Dan Newhouse doesn't show up much in the news cycle. Zero stories in the last 24 hours, per Google News, which is a quiet day even by backbench standards. But his brokerage account has been anything but quiet. The Republican congressman from Washington's 4th district filed 31 stock trades over the last 90 days, including 15 in a single session on July 10. He sits on the House Appropriations Committee and the House Agriculture Committee. His portfolio, per public filings, spans semiconductors, logistics, utilities, pharma, and big tech. Draw your own map.
July 10: A Very Busy Thursday
Fifteen trades, one day. Per Newhouse's full disclosure record on Blind Trust, the July 10 batch reads like someone handed a financial advisor a clipboard and said "yes to all of it."
On the sell side: AMD, Adobe, Alphabet (Google), Applied Materials, CSX, Deere, and Eli Lilly. On the buy side: Accenture, Amcor, Amphenol, Arista Networks, Costco, Duke Energy, Fidelity National Information Services, and FirstEnergy. Every transaction fell in the $1,001-$15,000 range, which is the disclosure floor and, conveniently, also the ceiling for most of these filings.
That's a complete rotation out of semis and big tech and into utilities, financials, and enterprise infrastructure. In one day. During a period when his Appropriations subcommittee on Energy and Water Development was, presumably, doing subcommittee things.
Members are required to disclose. They are not required to divest, recuse, abstain, blush, or look up from their phones.
The Votes Running Alongside the Trades
Newhouse cast several notable floor votes in the same window his trades were stacking up. On July 14, he voted Yea on the Protecting Privacy in Purchases Act (H.R. 1181), which passed. He also voted Nay on the Sunshine Protection Act of 2025 (H.R. 139), the perennial daylight saving time bill that passed anyway. On June 29, he voted Yea on the TRIA Program Reauthorization Act of 2026 (H.R. 7128), which reauthorizes the federal terrorism risk insurance backstop. He also voted Yea on the Financial Exploitation Prevention Act of 2025 (H.R. 2478) on June 25.
The TRIA vote is worth a pause. Terrorism risk insurance touches the insurance sector broadly. Newhouse's July 10 purchase of Fidelity National Information Services ($FIS) sits in financial services infrastructure. His purchase of Amphenol ($APH) and Arista Networks ($ANET) touch enterprise connectivity. These are floor votes on bills outside his committee's direct remit, so no special oversight angle applies. The calendar just happens to be what it is.
Per the roll call, there are no vote-trade overlaps flagged in the data. The trades and the votes exist in the same 90-day window. That's the observation. The interpretation is yours.
The Alpha Record: 24 of 34
Blind Trust scores disclosed trades against 30-day returns relative to the S&P 500. Across 34 scored trades, Newhouse has posted positive alpha on 24 of them. That's a 70.6% hit rate, with a mean 30-day alpha of +1.7% per trade. Not spectacular. Not nothing.
The best single trade in the sample: a December 2025 purchase of Lululemon ($LULU) that printed +16.9% alpha over the following 30 days. Second best: a December 2025 purchase of Synopsys ($SNPS) at +10.6%. Neither of those carries a committee overlap angle. They're just trades that worked.
The worst: a December 2025 sale of Broadcom ($AVGO) that cost him -18.4% in missed alpha. He sold Broadcom and it ran. That one had a listed committee overlap in Technology, which is adjacent to his Appropriations subcommittee work, though the connection is not direct. The second-worst: a purchase of Target ($TGT) in August 2025 at -7.3%. His AMD purchase from the same August batch came in at -7.1%, which adds a small wrinkle to Thursday's AMD sale.
The full scored sample is 34 trades, not a highlight reel. The record is 24 positive, 10 negative.
Where the Committee Overlap Lives
Newhouse sits on the House Agriculture Committee and the House Appropriations subcommittee on Energy and Water Development. That creates a legitimate oversight lens on a handful of his disclosed trades.
Per the committee overlap data from Blind Trust, five trades in the scored sample carry a committee-adjacent tag:
- Exxon Mobil ($XOM), purchased August 18, 2025: +7.9% alpha. Tagged Oil & Gas, which connects to the Energy and Water appropriations subcommittee.
- ConocoPhillips ($COP), purchased August 18, 2025: +5.8% alpha. Same Oil & Gas tag, same date, same subcommittee logic.
- NXP Semiconductors ($NXPI), purchased December 11, 2025: +2.3% alpha. Tagged Technology.
- General Mills ($GIS), purchased August 18, 2025: +0.7% alpha. Tagged Food & Beverage, which sits squarely in Agriculture Committee territory.
- Alphabet ($GOOGL), sold December 11, 2025: -1.3% alpha. Tagged Technology.
Newhouse is an apple farmer by background. He represents the Yakima Valley, one of the country's largest agricultural production regions. General Mills is a direct Agriculture Committee overlap. His Appropriations subcommittee on Energy and Water covers federal energy infrastructure. Exxon Mobil and ConocoPhillips are oil and gas companies. The August 18 cluster bought all three on the same day.
Both the Exxon Mobil and ConocoPhillips trades beat the market over the following 30 days. The General Mills trade barely moved. The receipts are public. Make of them what you make of them.
The Rotation Story
Step back from the individual trades and the July 10 batch tells a sector story. He unloaded Advanced Micro Devices after a prior August 2025 purchase of AMD posted -7.1% alpha. He cut Adobe, Applied Materials, and Alphabet, all of which sit in the technology space that's been choppy in 2026. He rotated into Duke Energy and FirstEnergy, both regulated utilities with relatively stable dividend profiles, and into Arista Networks and Amphenol, which are infrastructure plays on AI networking buildout rather than the semiconductor names he was exiting.
Whether that's a thoughtful macro rotation or a financial advisor's quarterly rebalance is not answerable from a disclosure filing. The filing shows what traded and when. It doesn't show why.
What it does show: Newhouse's Appropriations subcommittee on Energy and Water has jurisdiction over federal energy programs. Duke Energy and FirstEnergy are regulated utilities that operate inside the federal energy infrastructure grid. He bought both on July 10. His subcommittee's work includes funding decisions that affect those sectors. Floor votes on energy appropriations happen. Newhouse votes on them.
Again: no causal claim here. The dates are the dates.
Costco Is the Fun One
Costco ($COST) is on the July 10 purchase list. Newhouse represents Yakima, Washington. Costco is headquartered in Issaquah, Washington. His Agriculture Committee has direct oversight over food labeling, retail food supply chain regulations, and farm-to-shelf policy. Costco sells a lot of food.
It's just two circles, and whether they overlap in a meaningful way is a judgment call the filing doesn't resolve.
He also bought Amcor ($AMCR), a packaging company whose core business is wrapping food and consumer products. The Agriculture Committee has opinions about food packaging. Amcor has opinions about what those opinions cost them. Newhouse voted Yea on the Protecting Privacy in Purchases Act four days after buying both.
The Quiet Part
Newhouse is not a marquee name. He's not on the Sunday shows. His Google News footprint in the last 24 hours is zero. But he filed 31 trades in 90 days, runs money across at least eight distinct sectors, votes on legislation that touches most of them, and sits on committees with specific oversight jurisdiction over energy, agriculture, and food supply chains.
His 30-day alpha record across 34 scored trades is +1.7% on average. Seventy percent of his trades beat the market in the month after he filed them. That's the record, across the full sample, per Blind Trust's scoring methodology. It's a stat.
What are the odds someone beats the market 70% of the time by pure luck? Computable. What are the odds anyone on the Appropriations Committee asks about it? Lower.
His financial record shows 31 trades in 90 days, a July 10 single-session rotation out of tech and into utilities and financial infrastructure, committee-overlap trades in oil and gas and agriculture that both posted positive alpha, and a series of floor votes on financial privacy, insurance, and consumer protection legislation in the same window. You decide if any of it's relevant to why an algorithm flagged him as trending today.