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Neal Patrick MD, Facs Dunn

Neal Patrick MD, Facs Dunn

REP
House · FL
Data as of 7:21 AM UTC
CAGR
+11.7%
Trades
55
Win Rate
36%
Sharpe
0.79
Beta
1.00
Max DD
(43.3%)
CAGR
+11.7%
Trades
55
Win Rate
36%
Sharpe
0.79
Beta
1.00
Max DD
(43.3%)

Neal Patrick MD, Facs Dunn 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
OTHERSellRegions Financial Corporatio$50K - $100KMay 11, 2026Jun 23, 2026
OTHERSellAT&T Inc. Depositary Shares,$15K - $50KMay 11, 2026Jun 23, 2026
OTHERSellJP Morgan Chase & Co Deposit$50K - $100KMay 11, 2026Jun 23, 2026
OTHERSellCadence Bank 5.50% Series A$1K - $15KFeb 2, 2026Mar 17, 2026
JPMSellJ Morgan Chase & Co Deposita$1K - $15KSep 4, 2025Oct 1, 2025
COFBuyCapital One Financial Corpor$1K - $15KJun 2, 2025Aug 13, 2025
COFBuyCapital One Financial Corpor$1K - $15KMar 3, 2025Apr 3, 2025
MSTRBuyMicroStrategy Incorporated$15K - $50KDec 24, 2024Mar 10, 2025
CADEBuyCadence Bank 5.50% Series A$1K - $15KNov 6, 2024Nov 19, 2024
USBSellU.S. Bancorp Depositary Shar$1K - $15KNov 6, 2024Nov 19, 2024
55 trades
…

Neal Patrick MD, Facs Dunn (R-FL) Stock Trades & Portfolio

Neal Patrick MD, Facs Dunn is a United States Representative from FL affiliated with the Republican Party, serving in the US House of Representatives. Disclosed Capitol tracks 55 disclosed stock trades from Neal Patrick MD, Facs Dunn, filed under the STOCK Act. The portfolio compounds at 11.7% annualized — 0.9% below the S&P 500 benchmark over the same period, with a 58% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Neal Patrick MD, Facs Dunn (R-FL) has disclosed 55 trades under the STOCK Act; portfolio CAGR of 11.7% (-0.9% vs. the S&P 500); top tickers traded: N/A, BXS, BAX.

Neal Patrick MD, Facs Dunn'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, BXS, BAX. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 11.7% CAGR, -0.9% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Neal Patrick MD, Facs Dunn's disclosed portfolio value & net worth

Neal Patrick MD, Facs Dunn's disclosed stock portfolio is valued at approximately $546K across 6 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 Neal Patrick MD, Facs Dunn's total net worth, not a complete measure of it.