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 |
|---|---|---|---|
| VNQ | Sell | Vanguard Real Estate ETF | Dec 22, 2022 |
| APH | Sell | AMPHENOL CORP | Dec 12, 2022 |
| TU | Buy | TRANSUNION | Dec 9, 2022 |
| ETN | Sell | EATON CORP PLC | Dec 9, 2022 |
| SPY | Buy | S&P 500 DEP RCPTS | Dec 6, 2022 |
| MSCI | Sell | MSCI INC | Dec 6, 2022 |
| APC | Buy | AMERISOURCE BERGEN CORP | Dec 1, 2022 |
| DHR | Sell | DANAHER CORP | Dec 1, 2022 |
| HD | Buy | HOME DEPOT | Nov 25, 2022 |
| ORCL | Buy | Oracle | Nov 23, 2022 |
Kurt Schrader is a United States Representative from OR affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 1,842 disclosed stock trades from Kurt Schrader, filed under the STOCK Act. The portfolio compounds at 5.6% annualized — 0.4% above the S&P 500 benchmark over the same period, with a 60% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
Kurt Schrader (D-OR) has disclosed 1,842 trades under the STOCK Act; portfolio CAGR of 5.6% (+0.4% vs. the S&P 500); top tickers traded: N/A, COP, FUND.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: N/A, COP, FUND. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 5.6% CAGR, +0.4% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
Kurt Schrader's disclosed stock portfolio is valued at approximately $9.2M across 256 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 Kurt Schrader's total net worth, not a complete measure of it.