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Jennifer Granholm

Jennifer Granholm

DEM
Executive
Data as of 3:54 AM UTC
CAGR
+6.8%
Trades
63
Win Rate
80%
Sharpe
1.98
Beta
1.12
Max DD
(31.5%)
CAGR
+6.8%
Trades
63
Win Rate
80%
Sharpe
1.98
Beta
1.12
Max DD
(31.5%)

Jennifer Granholm portfolio vs S&P 500

Hypothetical $10,000 invested at their first disclosed trade date. · log scale

Loading portfolio history...

Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.

TickerActionDescriptionAmountTradedFiledShare
IJHBuyiShares Core S&P Mid$15K - $50KNov 26, 2024Dec 20, 2024
BONDSellVanguard Short$15K - $50KSep 20, 2024Nov 18, 2024
JVALSellJPMorgan US Value Factor ETF$15K - $50KSep 20, 2024Nov 18, 2024
RSPBuyInvesco S&P 500 Equal Weight$15K - $50KApr 24, 2024May 2, 2024
RSPBuyInvesco S&P 500 Equal Weight$15K - $50KJan 19, 2024Feb 28, 2024
TTWOSellTake$1K - $15KJan 16, 2024Jul 10, 2024
JNRFXSellJanus Henderson Research Fun$15K - $50KJan 11, 2024Feb 28, 2024
JNOSXSellJanus Henderson Overseas Fun$15K - $50KJan 11, 2024Feb 28, 2024
RSPBuyInvesco S&P 500 Equal Weight$15K - $50KJan 5, 2024Feb 28, 2024
IJHSelliShares Core S&P Mid$15K - $50KDec 22, 2023Jan 19, 2024
63 trades
…

Jennifer Granholm Stock Trades & Financial Disclosures

Jennifer Granholm serves in the US Executive Branch as Secretary of Energy, affiliated with the Democratic Party. Disclosed Capitol tracks 63 disclosed transactions from Jennifer Granholm, filed in OGE Form 278 financial disclosures. The portfolio compounds at 6.8% annualized — 0.4% below the S&P 500 benchmark over the same period, with a 69% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Jennifer Granholm (Secretary of Energy) has disclosed 63 trades under the STOCK Act; portfolio CAGR of 6.8% (-0.4% vs. the S&P 500); top tickers traded: N/A, JVAL, TREAS.

Jennifer Granholm's most recent trades

Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.

Top holdings & sectors

Most-traded tickers: N/A, JVAL, TREAS. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 6.8% CAGR, -0.4% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Jennifer Granholm's disclosed portfolio value & net worth

Jennifer Granholm's disclosed stock portfolio is valued at approximately $154K across 3 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 Jennifer Granholm's total net worth, not a complete measure of it.