Mo Brooks

Following their disclosures vs. same money in SPY: +46.3 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	Duke Energy Corp Fxd to 09/20/24 corporate bond	$1K–$15K	2022-06-22	2022-07-19	PDF →
BUY	Duke Energy Corp Fxd to 092024 corporate bond	$1K–$15K	2022-06-03	2022-06-12	PDF →
SELL	T T	$1K–$15K	2021-10-12	2022-05-11 LATE	PDF →
SELL	VZ VZ	$1K–$15K	2022-04-11	2022-04-26	PDF →
BUY	Duke Energy Corp Fxd to 092024VAR thraftr 4. corporate bond	$1K–$15K	2022-03-18	2022-03-21	PDF →
BUY	T T	$1K–$15K	2021-10-12	2021-10-14	PDF →
BUY	D D	$15K–$50K	2021-09-29	2021-10-14	PDF →
SELL	PF PFE	$15K–$50K	2021-08-16	2021-10-14 LATE	PDF →
BUY	Baldwin Cnty Ala Pub Bldg Authbuildg RE OID gS	$15K–$50K	2021-07-16	2021-08-06	PDF →
BUY	BR BRK.B	$15K–$50K	2020-01-15	2021-07-10 LATE	PDF →
BUY	Electric Co Fxd TO corporate bond	$1K–$15K	2021-05-14	2021-05-28	PDF →
BUY	BR BRK.B	$1K–$15K	2021-03-24	2021-04-20	PDF →
SELL	T T	$1K–$15K	2021-02-08	2021-02-16	PDF →
SELL	CS CSCO	$1K–$15K	2021-02-08	2021-02-16	PDF →
SELL	TF TFC	$1K–$15K	2021-02-08	2021-02-16	PDF →
SELL	Pike Road Al OID gS	$1K–$15K	2021-02-01	2021-02-12	PDF →
BUY	DU DUK	$1K–$15K	2021-01-22	2021-01-26	PDF →
SELL	LE LEE	$1K–$15K	2021-01-22	2021-01-26	PDF →
SELL	FIlINg STATuS: New Spectra Energy Capital ll corporate bond	$1K–$15K	2021-01-21	2021-01-26	PDF →
SELL	VT VTRS	$1K–$15K	2020-12-01	2021-01-26 LATE	PDF →
BUY	LE LEE	$1K–$15K	2020-11-24	2021-01-26 LATE	PDF →
SELL	BA BAC	$15K–$50K	2020-10-28	2020-11-08	PDF →
BUY	PF PFE	$1K–$15K	2020-09-16	2020-11-08 LATE	PDF →
BUY	PF PFE	$1K–$15K	2020-07-01	2020-07-11	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 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		$171K	35.8%	+522.6%	Nov 2016	Oct 2016
D D		$93K	19.5%	+12.9%	Jul 2020	Sep 2021
DU DUK		$78K	16.3%	+121.3%	Feb 2016	Jan 2021
BR BRK.B		$61K	12.7%	+93.6%	Apr 2021	Mar 2021
AP APT		$42K	8.8%	+53.9%	May 2017	Nov 2017
SO SO		$12K	2.6%	+219.9%	Oct 2015	Oct 2015
KO KO		$12K	2.4%	+199.3%	Oct 2016	Sep 2016
AA AATC		$8K	1.8%	+115.9%	Aug 2022	Jul 2022

Filings 68 on file · every disclosure Brooks has made