1 year
4.77%
Cumulative estimated return
SPY: 14.60%
Outperformance: -9.83 percentage points
2025-09-15 – 2026-09-15
Missing information
- 48 sales exceeding observed holdings (unmatched amount omitted).
- 8 rows without a saved price.
Dan Newhouse
Updated Sep 14, 2026Republican · House WA04
Wikipedia biography ↗Years Elected: About 11.7Rank: #60
Service dates
Federal elected service; earlier service not yet verified.
- Jan 6, 2015 – Sep 16, 2026
Estimated public-equity portfolio performance
3 years
40.70%
Cumulative estimated return
SPY: 70.83%
Outperformance: -30.13 percentage points
2023-09-15 – 2026-09-15
Missing information
- 48 sales exceeding observed holdings (unmatched amount omitted).
- 8 rows without a saved price.
5 years
40.37%
Cumulative estimated return
SPY: 63.97%
Outperformance: -23.60 percentage points
2021-11-02 – 2026-09-15
Missing information
- 48 sales exceeding observed holdings (unmatched amount omitted).
- 8 rows without a saved price.
- Available investment history starts 2021-11-02.
As of Sep 15, 2026. 201 parsed trades. Ranks use three-year return.
How estimates are calculated
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Current holdings
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| OKE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PANW | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $375.09Sep 15, 2026 | Unavailable |
| PYPL | Spouse | None | Unavailable | Unavailable | $53.81Sep 15, 2026 | Unavailable |
| PEP | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $135.50Sep 15, 2026 | Unavailable |
| PLD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $135.84Sep 15, 2026 | Unavailable |
| ROST | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $226.26Sep 15, 2026 | Unavailable |
| RCL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| RTX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $195.50Sep 15, 2026 | Unavailable |
| SPGI | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $412.52Sep 15, 2026 | Unavailable |
| CRM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $255.65Sep 15, 2026 | Unavailable |
| NOW | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $141.90Sep 15, 2026 | Unavailable |
| SBUX | Spouse | None | Unavailable | Unavailable | $96.58Sep 15, 2026 | Unavailable |
| SNPS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TMUS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $180.47Sep 15, 2026 | Unavailable |
| TGT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $154.40Sep 15, 2026 | Unavailable |
| TSLA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $356.58Sep 15, 2026 | Unavailable |
| TXT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $80.72Sep 15, 2026 | Unavailable |
| HSY | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $170.42Sep 15, 2026 | Unavailable |
| TMO | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $641.39Sep 15, 2026 | Unavailable |
| TFC | Spouse | None | Unavailable | Unavailable | $50.46Sep 15, 2026 | Unavailable |
| ULTA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $544.32Sep 15, 2026 | Unavailable |
| UNP | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $283.99Sep 15, 2026 | Unavailable |
| UPS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $102.35Sep 15, 2026 | Unavailable |
| UNH | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $375.93Sep 15, 2026 | Unavailable |
| VFC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| VZ | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $51.45Sep 15, 2026 | Unavailable |
| V | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $375.62Sep 15, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
Estimated positions as of Sep 15, 2026
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Danaher Corporation (DHR) [ST] | not_reported | 32.89696455240535178781566828 | 6887.31 |
| Estee Lauder Companies, Inc. (EL) [ST] | not_reported | 29.55049124621407992908325331 | 2844.23 |
| Lowe's Companies, Inc. (LOW) [ST] | not_reported | 70.16739039132259429099500176 | 13655.28 |
| Moody's Corporation (MCO) [ST] | not_reported | 45.95664771217429438261229640 | 21469.11 |
| Accenture plc Class A Ordinary Shares (ACN) [ST] | spouse | 88.98140036071122350902063323 | 17209.00 |
| Applied Materials, Inc. - Common Stock (AMAT) [ST] | spouse | 17.85272336508564923090634813 | 7519.03 |
| Amphenol Corporation Common Stock (APH) [ST] | spouse | 100.5972588960140827360744373 | 7811.38 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | spouse | 8.731787175989085948158253752 | 7870.40 |
| Edward Jones IRA ⇒ Danaher Corporation (DHR) [ST] | spouse | 34.94889044207583435261226629 | 7316.90 |
| Edward Jones IRA ⇒ Walt Disney Company (DIS) [ST] | spouse | 71.85002245172878311629995510 | 7646.28 |
| Duke Energy Corporation (DUK) [ST] | spouse | 63.75916480714058017213898629 | 7508.92 |
| Edward Jones IRA ⇒ Estee Lauder Companies, Inc. (EL) [ST] | spouse | 4.779411764705882352941176471 | 460.02 |
| Edward Jones IRA ⇒ Evergy, Inc. (EVRG) [ST] | spouse | 110.3669471651262243068009381 | 8851.43 |
| Edward Jones IRA ⇒ Lowe's Companies, Inc. (LOW) [ST] | spouse | 33.17507049261900812738430917 | 6456.20 |
| Edward Jones IRA ⇒ Moody's Corporation (MCO) [ST] | spouse | 15.66115298032690613683077224 | 7316.26 |
| Edward Jones IRA ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | spouse | 148.6253018762771688649451978 | 9229.63 |
| Magna International, Inc. Common Stock (MGA) [ST] | spouse | 25.6205381786675642246841494 | 1624.85 |
| Edward Jones IRA ⇒ NiSource Inc Common Stock (NI) [ST] | spouse | 191.5828544061302681992337165 | 7776.35 |
Completed trades
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
All trades
348 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Spouse | Sale | Apr 10, 2024 | Sep 12, 2026 |
| NOW — ServiceNow, Inc. Common Stock (NOW) [ST] | Spouse | Sale | Apr 10, 2024 | Sep 12, 2026 |
| HSY — The Hershey Company Common Stock (HSY) [ST] | Spouse | Purchase | Apr 10, 2024 | Sep 12, 2026 |
| VFC — V.F. Corporation Common Stock (VFC) [ST] | Spouse | Purchase | Apr 10, 2024 | Sep 12, 2026 |
| HON — Honeywell International Inc. (HON) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 26, 2023 | Sep 14, 2026 |
| INTU — Intuit Inc. (INTU) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 26, 2023 | Sep 14, 2026 |
| NOW — ServiceNow, Inc. (NOW) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 26, 2023 | Sep 14, 2026 |
| TFC — Truist Financial Corporation (TFC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 26, 2023 | Sep 14, 2026 |
| EQR — Equity Residential Common Shares of Beneficial Interest (EQR) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 21 · Ptr Original ↗ · Row 30 · Annual | Apr 26, 2023 | Sep 12, 2026 |
| HON — Honeywell International Inc. (HON) [ST] | Not reported | Purchase | Apr 26, 2023 | Sep 12, 2026 |
| INTU — Intuit Inc. (INTU) [ST] | Not reported | Purchase | Apr 26, 2023 | Sep 12, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 40 · Ptr Original ↗ · Row 34 · Annual | Apr 26, 2023 | Sep 12, 2026 |
| NOW — ServiceNow, Inc. (NOW) [ST] | Not reported | Purchase | Apr 26, 2023 | Sep 12, 2026 |
| TFC — Truist Financial Corporation (TFC) [ST] | Not reported | Purchase | Apr 26, 2023 | Sep 12, 2026 |
| VFC — V.F. Corporation (VFC) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 57 · Ptr Original ↗ · Row 40 · Annual | Apr 26, 2023 | Sep 12, 2026 |
| T — AT&T Inc. (T) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 17, 2023 | Sep 14, 2026 |
| TSLA — Tesla, Inc. (TSLA) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 17, 2023 | Sep 14, 2026 |
| VZ — Verizon Communications Inc. (VZ) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 17, 2023 | Sep 14, 2026 |
| T — AT&T Inc. (T) [ST] | Not reported | Purchase | Mar 17, 2023 | Sep 12, 2026 |
| BKNG — Booking Holdings Inc. (BKNG) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 12 · Ptr Original ↗ · Row 4 · Annual | Mar 17, 2023 | Sep 12, 2026 |
| DE — Deere & Company (DE) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 16 · Ptr Original ↗ · Row 6 · Annual | Mar 17, 2023 | Sep 12, 2026 |
| MPC — Marathon Petroleum Corporation (MPC) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 32 · Ptr Original ↗ · Row 33 · Annual | Mar 17, 2023 | Sep 12, 2026 |
| SBUX — Starbucks Corporation (SBUX) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 46 · Ptr Original ↗ · Row 36 · Annual | Mar 17, 2023 | Sep 12, 2026 |
| TSLA — Tesla, Inc. (TSLA) [ST] | Not reported | Purchase | Mar 17, 2023 | Sep 12, 2026 |
| ULTA — Ulta Beauty, Inc. (ULTA) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 53 · Ptr Original ↗ · Row 39 · Annual | Mar 17, 2023 | Sep 12, 2026 |
| VZ — Verizon Communications Inc. (VZ) [ST] | Not reported | Purchase | Mar 17, 2023 | Sep 12, 2026 |
| DHR — Danaher Corporation (DHR) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 20, 2022 | Sep 14, 2026 |
| DHR — Danaher Corporation (DHR) [ST] | Not reported | Purchase | Sep 20, 2022 | Sep 12, 2026 |
| ULTA — Ulta Beauty, Inc. (ULTA) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 52 · Ptr Original ↗ · Row 73 · Annual | Sep 20, 2022 | Sep 12, 2026 |
| AVGO — Broadcom Inc. (AVGO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 5, 2022 | Sep 14, 2026 |
| EL — Estee Lauder Companies, Inc. (EL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 5, 2022 | Sep 14, 2026 |
| LIN — Linde plc Ordinary Shares (LIN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 5, 2022 | Sep 14, 2026 |
| CRM — Salesforce, Inc. (CRM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 5, 2022 | Sep 14, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 5, 2022 | Sep 14, 2026 |
| AVGO — Broadcom Inc. (AVGO) [ST] | Not reported | Purchase | Aug 5, 2022 | Sep 12, 2026 |
| LLY — Eli Lilly and Company (LLY) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 20 · Ptr Original ↗ · Row 54 · Annual | Aug 5, 2022 | Sep 12, 2026 |
| EL — Estee Lauder Companies, Inc. (EL) [ST] | Not reported | Purchase | Aug 5, 2022 | Sep 12, 2026 |
| LIN — Linde plc Ordinary Shares (LIN) [ST] | Not reported | Purchase | Aug 5, 2022 | Sep 12, 2026 |
| MPC — Marathon Petroleum Corporation (MPC) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 30 · Ptr Original ↗ · Row 61 · Annual | Aug 5, 2022 | Sep 12, 2026 |
| CRM — Salesforce, Inc. (CRM) [ST] | Not reported | Purchase | Aug 5, 2022 | Sep 12, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | Purchase | Aug 5, 2022 | Sep 12, 2026 |
| ADBE — Adobe Inc. (ADBE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 8, 2022 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A (GOOGL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 8, 2022 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 8, 2022 | Sep 14, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 8, 2022 | Sep 14, 2026 |
| BKNG — Booking Holdings Inc. (BKNG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 8, 2022 | Sep 14, 2026 |
| DE — Deere & Company (DE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 8, 2022 | Sep 14, 2026 |
| LLY — Eli Lilly and Company (LLY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 8, 2022 | Sep 14, 2026 |
| FISV — Fiserv, Inc. (FISV) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 8, 2022 | Sep 14, 2026 |
| FTNT — Fortinet, Inc. (FTNT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 8, 2022 | Sep 14, 2026 |
All disclosures
19 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.