Congress: David J. Taylor
Companies David J. Taylor reported buying in the last 180 days.
Since Oct 9, 2025 the basket returned +13.9%, the S&P 500 +15.9%. 16 companies are in it now. Closing prices of Oct 12, 2026.
Last session
+0.64%
S&P 500 −0.06%
an ordinary day
5 sessions
+1.6%
S&P 500 +0.4%
1 month
+0.2%
S&P 500 +1.8%
3 months
+1.8%
S&P 500 +3.5%
Year to date
+10.8%
S&P 500 +14.1%
Since Oct 9, 2025
+13.9%
S&P 500 +15.9%
The basket against the S&P 500
How bumpy the ride was
- Volatility
- 12.1%
- How much it swings, per year (last 6 months)
- Sharpe ratio
- 1.25
- Return per unit of swing, risk-free rate 0
- Sessions up
- 53%
- Share of sessions that ended higher
- Worst fall
- −9.3%
- Largest drop from a high to a low
- Now from its high
- −4.0%
- Where it stands against its best level
The 16 companies in it now
Equal weights. “Part of last session” is each company's share of the basket's last-session return. Click a company for its filings.
| Company | Weight | Price | Last session | 5 sessions | 1 month | Part of last session | Newest report |
|---|---|---|---|---|---|---|---|
| KrogerKR | 6.3% | $62.56 | +1.49% | +6.43% | +6.96% | +0.09 pts | Aug 6, 2026 · David J. Taylor · 3 reports |
| ChevronCVX | 6.3% | $215.00 | +1.42% | +4.13% | +0.44% |
Month by month, in percent
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | Basket | · | · | · | · | · | · | · | · | · | +0.3 | +4.6 | −2.0 |
| S&P 500 | · | · | · | · | · | · | · | · | · | +1.6 | +0.2 | −0.2 | |
How this basket is built
Every purchase that David J. Taylor reported counts. A company joins the session after the report becomes public, because nobody could act on it before, and the position is opened at that session's close. It stays for 180 days after the newest qualifying report, and leaves when that report is older. At most 20 companies are held: the most recently reported. This follows the reports of trades, not the holdings: a long-held position that was not traded recently does not appear. Reports come days or weeks after the trade, and amounts are official ranges.
The basket is rebalanced to equal weights every session, with no trading costs and no dividends. It describes what a rule on public reports would have done. It is not what anyone owns, past results say nothing about the future, and none of this is investment advice.
Congress buysCongress: Alan ArmstrongCongress: April McClain DelaneyCongress: Gilbert CisnerosAll baskets
