Jake Auchincloss

DemocratRepresentative · MA-4currently serving

10 disclosed transactions · Mar 22, 2022 – May 18, 2026

$150K – $500K

Traded, all time

10 transactions · turnover, not holdings

-11.0%

Portfolio vs S&P 500

24 positions · 60% of securities priced

80%

Household trades

spouse, joint or child

Filed late

avg 6 days to disclose

Committees

Energy and Commerce
- Energy
- Environment
- Health

What they hold

Jake Auchincloss

Stock portfolio

$2.3M – $6.0M in disclosed securities · D-MA · House · 2025 filing

Misc

STT15%
SUSA12%
SPYX11%
ARAIX5.9%
FBAFX5.4%
PTSAX4.4%
ESGD4.1%
FFXFX3.6%
Misc39%

Securities only — not net worth. Real property and private businesses are most of congressional wealth and have no ticker. Shares are of the midpoint of each disclosed bracket; because holdings are reported in ranges rather than amounts, positions in the same bracket appear equal. Source: 2025 annual disclosure. tradewithcongress.org

Disclosed assets

From the annual financial disclosure. Assets only — liabilities are not included.

$2.5M – $6.4M

Disclosed assets, 2025

96 holdings · filed Apr 9, 2026

Asset mix, 2025

Securities78$3.8M 86%
Cash17$436K 10%
Other1$175K 4%

Reported range by year2021–2025

Band is the reported range; the line is its midpoint.

Disclosed portfolio vs the market

What the annual reports say they held, valued from Aug 10, 2023.

-11.0%

vs the S&P 500

Portfolio +69.0% · S&P 500 +80.0% · 24 positions

What they trade

Most traded

STT9 trades · $135K – $450K

Transactions

4 · last 12 months

Asset	Type	Amount	Traded	Disclosed
STT STT State Street Corporation Common Stock	Sell (part)spouse	$15K – $50K	May 18, 2026	May 22, 2026
STT STT State Street Corporation Common Stock	Sell (part)spouse	$15K – $50K	May 18, 2026	May 22, 2026
STT STT State Street Corporation Common Stock	Sell (part)	$15K – $50K	Feb 17, 2026	Feb 19, 2026
STT STT State Street Corporation Common Stock	Sell (part)spouse	$15K – $50K	Nov 17, 2025	Nov 18, 2025