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 |
|---|---|---|---|
| AMZN | Buy | Amazon.com, Inc. | Apr 6, 2020 |
| AAPL | Buy | Apple Inc. | Apr 6, 2020 |
| CVX | Buy | Chevron Corporation | Apr 6, 2020 |
| KO | Buy | Coca | Apr 6, 2020 |
| XOM | Buy | Exxon Mobil Corporation | Apr 6, 2020 |
| MA | Buy | Mastercard Incorporated | Apr 6, 2020 |
| MSFT | Buy | Microsoft Corporation | Apr 6, 2020 |
| QCOM | Buy | QuAlCOMM Incorporated | Apr 6, 2020 |
| VZ | Buy | Verizon Communications Inc. | Apr 6, 2020 |
| LP | Sell | oTH Holding, LLC [oI] | Jan 8, 2020 |
Susan W. Brooks is a United States Representative from IN affiliated with the Republican Party, serving in the US House of Representatives. Disclosed Capitol tracks 37 disclosed stock trades from Susan W. Brooks, filed under the STOCK Act. The portfolio compounds at 64.9% annualized — 0.7% above the S&P 500 benchmark over the same period, with a 78% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
Susan W. Brooks (R-IN) has disclosed 37 trades under the STOCK Act; portfolio CAGR of 64.9% (+0.7% vs. the S&P 500); top tickers traded: N/A, VLTP, ALXR.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: N/A, VLTP, ALXR. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 64.9% CAGR, +0.7% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
Susan W. Brooks's disclosed stock portfolio is valued at approximately $104K across 9 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 Susan W. Brooks's total net worth, not a complete measure of it.