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 |
|---|---|---|---|
| OTHER | Sell | Regions Financial Corporatio | May 11, 2026 |
| OTHER | Sell | AT&T Inc. Depositary Shares, | May 11, 2026 |
| OTHER | Sell | JP Morgan Chase & Co Deposit | May 11, 2026 |
| OTHER | Sell | Cadence Bank 5.50% Series A | Feb 2, 2026 |
| JPM | Sell | J Morgan Chase & Co Deposita | Sep 4, 2025 |
| COF | Buy | Capital One Financial Corpor | Jun 2, 2025 |
| COF | Buy | Capital One Financial Corpor | Mar 3, 2025 |
| MSTR | Buy | MicroStrategy Incorporated | Dec 24, 2024 |
| CADE | Buy | Cadence Bank 5.50% Series A | Nov 6, 2024 |
| USB | Sell | U.S. Bancorp Depositary Shar | Nov 6, 2024 |
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.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: N/A, BXS, BAX. Sector allocation and portfolio weighting appear in the Holdings panel.
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 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.