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 |
|---|---|---|---|
| MUNI | Buy | Arlington TX Higher Ed Fin | Dec 8, 2022 |
| TREAS | Sell | U. S. Treasury Note | Nov 29, 2022 |
| DUK | Buy | Duke Energy Corp Fxd | Aug 30, 2022 |
| AATC | Buy | Autoscope Technologies Corpo | Jul 22, 2022 |
| VZ | Sell | Verizon Communications Inc. | Jul 22, 2022 |
| NI | Buy | Nisource Inc. Fxd to 062023 | Jul 13, 2022 |
| DUK | Buy | Duke Energy Corp Fxd to 09/2 | Jun 22, 2022 |
| DUK | Buy | Duke Energy Corp Fxd to 0920 | Jun 3, 2022 |
| VZ | Sell | Verizon Communications Inc. | Apr 11, 2022 |
| DUK | Buy | Duke Energy Corp Fxd to | Mar 18, 2022 |
Mo Brooks is a United States Representative from AL affiliated with the Republican Party, serving in the US House of Representatives. Disclosed Capitol tracks 120 disclosed stock trades from Mo Brooks, filed under the STOCK Act. The portfolio compounds at 2.6% annualized — 1.0% below 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.
Mo Brooks (R-AL) has disclosed 120 trades under the STOCK Act; portfolio CAGR of 2.6% (-1.0% vs. the S&P 500); top tickers traded: N/A, APT, DUK.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: N/A, APT, DUK. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 2.6% CAGR, -1.0% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
Mo Brooks's disclosed stock portfolio is valued at approximately $486K across 16 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 Mo Brooks's total net worth, not a complete measure of it.