Steve Daines

Following their disclosures vs. same money in SPY: -106.6 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	VW VWENX mutual fund	$1K–$15K	2025-12-23	2026-04-30	PDF →
BUY	VW VWENX mutual fund	$1K–$15K	2025-12-23	2026-04-30	PDF →
BUY	VG VGSTX mutual fund	$1K–$15K	2025-12-23	2026-04-30	PDF →
BUY	VG VGSTX mutual fund	$1K–$15K	2025-12-23	2026-04-30	PDF →
BUY	VG VGELX mutual fund	$1K–$15K	2025-12-23	2026-04-30	PDF →
BUY	VG VGSTX mutual fund	$1K–$15K	2025-12-23	2026-04-30	PDF →
SELL	VP VPMAX mutual fund	$15K–$50K	2025-12-23	2026-04-30	PDF →
BUY	VP VPMAX mutual fund	$15K–$50K	2025-12-17	2026-04-30	PDF →
BUY	VP VPMAX mutual fund	$1K–$15K	2025-12-17	2026-04-30	PDF →
BUY	VG VGIAX mutual fund	$1K–$15K	2025-12-17	2026-04-30	PDF →
BUY	VG VGIAX mutual fund	$1K–$15K	2025-12-17	2026-04-30	PDF →
SELL	VS VSGAX mutual fund	$15K–$50K	2025-11-25	2026-04-30	PDF →
SELL	VT VTTHX mutual fund	$100K–$250K	2025-11-25	2026-04-30	PDF →
SELL	VD VDIGX mutual fund	$100K–$250K	2025-11-12	2026-04-30	PDF →
SELL	VH VHYAX mutual fund	$100K–$250K	2025-11-12	2026-04-30	PDF →
SELL	VD VDADX mutual fund	$50K–$100K	2025-11-12	2026-04-30	PDF →
SELL	VQ VQNPX mutual fund	$100K–$250K	2025-11-06	2026-04-30	PDF →
BUY	VG VGIAX mutual fund	$100K–$250K	2025-11-06	2026-04-30	PDF →
BUY	VH VHYAX mutual fund	$100K–$250K	2025-09-29	2026-04-30	PDF →
SELL	VT VTTHX mutual fund	$50K–$100K	2025-09-29	2026-04-30	PDF →
BUY	VF VFIAX mutual fund	$50K–$100K	2025-08-28	2026-04-30	PDF →
SELL	VT VTTHX mutual fund	$50K–$100K	2025-08-28	2026-04-30	PDF →
BUY	VD VDADX mutual fund	$50K–$100K	2025-08-28	2026-04-30	PDF →
BUY	VE VEGBX mutual fund	$50K–$100K	2025-08-20	2026-04-30	PDF →
BUY	VT VTTHX mutual fund	$250K–$500K	2025-08-20	2026-04-30	PDF →
BUY	VW VWENX mutual fund	$50K–$100K	2025-08-20	2026-04-30	PDF →
BUY	VG VGELX mutual fund	$15K–$50K	2025-08-20	2026-04-30	PDF →
BUY	VQ VQNPX mutual fund	$50K–$100K	2025-08-20	2026-04-30	PDF →
BUY	VD VDIGX mutual fund	$50K–$100K	2025-08-20	2026-04-30	PDF →
BUY	VG VGSTX mutual fund	$15K–$50K	2025-08-20	2026-04-30	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Daines 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
XL XLE		$86K	63.7%	+205.9%	May 2016	Jul 2017
BI BITO		$43K	31.7%	+119.3%	Apr 2023	Aug 2023
HN HNDL		$6K	4.5%	+39.2%	May 2022	Aug 2023

Filings 14 on file · every disclosure Daines has made