Rudy Yakym III: Stock Portfolio, Performance and Latest Trades
U.S. Representative, IN-2
R Republican
Trades disclosed31
Bought / sold30 / 1
Est. volume$1.6M
Typical delay2 days
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Rudy Yakym III'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 |
|---|---|---|---|---|
SPYSPDR S&P 500 | 21.1% | $676.63 | +14.9% | $777.22 |
RSPTInvesco S&P 500 Equal Weight Technology ETF | 12.1% | $45.42 | +51.4% | $68.77 |
VGTVanguard Information Tech ETF | 11.0% | $93.90 | +37.8% | $129.37 |
IJRiShares Core S&P Small-Cap ETF | 9.16% | $119.20 | +15.0% | $137.08 |
SPMDSPDR Portfolio S&P 400 Mid Cap ETF | 8.86% | $57.34 | +11.2% | $63.76 |
TILIXNuveen Large Cap Growth Index Fund R6 | 8.72% | $75.99 | +9.5% | $83.21 |
OTCKXMFS Mid Cap Growth Fund Class R6 | 8.19% | $28.44 | +2.8% | $29.24 |
XARSPDR S&P Aerospace & Defense ETF | 7.49% | $240.95 | −5.9% | $226.64 |
EEMViShares MSCI Emerging Markets Min Vol Factor ETF | 2.30% | $63.49 | +17.1% | $74.36 |
IWNiShares Russell 2000 Value ETF | 2.30% | $179.33 | +17.1% | $210.02 |
RNWGXNew World Fund, Inc. Cl R-6 | 2.28% | $93.17 | +16.3% | $108.34 |
IJKiShares S&P Mid-Cap 400 Growth ETF | 2.26% | $96.50 | +15.0% | $110.99 |
IXUSiShares Core MSCI Total International Stock ETF | 2.23% | $83.56 | +13.6% | $94.90 |
ACWViShares MSCI Global Min Vol Factor ETF | 2.07% | $117.71 | +5.5% | $124.24 |
Rudy Yakym III's buys and sells
Nov 25, 2022 to Jul 13, 2026.
| Stock | Action | Amount | Traded | Disclosed |
|---|---|---|---|---|
Treasury Bill (3-Month, Matures 10/15/2026)Bond | Bought | $15K–$50K | Jul 13, 2026 | Jul 13, 20260 days later |
Treasury Bill (3-Month, Matures 7/9/2026)Bond | Bought | $15K–$50K | Apr 6, 2026 | Apr 6, 20260 days later |
Treasury Bill (3-month, matures 3/26/26)Bond | Bought | $15K–$50K | Dec 23, 2025 | Dec 23, 20250 days later |
Treasury Bill (3-month, matures 11/20/2025)Bond | Bought | $15K–$50K | Aug 18, 2025 | Aug 18, 20250 days later |
Treasury Bill (3-Month, Matures 8/7/2025)Bond | Bought | $15K–$50K | May 5, 2025 | May 8, 20253 days later |
Treasury Bill (3-Month, Matures 5/1/2025)Bond | Bought | $15K–$50K | Jan 27, 2025 | Jan 28, 20251 days later |
Treasury BillBond | Sold | $15K–$50K | Dec 2, 2024 | Dec 3, 20241 days later |
Treasury Bill (4-Week, Matures 12/24/2024)Bond | Bought | $100K–$250K | Nov 26, 2024 | Dec 3, 20247 days later |
Treasury Bill 3-Month (Matures 1/16/25)Bond | Bought | $15K–$50K | Oct 15, 2024 | Oct 17, 20242 days later |
Treasury Bill 4-Week (Matures 11/12/24)Bond | Bought | $50K–$100K | Oct 15, 2024 | Oct 17, 20242 days later |
Treasury Bill 6-Month (Matures 3/27/25)Bond | Bought | $1K–$15K | Sep 26, 2024 | Sep 26, 20240 days later |
Treasury Bill 4-Week (Matures 10/8/24)Bond | Bought | $50K–$100K | Sep 10, 2024 | Sep 10, 20240 days later |
Treasury Bill 6-Months (Matures 3/6/25)Bond | Bought | $1K–$15K | Sep 5, 2024 | Sep 10, 20245 days later |
Treasury Bill (4-Week, Matures 8/27/2024)Bond | Bought | $15K–$50K | Jul 30, 2024 | Aug 5, 20246 days later |
Tresury Bill (3-Month, Matures 10/10/2024)Bond | Bought | $15K–$50K | Jul 11, 2024 | Jul 11, 20240 days later |
Treasury Bill (1-Month, Matures 7/23/2024)Bond | Bought | $15K–$50K | Jun 25, 2024 | Jun 28, 20243 days later |
Treasury Bill (4-Week, Matures 6/18/2024)Bond | Bought | $15K–$50K | May 21, 2024 | May 31, 202410 days later |
Treasury Bill (4-Week, Matures 02/20/2024)Bond | Bought | $15K–$50K | Jan 23, 2024 | Jan 29, 20246 days later |
Treasury Bill (3-Month, Matures 04/18/2024)Bond | Bought | $15K–$50K | Jan 18, 2024 | Jan 22, 20244 days later |
Treasury Bill (6-Month, Matures 06/27/2024)Bond | Bought | $15K–$50K | Dec 27, 2023 | Dec 27, 20230 days later |
Treasury Bill (13-Week, Matures 01/11/2024)Bond | Bought | $50K–$100K | Oct 12, 2023 | Oct 12, 20230 days later |
Treasury Bill (4-Week, Matures 10/3/2023)Bond | Bought | $50K–$100K | Sep 5, 2023 | Sep 11, 20236 days later |
Treasury Bill (3-month, Matures 11/9/2023)Bond | Bought | $50K–$100K | Aug 10, 2023 | Aug 10, 20230 days later |
Treasury Bill (4-Week, Matures 8/1/23)Bond | Bought | $50K–$100K | Jul 5, 2023 | Jul 9, 20234 days later |
Treasury Bill (8-week, Matures 8/29/23)Bond | Bought | $50K–$100K | Jul 5, 2023 | Jul 9, 20234 days later |
US Treasury Bills, 6-month (Matures 12/14/2023)Bond | Bought | $15K–$50K | Jun 15, 2023 | Jun 16, 20231 days later |
Treasury Bills (4-week, Matures 6/6/2023)Bond | Bought | $100K–$250K | May 9, 2023 | May 15, 20236 days later |
US Treasury Bills (13-Week, Matures 5/4/2023)Bond | Bought | $50K–$100K | Feb 2, 2023 | Feb 3, 20231 days later |
US Treasury Bills (4-Week Matures 2/14/2023)Bond | Bought | $15K–$50K | Jan 17, 2023 | Feb 3, 202317 days later |
US Treasury Bills (13-Week Matures 4/13/2023)Bond | Bought | $15K–$50K | Jan 12, 2023 | Feb 3, 202322 days later |
US Treasury Bills (6-Month)Bond | Bought | $15K–$50K | Nov 25, 2022 | Dec 28, 202233 days later |
Portfolio performance: Rudy Yakym III 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
| Total return | Per year | |
|---|---|---|
| You, copying after each disclosure – estimated value | +46.2% | +19.4% |
| S&P 500 | +43.9% | +18.5% |
| Nasdaq-100 | +61.4% | +25.0% |
Rudy Yakym III's most traded stocks
Number of disclosed buys and sells per stock.
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Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.