Cliff Bentz Stock Trades

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OR-02 · Republican

Disclosed trades
6
Estimated volume
$415K
sum of bracket midpoints
Typical delay
30 days
trade to filing
Last filed
May 9, 2026

What their buys are worth now

2 disclosed purchases, valued at the latest close

Return
+17.5%
on paper
Gain
+$2.8K
unrealised
Disclosed cost
$16K
at bracket midpoints
Worth now
$18.8K
close of Oct 9, 2026

If Cliff Bentz still holds everything they disclosed buying. Disclosures do not report sales proceeds or current positions, so a stake sold last year still counts here — this is an upper bound, not a profit. Purchases are sized at the midpoint of the disclosed bracket, and dividends, fees and taxes are not included. 1 purchase has no market price and is left out. More on the limits.

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If you had copied every buy

Entering on the day each filing became public, and still holding

Amount per trade

Putting $1,000 into each of 2 disclosed purchases — $2,000 invested — would be worth

$2,359

+$359 (+17.96%)

Positions
2
equally weighted
Their own timing
+17.55%
entering on their trade date
Best
AMGN
+39.91%
Worst
PG
-3.99%

Each filing

2 positions
FiledTickerYou paidNowWorthReturn
Jul 9, 2025
33d after trading
AMGN
3.37 sh
$296.52$414.87$1,399+39.91%
Jul 9, 2025
33d after trading
PG
6.35 sh
$157.52$151.23$960-3.99%

A backtest, not a forecast. Every purchase gets the same stake because filings disclose a range, not a size. It ignores their sales, dividends, fees and taxes — each of which flatters the result, and 1 purchase could not be priced and is excluded.

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Holdings, 2025

Weights are each holding's share of roughly $3.5M in stocks, funds and ETFs — bank accounts and property are left out of the denominator

AssetWeight
SWVXXCharles Schwab IRA ⇒ Schwab Prime Advantage Money Fund- Investor Shares (SWVXX) [MF]10.6%
VFIAXCharles Schwab IRA ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX) [MF]10.6%
VIGAXCharles Schwab IRA ⇒ Vanguard Growth Index Fd Admiral Shs (VIGAX) [MF]10.6%
DODIXCharles Schwab IRA ⇒ Dodge & Cox Income Fund - Class I (DODIX) [MF]5.0%
PIMIXCharles Schwab IRA ⇒ PIMCO Income Fund Insti Class (PIMIX) [MF]5.0%
VSMAXCharles Schwab IRA ⇒ Vanguard Small Cap Index Fd Admiral Shs (VSMAX) [MF]5.0%
AMGNCharles Schwab SEP-IRA ⇒ Amgen Inc. (AMGN) [ST]5.0%
HDCharles Schwab SEP-IRA ⇒ Home Depot, Inc. (HD) [ST]5.0%
ORCLCharles Schwab SEP-IRA ⇒ Oracle Corporation (ORCL) [ST]5.0%
VOOCharles Schwab SEP-IRA ⇒ Vanguard S&P 500 ETF (VOO) [EF]5.0%
VOOCharles Schwab IRA ⇒ Vanguard S&P 500 ETF (VOO) [EF]5.0%
BCOIXCharles Schwab IRA ⇒ Baird Core Plus Bond Fund Institutional Class (BCOIX) [MF]2.1%
IQLTCharles Schwab IRA ⇒ iShares MSCI Intl Quality Factor ETF (IQLT) [EF]2.1%
Charles Schwab IRA ⇒ Ishares MSCI USA Min Vol FCTR ETF [EF]2.1%
Charles Schwab IRA ⇒ Vanguard Mid Cap Index [MF]2.1%
VIMAXCharles Schwab SEP-IRA ⇒ Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) [MF]2.1%
IEFACharles Schwab IRA ⇒ iShares Core MSCI EAFE ETF (IEFA) [EF]2.1%
MSFTMicrosoft Corporation - Common Stock (MSFT) [ST]0.92%
IWFiShares Russell 1000 Growth ETF (IWF) [EF]0.92%
VUGCharles Schwab IRA ⇒ Vanguard Growth ETF (VUG) [EF]0.92%
VWOCharles Schwab IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) [EF]0.92%
AMZNAmazon.com, Inc. - Common Stock (AMZN) [ST]0.23%
ABBVAbbVie Inc. Common Stock (ABBV) [ST]0.23%
APDAir Products and Chemicals, Inc. Common Stock (APD) [ST]0.23%
AEPAmerican Electric Power Company, Inc. (AEP) [ST]0.23%
AXPAmerican Express Company Common Stock (AXP) [ST]0.23%
AAPLApple Inc. - Common Stock (AAPL) [ST]0.23%
AZNAstraZeneca PLC - American Depositary Shares (AZN) [ST]0.23%
ADPAutomatic Data Processing, Inc. - Common Stock (ADP) [ST]0.23%
MDDVXBlackRock Eq Dividend A (MDDVX) [MF]0.23%
BMYBristol-Myers Squibb Company Common Stock (BMY) [ST]0.23%
CVXChevron Corporation Common Stock (CVX) [ST]0.23%
CMCSAComcast Corporation - Class A Common Stock (CMCSA) [ST]0.23%
DLTNXDoubleLine Total Return Bond Fund Class N (DLTNX) [MF]0.23%
EGFFXEdgewood Growth Fund Retail (EGFFX) [MF]0.23%
ETREntergy Corporation Common Stock (ETR) [ST]0.23%
XOMExxon Mobil Corporation Common Stock (XOM) [ST]0.23%
FTHNXFullerThaler Behavioral Small-Cap Equity Fund Investor Shares (FTHNX) [MF]0.23%
HCAHCA Healthcare, Inc. Common Stock (HCA) [ST]0.23%
HONHoneywell International Inc. (HON) [ST]0.23%

Showing 40 of 95 disclosed assets.

Bills they sponsored

Legislation introduced under their own name, newest first

Campaign finance

Reported to the FEC, through Jun 30, 2026

Raised
$1M
Spent
$647K
Cash on hand
$1.4M
From PACs
$561.5K
committee contributions

Exact figures, unlike the trade amounts on this page — campaign finance is reported to the dollar, a STOCK Act filing only ever as a bracket. Covers Cliff Bentz's own campaign committee and not outside spending on their behalf.

Recent votes

What they actually did, with the date to read a trade against

DateMeasureQuestionVote
Sep 16, 2026S 2403Retire through Ownership ActYea
Sep 16, 2026H R 9497Water Resources Development ActYea
Sep 16, 2026H R 9340Ratepayer Protection ActYea
Sep 16, 2026H J RES 213Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection Agency relating to the “California State Nonroad Engine Pollution Control Standards; Commercial Harbor Craft Regulations; Notice of Decision”Yea
Sep 16, 2026H R 10326PROOF ActYea
Sep 16, 2026H R 9576National Fraud Enforcement Division ActYea
Sep 16, 2026H R 5334An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other purposesYea
Sep 15, 2026H CON RES 93Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with IranNay
Sep 15, 2026H J RES 210Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protection Agency relating to “California State Nonroad Engine Pollution Control Standards; Ocean-Going Vessels At-Berth; Notice of Decision”Yea
Sep 15, 2026H R 9500Tax Relief for Fraud Victims ActYea

Most traded

By number of disclosed transactions

Disclosed transactions

6 in total, newest first

AssetAmount
sellspouseReduce
$1K – $15K
buyOpen
$1K – $15K
buyspouseOpen
$1K – $15K
I V D I P O C S my knowledge and belie…
sellReduce
$1K – $15K
I P O C S my knowledge and belief. Fur…
buyOpen
$1K – $15K
iShares Core US Aggregate Bond ETFF S: …
sellReduce
$250K – $500K