Congress Holdings

All members

Nicole Malliotakis

U.S. Representative, New York district 11 (NY11)

Latest disclosure August 7, 2026: Annual report (FD Original) for 2025, filing 10076820.

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 10076820.

As of August 7, 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
none Franklin Dynatech MF Member $100,001 - $250,000 p. 2
MA Mastercard Incorporated (MA) ST Member $50,001 - $100,000 p. 3
BAC Bank of America Corporation (BAC) ST Member $15,001 - $50,000 p. 1
BA Boeing Company (BA) ST Member $15,001 - $50,000 p. 1
CAT Caterpillar, Inc. (CAT) ST Member $15,001 - $50,000 p. 1
ED Consolidated Edison, Inc. (ED) ST Member $15,001 - $50,000 p. 1
XOM Exxon Mobil Corporation (XOM) ST Member $15,001 - $50,000 p. 1
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) EF Member $15,001 - $50,000 p. 2
GE General Electric Company (GE) ST Member $15,001 - $50,000 p. 2
none Mainstay Mackay High Yield Corp Bond MF Member $15,001 - $50,000 p. 3
PG Procter & Gamble Company (PG) ST Member $15,001 - $50,000 p. 3
V Visa Inc. (V) ST Member $15,001 - $50,000 p. 4
AMBFX Roth IRA ⇒ American Balanced Fund Class F-2 Shs (AMBFX) MF Member $15,001 - $50,000 p. 4
CAIFX Roth IRA ⇒ Capital Income Builder Cl F-2 Shs (CAIFX) MF Member $15,001 - $50,000 p. 4
WGIFX Roth IRA ⇒ Capital World Growth and Income Fund Class F-2 Shares (WGIFX) MF Member $15,001 - $50,000 p. 4
ICAFX Roth IRA ⇒ The Investment Company of America, Class F-2 Shs (ICAFX) MF Member $15,001 - $50,000 p. 5
WMFFX Roth IRA ⇒ Washington Mutual Investors Fund Cl F-2 Shs (WMFFX) MF Member $15,001 - $50,000 p. 5
T AT&T Inc. (T) ST Member $1,001 - $15,000 p. 1
none Ford Motor Credit Note CS Member $1,001 - $15,000 p. 2
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) EF Member $1,001 - $15,000 p. 2
GEHC GE HealthCare Technologies Inc. - Common Stock (GEHC) ST Member $1,001 - $15,000 p. 2
GEV GE Vernova Inc. Common Stock (GEV) ST Member $1,001 - $15,000 p. 2
none Good year tire & rubber Co Sr Note CS Member $1,001 - $15,000 p. 2
IBB iShares Biotechnology ETF (IBB) EF Member $1,001 - $15,000 p. 2
IGM iShares Expanded Tech Sector ETF (IGM) EF Member $1,001 - $15,000 p. 2
JNJ Johnson & Johnson (JNJ) ST Member $1,001 - $15,000 p. 2
XLY SPDR Select Sector Fund - Consumer Discretionary (XLY) EF Member $1,001 - $15,000 p. 3
XLP SPDR Select Sector Fund - Consumer Staples (XLP) EF Member $1,001 - $15,000 p. 3
XLF SPDR Select Sector Fund - Financial (XLF) EF Member $1,001 - $15,000 p. 3
XLK SPDR Select Sector Fund - Technology (XLK) EF Member $1,001 - $15,000 p. 3
XLV State Street Health Care Select Sector SPDR ETF (XLV) EF Member $1,001 - $15,000 p. 3
XLU State Street Utilities Select Sector SPDR ETF (XLU) EF Member $1,001 - $15,000 p. 3
XLC The Communication Services Select Sector SPDR Fund (XLC) EF Member $1,001 - $15,000 p. 3
VZ Verizon Communications Inc. (VZ) ST Member $1,001 - $15,000 p. 4
AGVGX Roth IRA ⇒ American Funds Global Insight Fund Class F-2 (AGVGX) MF Member $1,001 - $15,000 p. 4
MIAYX Roth IRA ⇒ American Funds Multi-Sector Income Fund Class F-2 (MIAYX) MF Member $1,001 - $15,000 p. 4
ANBFX Roth IRA ⇒ American Funds Strategic Bond Fund Class F-2 (ANBFX) MF Member $1,001 - $15,000 p. 4
SMCFX Roth IRA ⇒ SMALLCAP World Fund, Inc., Class F-2 Shs (SMCFX) MF Member $1,001 - $15,000 p. 5
ABNFX Roth IRA ⇒ The Bond Fd of America, Class F-2 Shares (ABNFX) MF Member $1,001 - $15,000 p. 5
GFFFX Roth IRA ⇒ The Growth Fund of America Class F-2 Shares (GFFFX) MF Member $1,001 - $15,000 p. 5
none ICAHN ENTRPRS LP CS Member None p. 2
IGV iShares Expanded Tech-Software Sector ETF (IGV) EF Member None p. 2
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) EF Member None p. 2
PFE Pfizer, Inc. Common Stock (PFE) ST Member None p. 3

10 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.

1 row(s) on this report give no value band (for example “Undetermined”) and are left out.

Transactions

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

No transactions itemised from periodic transaction reports in this period.

3 report(s) are scanned paper filings and are not itemised: July 14, 2026, January 7, 2026, December 19, 2025.

Filings on record

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

Discussion

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