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Mike Kelly

Mike Kelly

REP
House · PA
Data as of 7:37 AM UTC
CAGR
+8.0%
Trades
985
Win Rate
83%
Sharpe
1.81
Beta
0.65
Max DD
(23.7%)
CAGR
+8.0%
Trades
985
Win Rate
83%
Sharpe
1.81
Beta
0.65
Max DD
(23.7%)

Mike Kelly 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
MUNISellCalifornia St Go Call 4% Due$1K - $15KDec 1, 2027Aug 22, 2025
OTHERSellClean Ener 5% due % [Victori$100KOct 1, 2026Aug 12, 2026
ABTSellAbbott Laboratories Common S$1K - $15KJul 17, 2026Aug 12, 2026
PEPSellPepsico, Inc. [Victoria Kell$15K - $50KJul 17, 2026Aug 12, 2026
DISSellWalt Disney Company [Victori$1K - $15KJul 17, 2026Aug 12, 2026
OTHERBuy2000166568 SP California Cmn$50K - $100KJul 17, 2026Aug 12, 2026
MUNISellFlorida St Hsg Fin Corp Rev $1K - $15KJul 1, 2026Aug 12, 2026
MUNISellCalifornia St Go Call 12/1/2$1K - $15KJun 1, 2026Jul 8, 2026
MUNIBuySoutheast Energy Authority A$15K - $50KMay 27, 2026Jun 11, 2026
BMYSellBristol$15K - $50KMay 7, 2026Jun 11, 2026
100 trades
…

Mike Kelly (R-PA) Stock Trades & Portfolio

Mike Kelly is a United States Representative from PA affiliated with the Republican Party, serving in the US House of Representatives. Disclosed Capitol tracks 985 disclosed stock trades from Mike Kelly, filed under the STOCK Act. The portfolio compounds at 8.0% annualized — 0.0% below the S&P 500 benchmark over the same period, with a 62% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Mike Kelly (R-PA) has disclosed 985 trades under the STOCK Act; portfolio CAGR of 8.0% (-0.0% vs. the S&P 500); top tickers traded: VTI, X, CLF.

Mike Kelly'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: VTI, X, CLF. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 8.0% CAGR, -0.0% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Mike Kelly's disclosed portfolio value & net worth

Mike Kelly's disclosed stock portfolio is valued at approximately $9.6M across 93 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 Mike Kelly's total net worth, not a complete measure of it.