John A. Yarmuth

Following their disclosures vs. same money in SPY: -64.5 pts

Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.

Trades

	Ticker	Amount	Traded	Disclosed
SELL	T T	$15K–$50K	2021-10-22	2021-11-04	PDF →
BUY	MM MMM	$1K–$15K	2021-09-23	2021-11-04	PDF →
BUY	BM BMY	$1K–$15K	2021-09-23	2021-11-04	PDF →
SELL	AV AVGO	$1K–$15K	2021-09-23	2021-11-04	PDF →
BUY	FD FDX	$1K–$15K	2021-09-23	2021-11-04	PDF →
BUY	GD GD	$1K–$15K	2021-09-23	2021-11-04	PDF →
SELL	TM TMO	$1K–$15K	2021-09-23	2021-11-04	PDF →
SELL	LO LOW	$1K–$15K	2021-09-23	2021-11-04	PDF →
BUY	NO NOC	$1K–$15K	2021-09-23	2021-11-04	PDF →
SELL	PG PG	$1K–$15K	2021-09-23	2021-11-04	PDF →
BUY	SY SYY	$15K–$50K	2021-09-23	2021-11-04	PDF →
SELL	HD HD	$1K–$15K	2021-09-22	2021-11-04	PDF →
BUY	BM BMY	$1K–$15K	2021-09-22	2021-11-04	PDF →
SELL	TM TMO	$1K–$15K	2021-09-22	2021-11-04	PDF →
SELL	CC CCI	$1K–$15K	2020-07-01	2021-08-11 LATE	PDF →
BUY	AM AMGN	$1K–$15K	2020-05-29	2021-08-11 LATE	PDF →
SELL	C C	$1K–$15K	2020-05-29	2021-08-11 LATE	PDF →
SELL	DI DIS	$1K–$15K	2020-05-05	2021-08-11 LATE	PDF →
BUY	C C	$1K–$15K	2020-03-31	2021-08-11 LATE	PDF →
BUY	MO MO	$1K–$15K	2020-03-24	2021-08-11 LATE	PDF →
BUY	CC CCI	$1K–$15K	2020-03-23	2021-08-11 LATE	PDF →
SELL	CS CSCO	$1K–$15K	2020-03-11	2021-08-11 LATE	PDF →
SELL	BR BRK.B	$1K–$15K	2020-03-10	2021-08-11 LATE	PDF →
BUY	CG CGC	$1K–$15K	2020-03-10	2021-08-11 LATE	PDF →
SELL	DI DIS	$1K–$15K	2021-03-05	2021-04-21 LATE	PDF →
SELL	VZ VZ	$1K–$15K	2021-03-05	2021-04-21 LATE	PDF →
SELL	VO VOX	$1K–$15K	2021-03-05	2021-04-21 LATE	PDF →
SELL	UP UPS	$1K–$15K	2021-03-05	2021-04-21 LATE	PDF →
SELL	SH SHW	$1K–$15K	2021-03-05	2021-04-21 LATE	PDF →
BUY	PL PLD	$1K–$15K	2021-03-05	2021-04-21 LATE	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Yarmuth still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.

Ticker		Est. value	Weight	Return on lots held	1st buy	Last trade
HE HEDJ		$73K	6.3%	+165.3%	Oct 2015	Sep 2015
MP MPC		$61K	5.3%	+1481.9%	Mar 2016	Feb 2016
AM AMZN		$57K	4.9%	+393.6%	Apr 2017	Dec 2017
VE VEA		$56K	4.8%	+104.9%	Dec 2017	Nov 2017
AA AAPL		$52K	4.5%	+718.0%	Jan 2016	Sep 2020
VW VWO		$45K	3.9%	+64.1%	Dec 2017	Nov 2017
GO GOOG		$44K	3.8%	+1039.8%	Mar 2015	Jan 2015
GO GOOGL		$40K	3.5%	+519.0%	Jan 2016	Mar 2021
GS GS		$38K	3.2%	+386.2%	Nov 2017	Jul 2020
CA CAT		$35K	3.0%	+794.7%	Apr 2017	Mar 2017
C C		$34K	2.9%	+158.8%	Aug 2014	May 2020
SY SYY		$31K	2.7%	+14.7%	Nov 2021	Sep 2021
MR MRK		$27K	2.3%	+250.0%	Mar 2015	Nov 2017
GE GE		$26K	2.3%	+237.4%	Sep 2015	Nov 2017
V V		$26K	2.2%	+524.5%	Mar 2015	Jan 2021
OR ORCL		$26K	2.2%	+231.2%	Oct 2017	Nov 2017
UN UNH		$25K	2.2%	+330.3%	Mar 2015	Nov 2017
MS MSFT		$25K	2.2%	+545.6%	Jan 2018	Dec 2017
DH DHR		$23K	2.0%	+500.3%	Mar 2016	Feb 2016
GM GM		$22K	1.9%	+181.1%	Apr 2017	Jun 2017
GD GD		$16K	1.4%	+110.4%	Apr 2017	Sep 2021
BM BMY		$15K	1.3%	+28.3%	Jan 2018	Sep 2021
FD FDX		$14K	1.2%	+82.9%	Oct 2017	Sep 2021
BR BRK.A		$14K	1.2%	+256.0%	Mar 2016	Feb 2016
CB CB		$13K	1.1%	+225.4%	Oct 2020	Jul 2020
CS CSX		$13K	1.1%	+224.1%	Oct 2017	Sep 2017
BA BAC		$12K	1.0%	+362.3%	Mar 2016	Mar 2021
JP JPM		$12K	1.0%	+640.7%	Sep 2015	Mar 2021
BL BLK		$12K	1.0%	+203.0%	Oct 2017	Sep 2017
MC MCD		$11K	0.9%	+93.8%	Apr 2017	Jul 2020
MM MMM		$11K	0.9%	+40.3%	Apr 2017	Sep 2021
CV CVX		$11K	0.9%	+177.5%	Dec 2017	Nov 2017
PL PLD		$10K	0.9%	+34.6%	Nov 2020	Mar 2021
CT CTAS		$10K	0.9%	+163.2%	Feb 2021	Jan 2021
WM WMT		$10K	0.9%	+407.9%	Aug 2017	Sep 2020
AX AXP		$10K	0.8%	+149.9%	Feb 2021	Jan 2021
IT ITW		$10K	0.8%	+146.2%	Apr 2017	Mar 2017
VP VPU		$9K	0.8%	+140.0%	Mar 2016	Feb 2016
PC PCLN		$9K	0.8%	+19.5%	Oct 2025	Jul 2017
SB SBUX		$9K	0.8%	+137.0%	Aug 2017	Jun 2017
AM AMGN		$9K	0.8%	+133.2%	Mar 2016	May 2020
LI LIN		$9K	0.8%	+133.1%	Oct 2020	Jul 2020
MO MO		$9K	0.8%	+126.8%	Aug 2021	Mar 2020
ME META		$9K	0.7%	+121.5%	Mar 2016	Mar 2021
MN MNST		$8K	0.7%	+118.5%	Nov 2020	Oct 2020
RO ROST		$8K	0.7%	+118.4%	Nov 2020	Sep 2020
DU DUK		$8K	0.7%	+100.9%	Dec 2017	Nov 2017
MD MDLZ		$7K	0.6%	+78.1%	Aug 2017	Jun 2017
AV AVGO		$7K	0.6%	+755.8%	Apr 2021	Sep 2021
NO NOC		$6K	0.5%	+63.8%	Nov 2021	Sep 2021
PE PEP		$6K	0.5%	+52.1%	Aug 2017	Jun 2017
TM TMUS		$6K	0.5%	+46.9%	Jul 2020	May 2020
SP SPGI		$5K	0.5%	+41.1%	Oct 2020	Jul 2020
NK NKE		$5K	0.5%	-31.0%	Apr 2017	Nov 2017
PG PG		$5K	0.4%	+120.0%	Mar 2016	Sep 2021
SI SIG		$5K	0.4%	+20.5%	Mar 2016	Feb 2016
NE NEE		$5K	0.4%	+19.5%	Apr 2021	Mar 2021
HD HD		$5K	0.4%	+113.7%	Dec 2017	Sep 2021
TG TGT		$4K	0.4%	+6.6%	Jul 2016	Jun 2020
LU LUV		$4K	0.3%	+3.4%	Nov 2020	Sep 2020
DO DOW		$4K	0.3%	+3.4%	Mar 2019	Jun 2017
HU HUM		$4K	0.3%	+1.5%	Nov 2020	Oct 2020
MA MA		$4K	0.3%	+604.1%	Mar 2016	Jan 2021
AM AMT		$3K	0.3%	-13.3%	Apr 2021	Mar 2021
CR CRON		$3K	0.3%	-62.1%	Nov 2020	Feb 2021
HO HON		$3K	0.2%	+77.7%	Mar 2016	Mar 2021
CC CCI		$3K	0.2%	-40.0%	Oct 2020	Jul 2020
UP UPS		$3K	0.2%	+43.6%	Apr 2017	Mar 2021
BA BA		$3K	0.2%	-32.8%	Sep 2015	Sep 2017
VZ VZ		$2K	0.2%	+33.9%	Aug 2017	Mar 2021
CM CMS		$2K	0.2%	+79.8%	Dec 2017	Aug 2020

Filings 47 on file · every disclosure Yarmuth has made