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Shelley Moore Capito

Buy what Shelley Moore Capito discloses buying, one unit of capital per purchase, entered at the first close after the disclosure becomes public. A disclosed sale closes every open lot of that ticker.

Hypothetical performance

Hypothetical performance summary

Cumulative return
+67.74%
SPY over the same window
+34.64%
RSP over the same window
+26.51%
Excess vs SPY
+33.0947 pp
Excess vs RSP
+41.2285 pp
Entries
34
Hypothetical history
539 days

Exits: 11 closed by a disclosed sale · 23 still open at the as-of · 0 forced by a series that ends early · 0 never opened because the closing sale was disclosed the same day.

First entry 2025-03-06 · prices as of 2026-08-27 · methodology v1.0.0 · how this is computed

Hypothetical performance

Cumulative hypothetical return for Shelley Moore Capito against SPY and RSP, from 2025-03-06 to 2026-08-27. The trade log below this chart carries every figure it draws.SPYRSPThis ruleRule2025-03-062026-08-27

This rule +67.74% · SPY +34.64% · RSP +26.51% over the same window.

Hypothetical performance

Trade log

Every disclosure this rule saw — 154 records, including the 0 it could not act on and why. Each row links to the filing it came from.

TickerDisclosedTransactedEntryExitReturnOutcome
MSFT2025-02-122025-01-03———A disclosed sale — closes every open lot of this ticker.
AFL2025-02-122025-01-17———A disclosed sale — closes every open lot of this ticker.
AAPL2025-02-122025-01-17———A disclosed sale — closes every open lot of this ticker.
BLK2025-02-122025-01-17———A disclosed sale — closes every open lot of this ticker.
CB2025-02-122025-01-17———A disclosed sale — closes every open lot of this ticker.
ITW2025-02-122025-01-17———A disclosed sale — closes every open lot of this ticker.
JPM2025-02-122025-01-17———A disclosed sale — closes every open lot of this ticker.
LOW2025-02-122025-01-17———A disclosed sale — closes every open lot of this ticker.
MSFT2025-02-122025-01-17———A disclosed sale — closes every open lot of this ticker.
PSX2025-02-122025-01-17———A disclosed sale — closes every open lot of this ticker.
GWW2025-02-122025-01-17———A disclosed sale — closes every open lot of this ticker.
CEG2025-03-052025-02-042025-03-06 @ 207.692026-05-08 @ 303.63+46.19%Closed by a disclosed sale
MSFT2025-03-052025-02-04———A disclosed sale — closes every open lot of this ticker.
AAPL2025-03-052025-02-05———A disclosed sale — closes every open lot of this ticker.
ABT2025-03-052025-02-24———A disclosed sale — closes every open lot of this ticker.
ACN2025-03-052025-02-24———A disclosed sale — closes every open lot of this ticker.
CMCSA2025-03-052025-02-24———A disclosed sale — closes every open lot of this ticker.
META2025-03-052025-02-252025-03-06 @ 627.932026-08-27 @ 571.1−9.05%Open at the as-of
CEG2025-04-092025-03-262025-04-10 @ 204.492026-05-08 @ 303.63+48.48%Closed by a disclosed sale
META2025-04-092025-03-262025-04-10 @ 546.292026-08-27 @ 571.1+4.54%Open at the as-of
CEG2025-04-102025-03-262025-04-11 @ 208.252026-05-08 @ 303.63+45.80%Closed by a disclosed sale
META2025-04-102025-03-262025-04-11 @ 543.572026-08-27 @ 571.1+5.06%Open at the as-of
NKE2025-05-062025-04-10———A disclosed sale — closes every open lot of this ticker.
TGT2025-05-062025-04-11———A disclosed sale — closes every open lot of this ticker.
GOOGL2025-05-062025-04-292025-05-07 @ 151.382026-01-06 @ 314.34+107.65%Closed by a disclosed sale
NKE2025-05-072025-04-10———A disclosed sale — closes every open lot of this ticker.
TGT2025-05-072025-04-11———A disclosed sale — closes every open lot of this ticker.
GOOGL2025-05-072025-04-292025-05-08 @ 154.282026-01-06 @ 314.34+103.75%Closed by a disclosed sale
GOOGL2025-06-122025-05-082025-06-13 @ 174.672026-01-06 @ 314.34+79.96%Closed by a disclosed sale
GOOGL2025-06-132025-05-082025-06-16 @ 176.772026-01-06 @ 314.34+77.82%Closed by a disclosed sale
ADI2025-07-032025-06-18———A disclosed sale — closes every open lot of this ticker.
C2025-07-032025-06-18———A disclosed sale — closes every open lot of this ticker.
XOM2025-07-032025-06-18———A disclosed sale — closes every open lot of this ticker.
MSFT2025-07-032025-06-18———A disclosed sale — closes every open lot of this ticker.
WFC2025-07-032025-06-18———A disclosed sale — closes every open lot of this ticker.
UNH2025-07-032025-06-23———A disclosed sale — closes every open lot of this ticker.
ADI2025-07-042025-06-18———A disclosed sale — closes every open lot of this ticker.
XOM2025-07-042025-06-18———A disclosed sale — closes every open lot of this ticker.
MSFT2025-07-042025-06-18———A disclosed sale — closes every open lot of this ticker.
WFC2025-07-042025-06-18———A disclosed sale — closes every open lot of this ticker.
UNH2025-07-042025-06-23———A disclosed sale — closes every open lot of this ticker.
AXP2025-08-032025-07-012025-08-04 @ 298.592026-08-27 @ 334.16+11.91%Open at the as-of
CB2025-08-032025-07-17———A disclosed sale — closes every open lot of this ticker.
AFL2025-08-032025-07-18———A disclosed sale — closes every open lot of this ticker.
AAPL2025-08-032025-07-18———A disclosed sale — closes every open lot of this ticker.
AVGO2025-08-032025-07-18———A disclosed sale — closes every open lot of this ticker.
JPM2025-08-032025-07-18———A disclosed sale — closes every open lot of this ticker.
MSFT2025-08-032025-07-18———A disclosed sale — closes every open lot of this ticker.
GOOGL2025-08-032025-07-292025-08-04 @ 195.042026-01-06 @ 314.34+61.17%Closed by a disclosed sale
META2025-08-032025-07-292025-08-04 @ 776.372026-08-27 @ 571.1−26.44%Open at the as-of
PPG2025-08-032025-07-30———A disclosed sale — closes every open lot of this ticker.
CL2025-08-032025-07-31———A disclosed sale — closes every open lot of this ticker.
GD2025-08-032025-07-31———A disclosed sale — closes every open lot of this ticker.
PPG2025-08-032025-07-31———A disclosed sale — closes every open lot of this ticker.
AXP2025-08-042025-07-012025-08-05 @ 296.642026-08-27 @ 334.16+12.65%Open at the as-of
CB2025-08-042025-07-17———A disclosed sale — closes every open lot of this ticker.
AFL2025-08-042025-07-18———A disclosed sale — closes every open lot of this ticker.
AAPL2025-08-042025-07-18———A disclosed sale — closes every open lot of this ticker.
AVGO2025-08-042025-07-18———A disclosed sale — closes every open lot of this ticker.
JPM2025-08-042025-07-18———A disclosed sale — closes every open lot of this ticker.
MSFT2025-08-042025-07-18———A disclosed sale — closes every open lot of this ticker.
GOOGL2025-08-042025-07-292025-08-05 @ 194.672026-01-06 @ 314.34+61.47%Closed by a disclosed sale
META2025-08-042025-07-292025-08-05 @ 763.462026-08-27 @ 571.1−25.20%Open at the as-of
PPG2025-08-042025-07-30———A disclosed sale — closes every open lot of this ticker.
CL2025-08-042025-07-31———A disclosed sale — closes every open lot of this ticker.
GD2025-08-042025-07-31———A disclosed sale — closes every open lot of this ticker.
PPG2025-08-042025-07-31———A disclosed sale — closes every open lot of this ticker.
PLD2025-09-022025-08-012025-09-03 @ 110.952026-08-27 @ 141.85+27.85%Open at the as-of
SHW2025-09-022025-08-012025-09-03 @ 363.032026-08-27 @ 345.21−4.91%Open at the as-of
BLK2025-09-022025-08-04———A disclosed sale — closes every open lot of this ticker.
PLD2025-09-032025-08-012025-09-04 @ 112.612026-08-27 @ 141.85+25.97%Open at the as-of
SHW2025-09-032025-08-012025-09-04 @ 365.782026-08-27 @ 345.21−5.62%Open at the as-of
BLK2025-09-032025-08-04———A disclosed sale — closes every open lot of this ticker.
AAPL2025-10-042025-09-18———A disclosed sale — closes every open lot of this ticker.
MSFT2025-10-042025-09-18———A disclosed sale — closes every open lot of this ticker.
AAPL2025-10-052025-09-18———A disclosed sale — closes every open lot of this ticker.
MSFT2025-10-052025-09-18———A disclosed sale — closes every open lot of this ticker.
CVX2025-11-032025-10-17———A disclosed sale — closes every open lot of this ticker.
COST2025-11-032025-10-17———A disclosed sale — closes every open lot of this ticker.
LOW2025-11-032025-10-20———A disclosed sale — closes every open lot of this ticker.
LOW2025-11-032025-10-21———A disclosed sale — closes every open lot of this ticker.
PAYX2025-11-032025-10-21———A disclosed sale — closes every open lot of this ticker.
MSFT2025-11-032025-10-22———A disclosed sale — closes every open lot of this ticker.
LLY2025-11-032025-10-242025-11-04 @ 906.862026-08-27 @ 1176.1+29.69%Open at the as-of
IBM2025-11-032025-10-29———A disclosed sale — closes every open lot of this ticker.
MSFT2025-11-032025-10-29———A disclosed sale — closes every open lot of this ticker.
CVX2025-11-042025-10-17———A disclosed sale — closes every open lot of this ticker.
COST2025-11-042025-10-17———A disclosed sale — closes every open lot of this ticker.
LOW2025-11-042025-10-20———A disclosed sale — closes every open lot of this ticker.
LOW2025-11-042025-10-21———A disclosed sale — closes every open lot of this ticker.
PAYX2025-11-042025-10-21———A disclosed sale — closes every open lot of this ticker.
MSFT2025-11-042025-10-22———A disclosed sale — closes every open lot of this ticker.
LLY2025-11-042025-10-242025-11-05 @ 925.812026-08-27 @ 1176.1+27.03%Open at the as-of
C2025-11-042025-10-29———A disclosed sale — closes every open lot of this ticker.
IBM2025-11-042025-10-29———A disclosed sale — closes every open lot of this ticker.
MSFT2025-11-042025-10-29———A disclosed sale — closes every open lot of this ticker.
LOW2025-12-032025-11-13———A disclosed sale — closes every open lot of this ticker.
META2025-12-032025-11-132025-12-04 @ 661.532026-08-27 @ 571.1−13.67%Open at the as-of
PAYX2025-12-032025-11-13———A disclosed sale — closes every open lot of this ticker.
LOW2025-12-042025-11-13———A disclosed sale — closes every open lot of this ticker.
META2025-12-042025-11-132025-12-05 @ 673.422026-08-27 @ 571.1−15.19%Open at the as-of
PAYX2025-12-042025-11-13———A disclosed sale — closes every open lot of this ticker.
K2026-01-052025-12-11———A disclosed sale — closes every open lot of this ticker.
GOOGL2026-01-052025-12-16———A disclosed sale — closes every open lot of this ticker.
AAPL2026-01-052025-12-16———A disclosed sale — closes every open lot of this ticker.
MSFT2026-01-052025-12-16———A disclosed sale — closes every open lot of this ticker.
K2026-01-062025-12-11———A disclosed sale — closes every open lot of this ticker.
GOOGL2026-01-062025-12-16———A disclosed sale — closes every open lot of this ticker.
AAPL2026-01-062025-12-16———A disclosed sale — closes every open lot of this ticker.
MSFT2026-01-062025-12-16———A disclosed sale — closes every open lot of this ticker.
SBUX2026-02-042026-01-28———A disclosed sale — closes every open lot of this ticker.
SBUX2026-02-052026-01-28———A disclosed sale — closes every open lot of this ticker.
GOOGL2026-03-042026-02-092026-03-05 @ 300.882026-08-27 @ 340.65+13.22%Open at the as-of
AVGO2026-03-042026-02-092026-03-05 @ 332.772026-05-08 @ 430+29.22%Closed by a disclosed sale
GOOGL2026-03-042026-02-092026-03-05 @ 300.882026-08-27 @ 340.65+13.22%Open at the as-of
AVGO2026-03-042026-02-092026-03-05 @ 332.772026-05-08 @ 430+29.22%Closed by a disclosed sale
ADI2026-03-042026-02-10———A disclosed sale — closes every open lot of this ticker.
BLK2026-03-042026-02-10———A disclosed sale — closes every open lot of this ticker.
ADI2026-03-042026-02-10———A disclosed sale — closes every open lot of this ticker.
BLK2026-03-042026-02-10———A disclosed sale — closes every open lot of this ticker.
PAYX2026-03-042026-02-20———A disclosed sale — closes every open lot of this ticker.
PAYX2026-03-042026-02-20———A disclosed sale — closes every open lot of this ticker.
ITW2026-03-042026-02-24———A disclosed sale — closes every open lot of this ticker.
ITW2026-03-042026-02-24———A disclosed sale — closes every open lot of this ticker.
AXP2026-04-052026-03-112026-04-06 @ 305.732026-08-27 @ 334.16+9.30%Open at the as-of
AXP2026-04-052026-03-112026-04-06 @ 305.732026-08-27 @ 334.16+9.30%Open at the as-of
PNC2026-04-052026-03-122026-04-06 @ 213.142026-08-27 @ 243.51+14.25%Open at the as-of
PNC2026-04-052026-03-122026-04-06 @ 213.142026-08-27 @ 243.51+14.25%Open at the as-of
FDS2026-04-052026-03-25———A disclosed sale — closes every open lot of this ticker.
FDS2026-04-052026-03-25———A disclosed sale — closes every open lot of this ticker.
FDS2026-04-052026-03-26———A disclosed sale — closes every open lot of this ticker.
FDS2026-04-052026-03-26———A disclosed sale — closes every open lot of this ticker.
FDS2026-04-052026-03-31———A disclosed sale — closes every open lot of this ticker.
FDS2026-04-052026-03-31———A disclosed sale — closes every open lot of this ticker.
MA2026-04-122026-03-282026-04-13 @ 508.582026-08-27 @ 591.73+16.35%Open at the as-of
MA2026-04-122026-03-282026-04-13 @ 508.582026-08-27 @ 591.73+16.35%Open at the as-of
AVGO2026-05-072026-04-13———A disclosed sale — closes every open lot of this ticker.
AVGO2026-05-072026-04-13———A disclosed sale — closes every open lot of this ticker.
AAPL2026-05-072026-04-17———A disclosed sale — closes every open lot of this ticker.
CEG2026-05-072026-04-17———A disclosed sale — closes every open lot of this ticker.
AAPL2026-05-072026-04-17———A disclosed sale — closes every open lot of this ticker.
CEG2026-05-072026-04-17———A disclosed sale — closes every open lot of this ticker.
C2026-07-062026-06-16———A disclosed sale — closes every open lot of this ticker.
C2026-07-062026-06-16———A disclosed sale — closes every open lot of this ticker.
AAPL2026-08-042026-07-21———A disclosed sale — closes every open lot of this ticker.
CSCO2026-08-042026-07-21———A disclosed sale — closes every open lot of this ticker.
INTC2026-08-042026-07-21———A disclosed sale — closes every open lot of this ticker.
MSFT2026-08-042026-07-21———A disclosed sale — closes every open lot of this ticker.
KO2026-08-042026-07-21———A disclosed sale — closes every open lot of this ticker.
AAPL2026-08-042026-07-21———A disclosed sale — closes every open lot of this ticker.
CSCO2026-08-042026-07-21———A disclosed sale — closes every open lot of this ticker.
INTC2026-08-042026-07-21———A disclosed sale — closes every open lot of this ticker.
MSFT2026-08-042026-07-21———A disclosed sale — closes every open lot of this ticker.
KO2026-08-042026-07-21———A disclosed sale — closes every open lot of this ticker.