Shelley Moore Capito Stock Portfolio

Simulatedⓘ

Republican · Senate · WV

Shelley Moore Capito's stock portfolio and returns vs the S&P 500, built from publicly disclosed congressional trades. Simulated using FIFO position matching and time-weighted returns.

Portfolio Value

$1.7M

Unrealized P&L

$567K

+48.5%

Realized P&L

$359K

Open Positions

Performance vs S&P 500

+1.6%

SPY +11.1%

α -9.5%

-4.5%

SPY +5.9%

α -10.5%

+5.7%

SPY +7.4%

α -1.7%

+13.9%

SPY +30.4%

α -16.5%

+29.7%

SPY +77.3%

α -47.5%

+20.7%

SPY +75.1%

α -54.4%

All

+87.7%

SPY +245.7%

α -158.0%

Head-to-head with S&P 500

Live Holdings75 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
UBSI	United Bankshares, Inc.	6,480	$38.58	$43.50	$282K	16.2%	+12.8%
JPM	JPMorgan Chase & Co.	236	$131.05	$306.77	$72K	4.2%	+134.1%
NEE	NextEra Energy, Inc.	770	$37.48	$93.29	$72K	4.1%	+148.9%
CSCO	Cisco Systems, Inc.	674	$41.94	$92.29	$62K	3.6%	+120.1%
JNJ	Johnson & Johnson	264	$131.05	$222.13	$59K	3.4%	+69.5%
AVGO	Broadcom Limited	140	$198.29	$413.92	$58K	3.3%	+108.7%
ABT	Abbott Laboratories (NYSE)	657	$56.36	$87.19	$57K	3.3%	+54.7%
WMT	Walmart Inc.	391	$28.96	$130.33	$51K	2.9%	+350.0%
GOOGL	Alphabet Inc	115	$205.42	$396.79	$46K	2.6%	+93.2%
ETN	Eaton Corporation plc	111	$72.14	$398.71	$44K	2.5%	+452.7%
CB	Chubb Limited	127	$134.94	$321.14	$41K	2.4%	+138.0%
AXP	American Express Co	127	$319.12	$318.20	$40K	2.3%	-0.3%
PSX	Phillips 66	203	$86.20	$169.05	$34K	2.0%	+96.1%
WEC	WEC Energy Group, Inc.	300	$63.38	$112.64	$34K	1.9%	+77.7%
EMR	Emerson Electric Co.	234	$68.36	$140.75	$33K	1.9%	+105.9%
ITW	Illinois Tool Works Inc.	121	$147.13	$255.54	$31K	1.8%	+73.7%
META	Meta Platforms Inc	50	$642.48	$616.89	$31K	1.8%	-4.0%
AMGN	Amgen Inc.	93	$190.56	$328.08	$30K	1.8%	+72.2%
USB	USB-U.S. Bancorp	539	$53.27	$55.15	$30K	1.7%	+3.5%
ADP	Automatic Data Processing, Inc.	137	$116.91	$214.02	$29K	1.7%	+83.1%
MCD	McDonald's Corporation	100	$159.26	$284.98	$29K	1.6%	+78.9%
PG	The Procter & Gamble Company	193	$82.79	$147.11	$28K	1.6%	+77.7%
GD	General Dynamics Corporation	79	$213.94	$345.96	$27K	1.6%	+61.7%
PEP	PepsiCo, Inc.	172	$109.44	$156.80	$27K	1.6%	+43.3%
BDX	Becton, Dickinson and Company	169	$123.59	$152.90	$26K	1.5%	+23.7%
CVX	Chevron Corporation	139	$147.39	$182.74	$25K	1.5%	+24.0%
ACN	Accenture plc	119	$186.48	$179.93	$21K	1.2%	-3.5%
NVS	Novartis AG	140	$65.06	$145.31	$20K	1.2%	+123.3%
APD	Air Products and Chemicals, Inc.	68	$163.48	$293.42	$20K	1.1%	+79.5%
WAB	Westinghouse Air Brake Technologies Corporation	75	$106.89	$265.18	$20K	1.1%	+148.1%
CEG	Constellation Energy Corp	63	$254.02	$313.06	$20K	1.1%	+23.2%
SBUX	Starbucks Corp	172	$95.62	$104.91	$18K	1.0%	+9.7%
MDT	Medtronic plc	211	$79.47	$77.98	$16K	0.9%	-1.9%
TD	The Toronto-Dominion Bank	148	$54.07	$107.63	$16K	0.9%	+99.1%
T	AT&T Inc.	611	$26.87	$25.20	$15K	0.9%	-6.2%
CLX	The Clorox Company	155	$122.81	$92.96	$14K	0.8%	-24.3%
GE	General Electric Company	47	$170.08	$303.40	$14K	0.8%	+78.4%
ZTS	Zoetis Inc Cl A	163	$199.00	$86.56	$14K	0.8%	-56.5%
LMT	Lockheed Martin Corporation	26	$302.20	$510.63	$14K	0.8%	+69.0%
JKHY	Jack Henry & Associates, Inc.	78	$101.97	$146.22	$11K	0.7%	+43.4%
SYY	Sysco Corporation	154	$61.67	$72.71	$11K	0.7%	+17.9%
STT	State Street Corporation	75	$107.17	$148.84	$11K	0.6%	+38.9%
GILD	Gilead Sciences, Inc.	82	$74.99	$133.94	$11K	0.6%	+78.6%
MMM	3M Company	74	$173.44	$144.11	$11K	0.6%	-16.9%
RYAAY	Ryanair Holdings plc	164	$48.88	$59.45	$10K	0.6%	+21.6%
LLY	Eli Lilly and Co	10	$825.45	$972.50	$9K	0.5%	+17.8%
ASML	ASML Holding N.V.	6	$159.72	$1518.55	$9K	0.5%	+850.8%
PNC	The PNC Financial Services Group Inc	39	$202.69	$218.99	$9K	0.5%	+8.0%
AMT	American Tower Corporation	48	$204.48	$179.66	$9K	0.5%	-12.1%
CMS	CMS Energy Corporation Common Stock	113	$70.83	$73.88	$8K	0.5%	+4.3%
ES	Eversource Energy	118	$59.44	$66.97	$8K	0.5%	+12.7%
HLT	Hilton Worldwide Holdings Inc.	24	$66.07	$321.76	$8K	0.5%	+387.0%
V	Visa Inc.	24	$104.43	$321.77	$8K	0.4%	+208.1%
SHW	The Sherwin-Williams Co	23	$343.41	$319.27	$7K	0.4%	-7.0%
CSL	Carlisle Companies Inc	17	$460.46	$361.86	$6K	0.4%	-21.4%
BUD	Anheuser-Busch InBev SA/NV	76	$105.06	$80.59	$6K	0.3%	-23.3%
MCO	Moody's Corporation	12	$135.35	$456.09	$6K	0.3%	+237.0%
MDLZ	Mondelez International, Inc.	90	$42.07	$61.53	$6K	0.3%	+46.3%
PAYX	Paychex, Inc.	55	$59.95	$94.65	$5K	0.3%	+57.9%
AZN	AstraZeneca PLC	28	$63.70	$182.51	$5K	0.3%	+186.5%
CSX	CSX Corporation	104	$18.47	$44.61	$5K	0.3%	+141.5%
GDDY	GoDaddy Inc.	51	$50.40	$89.58	$5K	0.3%	+77.7%
CMCSA	Comcast Corporation	153	$42.21	$26.23	$4K	0.2%	-37.9%
NSC	Norfolk Southern Corporation	13	$134.97	$313.80	$4K	0.2%	+132.5%
PII	Polaris Industries Inc.	57	$109.56	$67.17	$4K	0.2%	-38.7%
CL	Colgate-Palmolive Company	41	$66.63	$87.87	$4K	0.2%	+31.9%
KO	The Coca-Cola Company	40	$45.65	$78.58	$3K	0.2%	+72.1%
HXL	Hexcel Corporation	32	$53.32	$95.95	$3K	0.2%	+80.0%
ADI	Analog Devices, Inc.	7	$87.65	$408.67	$3K	0.2%	+366.3%
TSM	Taiwan Semiconductor Manufacturing Company Limited	6	$37.50	$414.64	$3K	0.1%	+1005.7%
VFC	V.F. Corporation	65	$73.43	$19.09	$1K	0.1%	-74.0%
CCI	Crown Castle International Corp.	10	$106.49	$91.17	$945	0.1%	-14.4%
OXY	Occidental Petroleum Corporation	13	$60.24	$53.90	$698	0.0%	-10.5%
NVO	Novo Nordisk A/S	12	$23.99	$45.84	$540	0.0%	+91.1%
SPGI	S&P Global Inc	1	$422.00	$428.87	$242	0.0%	+1.6%

About this simulation

This portfolio is a simulation built from publicly disclosed STOCK Act filings. Since politicians only report trade amounts as ranges (e.g., “$1,001 - $15,000”), we use the midpoint of each range and the closing price on the trade date to estimate share counts. Returns are calculated using Time-Weighted Return (TWR), the industry standard for measuring stock-picking skill independent of cash flow timing. Read the full methodology →