$15KJun 12, 2026Jul 9, 202627 days later
ADIAnalog Devices, Inc.
Sold part$1K–$15KJun 12, 2026Jul 9, 202627 days later
BLKBlackRock, Inc.
Sold part$1K–$15KJun 12, 2026Jul 9, 202627 days later
CSCOCisco Systems, Inc.
Sold part$1K–$15KJun 12, 2026Jul 9, 202627 days later
CSCOCisco Systems, Inc.
Sold part$1K–$15KJun 12, 2026Jul 9, 202627 days later
ICEIntercontinental Exchange Inc.
Bought$1K–$15KJun 12, 2026Jul 9, 202627 days later
IMCBOtherIshares Morningstar ETF Mid Cap
Sold part$1K–$15KJun 12, 2026Jul 9, 202627 days later
LHXL3Harris Technologies, Inc.
Bought$1K–$15KJun 12, 2026Jul 9, 202627 days later
LHXL3Harris Technologies, Inc.
Bought$1K–$15KJun 12, 2026Jul 9, 202627 days later
SPSMOtherState Street SPDR ETF Portfolio S&P 600 Small
Sold part$1K–$15KJun 12, 2026Jul 9, 202627 days later
UNHUnitedHealth Group Incorporated
Sold part$1K–$15KJun 12, 2026Jul 9, 202627 days later
UNHUnitedHealth Group Incorporated
Sold part$1K–$15KJun 12, 2026Jul 9, 202627 days later
MGKOtherVanguard Mega Cap Growth ETF
Sold part$1K–$15KJun 12, 2026Jul 9, 202627 days later
MGKOtherVanguard Mega Cap Growth ETF
Sold part$1K–$15KJun 12, 2026Jul 9, 202627 days later
AMTAmerican Tower Corporation
Sold$1K–$15KApr 17, 2026May 12, 202625 days later
ABTAbbott Laboratories
Bought$1K–$15KMar 19, 2026Apr 7, 202619 days later
ADIAnalog Devices, Inc.
Sold part$1K–$15KMar 19, 2026Apr 7, 202619 days later
ADIAnalog Devices, Inc.
Sold part$1K–$15KMar 19, 2026Apr 7, 202619 days later
ADPAutomatic Data Processing, Inc.
Sold part$1K–$15KMar 19, 2026Apr 7, 202619 days later
ADPAutomatic Data Processing, Inc.
Bought$1K–$15KMar 19, 2026Apr 7, 202619 days later
BLKBlackRock, Inc.
Bought$1K–$15KMar 19, 2026Apr 7, 202619 days later
HDHome Depot, Inc.
Bought$1K–$15KMar 19, 2026Apr 7, 202619 days later
HDHome Depot, Inc.
Bought$1K–$15KMar 19, 2026Apr 7, 202619 days later
JNJJohnson & Johnson
Sold part$1K–$15KMar 19, 2026Apr 7, 202619 days later
JNJJohnson & Johnson
Sold part$1K–$15KMar 19, 2026Apr 7, 202619 days later
LHXL3Harris Technologies, Inc.
Sold part$1K–$15KMar 19, 2026Apr 7, 202619 days later
LHXL3Harris Technologies, Inc.
Sold part$1K–$15KMar 19, 2026Apr 7, 202619 days later
MSFTMicrosoft Corporation
Bought$1K–$15KMar 19, 2026Apr 7, 202619 days later
MSFTMicrosoft Corporation
Bought$1K–$15KMar 19, 2026Apr 7, 202619 days later
NEENextEra Energy, Inc.
Sold part$1K–$15KMar 19, 2026Apr 7, 202619 days later
UNHUnitedHealth Group Incorporated
Bought$1K–$15KMar 19, 2026Apr 7, 202619 days later
UNHUnitedHealth Group Incorporated
Bought$1K–$15KMar 19, 2026Apr 7, 202619 days later
MGKOtherVanguard Mega Cap Growth ETF
Bought$1K–$15KMar 19, 2026Apr 7, 202619 days later
MGKOtherVanguard Mega Cap Growth ETF
Bought$1K–$15KMar 19, 2026Apr 7, 202619 days later
US Treasury BillBond
Bought$100K–$250KDec 12, 2025Apr 7, 2026116 days later · late
ABTAbbott Laboratories
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
APDAir Products and Chemicals, Inc.
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
AWKAmerican Water Works Company, Inc.
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
ADIAnalog Devices, Inc.
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
AAPLApple Inc.
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
ADPAutomatic Data Processing, Inc.
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
BRK.BBerkshire Hathaway Inc. New
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
BLKBlackRock, Inc.
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
CSCOCisco Systems, Inc.
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
COSTCostco Wholesale Corporation
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
EMREmerson Electric Company
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
HDHome Depot, Inc.
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
ITWIllinois Tool Works Inc.
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
ICEIntercontinental Exchange Inc.
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
JNJJohnson & Johnson
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
LHXL3Harris Technologies, Inc.
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
MCDMcDonald's Corporation
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
MDTMedtronic plc. Ordinary Shares
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
MSFTMicrosoft Corporation
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
NEENextEra Energy, Inc.
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
PEPPepsico, Inc.
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
PGProcter & Gamble Company
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
ORealty Income Corporation
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
UNHUnitedHealth Group Incorporated
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
VVisa Inc.
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
WMTWalmart Inc.
Bought$1K–$15KNov 5, 2025Dec 9, 202534 days later
BLKBlackRock, Inc.
Sold part$1K–$15KSep 18, 2025Oct 9, 202521 days later
LHXL3Harris Technologies, Inc.
Sold part$1K–$15KSep 18, 2025Oct 9, 202521 days later
MSFTMicrosoft Corporation
Sold part$1K–$15KSep 18, 2025Oct 9, 202521 days later
UNHUnitedHealth Group Incorporated
Sold part$1K–$15KSep 18, 2025Oct 9, 202521 days later
ABTAbbott Laboratories
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
APDAir Products and Chemicals, Inc.
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
AMTAmerican Tower Corporation
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
AWKAmerican Water Works Company, Inc.
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
ADIAnalog Devices, Inc.
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
AAPLApple Inc.
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
ADPAutomatic Data Processing, Inc.
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
BARIXOtherBaron Asset Fund Inst Shs
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
BEXIXOtherBaron Emerging Markets Fd Inst Shs
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
BLKBlackRock, Inc.
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
CSCOCisco Systems, Inc.
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
COSTCostco Wholesale Corporation
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
EMREmerson Electric Company
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
FCPIXOtherFidelity Advisor International Capital Appreciation Fund: C…
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
FEPIXOtherFidelity Advisor Total Bond Fund: Class I
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
HDHome Depot, Inc.
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
ITWIllinois Tool Works Inc.
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
ICEIntercontinental Exchange Inc.
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
JFLEXOtherJanus Henderson Flexible Bond Fund I Shares
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
JNJJohnson & Johnson
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
LHXL3Harris Technologies, Inc.
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
MCDMcDonald's Corporation
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
MDTMedtronic plc. Ordinary Shares
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
MSFTMicrosoft Corporation
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
NBGIXOtherNeuberger Berman Genesis Institutional
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
NEENextEra Energy, Inc.
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
FARCXOtherNuveen Real Estate Securities Fund Cl I
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
PEPPepsico, Inc.
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
ORealty Income Corporation
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
TSIIXOtherThornburg Strategic Income Fund Class 1 Shs
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
UNHUnitedHealth Group Incorporated
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
MGKOtherVanguard Mega Cap Growth ETF
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late
WMTWalmart Inc.
Bought$1K–$15KMar 15, 2023Sep 17, 2025917 days later · late

Portfolio performance: Richard McCormick 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 16, 2024.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−20%−10%0%+10%+20%+30%+40%+50%+60%+70%OctAprOctAprOct+61%Nasdaq-100+44%S&P 500+28%You, copying
Aug 16, 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+27.7%+12.1%
S&P 500+43.9%+18.5%
Nasdaq-100+61.4%+25.0%

Richard McCormick's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
UNHUnitedHealth Group Incorporated
44
LHXL3Harris Technologies, Inc.
44
ADIAnalog Devices, Inc.
25
ABTAbbott Laboratories
51
BLKBlackRock, Inc.
33
MSFTMicrosoft Corporation
42
MGKVanguard Mega Cap Growth ETF
32
CSCOCisco Systems, Inc.
23
HDHome Depot, Inc.
41
JNJJohnson & Johnson
23
ADPAutomatic Data Processing, Inc.
32
ICEIntercontinental Exchange Inc.
31

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