SENATE · WV · SINCE 2015
Shelley Moore Capito portfolio
Shelley Moore Capito has represented WV in the Senate since 2015. Committee seats: Appropriations, Commerce, Science, and Transportation, Environment and Public Works (Chairman), Rules and Administration. Shelley Moore Capito has disclosed 592 trades (267 purchases, 314 sales); the latest was on Jul 21, 2026. Over the past year the disclosed stock holdings returned +13.7%, against +11.8% for the S&P 500.
RRepublicanParty
Member of SenateRepresents WV
$1.6MEst. portfolio value
3 months agoLast trade
+13.7%1Y return, from filings
1M return+5.0%S&P 500 -0.3% · 56 positionsOn their trade dates: +5.3%
3M return+1.1%S&P 500 +1.7% · 56 positionsOn their trade dates: +1.2%
YTD return+11.9%S&P 500 +11.4% · 58 positionsOn their trade dates: +11.5%
1Y return+13.7%S&P 500 +11.8% · 59 positionsOn their trade dates: +13.3%
3Y return+48.1%S&P 500 +81.7% · 73 positionsOn their trade dates: +44.3%
SenateAppropriationsSenateCommerce, Science, and TransportationSenateEnvironment and Public WorksChairmanSenateRules and Administration
Est. value $1.6M across 58 stocks and ETFs, marked to the latest close
| Investment | Est. holding value | Last transaction | Total bought | Avg. cost | Since filed | Current price | Trades |
|---|---|---|---|---|---|---|---|
| UBSIUnited Bankshares, Inc. | $313K | Mar 3, 2021Purchase | $150K–350K2 purchases | $38.58 | +21.74% | $48.26 | 5 |
| JNJJohnson & Johnson | $73K | Oct 17, 2022Sale (partial) | $5K–75K5 purchases | $128.22 | +104.10% | $276.82 | 6 |
| ABTAbbott Laboratories (NYSE) | $70K | Feb 24, 2025Sale (partial) | $5K–75K5 purchases | $55.82 | +75.62% | $105.73 | 6 |
| CSCOCisco Systems, Inc. | $63K | Jul 21, 2026Sale (partial) | $5K–75K5 purchases | $38.38 | +149.31% | $105.16 | 8 |
| PSXPhillips 66 | $57K | Jan 17, 2025Sale (partial) | $3K–45K3 purchases | $89.07 | +243.64% | $279.50 | 4 |
| NEENextEra Energy, Inc. | $55K | May 26, 2022Sale (partial) | $4K–60K4 purchases | $36.51 | +113.50% | $83.48 | 6 |
| WMTWalmart Inc. | $48K | Jun 7, 2023Sale (partial) | $2K–30K2 purchases | $29.06 | +271.28% | $123.19 | 3 |
| ETNEaton Corporation plc | $42K | Sep 8, 2017Purchase | $1K–15K1 purchase | $72.14 | +384.62% | $376.80 | 1 |
| AXPAmerican Express Company | $41K | Mar 11, 2026Purchase | $16K–65K2 purchases | $319.12 | +7.45% | $321.19 | 2 |
| ADPAutomatic Data Processing, Inc. | $40K | Apr 24, 2018Purchase | $2K–30K2 purchases | $116.91 | +83.51% | $294.66 | 2 |
| GOOGLAlphabet Cl A | $40K | Feb 9, 2026Purchase | $4K–60K4 purchases | $191.23 | +46.06% | $281.46 | 5 |
| GDGeneral Dynamics Corporation | $39K | Jul 31, 2025Sale (partial) | $3K–45K3 purchases | $183.60 | +132.66% | $373.35 | 4 |
| EMREmerson Electric Co. | $39K | Apr 24, 2018Purchase | $2K–30K2 purchases | $68.35 | +150.64% | $167.43 | 2 |
| AVGOBroadcom Limited | $38K | Apr 13, 2026Sale (partial) | $4K–60K4 purchases | $192.92 | +69.00% | $327.07 | 8 |
| WECWEC Energy Group, Inc. | $35K | May 25, 2022Sale (partial) | $3K–45K3 purchases | $63.82 | +59.90% | $115.96 | 4 |
| ITWIllinois Tool Works Inc. | $34K | Feb 24, 2026Sale (partial) | $3K–45K3 purchases | $133.65 | +113.78% | $280.62 | 5 |
| BLKBLACKROCK, INC. | $32K | Feb 10, 2026Sale (partial) | $4K–60K4 purchases | $499.41 | +145.12% | $1,159.04 | 8 |
| PGPG-The Procter & Gamble Company | $31K | Dec 13, 2018Purchase | $2K–30K2 purchases | $82.79 | +66.63% | $162.65 | 4 |
| METAMeta Platforms Inc | $31K | Nov 13, 2025Purchase | $4K–60K4 purchases | $642.48 | -2.89% | $624.21 | 4 |
| ACNAccenture plc | $30K | Feb 24, 2025Sale (partial) | $4K–60K4 purchases | $170.47 | +38.45% | $254.68 | 7 |
| SBUXStarbucks Corp | $26K | Jan 28, 2026Sale (partial) | $15K–50K1 purchase | $95.62 | +13.60% | $102.38 | 2 |
| UTXUnited Technologies Corporation | $24K | Apr 24, 2018Purchase | $3K–45K3 purchases | No data | — | — | 3 |
| PEPPepsiCo, Inc. | $24K | Jul 25, 2024Sale (partial) | $3K–45K3 purchases | $109.68 | +14.99% | $137.37 | 4 |
| WABWestinghouse Air Brake Technologies Corporation | $21K | Sep 27, 2018Purchase | $1K–15K1 purchase | $106.89 | +188.54% | $282.86 | 1 |
| MCDMcDonald's Corporation | $19K | Apr 4, 2023Sale (partial) | $2K–30K2 purchases | $159.26 | +30.53% | $258.09 | 3 |
| TDThe Toronto-Dominion Bank | $19K | Sep 5, 2017Purchase | $1K–15K1 purchase | $54.07 | +121.22% | $125.54 | 1 |
| SIEGYSiemens Aktiengesellschaft | $18K | Sep 5, 2017Purchase | $1K–15K1 purchase | $66.68 | +111.76% | $148.93 | 1 |
| ADIAnalog Devices, Inc. | $17K | Feb 10, 2026Sale (partial) | $2K–30K2 purchases | $89.26 | +276.92% | $416.69 | 6 |
| LMTLockheed Martin Corporation | $17K | Sep 5, 2017Purchase | $1K–15K1 purchase | $302.20 | +99.74% | $637.05 | 1 |
| PXPraxair, Inc. | $16K | Oct 31, 2018Exchange | $2K–30K2 purchases | No data | — | — | 3 |
| HRSHarris Corporation | $16K | Apr 24, 2018Purchase | $2K–30K2 purchases | No data | — | — | 2 |
| DEDeere & Company | $16K | Dec 15, 2021Purchase | $1K–15K1 purchase | $343.94 | +85.03% | $674.03 | 2 |
| GEGeneral Electric Company | $14K | Dec 27, 2024Purchase | $1K–15K1 purchase | $170.08 | +77.30% | $305.76 | 2 |
| LLYEli Lilly and Company | $14K | Oct 24, 2025Purchase | $1K–15K1 purchase | $825.45 | +57.89% | $1,431.85 | 1 |
| LVMUYLVMH Moët Hennessy Louis Vuitton S.E. | $13K | Sep 5, 2017Purchase | $1K–15K1 purchase | $51.54 | +51.96% | $86.25 | 1 |
| ZTSZoetis Inc Cl A | $13K | Feb 27, 2024Purchase | $15K–50K1 purchase | $199.00 | -53.79% | $79.75 | 1 |
| JKHYJack Henry & Associates, Inc. | $13K | Sep 8, 2017Purchase | $1K–15K1 purchase | $101.97 | +55.41% | $162.27 | 1 |
| STTState Street Corporation | $13K | Feb 27, 2018Purchase | $1K–15K1 purchase | $107.17 | +59.85% | $169.73 | 1 |
| CMPGYCompass Group PLC | $13K | Sep 5, 2017Purchase | $1K–15K1 purchase | $21.68 | +56.81% | $33.98 | 1 |
| CVXChevron Corporation | $12K | Oct 17, 2025Sale (partial) | $2K–30K2 purchases | $156.24 | +54.10% | $235.43 | 7 |
| SPGIS&P Global Inc | $11K | Apr 9, 2024Sale (partial) | $2K–30K2 purchases | $369.27 | +24.38% | $467.16 | 3 |
| MAMastercard Incorporated Common Stock | $11K | Mar 28, 2026Purchase | $1K–15K1 purchase | $484.24 | +27.83% | $637.42 | 1 |
| PLDPrologis Inc | $10K | Aug 1, 2025Purchase | $1K–15K1 purchase | $104.91 | +15.39% | $128.02 | 1 |
| CEGConstellation Energy Corp | $10K | Apr 17, 2026Sale (partial) | $2K–30K2 purchases | $254.02 | +29.17% | $266.20 | 3 |
| SMECFSMC Corporation | $9K | Sep 8, 2017Purchase | $1K–15K1 purchase | $353.35 | +13.56% | $398.00 | 1 |
| PNCPNC Financial Services Group, Inc. (The) Common Stock | $9K | Mar 12, 2026Purchase | $1K–15K1 purchase | $202.69 | +7.71% | $228.03 | 1 |
| RYAAYRyanair Holdings plc | $9K | Jan 26, 2018Purchase | $1K–15K1 purchase | $48.90 | +84.06% | $53.17 | 1 |
| COSTCostco Wholesale Corporation - Common Stock | $8K | Oct 17, 2025Sale (partial) | $1K–15K1 purchase | $485.76 | +87.22% | $1,010.66 | 2 |
| DWDPDowDuPont Inc. | $8K | May 17, 2018Purchase | $1K–15K1 purchase | No data | — | — | 2 |
| IBM.MXInternational Business Machines Corporation | $8K | Apr 24, 2018Purchase | $1K–15K1 purchase | No data | — | — | 1 |
| NPSNDNaspers Limited | $8K | Sep 8, 2017Purchase | $1K–15K1 purchase | No data | — | — | 1 |
| CMSCMS Energy Corporation Common Stock | $8K | Jun 1, 2022Purchase | $1K–15K1 purchase | $70.83 | +6.22% | $70.32 | 1 |
| SHWSherwin-Williams Company | $8K | Aug 1, 2025Purchase | $1K–15K1 purchase | $343.41 | -8.67% | $331.55 | 1 |
| AMTAmerican Tower Corporation | $7K | Dec 31, 2020Purchase | $1K–15K1 purchase | $224.46 | -12.50% | $188.04 | 3 |
| CSLCarlisle Companies Inc | $6K | Oct 8, 2024Purchase | $1K–15K1 purchase | $460.46 | -17.84% | $372.22 | 1 |
| BUDAnheuser-Busch InBev SA/NV | $6K | Feb 21, 2018Purchase | $1K–15K1 purchase | $105.06 | -30.48% | $80.11 | 1 |
| BASFYBASF SE | $5K | Sep 5, 2017Purchase | $1K–15K1 purchase | $24.51 | -43.12% | $14.94 | 1 |
| VTKLYVtech Holdings Limited | $4K | Sep 8, 2017Purchase | $1K–15K1 purchase | $13.91 | -56.08% | $6.57 | 1 |
Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.