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 |
|---|---|---|---|
| ILMN | Sell | Illumina, Inc. | Sep 3, 2024 |
| ILMN | Sell | Illumina, Inc. | Aug 30, 2024 |
| RY | Sell | Royal Bank Of Canada Common | Jul 25, 2024 |
| UPS | Sell | United Parcel Service, Inc. | Jul 22, 2024 |
| RY | Sell | Royal Bank Of Canada Common | Jul 16, 2024 |
| RY | Buy | Royal Bank Of Canada Common | Jul 16, 2024 |
| ABBV | Sell | AbbVie Inc. Common Stock | Apr 10, 2024 |
| IBM | Sell | International Business Machi | Apr 10, 2024 |
| ITIP | Sell | iShares International Inflat | Apr 10, 2024 |
| MRK | Sell | Merck & Company, Inc. Common | Apr 10, 2024 |
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.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: BX, SYK, ILMN. Sector allocation and portfolio weighting appear in the Holdings panel.
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 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.