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 |
|---|---|---|---|
| WMT | Sell | Walmart Inc. | Nov 5, 2020 |
| UPS | Sell | United Parcel Service, Inc. | Nov 5, 2020 |
| SBUX | Sell | Starbucks Corporation | Nov 5, 2020 |
| PLD | Sell | Prologis, Inc. | Nov 5, 2020 |
| PG | Sell | The Procter & Gamble Company | Nov 5, 2020 |
| JPM | Sell | JPMorgan Chase & Co. | Nov 5, 2020 |
| MSFT | Sell | Microsoft Corporation | Nov 5, 2020 |
| MDT | Sell | Medtronic plc | Nov 5, 2020 |
| LOW | Sell | Lowe's Companies, Inc. | Nov 5, 2020 |
| IBM | Sell | International Business Machi | Nov 5, 2020 |
William Cassidy is a United States Senator from LA affiliated with the Republican Party, serving in the US Senate. Disclosed Capitol tracks 176 disclosed stock trades from William Cassidy, filed under the STOCK Act. The portfolio compounds at 7.7% annualized — 0.8% 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.
William Cassidy (R-LA) has disclosed 176 trades under the STOCK Act; portfolio CAGR of 7.7% (+0.8% vs. the S&P 500); top tickers traded: AAPL, MDT, MSFT.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: AAPL, MDT, MSFT. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 7.7% CAGR, +0.8% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
William Cassidy's disclosed stock portfolio is valued at approximately $197K across 27 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 William Cassidy's total net worth, not a complete measure of it.