Mo Brooks

Following their disclosures vs. same money in SPY: +3.7 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
BUY	Arlington TX Higher Ed Fin govt security	$1K–$15K	2022-12-08	2022-12-31	PDF →
BUY	S. Treasury Note govt security	$50K–$100K	2022-11-29	2022-12-31	PDF →
BUY	Duke Energy Corp Fxd corporate bond	$1K–$15K	2022-08-30	2022-12-31 LATE	PDF →
BUY	AA AATC	$1K–$15K	2022-07-22	2022-08-17	PDF →
SELL	VZ VZ	$1K–$15K	2022-07-22	2022-08-17	PDF →
BUY	Fxd to 062023 corporate bond	$1K–$15K	2022-07-13	2022-07-19	PDF →
BUY	🔒Register for free to view	$1K–$15K	2022-06-22	2022-07-19	🔒
BUY	🔒Register for free to view	$1K–$15K	2022-06-03	2022-06-12	🔒
SELL	🔒Register for free to view	$1K–$15K	2021-10-12	2022-05-11 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2022-04-11	2022-04-26	🔒
BUY	🔒Register for free to view	$1K–$15K	2022-03-18	2022-03-21	🔒
BUY	🔒Register for free to view	$1K–$15K	2021-10-12	2021-10-14	🔒
BUY	🔒Register for free to view	$15K–$50K	2021-09-29	2021-10-14	🔒
SELL	🔒Register for free to view	$15K–$50K	2021-08-16	2021-10-14 LATE	🔒
BUY	🔒Register for free to view	$15K–$50K	2021-07-16	2021-08-06	🔒
BUY	🔒Register for free to view	$15K–$50K	2020-01-15	2021-07-10 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2021-05-14	2021-05-28	🔒
BUY	🔒Register for free to view	$1K–$15K	2021-03-24	2021-04-20	🔒
SELL	🔒Register for free to view	$1K–$15K	2021-02-08	2021-02-16	🔒
SELL	🔒Register for free to view	$1K–$15K	2021-02-08	2021-02-16	🔒
SELL	🔒Register for free to view	$1K–$15K	2021-02-08	2021-02-16	🔒
SELL	🔒Register for free to view	$1K–$15K	2021-02-01	2021-02-12	🔒
BUY	🔒Register for free to view	$1K–$15K	2021-01-22	2021-01-26	🔒
SELL	🔒Register for free to view	$1K–$15K	2021-01-22	2021-01-26	🔒
SELL	🔒Register for free to view	$1K–$15K	2021-01-21	2021-01-26	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-12-01	2021-01-26 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2020-11-24	2021-01-26 LATE	🔒
SELL	🔒Register for free to view	$15K–$50K	2020-10-28	2020-11-08	🔒
BUY	🔒Register for free to view	$1K–$15K	2020-09-16	2020-11-08 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2020-07-01	2020-07-11	🔒

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Brooks 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
MA MAR		$145K	32.9%	+428.3%	Nov 2016	Oct 2016
D D		$93K	21.1%	+13.1%	Jul 2020	Sep 2021
DU DUK		$75K	17.1%	+113.9%	Feb 2016	Jan 2021
BR BRK.B		$57K	13.0%	+82.9%	Apr 2021	Mar 2021
🔒Register for free to view		$40K	9.0%	+45.8%	May 2017	Nov 2017
🔒Register for free to view		$12K	2.7%	+204.7%	Oct 2015	Oct 2015
🔒Register for free to view		$11K	2.5%	+188.1%	Oct 2016	Sep 2016
🔒Register for free to view		$8K	1.8%	+107.8%	Aug 2022	Jul 2022

Filings 68 on file · every disclosure Brooks has made