Representative · KY, District 1

James Comer

41 disclosed trades · 31/12/2024 → 03/07/2025

Tickers: 25
Buys / sells: 29 / 12
Median lag: 8d
Est. volume: $328K

A100/ 100

median 8d lag to file · on time

Return mirror

Buy disclosures averaged +18.1% since filing, -10.1 pp vs S&P 500.

since disclosure

Win rate: 75.9%
Avg return: +18.1%
vs S&P 500: -10.1 pp

Playbook

Sector Tilter

James shows a Sector Tilter pattern

Concentrated in one or two sectors.

Book skews heavily toward a few sectors with moderate single-name dispersion. Trades reflect a thematic view, not stock-by-stock conviction.

Cadence: 81/yr
Buy bias: 71%

Activity timeline

yearwise

Most traded

by count

Estimated holdings

10 positions · $112K est. volume

COST$16K
AMZN$16K
SOFI$16K
BLK$16K
MSFT$8K
NFLX$8K

All disclosed trades (41)

Showing 41 of 41 loaded disclosures

Asset

11/08/2025Traded 03/07/2025Sell+ANET
ANETArista Networks
39d$1,001–$15,000
11/08/2025Traded 03/07/2025Sell+T
TAT&T
39d$1,001–$15,000
11/08/2025Traded 03/07/2025Sell+AVGO
AVGOBroadcom
39d$1,001–$15,000
11/08/2025Traded 03/07/2025Sell+CHDN
CHDNChurchill Downs, Incorporated
39d$1,001–$15,000
11/08/2025Traded 03/07/2025Sell+DOV
DOVDover
39d$1,001–$15,000
11/08/2025Traded 03/07/2025Sell+HD
HDHome Depot
39d$1,001–$15,000
11/08/2025Traded 03/07/2025Sell+MRVL
MRVLMarvell Technology
39d$1,001–$15,000
11/08/2025Traded 03/07/2025Sell+PYPL
PYPLPayPal Holdings
39d$1,001–$15,000
11/08/2025Traded 03/07/2025Sell+CRM
CRMSalesforce
39d$1,001–$15,000
11/08/2025Traded 03/07/2025Sell+VRSN
VRSNVeriSign
39d$1,001–$15,000
11/02/2025Traded 04/02/2025SellTTD
TTDThe Trade Desk, Inc. -
7d$1,001–$15,000
11/02/2025Traded 21/01/2025BuyMRVL
MRVLMarvell Technology
21d$1,001–$15,000
11/02/2025Traded 21/01/2025BuyPLTR
PLTRPalantir Technologies Inc. -
21d$1,001–$15,000
10/01/2025Traded 02/01/2025BuyGOOG
GOOGAlphabet Inc. - Class C Capital Stock
8d$1,001–$15,000
10/01/2025Traded 02/01/2025Buy×2AMZN
AMZNAmazon.com
8d$1,001–$15,000
10/01/2025Traded 02/01/2025BuyAPH
APHAmphenol
8d$1,001–$15,000
10/01/2025Traded 02/01/2025BuyAAPL
AAPLApple
8d$1,001–$15,000
10/01/2025Traded 02/01/2025BuyANET
ANETArista Networks
8d$1,001–$15,000
10/01/2025Traded 02/01/2025BuyT
TAT&T
8d$1,001–$15,000
10/01/2025Traded 02/01/2025Buy×2BLK
BLKBlackRock
8d$1,001–$15,000
10/01/2025Traded 02/01/2025BuyAVGO
AVGOBroadcom
8d$1,001–$15,000
10/01/2025Traded 02/01/2025BuyCHDN
CHDNChurchill Downs, Incorporated
8d$1,001–$15,000
10/01/2025Traded 02/01/2025BuyCOST
COSTCostco Wholesale
8d$1,001–$15,000

US Congress periodic transaction reports (STOCK Act). Latest trade: 03/07/2025. Identical consecutive line items on the same filing are collapsed with a ×N badge.