Market Commentary

Val Hoyle’s First Stock Disclosure: Profitable Picks, Filed Late

Turra Rasheed
30 Sept 2025 · 2 minutes read

Oregon Congresswoman Val Hoyle just filed her very first stock transaction disclosure, and it’s nothing short of remarkable. But the timing is peculiar, instead of reporting trades within 45 days as required by law, Hoyle bundled them all together and filed in September 2025, months after the activity actually took place. That delay means the public is only now seeing trades that have already booked major gains.

The biggest eye-catcher is Hoyle’s buy into GE Vernova (GEV:US) on October 29, 2024, at around $298 a share. Today, the stock trades over $600, an over 100% jump in less than a year. Similar gains followed in Broadcom (+80%), Amphenol (+70%), and GE Aerospace (+70%), all purchased on the same day. These four alone suggest Hoyle was positioned ahead of some of the market’s strongest industrial and tech rallies.

Hoyle’s disclosure also shows conviction in semiconductors, a sector that’s been on fire throughout 2025. She picked up NVIDIA, TSMC, Lam Research, KLA Corp, and Micron, with gains ranging between 25% and 60%. Considering NVIDIA’s central role in the AI boom, the purchases could hardly have been timed better.

Her communication sector bets also worked out. Netflix surged nearly 60% since her entry, while Alphabet delivered 30–45% across multiple trades. Financial giants like JP Morgan, Goldman Sachs, and Blackstone also made the cut, each showing steady double-digit appreciation.

Not every trade was a buy. Hoyle sold UnitedHealth Group and Elevance Health earlier in 2025, both before further declines, while also exiting BioNTech as the biotech cooled off. These exits indicate she didn’t just load up on winners, she also trimmed risk where it mattered.

For a first filing, the breadth and performance of Val Hoyle’s portfolio is striking. But the fact that these trades were all reported together, long after they occurred, raises questions about transparency. By the time the public saw them, many were already major winners. And given how long this first report was delayed, one can’t help but wonder: are there still more trades waiting to surface?