Congress Holdings

All members

Cliff Bentz

U.S. Representative, Oregon district 2 (OR02)

Latest disclosure May 11, 2026: Annual report (FD Original) for 2025, filing 10075533.

Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.

Holdings

From Annual report (FD Original) for 2025, filing 10075533.

As of May 11, 2026, the date it was filed.

Source Original filing (PDF, House Clerk)

Sorted by the lower bound of the disclosed value band, largest band first.

TickerAssetOwnerValue bandSource
SWVXX Charles Schwab IRA ⇒ Schwab Prime Advantage Money Fund- Investor Shares (SWVXX) MF Member $250,001 - $500,000 p. 5
VFIAX Charles Schwab IRA ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX) MF Member $250,001 - $500,000 p. 5
VIGAX Charles Schwab IRA ⇒ Vanguard Growth Index Fd Admiral Shs (VIGAX) MF Member $250,001 - $500,000 p. 5
DODIX Charles Schwab IRA ⇒ Dodge & Cox Income Fund - Class I (DODIX) MF Member $100,001 - $250,000 p. 4
PIMIX Charles Schwab IRA ⇒ PIMCO Income Fund Insti Class (PIMIX) MF Member $100,001 - $250,000 p. 5
VOO Charles Schwab IRA ⇒ Vanguard S&P 500 ETF (VOO) EF Member $100,001 - $250,000 p. 5
VSMAX Charles Schwab IRA ⇒ Vanguard Small Cap Index Fd Admiral Shs (VSMAX) MF Member $100,001 - $250,000 p. 6
AMGN Charles Schwab SEP-IRA ⇒ Amgen Inc. (AMGN) ST Spouse $100,001 - $250,000 p. 6
HD Charles Schwab SEP-IRA ⇒ Home Depot, Inc. (HD) ST Spouse $100,001 - $250,000 p. 6
ORCL Charles Schwab SEP-IRA ⇒ Oracle Corporation (ORCL) ST Spouse $100,001 - $250,000 p. 6
VOO Charles Schwab SEP-IRA ⇒ Vanguard S&P 500 ETF (VOO) EF Spouse $100,001 - $250,000 p. 7
BCOIX Charles Schwab IRA ⇒ Baird Core Plus Bond Fund Institutional Class (BCOIX) MF Member $50,001 - $100,000 p. 4
IEFA Charles Schwab IRA ⇒ iShares Core MSCI EAFE ETF (IEFA) EF Member $50,001 - $100,000 p. 4
IQLT Charles Schwab IRA ⇒ iShares MSCI Intl Quality Factor ETF (IQLT) EF Member $50,001 - $100,000 p. 5
none Charles Schwab IRA ⇒ Ishares MSCI USA Min Vol FCTR ETF EF Member $50,001 - $100,000 p. 5
none Charles Schwab IRA ⇒ Vanguard Mid Cap Index MF Member $50,001 - $100,000 p. 5
VIMAX Charles Schwab SEP-IRA ⇒ Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) MF Spouse $50,001 - $100,000 p. 7
IWF iShares Russell 1000 Growth ETF (IWF) EF Spouse $15,001 - $50,000 p. 3
MSFT Microsoft Corporation - Common Stock (MSFT) ST Spouse $15,001 - $50,000 p. 3
VWO Charles Schwab IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) EF Member $15,001 - $50,000 p. 5
VUG Charles Schwab IRA ⇒ Vanguard Growth ETF (VUG) EF Member $15,001 - $50,000 p. 5
ABBV AbbVie Inc. Common Stock (ABBV) ST Spouse $1,001 - $15,000 p. 1
APD Air Products and Chemicals, Inc. Common Stock (APD) ST Spouse $1,001 - $15,000 p. 1
AMZN Amazon.com, Inc. - Common Stock (AMZN) ST Spouse $1,001 - $15,000 p. 1
AEP American Electric Power Company, Inc. (AEP) ST Spouse $1,001 - $15,000 p. 1
AXP American Express Company Common Stock (AXP) ST Spouse $1,001 - $15,000 p. 1
AAPL Apple Inc. - Common Stock (AAPL) ST Spouse $1,001 - $15,000 p. 1
AZN AstraZeneca PLC - American Depositary Shares (AZN) ST Spouse $1,001 - $15,000 p. 1
ADP Automatic Data Processing, Inc. - Common Stock (ADP) ST Spouse $1,001 - $15,000 p. 1
MDDVX BlackRock Eq Dividend A (MDDVX) MF Spouse $1,001 - $15,000 p. 1
BMY Bristol-Myers Squibb Company Common Stock (BMY) ST Spouse $1,001 - $15,000 p. 2
CVX Chevron Corporation Common Stock (CVX) ST Spouse $1,001 - $15,000 p. 2
CMCSA Comcast Corporation - Class A Common Stock (CMCSA) ST Spouse $1,001 - $15,000 p. 2
DLR Digital Rlty Tr Inc (DLR) RE Spouse $1,001 - $15,000 p. 2
DLTNX DoubleLine Total Return Bond Fund Class N (DLTNX) MF Spouse $1,001 - $15,000 p. 2
EGFFX Edgewood Growth Fund Retail (EGFFX) MF Spouse $1,001 - $15,000 p. 2
ETR Entergy Corporation Common Stock (ETR) ST Spouse $1,001 - $15,000 p. 2
EQR Equity Residential (EQR) RE Spouse $1,001 - $15,000 p. 2
XOM Exxon Mobil Corporation Common Stock (XOM) ST Spouse $1,001 - $15,000 p. 2
FTHNX FullerThaler Behavioral Small-Cap Equity Fund Investor Shares (FTHNX) MF Spouse $1,001 - $15,000 p. 2
HCA HCA Healthcare, Inc. Common Stock (HCA) ST Spouse $1,001 - $15,000 p. 2
HON Honeywell International Inc. (HON) ST Spouse $1,001 - $15,000 p. 2
USHY iShares Broad USD High Yield Corporate Bond ETF (USHY) EF Spouse $1,001 - $15,000 p. 2
IEFA iShares Core MSCI EAFE ETF (IEFA) EF Spouse $1,001 - $15,000 p. 2
IEMG iShares Core MSCI Emerging Markets ETF (IEMG) EF Spouse $1,001 - $15,000 p. 3
IWD iShares Russell 1000 Value ETF (IWD) EF Spouse $1,001 - $15,000 p. 3
GOVT iShares U.S. Treasury Bond ETF (GOVT) EF Spouse $1,001 - $15,000 p. 3
JPM JP Morgan Chase & Co. Common Stock (JPM) ST Spouse $1,001 - $15,000 p. 3
KMB Kimberly-Clark Corporation - Common Stock (KMB) ST Spouse $1,001 - $15,000 p. 3
MCD McDonald's Corporation Common Stock (MCD) ST Spouse $1,001 - $15,000 p. 3
MEIAX MFS Series Trust I - MFS Value Fund Class A (MEIAX) MF Spouse $1,001 - $15,000 p. 3
NEE NextEra Energy, Inc. Common Stock (NEE) ST Spouse $1,001 - $15,000 p. 3
PEP Pepsico, Inc. (PEP) ST Spouse $1,001 - $15,000 p. 3
PFE Pfizer, Inc. Common Stock (PFE) ST Spouse $1,001 - $15,000 p. 3
PFOAX PIMCO International Bond Fund (PFOAX) MF Spouse $1,001 - $15,000 p. 3
PBDAX PIMCO Investment Grade Credit Bond Fund Class A (PBDAX) MF Spouse $1,001 - $15,000 p. 3
PG Procter & Gamble Company (PG) ST Spouse $1,001 - $15,000 p. 3
RSG Republic Services, Inc. Common Stock (RSG) ST Spouse $1,001 - $15,000 p. 4
ROK Rockwell Automation, Inc. Common Stock (ROK) ST Spouse $1,001 - $15,000 p. 4
SCHA Schwab U.S. Small-Cap ETF (SCHA) EF Spouse $1,001 - $15,000 p. 4
TXN Texas Instruments Incorporated - Common Stock (TXN) ST Spouse $1,001 - $15,000 p. 4
TD Toronto Dominion Bank (TD) ST Spouse $1,001 - $15,000 p. 4
UPS United Parcel Service, Inc. Common Stock (UPS) ST Spouse $1,001 - $15,000 p. 4
VCIT Vanguard Intermediate-Term Corporate Bond ETF (VCIT) EF Spouse $1,001 - $15,000 p. 4
VMBS Vanguard Mortgage-Backed Securities ETF (VMBS) EF Spouse $1,001 - $15,000 p. 4
V Visa Inc. (V) ST Spouse $1,001 - $15,000 p. 4
WMT Walmart Inc. Common Stock (WMT) ST Spouse $1,001 - $15,000 p. 4
VIMAX Charles Schwab IRA ⇒ Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) MF Member $1,001 - $15,000 p. 5
none Charles Schwab IRA ⇒ Vanguard Small Cap ETF EF Member $1,001 - $15,000 p. 5
INTC Charles Schwab SEP-IRA ⇒ Intel Corporation (INTC) ST Spouse $1,001 - $15,000 p. 6
INTC Charles Schwab SEP-IRA ⇒ Intel Corporation - Common Stock (INTC) ST Spouse $1,001 - $15,000 p. 6
JCI Charles Schwab SEP-IRA ⇒ Johnson Controls International plc Ordinary Share (JCI) ST Spouse $1,001 - $15,000 p. 6
MDT Charles Schwab SEP-IRA ⇒ Medtronic plc. Ordinary Shares (MDT) ST Spouse $1,001 - $15,000 p. 6
NOK Charles Schwab SEP-IRA ⇒ Nokia Corporation Sponsored American Depositary Shares (NOK) ST Spouse $1,001 - $15,000 p. 6
PFE Charles Schwab SEP-IRA ⇒ Pfizer, Inc. (PFE) ST Spouse $1,001 - $15,000 p. 6
TEL Charles Schwab SEP-IRA ⇒ TE Connectivity Ltd. New Switzerland Registered Shares (TEL) ST Spouse $1,001 - $15,000 p. 6
none Charles Schwab IRA ⇒ US Treasury Note 2.75% Due 2/28/25 GS Member None p. 5
VCMIX Charles Schwab IRA ⇒ Versus Capital Real Estate Fund LLC (VCMIX) MF Member None p. 6
EFAV Charles Schwab SEP-IRA ⇒ iShares MSCI EAFE Min Vol Factor ETF (EFAV) EF Spouse None p. 6
VCMIX Charles Schwab SEP-IRA ⇒ Versus Capital Real Estate Fund LLC (VCMIX) MF Spouse None p. 7

15 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.

Transactions

Every row on this member's periodic transaction reports filed in 2025 and 2026.

Sorted by the lower bound of the disclosed amount band, largest band first, then by transaction date, newest first. Each row links to the page of the filing it came from.

TickerAssetOwnerTypeTransaction dateAmount bandFiled
INTC Intel Corporation - Common Stock (INTC) ST Spouse S April 9, 2026 $1,001 - $15,000 May 9, 2026
filing 20034524, p. 1
AMGN Amgen Inc. - Common Stock (AMGN) ST Spouse P June 6, 2025 $1,001 - $15,000 July 9, 2025
filing 20030646, p. 1
PG Procter & Gamble Company (PG) ST Spouse P June 6, 2025 $1,001 - $15,000 July 9, 2025
filing 20030646, p. 1

Type is printed as on the filing: P purchase, S sale, S (partial) partial sale, E exchange. Owner as on the filing: Spouse (SP), Joint (JT), Dependent child (DC); blank means the member.

Filings on record

Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.

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