Congress Holdings

All members

Claudia Tenney

U.S. Representative, New York district 24 (NY24)

Latest disclosure August 12, 2026: Annual report amendment (FD Amendment) for 2024, filing 10081619.

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 10076400.

As of August 12, 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 Adirondack Financial Services Invest Acct ⇒ Vanguard Index FDS S & P 500 ETF Shs EF Member $50,001 - $100,000 p. 3
SHAPX Morgan Stanley Trad. IRA ⇒ ClearBridge Appreciation Fund Class A (SHAPX) MF Member $50,001 - $100,000 p. 4
SHRAX Morgan Stanley Trad. IRA ⇒ ClearBridge Growth Fund Class A (SHRAX) MF Member $50,001 - $100,000 p. 4
LGVAX Morgan Stanley Trad. IRA ⇒ ClearBridge Value Fund - Class A (LGVAX) MF Member $50,001 - $100,000 p. 4
none Adirondack Financial Services Invest Acct ⇒ Dodge and Cox International Fund MF Member $15,001 - $50,000 p. 1
IEF Adirondack Financial Services Invest Acct ⇒ iShares 7-10 Year Treasury Bond ETF (IEF) EF Member $15,001 - $50,000 p. 2
none Adirondack Financial Services Invest Acct ⇒ Metropolitan West Ttl Ret Bd Fund CL 1 MF Member $15,001 - $50,000 p. 2
OAKMX Adirondack Financial Services Invest Acct ⇒ Oakmark Fund Investor Class (OAKMX) MF Member $15,001 - $50,000 p. 2
none Adirondack Financial Services Invest Acct ⇒ US Treasury Notes 5% GS Member $15,001 - $50,000 p. 2
SHAPX Morgan Stanley Investment Acct ⇒ ClearBridge Appreciation Fund Class A (SHAPX) MF Member $15,001 - $50,000 p. 3
SAPCX Morgan Stanley Investment Acct ⇒ ClearBridge Appreciation Fund Class C (SAPCX) MF Member $15,001 - $50,000 p. 4
BRK.B Morgan Stanley Trad. IRA ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) ST Member $15,001 - $50,000 p. 4
AMBFX Adirondack Financial Services Invest Acct ⇒ American Balanced Fund Class F-2 Shs (AMBFX) MF Member $1,001 - $15,000 p. 1
none Adirondack Financial Services Invest Acct ⇒ Dodge & Cox Income Fund MF Member $1,001 - $15,000 p. 1
none Adirondack Financial Services Invest Acct ⇒ Europacific Gwth Fd Cl-F-2 MF Member $1,001 - $15,000 p. 2
none Adirondack Financial Services Invest Acct ⇒ IShares TR Russell Mid-Cap ETF EF Member $1,001 - $15,000 p. 2
JEPI Adirondack Financial Services Invest Acct ⇒ JPMorgan Equity Premium Income ETF (JEPI) EF Member $1,001 - $15,000 p. 2
none Adirondack Financial Services Invest Acct ⇒ Metropolitan West Unconstrained BdFd MF Member $1,001 - $15,000 p. 2
none Adirondack Financial Services Invest Acct ⇒ MFS Growth Fund CL 1 MF Member $1,001 - $15,000 p. 2
none Adirondack Financial Services Invest Acct ⇒ SPDR Gold Tr Gold Shs EF Member $1,001 - $15,000 p. 2
VFSUX Adirondack Financial Services Invest Acct ⇒ Vanguard Short-Term Investment Grade Fund Admiral Shrs (VFSUX) MF Member $1,001 - $15,000 p. 3
SBIEX Morgan Stanley Trad. IRA ⇒ ClearBridge International Value Fund Class A (SBIEX) MF Member $1,001 - $15,000 p. 4
DODFX Adirondack Financial Services Invest Acct ⇒ Dodge & Cox International Stock Fund - Class I (DODFX) MF Member $1 - $1,000 p. 1
MFIIX Adirondack Financial Services Invest Acct ⇒ MFS Income Fund - Class I (MFIIX) MF Member $1 - $1,000 p. 2
PMYYX Adirondack Financial Services Invest Acct ⇒ Putnam Core Equity Fund Class Y (PMYYX) MF Member $1 - $1,000 p. 2
none Adirondack Financial Services Invest Acct ⇒ United States Treasury 5% GS Member $1 - $1,000 p. 2
none Adirondack Financial Services Invest Acct ⇒ United States Treasury 5% GS Member $1 - $1,000 p. 2
VFSUX Adirondack Financial Services Invest Acct ⇒ Vanguard Short-Term Investment Grade Fund Admiral Shrs (VFSUX) MF Member $1 - $1,000 p. 3

14 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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