John A. Yarmuth
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 |
+1.1% |
+0.3% |
+0.8% |
| 1 month |
+3.3% |
+1.2% |
+2.1% |
| 1 quarter |
+7.1% |
+10.6% |
-3.5% |
| Year to date |
+12.0% |
+10.0% |
+2.0% |
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 |
|
CRON
Cronos Group Inc.
|
3,127 |
$8.6K |
1.7% |
|
SYY
Sysco Corp
|
458 |
$38.8K |
7.7% |
|
MO
Altria Group, Inc.
|
395 |
$28.8K |
5.7% |
|
BMY
Bristol Myers Squibb Co
|
318 |
$18.5K |
3.7% |
|
C
Citigroup Inc
|
236 |
$32.4K |
6.4% |
|
LUV
Southwest Airlines Co
|
213 |
$10.5K |
2.1% |
|
MNST
Monster Beverage Corp
|
197 |
$18.7K |
3.7% |
|
ACB
Aurora Cannabis Inc
|
192 |
$511 |
0.1% |
|
BAC
Bank Of America Corp /De/
|
192 |
$11.2K |
2.2% |
|
PLD
Prologis, Inc.
|
184 |
$26.4K |
5.2% |
|
TLRY
Tilray Brands, Inc.
|
130 |
$559 |
0.1% |
|
NEE
Nextera Energy Inc
|
130 |
$11.5K |
2.3% |
|
CGC
Canopy Growth Corp
|
114 |
$110 |
0.0% |
|
CTAS
Cintas Corp
|
104 |
$18.9K |
3.7% |
|
ROST
Ross Stores, Inc.
|
91 |
$19.4K |
3.8% |
|
CCI
Crown Castle Inc.
|
89 |
$6.9K |
1.4% |
|
TMUS
T-Mobile US, Inc.
|
87 |
$16.1K |
3.2% |
|
TGT
Target Corp
|
80 |
$10.2K |
2.0% |
|
AXP
American Express Co
|
69 |
$24.3K |
4.8% |
|
CB
Chubb Ltd
|
69 |
$24.9K |
4.9% |
|
MMM
3M Co
|
63 |
$9.9K |
2.0% |
|
FDX
Fedex Corp
|
48 |
$14.8K |
2.9% |
|
GS
Goldman Sachs Group Inc
|
46 |
$47.7K |
9.4% |
|
AMT
American Tower Corp /Ma/
|
46 |
$7.6K |
1.5% |
|
GD
General Dynamics Corp
|
45 |
$16.8K |
3.3% |
|
LIN
Linde PLC
|
40 |
$21.7K |
4.3% |
|
GOOGL
Alphabet Inc.
|
36 |
$12.9K |
2.6% |
|
COP
Conocophillips
|
35 |
$3.8K |
0.7% |
|
SPGI
S&P Global Inc.
|
27 |
$11.4K |
2.3% |
|
AVGO
Broadcom Inc.
|
25 |
$9.4K |
1.9% |
|
HON
Honeywell International Inc
|
25 |
$5.6K |
1.1% |
|
HUM
Humana Inc
|
21 |
$8.4K |
1.7% |
|
ICE
Intercontinental Exchange, Inc.
|
13 |
$1.8K |
0.4% |
|
NFLX
Netflix Inc
|
10 |
$747 |
0.2% |
|
COST
Costco Wholesale Corp /New
|
5 |
$4.7K |
0.9% |
|
TMO
Thermo Fisher Scientific Inc.
|
2 |
$1.2K |
0.2% |
|
EBAY
Ebay Inc
|
1 |
$128 |
0.0% |
|
APD
Air Products & Chemicals, Inc.
|
1 |
$165 |
0.0% |
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)
$7.4M – $33.5M
Net worth band by reporting year
2021
2022 — not e-filed
2023 — not e-filed
2024 — not e-filed
2025 — not e-filed
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2021 |
2022-07-28 |
$7.4M – $33.5M |
144 |
1 |
Recent stock trades
Avg. disclosure lag
91.4 days
Filed past 45-day deadline
57.7%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2021-10-22 |
T
At&T Inc.
|
Sell |
— |
$15K - $50K |
2021-11-04 |
13d
|
| 2021-09-23 |
TMO
Thermo Fisher Scientific Inc.
|
Sell |
— |
$1K - $15K |
2021-11-04 |
42d
|
| 2021-09-23 |
SYY
Sysco Corp
|
Buy |
— |
$15K - $50K |
2021-11-04 |
42d
|
| 2021-09-23 |
PG
PROCTER & GAMBLE Co
|
Sell |
— |
$1K - $15K |
2021-11-04 |
42d
|
| 2021-09-23 |
NOC
Northrop Grumman Corp /De/
|
Buy |
— |
$1K - $15K |
2021-11-04 |
42d
|
| 2021-09-23 |
LOW
Lowes Companies Inc
|
Sell |
— |
$1K - $15K |
2021-11-04 |
42d
|
| 2021-09-23 |
GD
General Dynamics Corp
|
Buy |
— |
$1K - $15K |
2021-11-04 |
42d
|
| 2021-09-23 |
FDX
Fedex Corp
|
Buy |
— |
$1K - $15K |
2021-11-04 |
42d
|
| 2021-09-23 |
AVGO
Broadcom Inc.
|
Sell |
— |
$1K - $15K |
2021-11-04 |
42d
|
| 2021-09-23 |
BMY
Bristol Myers Squibb Co
|
Buy |
— |
$1K - $15K |
2021-11-04 |
42d
|
| 2021-09-23 |
MMM
3M Co
|
Buy |
— |
$1K - $15K |
2021-11-04 |
42d
|
| 2021-09-22 |
HD
Home Depot, Inc.
|
Sell |
— |
$1K - $15K |
2021-11-04 |
43d
|
| 2021-09-22 |
TMO
Thermo Fisher Scientific Inc.
|
Sell |
— |
$1K - $15K |
2021-11-04 |
43d
|
| 2021-09-22 |
HD
Home Depot, Inc.
|
Sell |
— |
$1K - $15K |
2021-11-04 |
43d
|
| 2021-09-22 |
BMY
Bristol Myers Squibb Co
|
Buy |
— |
$1K - $15K |
2021-11-04 |
43d
|
| 2021-03-05 |
DIS
Walt Disney Co
|
Sell |
— |
$1K - $15K |
2021-04-21 |
47d late
|
| 2021-03-05 |
VZ
Verizon Communications Inc
|
Sell |
— |
$1K - $15K |
2021-04-21 |
47d late
|
| 2021-03-05 |
UPS
United Parcel Service Inc
|
Sell |
— |
$1K - $15K |
2021-04-21 |
47d late
|
| 2021-03-05 |
SHW
Sherwin Williams Co
|
Sell |
— |
$1K - $15K |
2021-04-21 |
47d late
|
| 2021-03-05 |
GOOGL
Alphabet Inc.
|
Sell |
— |
$1K - $15K |
2021-04-21 |
47d late
|
| 2021-03-05 |
AMT
American Tower Corp /Ma/
|
Buy |
— |
$1K - $15K |
2021-04-21 |
47d late
|
| 2021-03-05 |
BAC
Bank Of America Corp /De/
|
Sell |
— |
$1K - $15K |
2021-04-21 |
47d late
|
| 2021-03-05 |
AVGO
Broadcom Inc.
|
Buy |
— |
$1K - $15K |
2021-04-21 |
47d late
|
| 2021-03-05 |
CSCO
Cisco Systems, Inc.
|
Buy |
— |
$1K - $15K |
2021-04-21 |
47d late
|
| 2021-03-05 |
CMCSA
Comcast Corp
|
Sell |
— |
$1K - $15K |
2021-04-21 |
47d late
|
