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Mo Brooks

Representative

Estimated portfolio performance

Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-07-08. Trade sizes are disclosed only as ranges, so every figure is an estimate.

Window Portfolio SPY vs SPY
1 week +2.0% +0.3% +1.7%
1 month +5.0% +1.2% +3.8%
1 quarter +3.9% +10.6% -6.7%
Year to date +13.9% +10.0% +4.0%

Reconstructed holdings

The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-07-08). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.

Stock Est. shares Est. value Weight
AATC 2,918 $15.7K 6.1%
D 2,047 $143K 55.7%
DUK 744 $94.3K 36.8%
PFE 147 $3.5K 1.4%

Net worth

Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.

Latest net worth (band)
$2M – $5.2M
Reporting year
2021
Disclosed assets
47
Disclosed liabilities
1

Net worth band by reporting year

2021 2022 — not e-filed 2023 — not e-filed 2024 — not e-filed 2025 — not e-filed
Year Net worth band
2021 $2M – $5.2M

Recent stock trades

Disclosed trades
25
Avg. disclosure lag
31.7 days
Filed past 45-day deadline
24%
Date Stock Type Amount
2022-07-22 VZ Sell $1K - $15K
2022-07-22 AATC Buy $1K - $15K
2022-04-11 VZ Sell $1K - $15K
2021-10-12 T Buy $1K - $15K
2021-10-12 T Sell $1K - $15K
2021-09-29 D Buy $15K - $50K
2021-08-16 PFE Sell $15K - $50K
2021-02-08 TFC Sell $1K - $15K
2021-02-08 CSCO Sell $1K - $15K
2021-02-08 T Sell $1K - $15K
2021-01-22 LEE Sell $1K - $15K
2021-01-22 DUK Buy $1K - $15K
2021-01-22 LEE Sell $1K - $15K
2020-12-01 VTRS Sell $1K - $15K
2020-11-24 LEE Buy $1K - $15K
2020-10-28 BAC Sell $15K - $50K
2020-09-16 PFE Buy $1K - $15K
2020-07-01 PFE Buy $1K - $15K
2020-06-23 LEE Sell $1K - $15K
2020-06-08 D Buy $15K - $50K
2020-06-01 D Buy $15K - $50K
2020-04-29 D Buy $15K - $50K
2020-04-13 DUK Buy $1K - $15K
2020-04-02 DUK Buy $15K - $50K
2020-03-17 PFE Buy $1K - $15K