John Campbell

John Campbell Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed June 4, 2009. Includes 72 assets.

Est. Net Worth
$34.6M
2009 annual disclosure
Total Assets
$12.8M - $56.4M
72 assets
Total Liabilities
$0
0 liabilities
Total Trades
284
From PTR filings
Trade Volume
$13.4M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$62.2M
2009$34.6M
2010$49.2M
2011$48.3M
2012$45.9M
2013$26.9M
2014$36.8M

Assets by Category

Real Estate$30.8M (7)
Mutual Funds$1.3M (19)
LLC / Partnership$1.1M (5)
Bank & Cash$592K (7)
Gov. Securities$391K (5)
Other$241K (10)
ETFs$235K (16)
Retirement & Pension$33K (1)
Stocks$16K (2)

Top Stock Holdings (from trades)

All Assets (72)

AssetValue
GMAC Demand Notes
$15,001 - $50,000
Wells Fargo Bank Accounts
$250,001 - $500,000
3848 Mentone Partners, LLC
$15,001 - $50,000
Olson Urban Housing, LLC
$15,001 - $50,000
ACD Holdings, LLC
$50,001 - $100,000
1300 Auto Mall Drive
Santa Ana, CA, US
$1,000,001 - $5,000,000
1320 Auto Mall Drive
Santa Ana, CA, US
$1,000,001 - $5,000,000
1350 Auto Mall Drive
Santa Ana, CA, US
$1,000,001 - $5,000,000
16871 Beach Blvd.
Huntington Beach, CA, US
$5,000,001 - $25,000,000
15128 Martens River Circle
Huntington Beach, CA, US
$500,001 - $1,000,000
28730 Marguerite Parkway
Mission Viejo, CA, US
$1,000,001 - $5,000,000
1380 S. Auto Center Dr.
Anaheim, CA, US
$1,000,001 - $5,000,000
Cash Accounts - ACD Holdings, LLC
$100,001 - $250,000
Italy EMTN Bonds
$50,001 - $100,000
National Australia Bank Ltd EMTN
$15,001 - $50,000
Total Capital
$5,001 - $15,000
LGT Finance Ltd.
N/A
Eksportfinas ASA EMTN
$1,001 - $15,000
HSBC Treasury Services plc
$1,001 - $15,000
Europaische Investitions Bank
$1,001 - $15,000
Blackrock Eurofund
$1,001 - $15,000
Oesterreichische Kontrollbank AG (ECKB)
N/A
ABN AMRO Bank NV EMTN
N/A
UBS Current Account - GBP
$1 - $1,000
JPMorgan Trust I Intrepid European Fund
$1,001 - $15,000
Assets Federal Portfolio (IA) Information Institutional I
$15,001 - $50,000
Pioneer Europe Select Equity Fund
N/A
Franklin Mutual Series Fund Inc.
$15,001 - $50,000
iShares Inc./MSCI Switzerland Index Fund
$15,001 - $50,000
Swiss Helvetia Fund Inc.
$50,001 - $100,000
Pioneer Emerging Markets
$1,001 - $15,000
UBS S.A.
$100,001 - $250,000
"PARS" CA DEPT OF WATER & REV
$250,001 - $500,000
Goldman Sachs Core Fixed Income Fund - IRA
$250,001 - $500,000
UBS Current Account - CHF
$1,001 - $15,000
UBS Current Account - EUR
$1 - $1,000
FHB 0.0% 3/26/08
N/A
Goldman Sachs Capital Growth Fund
$50,001 - $100,000
$1,001 - $15,000
$1,001 - $15,000
$15,001 - $50,000
$15,001 - $50,000
Columbia Cash Reserves
$100,001 - $250,000
$15,001 - $50,000
$1,001 - $15,000
Goldman Sachs Large Cap Value Class A (GSLAX)
$50,001 - $100,000
Goldman Sachs Mid Cap Value Fund Institutional Shares (GSMCX)
$50,001 - $100,000
Goldman Sachs Small Cap Value Class I
$15,001 - $50,000
American Century Heritage Fund - IRA
$15,001 - $50,000
$50,001 - $100,000
$100,001 - $250,000
iPath Exchange Traded Note Linked to the S&P 500 VIX Short-Term Futures Index (Barclays Bank plc)
N/A
Morgan Trust I Asia Equity Fund
$1,001 - $15,000
iShares Inc MSCI Canada Index Fund
$1,001 - $15,000
Morgan Stanley Inst X Emerging Markets Equity Fund
$1,001 - $15,000
iShares Inc MSCI EMU Index Fund
$15,001 - $50,000
iShares Inc MSCI Emerging Market Index Fund
$1,001 - $15,000
SPDR Index Shares Funds S&P Emerging Latin America ETF
$1,001 - $15,000
iShares Trust S&P Latin America 40 Index Fund
$1,001 - $15,000
iShares Inc MSCI Pacific Ex-Japan Index Fund
N/A
California State M-Rates
California, US
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
Merrill Lynch Delta One Notes
N/A
Goldman Sachs CA Intermediate AMT-Free Municipal Fund
N/A
M. McNee Campbell Family Investment Partners LP
Santa Monica, CA, US
$500,001 - $1,000,000
Cash Account - M. McNee
$15,001 - $50,000
Campbell Family Income Trust #2
$50,001 - $100,000
Goldman Sachs High Yield
$15,001 - $50,000
HYPO Farbr BK Intl
N/A

Trading Sector Allocation (from PTR trades)

Financial Services$1.5M
Consumer Cyclical$98K
Utilities$8K
Energy$81K
Industrials$65K
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001–$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).
John Campbell Net Worth & Financial Disclosure 2009 – Assets & Portfolio | Congress Stock Tracker