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Shelley M Capito

Shelley M Capito

REP
Senate · WV
Data as of 7:22 AM UTC
CAGR
+7.5%
Trades
551
Win Rate
61%
Sharpe
0.94
Beta
0.87
Max DD
(32.5%)
CAGR
+7.5%
Trades
551
Win Rate
61%
Sharpe
0.94
Beta
0.87
Max DD
(32.5%)

Shelley M Capito 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
OTHERSellCitigroup New Inc$1K - $15KJun 16, 2026Jul 6, 2026
CEGSellConstellation Energy Corpora$1K - $15KApr 17, 2026May 7, 2026
AAPLSellApple Inc.$1K - $15KApr 17, 2026May 7, 2026
AVGOSellBroadcom Inc.$1K - $15KApr 13, 2026May 7, 2026
FDSSellFactSet Research Systems Inc$1K - $15KMar 31, 2026Apr 4, 2026
MABuyMastercard Incorporated Comm$1K - $15KMar 28, 2026Apr 12, 2026
FDSSellFactSet Research Systems Inc$1K - $15KMar 26, 2026Apr 4, 2026
FDSSellFactSet Research Systems Inc$1K - $15KMar 25, 2026Apr 4, 2026
PNCBuyPNC Financial Services Group$1K - $15KMar 12, 2026Apr 4, 2026
AXPBuyAmerican Express Company Com$1K - $15KMar 11, 2026Apr 4, 2026
100 trades
…

Shelley M Capito (R-WV) Stock Trades & Portfolio

Shelley M Capito is a United States Senator from WV affiliated with the Republican Party, serving in the US Senate. Disclosed Capitol tracks 551 disclosed stock trades from Shelley M Capito, filed under the STOCK Act. The portfolio compounds at 7.5% 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 551 trades under the STOCK Act; portfolio CAGR of 7.5% (+0.4% vs. the S&P 500); top tickers traded: MSFT, AAPL, LOW.

Shelley M Capito'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: MSFT, AAPL, LOW. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 7.5% CAGR, +0.4% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Shelley M Capito's disclosed portfolio value & net worth

Shelley M Capito's disclosed stock portfolio is valued at approximately $2.6M 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.