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 |
|---|---|---|---|
| AMZN | Buy | AMAZON.COM INC UNSOLICITED T | Dec 31, 2020 |
| AEP | Buy | AMER ELECTRIC POWER CO UNSOL | Dec 31, 2020 |
| AMP | Buy | AMERIPRISE FINANCIAL INC UNS | Dec 31, 2020 |
| ADBE | Buy | ADOBE INC. | Dec 31, 2020 |
| AMGN | Buy | AMGEN INC UNSOLICITED Trade# | Dec 31, 2020 |
| CMCSA | Buy | COMCAST CORP NEW CL A UNSOLI | Dec 31, 2020 |
| AAPL | Buy | APPLE INC UNSOLICITED Trade# | Dec 31, 2020 |
| AMT | Buy | AMERICAN TOWER CORP REIT UNS | Dec 31, 2020 |
| CSCO | Buy | CISCO SYSTEMS INC UNSOLICITE | Dec 31, 2020 |
| BLK | Buy | BLACKROCK INC UNSOLICITED Tr | Dec 31, 2020 |
Phil Roe is a United States Representative from TN affiliated with the Republican Party, serving in the US House of Representatives. Disclosed Capitol tracks 4,523 disclosed stock trades from Phil Roe, filed under the STOCK Act. The portfolio compounds at 3.6% annualized — 22.3% below the S&P 500 benchmark over the same period, with a 58% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
Phil Roe (R-TN) has disclosed 4,523 trades under the STOCK Act; portfolio CAGR of 3.6% (-22.3% vs. the S&P 500); top tickers traded: ROK, SHOP, AMZN.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: ROK, SHOP, AMZN. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 3.6% CAGR, -22.3% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
Phil Roe's disclosed stock portfolio is valued at approximately $19.4M across 344 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 Phil Roe's total net worth, not a complete measure of it.