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Fred Upton

Fred Upton

REP
House · MI
Data as of 7:24 AM UTC
CAGR
+4.9%
Trades
463
Win Rate
—
Sharpe
1.90
Beta
1.03
Max DD
(36.0%)
CAGR
+4.9%
Trades
463
Win Rate
—
Sharpe
1.90
Beta
1.03
Max DD
(36.0%)

Fred Upton 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
TMOBuyU.S. Troy Gees 5$500K - $1MNov 7, 2022Nov 7, 2022
UAASellUnder Armour$1K - $15KOct 31, 2022Oct 31, 2022
TRUSTSellBaird First Trust Select$100K - $250KOct 12, 2022Oct 12, 2022
OTHERSellBaird First Trust Select$100K - $250KOct 12, 2022Oct 12, 2022
COSTBuyCostco$15K - $50KSep 20, 2021Sep 20, 2021
XPOSellXPO Logistics$250K - $500KAug 2, 2021Aug 3, 2021
FMERBuyFirst Mer Bk Prfs$1K - $15KJun 1, 2021Jun 14, 2021
CBuyC3 AI Inc$15K - $50KMay 3, 2021May 3, 2021
JCIBuyJohnson Controls$1K - $15KSep 17, 2020Sep 18, 2020
BASellBoeing$15K - $50KSep 17, 2020Sep 18, 2020
100 trades
…

Fred Upton (R-MI) Stock Trades & Portfolio

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.

Fred Upton'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: N/A, AMZN, AAPL. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

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 portfolio value & net worth

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.