Hypothetical $10,000 invested at their first disclosed trade date. · log scale
Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.
| Ticker | Action | Description | Traded |
|---|---|---|---|
| OTHER | Sell | AXA Retirement Cornerstone 3 | Nov 28, 2017 |
| OTHER | Sell | AXA Retirement Cornerstone 3 | Sep 12, 2017 |
| OTHER | Sell | AXA Retirement Cornerstone 3 | Jul 19, 2017 |
| OTHER | Sell | AXA Retirement Cornerstone I | Jun 30, 2017 |
| VCIT | Sell | Vanguard Intermediate | Mar 1, 2017 |
| AMZN | Buy | Amazon.com, Inc. | Oct 28, 2016 |
| BRK-B | Sell | Berkshire Hathaway Inc. New | Oct 28, 2016 |
| DIA | Sell | sPDR Dow Jones Industrial Av | Aug 30, 2016 |
| LP | Sell | LB, LLC | Jul 1, 2016 |
| OTHER | Sell | AllianceBernstein Short Dura | Mar 7, 2016 |
Lou Barletta is a United States Representative from PA affiliated with the Republican Party, serving in the US House of Representatives. Disclosed Capitol tracks 95 disclosed stock trades from Lou Barletta, filed under the STOCK Act. The portfolio compounds at 6.9% annualized — 1.0% above the S&P 500 benchmark over the same period, with a 55% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
Lou Barletta (R-PA) has disclosed 95 trades under the STOCK Act; portfolio CAGR of 6.9% (+1.0% vs. the S&P 500); top tickers traded: N/A, MGK, VCIT.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: N/A, MGK, VCIT. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 6.9% CAGR, +1.0% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
Lou Barletta's disclosed stock portfolio is valued at approximately $430K across 12 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on Lou Barletta's total net worth, not a complete measure of it.