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 |
|---|---|---|---|
| FUND | Sell | Federated Kaufman Small Cap | Jun 3, 2024 |
| FUND | Sell | Fidelity Balanced Fund | Jun 3, 2024 |
| FUND | Sell | Fidelity Contra Fund Mutual | Jun 3, 2024 |
| TGT | Buy | Vanguard Target Date 2025 Mu | Jun 3, 2024 |
| NVDA | Buy | NVIDIA Corporation | May 22, 2024 |
| VMW | Sell | Vmware, Inc. Common stock, C | Nov 27, 2023 |
| FUND | Buy | American Funds Income Fund o | Dec 30, 2022 |
| FDEV | Buy | Fidelity Emerging Markets Mu | Dec 30, 2022 |
| FUND | Sell | Invesco Development Markets | Dec 30, 2022 |
| OTHER | Sell | Nationwide Investor Destinat | Dec 30, 2022 |
Stephen F. Lynch is a United States Representative from MA affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 11 disclosed stock trades from Stephen F. Lynch, filed under the STOCK Act. The portfolio compounds at 1.2% annualized — 5.4% above the S&P 500 benchmark over the same period, with a 75% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
Stephen F. Lynch (D-MA) has disclosed 11 trades under the STOCK Act; portfolio CAGR of 1.2% (+5.4% vs. the S&P 500); top tickers traded: FUND, TGT, NVDA.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: FUND, TGT, NVDA. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 1.2% CAGR, +5.4% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
Stephen F. Lynch's disclosed stock portfolio is valued at approximately $580K across 4 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 Stephen F. Lynch's total net worth, not a complete measure of it.