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 |
|---|---|---|---|
| AMZN | Buy | Amazon.com, Inc. | Nov 10, 2022 |
| AAPL | Buy | Apple Inc. | Nov 10, 2022 |
| CHPT | Buy | ChargePoint Holdings, Inc. | Nov 10, 2022 |
| COST | Buy | Costco Wholesale Corporation | Nov 10, 2022 |
| CHPT | Sell | ChargePoint Holdings, Inc. | Nov 1, 2022 |
| CHPT | Buy | ChargePoint Holdings, Inc. | Sep 2, 2022 |
| KR | Buy | Kroger Company | Jul 19, 2022 |
| AAPL | Sell | Apple Inc. | May 20, 2022 |
| F | Sell | Ford Motor Company | May 20, 2022 |
| AMZN | Sell | Amazon.com, Inc. | May 13, 2022 |
Ed Perlmutter is a United States Representative from CO affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 81 disclosed stock trades from Ed Perlmutter, filed under the STOCK Act. The portfolio compounds at 2.1% annualized — 2.0% above the S&P 500 benchmark over the same period, with a 62% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
Ed Perlmutter (D-CO) has disclosed 81 trades under the STOCK Act; portfolio CAGR of 2.1% (+2.0% vs. the S&P 500); top tickers traded: AMZN, AAPL, COST.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: AMZN, AAPL, COST. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 2.1% CAGR, +2.0% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
Ed Perlmutter's disclosed stock portfolio is valued at approximately $299K across 18 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 Ed Perlmutter's total net worth, not a complete measure of it.