Fred Upton (R-MI-6), a former Republican member of the House, has disclosed 226 trades since 2011: 84 purchases worth about $2.05M and 138 sales worth about $2.70M, in 34 stocks. Most traded: MSFT, WHR, WFC. As a portfolio, their stock holdings and trades returned +703.8% from Oct 2015, against +91.1% for the S&P 500. Trades took a median 45 days to be disclosed; 111 came late.
Fred Upton’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since October 2015: +703.8%, against +91.1% for SPY; the largest fall on the way was -58.0%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Fred Upton | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Fred Upton | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Fred Upton | Nov 2021 | -44.9% | -18.4% | -26.5% | -40.1% | -58.0% | -0.75 | 1.88 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Fred Upton | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Fred Upton | Oct 2015 | +703.8% | +91.1% | +612.8% | +33.5% | -58.0% | 0.96 | 1.47 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BABoeing Co | Industrials | Closed | – | – | 3 | 2 | 1 | $16.00K | $750.00K | -226.8% | Aug 17, 2020 |
| WHRWhirlpool Corp /De/ | Consumer Discretionary | Closed | – | – | 10 | 0 | 10 | $0.00 | $279.50K | – | Apr 23, 2020 |
| MSFTMicrosoft Corp | Technology | Closed | – | – | 15 | 0 | 15 | $0.00 | $120.01K | – | May 13, 2020 |
| WFCWells Fargo & Company/Mn | Financial Services | Closed | – | – | 6 | 0 | 6 | $0.00 | $48.00K | – | Apr 25, 2019 |
| AIC3.ai, Inc. | Technology | Closed | – | – | 1 | 1 | 0 | $32.50K | $0.00 | -157.7% | May 7, 2021 |
| FISVFiserv Inc | Technology | Closed | – | – | 3 | 2 | 1 | $16.00K | $8.00K | -198.5% | Feb 13, 2020 |
| GOOGLAlphabet Inc. | Technology | Closed | – | – | 3 | 2 | 1 | $16.00K | $8.00K | +262.6% | Feb 13, 2020 |
| AAPLApple Inc. | Technology | Closed | – | – | 3 | 0 | 2 | $0.00 | $16.00K | – | Oct 5, 2020 |
| BACBank Of America Corp /De/ | Financial Services | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -112.9% | Jun 12, 2019 |
| EOGEog Resources Inc | Energy | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -168.2% | Mar 26, 2020 |
| MMM3M Co | Industrials | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Aug 25, 2015 |
| PFEPfizer Inc | Healthcare | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Jan 16, 2018 |
| BMYBristol Myers Squibb Co | Healthcare | Closed | – | – | 2 | 0 | 2 | $0.00 | $8.00K | – | Jan 16, 2018 |
| ADBEAdobe Inc. | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jul 1, 2019 |
| AMPAmeriprise Financial Inc | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Jun 1, 2017 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included; for a former member nothing is shown as held.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| IT Unden ArmourOther | Self | Sell | $1K–$15K | Oct 31, 2022 | Dec 5, 2022 | 35d | – | – | |
| IT U.s. Trsy Secs s-T 10Other | Self | Buy | $500K–$1M | Nov 7, 2022 | Dec 5, 2022 | 28d | – | – | |
| GXOGxo Losistics | Joint | Exchange | $250K–$500K | Aug 2, 2021 | Sep 28, 2021 | 57d late | -17.4% | -89.2% | |
| STFist Trest HshOther | Self | Buy | $250K–$500K | Jun 11, 2021 | Jul 26, 2021 | 45d | – | – | |
| AIC3 AI Inc | Joint | Buy | $15K–$50K | May 7, 2021 | May 24, 2021 | 17d | -79.5% | -157.7% | |
| AAPLApple | Self | Exchange | $1K–$15K | Oct 5, 2020 | Oct 16, 2020 | 11d | +190.4% | +69.0% | |
| JCIJohnson Controls | Self | Buy | $1K–$15K | Aug 17, 2020 | Sep 9, 2020 | 23d | +259.6% | +137.0% | |
| BABoeing | Self | Sell | $500K–$1M | Aug 17, 2020 | Sep 9, 2020 | 23d | +2.0% | -120.6% | |
| WFCwells Zergo | Self | Sell | $1K–$15K | Apr 25, 2019 | Jul 28, 2020 | 460d late | +80.8% | -76.7% | |
| CarnivolOther | Self | Sell | $1K–$15K | Feb 19, 2019 | Jul 28, 2020 | 525d late | – | – | |
| J. P. MorserOther | Self | Buy | $1K–$15K | Apr 25, 2019 | Jul 28, 2020 | 460d late | – | – | |
| PepsiOther | Self | Sell | $15K–$50K | Jul 7, 2020 | Jul 17, 2020 | 10d | – | – | |
| MCOMoody's Corp | Self | Sell | $1K–$15K | May 21, 2020 | Jun 12, 2020 | 22d | +99.3% | -55.7% | |
| Madd SP Firist Trust Hish IncameOther | Self | Buy | $100K–$250K | Apr 13, 2020 | May 12, 2020 | 29d | – | – | |
| First Trust Htish IOther | Self | Buy | $15K–$50K | Apr 13, 2020 | May 12, 2020 | 29d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Fred Upton (R-MI-6), a former Republican member of the House, has disclosed 226 trades since 2011: 84 purchases worth about $2.05M and 138 sales worth about $2.70M, in 34 stocks. Most traded: MSFT, WHR, WFC. As a portfolio, their stock holdings and trades returned +703.8% from Oct 2015, against +91.1% for the S&P 500. Trades took a median 45 days to be disclosed; 111 came late.
As a portfolio, their stock holdings and trades returned +703.8% from October 2015 to November 2026, against +91.1% for the S&P 500, with a largest fall of -58.0%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 45 days to be disclosed. 111 of 226 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.