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 |
|---|---|---|---|
| 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 |
| MA | Buy | Mastercard Incorporated Comm | Mar 28, 2026 |
| FDS | Sell | FactSet Research Systems Inc | Mar 26, 2026 |
| FDS | Sell | FactSet Research Systems Inc | Mar 25, 2026 |
| PNC | Buy | PNC Financial Services Group | Mar 12, 2026 |
| AXP | Buy | American Express Company Com | Mar 11, 2026 |
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.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: MSFT, AAPL, LOW. Sector allocation and portfolio weighting appear in the Holdings panel.
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 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.