No House member has disclosed a SWP trade since 2025.
From the House's STOCK Act reports (Senate not included). Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.9 | 0.8 | -7.7 | 7.6 | 1.9 | -4.4 | 1.8 | 0.8 | -5.4 | 2.2 | −0.5% | ||
| 2025 | 4.4 | -1.1 | -6.0 | -2.5 | 4.6 | 4.5 | 3.3 | 1.6 | 1.2 | 2.0 | 2.2 | -3.7 | +10.4% |
| 2024 | -0.6 | 5.9 | -4.8 | +0.2% |
The adviser seeks to achieve the fund’s investment objective by investing at least 80% of its net assets in income-producing equity securities that are judged to have strong growth characteristics. The adviser considers “income-producing equity securities” as equity securities that pay dividends, such as common stocks, preferred stocks, securities (including debt securities) that are convertible into common stocks, and ETFs and other investment companies.