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 |
|---|---|---|---|
| PTON | Sell | Peloton Interactive, Inc. | Jun 5, 2026 |
| SBUX | Sell | Starbucks Corporation | Apr 15, 2026 |
| SLB | Buy | starbuck | Aug 4, 2025 |
| RBLX | Sell | RBLX | Jun 16, 2025 |
| YUM | Sell | Yum! BrandsCompany:Yum | Feb 18, 2025 |
| YUM | Buy | Yum! Brands, Inc. | Aug 8, 2024 |
| PTON | Buy | Peloton Interactive, Inc. | Jun 9, 2023 |
| FUND | Buy | Roblox Corporation Class A | Nov 19, 2021 |
| PTON | Buy | Peloton Interactive, Inc. | Nov 15, 2021 |
| PTON | Buy | Peloton Interactive, Inc. | Nov 12, 2021 |
James Banks is a United States Senator from IN affiliated with the Republican Party, serving in the US Senate. Disclosed Capitol tracks 53 disclosed stock trades from James Banks, filed under the STOCK Act. The portfolio compounds at 7.0% annualized — 1.5% above the S&P 500 benchmark over the same period, with a 52% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
James Banks (R-IN) has disclosed 53 trades under the STOCK Act; portfolio CAGR of 7.0% (+1.5% vs. the S&P 500); top tickers traded: KR, SBUX, FUND.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: KR, SBUX, FUND. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 7.0% CAGR, +1.5% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
James Banks's disclosed stock portfolio is valued at approximately $225K across 6 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 James Banks's total net worth, not a complete measure of it.