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 |
|---|---|---|---|
| LP | Sell | sP CaMPR Partners limited | Dec 19, 2014 |
| WMB | Buy | Williams Companies, Inc. | Oct 15, 2014 |
| EPD | Buy | Enterprise Products Partners | Oct 14, 2014 |
| RIG | Buy | Transocean Partners LLC Comm | Jul 31, 2014 |
| COH | Sell | Coach, Inc. | May 14, 2014 |
| IYG | Sell | iShares U.S. Financial Servi | May 14, 2014 |
| FEZ | Buy | SPdR dJ Euro STOXX 50 Etf 03 | May 14, 2014 |
| STJ | Sell | St. Jude Medical, Inc. 03/4/ | May 14, 2014 |
| PAA | Sell | Plains all american Pipeline | Mar 28, 2014 |
| DCP | Buy | DCP Midstream Partners, LP D | Feb 28, 2014 |
Beto O'Rourke is a United States Representative from TX affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 12 disclosed stock trades from Beto O'Rourke, filed under the STOCK Act. The portfolio compounds at -6.5% annualized — 1.9% below the S&P 500 benchmark over the same period, with a 50% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
Beto O'Rourke (D-TX) has disclosed 12 trades under the STOCK Act; portfolio CAGR of -6.5% (-1.9% vs. the S&P 500); top tickers traded: KMI, LP, WMB.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: KMI, LP, WMB. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: -6.5% CAGR, -1.9% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
Beto O'Rourke's disclosed stock portfolio is valued at approximately $42K across 4 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 Beto O'Rourke's total net worth, not a complete measure of it.