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 |
|---|---|---|---|
| BLK | Buy | BlackRock Long Term Private | Dec 30, 2020 |
| GS | Buy | Goldman Sachs | Dec 30, 2020 |
| AWK | Buy | Morgan Stanley | Dec 30, 2020 |
| LP | Buy | Rooney Capital, LLC | Dec 23, 2020 |
| OTHER | Buy | Rooney Capital, LLC | Dec 23, 2020 |
| MUNI | Buy | Buckeye Advisory | Nov 25, 2020 |
| MUNI | Buy | Buckeye Advisory | Nov 25, 2020 |
| MUNI | Buy | AU State GO 5% DUE 05 | Nov 19, 2020 |
| MUNI | Buy | AU State GO 5% DUE 05 | Nov 19, 2020 |
| GD | Buy | General Dynamics Corp. | Oct 30, 2020 |
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.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: N/A, MUNI, LP. Sector allocation and portfolio weighting appear in the Holdings panel.
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 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.