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 |
|---|---|---|---|
| FTNT | Buy | Fortinet, Inc. | Oct 28, 2020 |
| VSAT | Buy | ViaSat, Inc. | Oct 28, 2020 |
| LEVI | Sell | levi Strauss & Co Class A | Sep 29, 2020 |
| VSAT | Buy | ViaSat, Inc. | Apr 15, 2020 |
| BIDU | Buy | Baidu, Inc. | Mar 16, 2020 |
| EXC | Buy | Exelon Corporation | Mar 16, 2020 |
| RCL | Sell | Royal Caribbean Cruises ltd. | Feb 11, 2020 |
| OTHER | Sell | Royal Caribbean Cruises ltd. | Oct 31, 2019 |
| CHL | Buy | China Mobile Limited | Aug 3, 2019 |
| TEA | Sell | Electronic Arts Inc. | Aug 3, 2019 |
Susan A. Davis is a United States Representative from CA affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 49 disclosed stock trades from Susan A. Davis, filed under the STOCK Act. The portfolio compounds at 9.5% annualized — 2.1% below the S&P 500 benchmark over the same period, with a 54% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
Susan A. Davis (D-CA) has disclosed 49 trades under the STOCK Act; portfolio CAGR of 9.5% (-2.1% vs. the S&P 500); top tickers traded: SCHW, RCL, QCOM.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: SCHW, RCL, QCOM. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 9.5% CAGR, -2.1% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
Susan A. Davis's disclosed stock portfolio is valued at approximately $349K across 11 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 A. Davis's total net worth, not a complete measure of it.