
Neal P. Dunn
120 disclosed transactions · Apr 28, 2017 – May 11, 2026
$4.5M – $13.7M
Traded, all time
120 transactions · turnover, not holdings
-11.8%
Portfolio vs S&P 500
14 positions · 78% of securities priced
9%
Household trades
spouse, joint or child
2.5%
Filed late
avg 33 days to disclose
Committees
- Energy and CommerceVice Chair
- Commerce, Manufacturing, and Trade
- Communications and Technology
- Health
- House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party
What they hold
Neal P. Dunn
Stock portfolio
$2.7M – $6.0M in disclosed securities · R-FL · House · 2024 filing

VYM
AAPL
VTV
IWMMisc
- QQQ27%
- VYM13%
- PFF9.9%
- AAPL8.6%
- BIL8.6%
- VTV8.2%
- IBB6.3%
- IWM5.9%
- Misc13%
Disclosed assets
From the annual financial disclosure. Assets only — liabilities are not included.
$3.6M – $7.9M
Disclosed assets, 2024
53 holdings · filed Aug 13, 2025
- Securities47$5.4M 95%
- Cash5$207K 4%
- Other1$75K 1%
Band is the reported range; the line is its midpoint.
Disclosed portfolio vs the market
What the annual reports say they held, valued from Aug 10, 2023.
-11.8%
vs the S&P 500
Portfolio +68.2% · S&P 500 +80.0% · 14 positions
What they trade
Most traded
Transactions
6 · last 12 months| Asset | Type | Amount | Traded | Disclosed |
|---|---|---|---|---|
— AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Sell | $15K – $50K | May 11, 2026 | Jun 23, 2026 |
— JP Morgan Chase & Co Depositary Shares Preferred Series GG | Sell | $50K – $100K | May 11, 2026 | Jun 23, 2026 |
— Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | Sell | $50K – $100K | May 11, 2026 | Jun 23, 2026 |
— Cadence Bank 5.50% Series A (CADE$A) | Exchange | $1K – $15K | Feb 2, 2026 | Mar 17, 2026 |
HBANZ Huntington Bancshares Incorporated - Depositary Shares L Preferred Stock | Exchange | $1K – $15K | Feb 2, 2026 | Mar 17, 2026 |
— J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Sell (part) | $1K – $15K | Sep 4, 2025 | Oct 1, 2025 |