Shelley M Capito
REPHypothetical $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 |
|---|---|---|---|
| MSFT | Sell | Microsoft Corporation | Jul 21, 2026 |
| AAPL | Sell | Apple Inc. | Jul 21, 2026 |
| INTC | Sell | Intel Corporation | Jul 21, 2026 |
| KO | Sell | Coca | Jul 21, 2026 |
| CSCO | Sell | Cisco Systems, Inc. | Jul 21, 2026 |
| OTHER | Sell | Citigroup New Inc | Jun 16, 2026 |
| CEG | Sell | Constellation Energy Corpora | Apr 17, 2026 |
| AAPL | Sell | Apple Inc. | Apr 17, 2026 |
| AVGO | Sell | Broadcom Inc. | Apr 13, 2026 |
| FDS | Sell | FactSet Research Systems Inc | Mar 31, 2026 |
Shelley M Capito is a United States Senator from WV affiliated with the Republican Party, serving in the US Senate. Disclosed Capitol tracks 556 disclosed stock trades from Shelley M Capito, filed under the STOCK Act. The portfolio compounds at 7.8% annualized — 0.4% above the S&P 500 benchmark over the same period, with a 48% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
Shelley M Capito (R-WV) has disclosed 556 trades under the STOCK Act; portfolio CAGR of 7.8% (+0.4% vs. the S&P 500); top tickers traded: MSFT, AAPL, AVGO.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: MSFT, AAPL, AVGO. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 7.8% CAGR, +0.4% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
Shelley M Capito's disclosed stock portfolio is valued at approximately $2.7M across 102 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 Shelley M Capito's total net worth, not a complete measure of it.