WhatInvestorsBuy

Rick Larsen: Stock Portfolio, Performance and Latest Trades

Rick Larsen

U.S. Representative, WA-2

D Democrat

Trades disclosed90
Bought / sold45 / 43
Est. volume$720K
Typical delay12 days

Rick Larsen'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
PWJZXPGIM Jennison International Opportunities Fund Class Z
3.59%$34.65+7.8%$37.34Held at end of 20230
OBSIXOberweis Small-Cap Opportunities Fund Institutional Class
3.48%$29.95+30.8%$39.16Held at end of 20230
IEMGiShares Core MSCI Emerging Markets ETF
3.33%$66.68+23.0%$82.04Held at end of 20250
IVWiShares S&P 500 Growth ETF
3.21%$122.93+18.7%$145.89Held at end of 20250
IVViShares Core S&P 500 ETF
3.11%$679.33+14.9%$780.58Held at end of 20250
QUALiShares MSCI USA Quality Factor ETF
3.09%$197.42+14.4%$225.90Held at end of 20250
OEFiShares S&P 100 Fund
3.09%$340.63+14.3%$389.44Held at end of 20250
EFViShares MSCI EAFE Value ETF
3.03%$69.56+12.2%$78.05Held at end of 20250
IVEiShares S&P 500 Value ETF
2.98%$209.63+10.1%$230.78Held at end of 20250
FIXIXFidelity Advisor International Small Cap Fund: Class I
2.92%$37.08+8.1%$40.07Held at end of 20230
IUSBiShares Core Universal USD Bond ETF
2.64%$45.09−2.4%$44.02Held at end of 20250
GUIRXGoldman Sachs Dynamic Municipal Income Fund - Investor Class
2.63%$14.87−2.9%$14.45Held at end of 20230
MTFGXNYLI MacKay Strategic Muni Allocation Fund Class I
2.61%$9.29−3.5%$8.97Held at end of 20230
JTBDXJHF Municipal Opportunities Fund - Class I
2.59%$8.85−4.1%$8.49Held at end of 20230
CATZXColumbia Strategic Municipal Income Fund Class I
2.57%$14.11−5.0%$13.41Held at end of 20230
EICOXEaton Vance Emerging and Frontier Countries Equity Fund I
2.48%$18.32+24.2%$22.76Held at end of 20230
FAGCXFidelity Advisor Growth Opportunities Fund: Class I
2.38%$233.94+19.2%$278.79Held at end of 20230
JDVIXJohn Hancock Disciplined Value International Fund Class I
2.26%$16.68+13.1%$18.87Held at end of 20230
BFGIXBaron Focused Growth Fund Inst Shs
2.22%$60.47+11.4%$67.34Held at end of 20240
ACFSXAmerican Century Focused Dynamic Growth Fund - I Class
2.17%$79.43+8.6%$86.28Held at end of 20230
LBFIXClearBridge Select Fd I
2.12%$60.10+6.0%$63.69Held at end of 20230
VSMIXInvesco Small Cap Value Class Y
1.61%$28.09+20.6%$33.87Held at end of 20240
OSMYXInvesco International Small-Mid Company Fund Class Y
1.43%$35.04+7.0%$37.50Held at end of 20230
LMGNXClearBridge International Growth Fund Class I
1.32%$74.13−1.1%$73.31Held at end of 20230
BAIiShares A.I. Innovation and Tech Active ETF
0.99%$33.30+48.1%$49.32Held at end of 20250
EOGEOG Resources, Inc.
0.94%$102.46+40.8%$144.21Jul 1, 20210
XOMExxon Mobil Corporation
0.93%$117.97+39.1%$164.05Held at end of 20240
MRKMerck & Company, Inc.
0.92%$103.13+38.5%$142.79Jul 7, 20220
MTUMiShares MSCI USA Momentum Factor ETF
0.86%$249.31+29.3%$322.42Held at end of 20250
GIRPXGoldman Sachs Emerging Markets Equity Insights Fund - Investor Class
0.86%$11.15+29.2%$14.41Held at end of 20250
AMGNAmgen Inc.
0.86%$320.75+28.8%$413.08Held at end of 20220
CSHZXNYLI Cushing MLP Premier Fund Class I
0.84%$10.97+26.5%$13.88Held at end of 20230
FDXFedEx Corporation
0.84%$230.05+25.6%$289.04Apr 4, 20240
AAPLApple Inc.
0.83%$271.12+24.2%$336.67Held at end of 20220
NBPIXNeuberger Berman Large Cap Value Fd Inst Cl
0.80%$50.87+20.6%$61.37Held at end of 20250
MLPOXInvesco SteelPath MLP Alpha Fund Class Y
0.80%$8.71+20.3%$10.48Held at end of 20230
MSIMotorola Solutions, Inc.
0.79%$380.18+17.9%$448.33Jul 5, 20230
PRPZXPGIM Jennison MLP Fund Class Z
0.78%$5.90+17.6%$6.94Held at end of 20230
VVOIXInvesco Value Opportunities Fund Class Y
0.77%$23.60+16.0%$27.37Held at end of 20250
DCCIXMacquarie Small Cap Core Fund Institutional
0.75%$30.46+12.4%$34.23Held at end of 20230
GOOGLAlphabet Inc.
0.75%$312.39+12.2%$350.50Jan 7, 20250
METAMeta Platforms, Inc.
0.74%$647.02+11.5%$721.31Jan 7, 20261
MCKMcKesson Corporation
0.74%$817.79+11.3%$910.33Jul 8, 20261
WABWestinghouse Air Brake Technologies Corporation
0.74%$255.47+10.6%$282.44Apr 7, 20261
FMIMXFMI Common Stock Fund Investor Class
0.74%$33.38+10.5%$36.88Held at end of 20250
MSFTMicrosoft Corporation
0.73%$480.57+10.2%$529.76Held at end of 20220
AVUAXAmerican Century Mid Cap Value Fund - I Class
0.73%$14.62+10.2%$16.11Held at end of 20230
COSTCostco Wholesale Corporation
0.73%$858.55+9.7%$942.25Mar 31, 20210
AVGOBroadcom Inc.
0.73%$344.20+9.4%$376.51Held at end of 20220
AEPAmerican Electric Power Company, Inc.
0.72%$112.72+8.3%$122.08Oct 6, 20250
VVisa Inc.
0.71%$348.62+6.7%$372.10Held at end of 20220
CTASCintas Corporation
0.70%$186.65+5.6%$197.19Jan 7, 20250
QUSIXPear Tree Polaris Foreign Value Small Cap Fund Insti Shs
0.70%$18.28+5.1%$19.22Held at end of 20250
DRIDarden Restaurants, Inc.
0.69%$195.20+3.2%$201.49Jan 7, 20261
GSGoldman Sachs Group, Inc.
0.68%$866.32+2.4%$887.21Jul 2, 20240
PLDProLogis, Inc.
0.68%$124.74+2.1%$127.30Held at end of 20220
MAMastercard Incorporated
0.67%$568.09+0.3%$570.06Jul 5, 20230
CARRCarrier Global Corporation
0.67%$55.05−0.1%$55.00Apr 7, 20261
BINCiShares Flexible Income Active ETF
0.67%$50.74−0.1%$50.69Held at end of 20250
IAGGiShares International Aggregate Bond Fund
0.66%$49.31−0.5%$49.05Held at end of 20250
EMBiShares J.P. Morgan USD Emerging Markets Bond ETF
0.65%$92.54−1.9%$90.78Held at end of 20250
WMWaste Management, Inc.
0.65%$213.24−2.0%$208.94Jan 7, 20261
WMTWalmart Inc.
0.65%$110.70−2.3%$108.16Oct 6, 20250
MBBiShares MBS ETF
0.64%$92.18−3.2%$89.22Held at end of 20250
NDAQNasdaq, Inc.
0.64%$96.15−4.4%$91.93Held at end of 20220
VLMIXValue Line Mid Cap Focused Fund, Inc. Institutional Class
0.64%$34.24−4.5%$32.71Held at end of 20230
ITAiShares U.S. Aerospace & Defense ETF
0.63%$214.15−4.9%$203.60Held at end of 20250
IAUiShares Gold Trust Shares
0.63%$81.17−5.1%$77.06Held at end of 20250
FEHIXFirst Eagle High Yield Municipal Fund Class I
0.63%$7.67−5.9%$7.22Held at end of 20250
PICMXVirtus KAR Mid-Cap Growth Fund I
0.62%$41.87−6.3%$39.22Held at end of 20230
TLHiShares 10-20 Year Treasury Bond ETF
0.62%$98.28−7.0%$91.45Held at end of 20250
TJXTJX Companies, Inc.
0.61%$152.20−8.8%$138.80Jul 1, 20210
CASYCaseys General Stores, Inc.
0.57%$740.75−14.5%$633.25Apr 7, 20261
HDHome Depot, Inc.
0.56%$336.79−15.1%$285.77Held at end of 20220
NEENextEra Energy, Inc.
0.56%$92.29−16.5%$77.06Apr 7, 20261
JPMJP Morgan Chase & Co.
0.04%$317.71+3.7%$329.58Held at end of 20220
SBLTXWestern Asset Intermediate-Term Municipals Fund Class A
0.04%$5.94−4.0%$5.70Held at end of 20240
SYKStryker Corporation
0.03%$348.48−21.0%$275.40Jan 6, 20220

Rick Larsen's buys and sells

Nov 25, 2020 to Jul 8, 2026, 33 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
ABTAbbott Laboratories
Sold$1K–$15KJul 8, 2026Jul 12, 20264 days later
APHAmphenol Corporation
Bought$1K–$15KJul 8, 2026Jul 12, 20264 days later
MCKMcKesson Corporation
Bought$1K–$15KJul 8, 2026Jul 12, 20264 days later
SPGIS&P Global Inc.
Sold$1K–$15KJul 8, 2026Jul 12, 20264 days later
AXPAmerican Express Company
Sold$1K–$15KApr 7, 2026Apr 15, 20268 days later
AWKAmerican Water Works Company, Inc.
Sold$1K–$15KApr 7, 2026Apr 15, 20268 days later
BRBroadridge Financial Solutions, Inc.
Sold$1K–$15KApr 7, 2026Apr 15, 20268 days later
CARRCarrier Global Corporation
Bought$1K–$15KApr 7, 2026Apr 15, 20268 days later
CASYCaseys General Stores, Inc.
Bought$1K–$15KApr 7, 2026Apr 15, 20268 days later
NEENextEra Energy, Inc.
Bought$1K–$15KApr 7, 2026Apr 15, 20268 days later
PAYXPaychex, Inc.
Sold$1K–$15KApr 7, 2026Apr 15, 20268 days later
SNDAJointSonida Senior Living, Inc.
Sold$1K–$15KApr 7, 2026Apr 15, 20268 days later
WABWestinghouse Air Brake Technologies Corporation
Bought$1K–$15KApr 7, 2026Apr 15, 20268 days later
CNL Healthcare Properties Inc (widely held)OtherJoint
Exchange$1K–$15KMar 31, 2026Apr 15, 202615 days later
SNDAJointSonida Senior Living, Inc.
Exchange$1K–$15KMar 31, 2026Apr 15, 202615 days later
DRIDarden Restaurants, Inc.
Bought$1K–$15KJan 7, 2026Jan 14, 20267 days later
ESSEssex Property Trust, Inc.
Sold$1K–$15KJan 7, 2026Jan 14, 20267 days later
METAMeta Platforms, Inc.
Bought$1K–$15KJan 7, 2026Jan 14, 20267 days later
MDLZMondelez International, Inc.
Sold$1K–$15KJan 7, 2026Jan 14, 20267 days later
VRSKVerisk Analytics, Inc.
Sold$1K–$15KJan 7, 2026Jan 14, 20267 days later
WMWaste Management, Inc.
Bought$1K–$15KJan 7, 2026Jan 14, 20267 days later
ABTAbbott Laboratories
Bought$1K–$15KOct 6, 2025Oct 16, 202510 days later
AEPAmerican Electric Power Company, Inc.
Bought$1K–$15KOct 6, 2025Oct 16, 202510 days later
CLColgate-Palmolive Company
Sold$1K–$15KOct 6, 2025Oct 16, 202510 days later
ODFLOld Dominion Freight Line, Inc.
Sold$1K–$15KOct 6, 2025Oct 16, 202510 days later
WMTWalmart Inc.
Bought$1K–$15KOct 6, 2025Oct 16, 202510 days later
ZTSZoetis Inc. Class A
Sold$1K–$15KOct 6, 2025Oct 16, 202510 days later
AXPAmerican Express Company
Bought$1K–$15KApr 9, 2025Apr 15, 20256 days later
NEENextEra Energy, Inc.
Sold$1K–$15KApr 9, 2025Apr 15, 20256 days later
GOOGLAlphabet Inc.
Bought$1K–$15KJan 7, 2025Jan 14, 20257 days later
BAHBooz Allen Hamilton Holding Corporation
Sold$1K–$15KJan 7, 2025Jan 14, 20257 days later
BRBroadridge Financial Solutions, Inc.
Bought$1K–$15KJan 7, 2025Jan 14, 20257 days later
CTASCintas Corporation
Bought$1K–$15KJan 7, 2025Jan 14, 20257 days later
CMCSAComcast Corporation
Sold$1K–$15KJan 7, 2025Jan 14, 20257 days later
GDGeneral Dynamics Corporation
Sold$1K–$15KJan 7, 2025Jan 14, 20257 days later
UNHUnitedHealth Group Incorporated
Sold$1K–$15KJan 7, 2025Jan 14, 20257 days later
VRSKVerisk Analytics, Inc.
Bought$1K–$15KJan 7, 2025Jan 14, 20257 days later
GSGoldman Sachs Group, Inc.
Bought$1K–$15KJul 2, 2024Jul 17, 202415 days later
HIGHartford Financial Services Group, Inc.
Sold$1K–$15KJul 2, 2024Jul 17, 202415 days later
ODFLOld Dominion Freight Line, Inc.
Bought$1K–$15KJul 2, 2024Jul 17, 202415 days later
WMWaste Management, Inc.
Sold$1K–$15KJul 2, 2024Jul 17, 202415 days later
FDXFedEx Corporation
Bought$1K–$15KApr 4, 2024Apr 10, 20246 days later
UPSUnited Parcel Service, Inc.
Sold$1K–$15KApr 4, 2024Apr 10, 20246 days later
BMYBristol-Myers Squibb Company
Sold$1K–$15KJan 9, 2024Jan 19, 202410 days later
CLColgate-Palmolive Company
Bought$1K–$15KJan 9, 2024Jan 19, 202410 days later
HSYThe Hershey Company
Sold$1K–$15KJan 9, 2024Jan 19, 202410 days later
ZTSZoetis Inc. Class A
Bought$1K–$15KJan 9, 2024Jan 19, 202410 days later
MDLZMondelez International, Inc. Class A
Bought$1K–$15KOct 4, 2023Oct 11, 20237 days later
MDLZMondelez International, Inc. Class A
Bought$1K–$15KOct 4, 2023Oct 11, 20237 days later
ALLAllstate Corporation
Sold$1K–$15KJul 5, 2023Jul 17, 202312 days later
ADIAnalog Devices, Inc.
Sold$1K–$15KJul 5, 2023Jul 17, 202312 days later
ELVElevance Health, Inc.
Sold$1K–$15KJul 5, 2023Jul 17, 202312 days later
MAMastercard Incorporated
Bought$1K–$15KJul 5, 2023Jul 17, 202312 days later
MSIMotorola Solutions, Inc.
Bought$1K–$15KJul 5, 2023Jul 17, 202312 days later
PAYXPaychex, Inc.
Bought$1K–$15KJul 5, 2023Jul 17, 202312 days later
PNCPNC Financial Services Group, Inc.
Sold$1K–$15KJul 5, 2023Jul 17, 202312 days later
SPGIS&P Global Inc.
Bought$1K–$15KJul 5, 2023Jul 17, 202312 days later
GDGeneral Dynamics Corporation
Bought$1K–$15KApr 5, 2023May 26, 202351 days later · late
ABTAbbott Laboratories
Sold$1K–$15KJan 6, 2023May 26, 2023140 days later · late
BLKBlackRock, Inc.
Sold$1K–$15KJan 6, 2023May 26, 2023140 days later · late
ELVElevance Health, Inc.
Bought$1K–$15KJan 6, 2023May 26, 2023140 days later · late
MMCMarsh & McLennan Companies, Inc.
Bought$1K–$15KJan 6, 2023May 26, 2023140 days later · late
BBYBest Buy Co., Inc.
Sold$1K–$15KOct 5, 2022May 26, 2023233 days later · late
TGTTarget Corporation
Bought$1K–$15KOct 5, 2022May 26, 2023233 days later · late
HSYThe Hershey Company
Bought$1K–$15KOct 5, 2022May 26, 2023233 days later · late
MRKMerck & Company, Inc.
Bought$1K–$15KJul 7, 2022May 26, 2023323 days later · late
TXNTexas Instruments Incorporated
Sold$1K–$15KJul 7, 2022May 26, 2023323 days later · late
ESSEssex Property Trust, Inc.
Bought$1K–$15KJul 7, 2022Jun 24, 2023352 days later · late
AVBAvalonBay Communities, Inc.
Sold$1K–$15KJul 6, 2022May 26, 2023324 days later · late
FASTFastenal Company
Sold$1K–$15KJan 6, 2022May 26, 2023505 days later · late
SYKStryker Corporation
Bought$1K–$15KJan 6, 2022May 26, 2023505 days later · late
UNHUnitedHealth Group Incorporated
Bought$1K–$15KJan 6, 2022May 26, 2023505 days later · late
ESSEssex Property Trust, Inc.
Bought$1K–$15KJul 7, 2021May 26, 2023688 days later · late
ALLAllstate Corporation
Sold$1K–$15KJul 1, 2021May 26, 2023694 days later · late
CVSCVS Health Corporation
Sold$1K–$15KJul 1, 2021May 26, 2023694 days later · late
SREDBA Sempra
Sold$1K–$15KJul 1, 2021May 26, 2023694 days later · late
EOGEOG Resources, Inc.
Sold$1K–$15KJul 1, 2021May 26, 2023694 days later · late
KRKroger Company
Sold$1K–$15KJul 1, 2021May 26, 2023694 days later · late
PXDPioneer Natural Resources Company
Sold$1K–$15KJul 1, 2021May 26, 2023694 days later · late
TJXTJX Companies, Inc.
Sold$1K–$15KJul 1, 2021May 26, 2023694 days later · late
TOTZFTotal Energy Services Inc. Ordinary Share Trust Unit
Sold$1K–$15KJul 1, 2021May 26, 2023694 days later · late
ALLAllstate Corporation
Bought$1K–$15KJul 1, 2021May 31, 2023699 days later · late
EOGEOG Resources, Inc.
Bought$1K–$15KJul 1, 2021May 31, 2023699 days later · late
PXDPioneer Natural Resources Company
Bought$1K–$15KJul 1, 2021May 31, 2023699 days later · late
TJXTJX Companies, Inc.
Bought$1K–$15KJul 1, 2021May 31, 2023699 days later · late
COSTCostco Wholesale Corporation
Bought$1K–$15KMar 31, 2021May 26, 2023786 days later · late
UNPUnion Pacific Corporation
Sold$1K–$15KMar 31, 2021May 26, 2023786 days later · late
INTCIntel Corporation
Sold$1K–$15KJan 7, 2021May 26, 2023869 days later · late
BMYBristol-Myers Squibb Company
Bought$1K–$15KNov 25, 2020May 26, 2023912 days later · late
UNPUnion Pacific Corporation
Bought$1K–$15KNov 25, 2020May 26, 2023912 days later · late

Rick Larsen's portfolio by sector

Share of the estimated stock portfolio.

3.3%Financials
SectorShareValueHoldings
Other78%~$940.8K46
Financials3.3%~$40.5K6
Consumer Discretionary3.1%~$37.6K5
Technology3.0%~$36.9K4
Energy2.8%~$33.5K3
Health Care2.5%~$30.7K4
Industrials2.2%~$26.9K3
Utilities1.9%~$23.2K3
Communication Services1.5%~$17.9K2
Consumer Staples1.4%~$16.6K2
Real Estate0.7%~$8.2K1

Portfolio performance: Rick Larsen 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 26, 2023.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−20%0%+20%+40%+60%+80%+100%+120%+140%Jul2024Jul2025Jul2026Jul+122%Nasdaq-100+93%S&P 500+51%You, copying
May 26, 2023 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+51.4%+13.1%
S&P 500+93.3%+21.6%
Nasdaq-100+121.8%+26.7%

Rick Larsen's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
ALLAllstate Corporation
12
ABTAbbott Laboratories
12
MDLZMondelez International, Inc. - Class A
21
ESSEssex Property Trust, Inc.
21
HSYThe Hershey Company
11
TJXTJX Companies, Inc.
11
PAYXPaychex, Inc.
11
AXPAmerican Express Company
11
CLColgate-Palmolive Company
11
ELVElevance Health, Inc.
11
BRBroadridge Financial Solutions, Inc.
11
UNHUnitedHealth Group Incorporated
11

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