Dan Crenshaw is better known for political commentary than portfolio management. But the Texas Republican has built one of the more consistent trading records in Congress — with a clear sector thesis tied directly to his committee work.
Committee Assignments and Portfolio Overlap
Crenshaw sits on the House Armed Services Committee and the House Homeland Security Committee. His disclosed portfolio is heavily tilted toward defense contractors and energy companies — sectors that both committees directly oversee. This overlap is exactly what STOCK Act critics point to when arguing for a full trading ban.
Names that have appeared in his disclosures include Raytheon Technologies (RTX), Lockheed Martin (LMT), and energy sector ETFs — all directly affected by Armed Services Committee decisions on procurement and budget authorization.
2026 Trading Pattern
In 2026, Crenshaw continued adding to defense positions amid ongoing Congressional debate over the defense budget and NATO burden-sharing. His energy positions have remained consistent through oil price volatility, suggesting a long-term thesis rather than tactical trading.
Why Defense Stocks Are Worth Watching
Members of the Armed Services Committee see defense budget proposals before they're public. They know which contractors are winning and losing bids. They understand the policy direction on weapons systems, cybersecurity funding, and international military aid. Whether or not Crenshaw's trades reflect this information, the correlation between his committee work and his portfolio is worth noting.
Track Crenshaw's Latest Filings
See his complete STOCK Act disclosure history: Dan Crenshaw — Congressional Trades. Get alerted when he files new disclosures via Telegram.