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 |
|---|---|---|---|
| TMO | Buy | U.S. Troy Gees 5 | Nov 7, 2022 |
| UAA | Sell | Under Armour | Oct 31, 2022 |
| TRUST | Sell | Baird First Trust Select | Oct 12, 2022 |
| OTHER | Sell | Baird First Trust Select | Oct 12, 2022 |
| COST | Buy | Costco | Sep 20, 2021 |
| XPO | Sell | XPO Logistics | Aug 2, 2021 |
| FMER | Buy | First Mer Bk Prfs | Jun 1, 2021 |
| C | Buy | C3 AI Inc | May 3, 2021 |
| JCI | Buy | Johnson Controls | Sep 17, 2020 |
| BA | Sell | Boeing | Sep 17, 2020 |
Fred Upton is a United States Representative from MI affiliated with the Republican Party, serving in the US House of Representatives. Disclosed Capitol tracks 463 disclosed stock trades from Fred Upton, filed under the STOCK Act. The portfolio compounds at 4.9% annualized — 0.5% below the S&P 500 benchmark over the same period, with a 49% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
Fred Upton (R-MI) has disclosed 463 trades under the STOCK Act; portfolio CAGR of 4.9% (-0.5% vs. the S&P 500); top tickers traded: N/A, AMZN, AAPL.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: N/A, AMZN, AAPL. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 4.9% CAGR, -0.5% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
Fred Upton's disclosed stock portfolio is valued at approximately $4.0M across 97 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 Fred Upton's total net worth, not a complete measure of it.