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George Holding

George Holding

REP
House · NC
Data as of 7:21 AM UTC
CAGR
+6.5%
Trades
132
Win Rate
—
Sharpe
2.29
Beta
0.64
Max DD
(78.6%)
CAGR
+6.5%
Trades
132
Win Rate
—
Sharpe
2.29
Beta
0.64
Max DD
(78.6%)

George Holding 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
CVXSellChevron Corp$1K - $15KOct 22, 2020Nov 9, 2020
BMYSellBristol$1K - $15KOct 21, 2020Oct 21, 2020
MOSellPhilip Morris International$15K - $50KOct 21, 2020Nov 9, 2020
STRLSellSterling Capital North Carol$1K - $15KOct 21, 2020Nov 9, 2020
STRLSellSterling Capital North Carol$15K - $50KOct 21, 2020Nov 9, 2020
SLGNSellSterling Capital North Carol$15K - $50KSep 18, 2020Sep 14, 2020
BMYSellBristol$1K - $15KAug 14, 2020Sep 14, 2020
CVXSellChevron Corp$1K - $15KAug 14, 2020Sep 14, 2020
IBMSellINTL Business Machines Corp$15K - $50KAug 14, 2020Sep 14, 2020
MUNISellSterling Capital North Carol$15K - $50KJul 13, 2020Aug 10, 2020
100 trades
…

George Holding (R-NC) Stock Trades & Portfolio

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.

George Holding'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, MUNI, CVX. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

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 portfolio value & net worth

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.