HOUSE · MN-3 · SINCE 2025

Kelly Morrison portfolio

Kelly Morrison has represented MN's 3rd district in the House since 2025. Committee seats: Veterans' Affairs, Small Business. Kelly Morrison has disclosed 127 trades (49 purchases, 73 sales); the latest was on Aug 11, 2026. Over the past year the disclosed stock holdings returned -6.8%, against +11.8% for the S&P 500.

DDemocratParty

Member of HouseRepresents MN

$1.6MEst. portfolio value

3 months agoLast trade

-6.8%1Y return, from filings

1M return-10.1%S&P 500 -0.3% · 3 positionsOn their trade dates: -10.3%

3M return-2.6%S&P 500 +1.7% · 3 positionsOn their trade dates: -4.1%

YTD return-2.8%S&P 500 +11.4% · 3 positionsOn their trade dates: -5.3%

1Y return-6.8%S&P 500 +11.8% · 3 positionsOn their trade dates: -9.8%

3Y return+34.3%S&P 500 +81.7% · 3 positionsOn their trade dates: +8.8%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

HouseVeterans' Affairs HouseSmall Business

Est. value $196K across 2 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Kelly Morrison
Investment	Est. holding value	Last transaction	Total bought	Avg. cost	Since filed	Current price	Trades
AVGOBroadcom Inc. - Common Stock	$100K	Apr 11, 2025Purchase	$18K–95K4 purchases	$184.59	+52.25%	$328.08	4
METAMeta Platforms, Inc. - Class A Common Stock	$95K	Apr 11, 2025Purchase	$33K–145K5 purchases	$582.16	+5.91%	$624.41	5

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.