Filed Oct 14, 2026 Original Filing
- Spouse bought Black Belt Energy Gas Dist AL 1 Re Call 5% due 10/1/32 $15K–$50K Traded Sep 18, 2026
- Spouse bought California Cmnty Choice Fing A Sustainabl 5% due 9/1/36 $50K–$100K Traded Sep 16, 2026
Mike Kelly's Stock Portfolio
34 stock and option positions, estimated from the 2025 annual disclosure (holdings on Dec 31, 2025) and 2 trade reports filed since. Newest activity first.
Updated . Latest filing disclosed . We check for new filings every morning.
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Questions
What stocks does Mike Kelly own?
Based on Mike Kelly's 2025 annual financial disclosure and 2 trade reports filed since, the largest estimated stock positions are VTV (~27%), VUG (~25%), DODFX (~8%), PRGFX (~7%) and TRVLX (~4%). These are estimates from disclosed value ranges, not exact holdings.
How often does Mike Kelly trade?
Mike Kelly filed 13 trade reports covering 28 trades in the 12 months to Oct 22, 2026; the most recent was filed Oct 14, 2026. Members of Congress must report each trade within 45 days.
What did Mike Kelly trade most recently?
In a report filed Oct 14, 2026, Mike Kelly disclosed that they bought Black Belt Energy Gas Dist AL 1 Re Call 5% due 10/1/32 and California Cmnty Choice Fing A Sustainabl 5% due 9/1/36 (traded Sep 16–18, 2026).
Holdings
Returns are stock-price moves, prices as of Oct 22, 2026. Holdings from before Dec 31 are measured from that day's close because their purchase price isn't disclosed.
| Stock | Value on Dec 31 | Est. weight | Return | Since then |
|---|---|---|---|---|
| VTV shares | $1M–$5M | ~27% | +17.8% since Dec 31 | |
| VUG shares | $1M–$5M | ~25% | +10.0% since Dec 31 | |
| DODFX shares | $500K–$1M | ~8% | +10.3% since Dec 31 | |
| PRGFX shares | $500K–$1M | ~7% | +3.6% since Dec 31 | |
| ARTIX shares | $250K–$500K | ~4% | +7.2% since Dec 31 | |
| EGMSX shares | $250K–$500K | ~4% | +2.9% since Dec 31 | |
| GARUX shares | $250K–$500K | ~4% | +7.9% since Dec 31 | |
| TRVLX shares | $250K–$500K | ~4% | +22.2% since Dec 31 | |
| GLD shares | $100K–$250K | ~2% | −4.4% since Dec 31 | |
| VARBX shares | $100K–$250K | ~2% | +3.3% since Dec 31 | |
| VOE shares | $100K–$250K | ~2% | +17.0% since Dec 31 | |
| VOT shares | $100K–$250K | ~2% | +5.3% since Dec 31 | |
| GM shares | $50K–$100K | <1% | −6.4% since Dec 31 | |
| JPM shares | $50K–$100K | <1% | +4.0% since Dec 31 | |
| MSFT shares | $50K–$100K | <1% | +10.2% since Dec 31 | |
| QQQ shares | $50K–$100K | <1% | +18.1% since Dec 31 | |
| SPY shares | $50K–$100K | <1% | +13.4% since Dec 31 | |
| VBK shares | $50K–$100K | <1% | +10.9% since Dec 31 | |
| VBR shares | $50K–$100K | <1% | +13.0% since Dec 31 | |
| XAR shares | $50K–$100K | <1% | −7.7% since Dec 31 | |
| AAPL shares | $15K–$50K | <1% | +26.5% since Dec 31 | |
| CLF shares | $15K–$50K | <1% | +5.6% since Dec 31 | |
| CSCO shares | $15K–$50K | <1% | +39.2% since Dec 31 | |
| GOOGL shares | $15K–$50K | <1% | +7.0% since Dec 31 | |
| HD shares | $15K–$50K | <1% | −8.7% since Dec 31 | |
| MA shares | $15K–$50K | <1% | +9.1% since Dec 31 | |
| MANLX shares | $15K–$50K | <1% | −4.3% since Dec 31 | |
| MCD shares | $15K–$50K | <1% | −19.4% since Dec 31 | |
| MRK.V shares | $15K–$50K | <1% | No price data yet | |
| NEXWU shares | $15K–$50K | <1% | No price data yet | |
| TROW shares | $15K–$50K | <1% | +0.9% since Dec 31 | |
| XOM shares | $15K–$50K | <1% | +47.1% since Dec 31 | |
| IJK shares | $1K–$15K | <1% | +13.4% since Dec 31 | |
| PG shares | $1K–$15K | <1% | +9.4% since Dec 31 |
Trades Reported
Filed Sep 8, 2026 Original Filing
- Spouse sold Mississippi St Ref Go P/R 10/1/27 5% due 10/1/31 $50K–$100K Traded Aug 17, 2026
- Spouse sold New Jersey St 19 GO Emer Go 5% due 6/1/28 $50K–$100K Traded Aug 28, 2026
Filed Aug 12, 2026 Original Filing
- Spouse sold ABT shares $1K–$15K Traded Jul 17, 2026
- Spouse bought California Cmnty Choice Fing & Clean Ener 5% due 10/1/2034% $50K–$100K Traded Jul 17, 2025
- Spouse sold some Florida St Hsg Fin Corp Rev 3% du 7/1/52 $1K–$15K Traded Jul 1, 2026
- Spouse sold PEP shares $15K–$50K Traded Jul 17, 2026
- Spouse sold DIS shares $1K–$15K Traded Jul 17, 2026
Filed Aug 12, 2026 Original Filing
- Mike Kelly bought 2000166568 SP California Cmnty Choice Fing Clean Ener 5% due 10/1/2034% $50K–$100K Traded Jul 17, 2026
Filed Jul 8, 2026 Original Filing
- Spouse sold California St Go Call 12/1/27 4%due 12/1/47 $1K–$15K Traded Jun 1, 2026
Filed Jun 11, 2026 Original Filing
- Spouse sold BMY shares $15K–$50K Traded May 7, 2026
- Spouse sold CMCSA shares $1K–$15K Traded May 7, 2026
- Spouse bought Southeast Energy Authority A C Ser E Rev Call 7/1/30 - 5% due 10/1/30 $15K–$50K Traded May 27, 2026
Filed May 20, 2026 Original Filing
- Spouse bought Colorado St Hlth Facs Auth Rev $50K–$100K Traded Apr 8, 2026
Filed Apr 7, 2026 Original Filing
- Spouse sold Arizona St Transprtn Brd Highw Re Rev Call 7/1/26 @100 .05% due 7/1/29 $100K–$250K Traded Mar 18, 2026
- Spouse bought Minneapolis-Saint Paul MN Met Sub- Ser A Rev Call 7/1/29 5% Due 1/1/34 $15K–$50K Traded Mar 11, 2026
Filed Mar 12, 2026 Original Filing
- Spouse sold Cook Cnty IL Ser A Go 5% due 11/15/2028 $100K–$250K Traded Feb 5, 2026
- Spouse bought Rhode Island St Hith & Edu Brown Ser 2026 $15K–$50K Traded Feb 23, 2026
- Spouse bought South Carolina St Public Svc A SerC Rev 5% due12/01/33 $15K–$50K Traded Feb 19, 2026
Filed Feb 12, 2026 Original Filing
- Spouse sold some Florida St Hsg Fin Corp Revenue Social Bon Rev Call 07/01/30 3% due 7/1/52 $1K–$15K Traded Jan 2, 2026
- Spouse bought N TX Tollway Auth Revenue Second Tie Rev 5% due 1/1/34 $15K–$50K Traded Jan 20, 2026
Filed Jan 8, 2026 Original Filing
- Spouse sold some California St Go Call 12/1/27 4% 12/1/47 $1K–$15K Traded Dec 1, 2025
Filed Dec 9, 2025 Original Filing
- Spouse sold Seattle WA Muni Light & Pw Ser C Rev 5% due 9/1/26 $50K–$100K Traded Nov 20, 2025
- Spouse bought Tarrant Cnty TX Cultural Edu F Ascension Rev var % due 11/15/51 $50K–$100K Traded Nov 19, 2025
Filed Nov 11, 2025 Original Filing
- Spouse sold Indiana St Fin Auth Revenue Ser B Rev 5% due 2/1/26 $50K–$100K Traded Oct 17, 2025
- Spouse bought Maryland St Dept of Transport SerB Rev 5% due 10/1/32 $50K–$100K Traded Oct 21, 2025
- Spouse sold some Seattle WA Muni Light & Pw Ser C Rev 5% due 9/1/26 $15K–$50K Traded Oct 17, 2025
Filed Oct 9, 2025 Original Filing
- Spouse sold some Illinois St Toll Highway Auth Ser Rev 5% due 1/1/27 $15K–$50K Traded Sep 30, 2025
Filed Aug 12, 2025 Original Filing
- Spouse sold Connecticut St Ser A Go 5% due 1/15/28 $15K–$50K Traded Jul 17, 2025
- Spouse sold some Florida St Hsg Fin Corp Rev due 7/1/52 $1K–$15K Traded Jul 1, 2025
- Spouse bought Volusia Cnty FL Eductnl Fac Au Embry Riddle 5% due 10/15/31 $15K–$50K Traded Jul 31, 2025
Filed Jul 9, 2025 Original Filing
- Spouse sold some California State GO Call 12/1/27 4 due 12/1/47 $1K–$15K Traded Jun 12, 2025
- Spouse sold HLMEX shares $100K–$250K Traded Jun 18, 2025. Mutual Fund
- Spouse bought X shares $15K–$50K Traded Jun 3, 2025
- Spouse sold X shares $15K–$50K Traded Jun 20, 2025
Filed Feb 14, 2025 Original Filing
- Spouse bought Fairfax Cnty VA Ser A Go 5% due 10/01/32 $100K–$250K Traded Jan 22, 2025
- Spouse sold some Florida St Heg Fin Corp Rev due 7/1/52 $1K–$15K Traded Jan 2, 2025
- Spouse sold some New York City NY Muni Wtr Fina 2nd General Rev Call 12/15/255% due 6/15/27 $50K–$100K Traded Jan 23, 2025
Filed Jan 9, 2025 Original Filing
- Spouse sold some California St Go Call 12/1/27 4% d 12/1/47 $1K–$15K Traded Dec 2, 2024
- Spouse bought Mississippi St Ref GO P/R 10/1/27 5% due 10/1/31 $15K–$50K Traded Dec 27, 2024
How This Is Estimated
Members of Congress list what they hold once a year, as of Dec 31, on an annual financial disclosure. We start from Mike Kelly's 2025 report (filed Aug 13, 2026) and apply every trade reported since: new buys add a position, full sales remove it, and exercised options move from options to shares.
Returns are price moves, not Mike Kelly's actual profit: positions from before Dec 31, 2025 are measured from that day's close, new ones from the close on the day of the first buy and on the day it was disclosed. The dollar gain multiplies each buy's reported amount range by its price move. For options we show the stock's move; we don't have options prices, so there's no dollar figure. Dividends aren't included.
Weights are approximate. Each reported range is turned into one number using its geometric midpoint (√(low × high), so $5M–$25M counts as about $11.2M) because the ranges grow by multiples and the plain midpoint leans toward the top. Year-end holdings are then moved by their price change since Dec 31, 2025, and each trade since adds or subtracts its own midpoint. Options aren't weighted, since their value doesn't track the stock's.
It's an estimate, not a brokerage statement. Values are the ranges filed for Dec 31, 2025, not today's prices; trades are reported up to 45 days late; and a partial sale doesn't say how much is left. Options past their expiry date are left out. 45 other assets (real estate, private partnerships, bank accounts) aren't listed.
Based on public financial disclosures filed under the STOCK Act. GetMarketAlerts isn't affiliated with Mike Kelly or Congress. Information only, not financial advice.