HOUSE · NE-3 · SINCE 2007

Adrian Smith portfolio

Adrian Smith has represented NE's 3rd district in the House since 2007. Committee seats: Taxation, Ways and Means. Adrian Smith has disclosed 6 trades (6 purchases, 0 sales); the latest was on Jan 30, 2024.

RRepublicanParty

Member of HouseRepresents NE

$3.1MEst. portfolio value

3 years agoLast trade

—1Y return, from filings

1M return—S&P 500 -0.3%

3M return—S&P 500 +1.7%

YTD return—S&P 500 +11.4%

1Y return—S&P 500 +11.8%

3Y return—S&P 500 +81.7%

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.

JointTaxation HouseWays and Means

Est. value $3.1M across 2 bonds, options, funds and private holdings, at reported cost

Other estimated holdings of Adrian Smith
Investment	Type	Est. holding value	Last transaction	Total bought	Trades
—Real Estate Rental, 50% Interest	LLC	$3.0M	Sep 19, 2022Purchase	$1M–5M1 purchase	1
—CarterBaldwin	Stock	$65K	Jan 30, 2024Purchase	$19K–110K5 purchases	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.