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 |
|---|---|---|---|
| CVX | Sell | Chevron Corp | Oct 22, 2020 |
| BMY | Sell | Bristol | Oct 21, 2020 |
| MO | Sell | Philip Morris International | Oct 21, 2020 |
| STRL | Sell | Sterling Capital North Carol | Oct 21, 2020 |
| STRL | Sell | Sterling Capital North Carol | Oct 21, 2020 |
| SLGN | Sell | Sterling Capital North Carol | Sep 18, 2020 |
| BMY | Sell | Bristol | Aug 14, 2020 |
| CVX | Sell | Chevron Corp | Aug 14, 2020 |
| IBM | Sell | INTL Business Machines Corp | Aug 14, 2020 |
| MUNI | Sell | Sterling Capital North Carol | Jul 13, 2020 |
George Holding is a United States Representative from NC affiliated with the Republican Party, serving in the US House of Representatives. Disclosed Capitol tracks 132 disclosed stock trades from George Holding, filed under the STOCK Act. The portfolio compounds at 6.5% annualized — 1.3% below the S&P 500 benchmark over the same period, with a 38% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
George Holding (R-NC) has disclosed 132 trades under the STOCK Act; portfolio CAGR of 6.5% (-1.3% vs. the S&P 500); top tickers traded: N/A, MUNI, CVX.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: N/A, MUNI, CVX. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 6.5% CAGR, -1.3% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
George Holding's disclosed stock portfolio is valued at approximately $21K 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 George Holding's total net worth, not a complete measure of it.