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Michael C. Burgess

Michael C. Burgess

REP
House · TX
Data as of 7:24 AM UTC
CAGR
+7.3%
Trades
123
Win Rate
53%
Sharpe
2.49
Beta
1.20
Max DD
(72.3%)
CAGR
+7.3%
Trades
123
Win Rate
53%
Sharpe
2.49
Beta
1.20
Max DD
(72.3%)

Michael C. Burgess 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
ILMNSellIllumina, Inc.$15K - $50KSep 3, 2024Sep 5, 2024
ILMNSellIllumina, Inc.$15K - $50KAug 30, 2024Sep 3, 2024
RYSellRoyal Bank Of Canada Common$15K - $50KJul 25, 2024Jul 28, 2024
UPSSellUnited Parcel Service, Inc. $1K - $15KJul 22, 2024Jul 25, 2024
RYSellRoyal Bank Of Canada Common$1K - $15KJul 16, 2024Jul 18, 2024
RYBuyRoyal Bank Of Canada Common$1K - $15KJul 16, 2024Jul 18, 2024
ABBVSellAbbVie Inc. Common Stock$1K - $15KApr 10, 2024Apr 12, 2024
IBMSellInternational Business Machi$1K - $15KApr 10, 2024Apr 12, 2024
ITIPSelliShares International Inflat$1K - $15KApr 10, 2024Apr 12, 2024
MRKSellMerck & Company, Inc. Common$1K - $15KApr 10, 2024Apr 12, 2024
100 trades
…

Michael C. Burgess (R-TX) Stock Trades & Portfolio

Michael C. Burgess is a United States Representative from TX affiliated with the Republican Party, serving in the US House of Representatives. Disclosed Capitol tracks 123 disclosed stock trades from Michael C. Burgess, filed under the STOCK Act. The portfolio compounds at 7.3% annualized — 1.8% below the S&P 500 benchmark over the same period, with a 46% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Michael C. Burgess (R-TX) has disclosed 123 trades under the STOCK Act; portfolio CAGR of 7.3% (-1.8% vs. the S&P 500); top tickers traded: BX, SYK, ILMN.

Michael C. Burgess'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: BX, SYK, ILMN. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 7.3% CAGR, -1.8% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Michael C. Burgess's disclosed portfolio value & net worth

Michael C. Burgess's disclosed stock portfolio is valued at approximately $160K across 16 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 Michael C. Burgess's total net worth, not a complete measure of it.