Congress Holdings

All members

Dale W. Strong

U.S. Representative, Alabama district 5 (AL05)

Latest disclosure August 11, 2026: Annual report (FD Original) for 2025, filing 10074989.

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 10074989.

As of August 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
APGYX LPL - TOD INV ⇒ AB Large Cap Growth Fund, Inc. - Advisor Class (APGYX) MF Member $250,001 - $500,000 p. 2
MAEGX LPL - TOD INV ⇒ BlackRock Unconstrained Equity Fund - Institutional Shares (MAEGX) MF Member $100,001 - $250,000 p. 2
GSFTX LPL - TOD INV ⇒ Columbia Dividend Income Fund Class I (GSFTX) MF Member $100,001 - $250,000 p. 2
SGIIX LPL - TOD INV ⇒ First Eagle Global Fund Class I (SGIIX) MF Member $100,001 - $250,000 p. 3
VSMIX LPL - TOD INV ⇒ Invesco Small Cap Value Class Y (VSMIX) MF Member $100,001 - $250,000 p. 3
NEAIX LPL - TOD INV ⇒ Needham Aggressive Growth Fund - Institutional Class (NEAIX) MF Member $100,001 - $250,000 p. 3
SVFFX LPL - TOD INV ⇒ Smead Value Fund - Class I1 (SVFFX) MF Member $100,001 - $250,000 p. 3
APGYX LPL - ROLL IRA ⇒ AB Large Cap Growth Fund, Inc. - Advisor Class (APGYX) MF Spouse $15,001 - $50,000 p. 2
MAEGX LPL - ROLL IRA ⇒ BlackRock Unconstrained Equity Fund - Institutional Shares (MAEGX) MF Spouse $1,001 - $15,000 p. 2
GSFTX LPL - ROLL IRA ⇒ Columbia Dividend Income Fund Class I (GSFTX) MF Spouse $1,001 - $15,000 p. 2
SGIIX LPL - ROLL IRA ⇒ First Eagle Global Fund Class I (SGIIX) MF Spouse $1,001 - $15,000 p. 2
VSMIX LPL - ROLL IRA ⇒ Invesco Small Cap Value Class Y (VSMIX) MF Spouse $1,001 - $15,000 p. 2
NEAIX LPL - ROLL IRA ⇒ Needham Aggressive Growth Fund - Institutional Class (NEAIX) MF Spouse $1,001 - $15,000 p. 2
SVFFX LPL - ROLL IRA ⇒ Smead Value Fund - Class I1 (SVFFX) MF Spouse $1,001 - $15,000 p. 2

12 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.

2 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.

Filings on record

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

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