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Tim Walberg

Tim Walberg

REP
House · MI
Data as of 7:22 AM UTC
CAGR
+23.8%
Trades
30
Win Rate
33%
Sharpe
1.23
Beta
0.97
Max DD
(19.0%)
CAGR
+23.8%
Trades
30
Win Rate
33%
Sharpe
1.23
Beta
0.97
Max DD
(19.0%)

Tim Walberg 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
FSSLSellFS Specialty Lending Fund Co$15K - $50KJun 1, 2026Jun 3, 2026
UASellUnder Armour, Inc. Class C C$1K - $15KFeb 10, 2026Jun 3, 2026
AMZNBuyAmazon.com, Inc.$1K - $15KFeb 7, 2025Jun 3, 2026
AAPLBuyApple Inc.$15K - $50KFeb 7, 2025Jun 3, 2026
BACBuyBank of America Corporation $15K - $50KFeb 7, 2025Jun 3, 2026
BABuyBoeing Company$15K - $50KFeb 7, 2025Jun 3, 2026
CATBuyCaterpillar, Inc. Common Sto$15K - $50KFeb 7, 2025Jun 3, 2026
CVXBuyChevron Corporation Common S$15K - $50KFeb 7, 2025Jun 3, 2026
ETNBuyEaton Corporation, PLC Ordin$15K - $50KFeb 7, 2025Jun 3, 2026
OTHERBuyExxon Mobil Corporation Comm$15K - $50KFeb 7, 2025Jun 3, 2026
30 trades

Tim Walberg (R-MI) Stock Trades & Portfolio

Tim Walberg is a United States Representative from MI affiliated with the Republican Party, serving in the US House of Representatives. Disclosed Capitol tracks 30 disclosed stock trades from Tim Walberg, filed under the STOCK Act. The portfolio compounds at 23.8% annualized — 1.4% above the S&P 500 benchmark over the same period, with a 41% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Tim Walberg (R-MI) has disclosed 30 trades under the STOCK Act; portfolio CAGR of 23.8% (+1.4% vs. the S&P 500); top tickers traded: N/A, FSSL, UA.

Tim Walberg'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, FSSL, UA. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 23.8% CAGR, +1.4% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Tim Walberg's disclosed portfolio value & net worth

Tim Walberg's disclosed stock portfolio is valued at approximately $413K across 11 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 Tim Walberg's total net worth, not a complete measure of it.