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Francis Rooney

Francis Rooney

REP
House · FL
Data as of 5:30 PM UTC
CAGR
+7.0%
Trades
1625
Win Rate
—
Sharpe
0.02
Beta
0.93
Max DD
(100.0%)
CAGR
+7.0%
Trades
1625
Win Rate
—
Sharpe
0.02
Beta
0.93
Max DD
(100.0%)

Francis Rooney 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
BLKBuyBlackRock Long Term Private $1K - $15KDec 30, 2020Dec 29, 2020
GSBuyGoldman Sachs$1K - $15KDec 30, 2020Dec 29, 2020
AWKBuyMorgan Stanley$1K - $15KDec 30, 2020Dec 29, 2020
LPBuyRooney Capital, LLC$1K - $15KDec 23, 2020Feb 3, 2021
OTHERBuyRooney Capital, LLC$1K - $15KDec 23, 2020Feb 3, 2021
MUNIBuyBuckeye Advisory$1K - $15KNov 25, 2020Dec 29, 2020
MUNIBuyBuckeye Advisory$1K - $15KNov 25, 2020Dec 29, 2020
MUNIBuyAU State GO 5% DUE 05$1K - $15KNov 19, 2020Nov 19, 2020
MUNIBuyAU State GO 5% DUE 05$1K - $15KNov 19, 2020Nov 19, 2020
GDBuyGeneral Dynamics Corp.$1K - $15KOct 30, 2020Oct 30, 2020
100 trades
…

Francis Rooney (R-FL) Stock Trades & Portfolio

Francis Rooney is a United States Representative from FL affiliated with the Republican Party, serving in the US House of Representatives. Disclosed Capitol tracks 1,625 disclosed stock trades from Francis Rooney, filed under the STOCK Act. The portfolio compounds at 7.0% annualized — 0.7% below the S&P 500 benchmark over the same period, with a 53% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Francis Rooney (R-FL) has disclosed 1,625 trades under the STOCK Act; portfolio CAGR of 7.0% (-0.7% vs. the S&P 500); top tickers traded: N/A, MUNI, LP.

Francis Rooney'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, MUNI, LP. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 7.0% CAGR, -0.7% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Francis Rooney's disclosed portfolio value & net worth

Francis Rooney's disclosed stock portfolio is valued at approximately $11.1M across 271 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 Francis Rooney's total net worth, not a complete measure of it.