House
Fred Upton
—
Transactions
444
Total transactions associated with this filer
Disclosed purchases
179
$1.3M+
Average modeled return
+244.4%
139 of 179 purchases modeled
Average vs. S&P 500
+34.3%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
12 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
139 of 179 disclosed purchases have modeled returns for this period. 40 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | Jan 11, 2018 | Nov 6, 2026 | +3276.9% | +204.1% | +3072.8% |
| NVDA | NVIDIA CORP | Oct 10, 2018 | Nov 6, 2026 | +2974.4% | +197.8% | +2776.6% |
| NVDA | NVIDIA CORP | Jun 14, 2018 | Nov 6, 2026 | +2731.5% | +200.0% | +2531.5% |
| LLY | ELI LILLY & Co | Jan 11, 2018 | Nov 6, 2026 | +1674.6% | +204.1% | +1470.5% |
| AVGO | Broadcom Inc. | Apr 5, 2017 | Nov 6, 2026 | +1644.4% | +263.0% | +1381.4% |
| AVGO | Broadcom Inc. | Apr 10, 2017 | Nov 6, 2026 | +1637.3% | +262.1% | +1375.2% |
| MPC | Marathon Petroleum Corp | Apr 29, 2019 | Nov 6, 2026 | +667.9% | +179.2% | +488.8% |
| ORLY | O REILLY AUTOMOTIVE INC | Oct 10, 2017 | Nov 6, 2026 | +542.5% | +231.4% | +311.0% |
| COST | COSTCO WHOLESALE CORP /NEW | Apr 18, 2018 | Nov 6, 2026 | +499.4% | +209.3% | +290.1% |
| ABBV | AbbVie Inc. | Sep 18, 2019 | Nov 6, 2026 | +447.8% | +171.1% | +276.6% |
| MSFT | MICROSOFT CORP | May 30, 2018 | Nov 6, 2026 | +481.5% | +206.8% | +274.7% |
| GOOGL | Alphabet Inc. | Aug 11, 2017 | Nov 6, 2026 | +518.2% | +247.4% | +270.8% |
| MA | Mastercard Inc | Apr 10, 2017 | Nov 6, 2026 | +513.6% | +262.1% | +251.5% |
| GOOGL | Alphabet Inc. | Jun 7, 2017 | Nov 6, 2026 | +474.1% | +249.8% | +224.3% |
| GOOGL | Alphabet Inc. | May 9, 2018 | Nov 6, 2026 | +428.0% | +210.3% | +217.7% |
| AMZN | AMAZON COM INC | Apr 10, 2017 | Nov 6, 2026 | +471.7% | +262.1% | +209.6% |
| PH | Parker-Hannifin Corp | Jan 11, 2018 | Nov 6, 2026 | +400.5% | +204.1% | +196.4% |
| ABBV | AbbVie Inc. | Apr 2, 2020 | Nov 6, 2026 | +405.3% | +219.2% | +186.1% |
| ABBV | AbbVie Inc. | Nov 13, 2019 | Nov 6, 2026 | +344.0% | +162.9% | +181.1% |
| ADI | ANALOG DEVICES INC | Sep 17, 2018 | Nov 6, 2026 | +359.1% | +187.7% | +171.4% |
| ADI | ANALOG DEVICES INC | Sep 14, 2018 | Nov 6, 2026 | +353.0% | +186.2% | +166.8% |
| MS | MORGAN STANLEY | Nov 14, 2017 | Nov 6, 2026 | +384.5% | +227.4% | +157.0% |
| ADI | ANALOG DEVICES INC | Oct 10, 2017 | Nov 6, 2026 | +386.0% | +231.4% | +154.6% |
| JCI | Johnson Controls International plc | Aug 17, 2020 | Nov 6, 2026 | +272.4% | +136.9% | +135.5% |
| V | VISA INC. | Jun 2, 2017 | Nov 6, 2026 | +369.0% | +249.0% | +120.0% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 18 · 444 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | U.S. Trsy Secs S-T 10 | Nov 7, 2022 | purchase | $500.0K – $1.0M | Filing ↗ |
| UAA | Under Armour, Inc. | Oct 31, 2022 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Baird First Trust $ mkt | Oct 12, 2022 | sale | $100.0K – $250.0K | Filing ↗ |
| COST | COSTCO WHOLESALE CORP /NEW | Aug 20, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| COST | COSTCO WHOLESALE CORP /NEW | Aug 20, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| GXO | GXO Logistics, Inc. | Aug 2, 2021 | exchange | $250.0K – $500.0K | Filing ↗ |
| — | First Trust High Inc. mkt | Jun 11, 2021 | purchase | $250.0K – $500.0K | Filing ↗ |
| AI | C3.ai, Inc. | May 7, 2021 | purchase | $15.0K – $50.0K | Filing ↗ |
| AAPL | Apple Inc. | Aug 25, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| — | Boeing | Aug 17, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| JCI | Johnson Controls International plc | Aug 17, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | Berkshire Hathaway Cl B | Jun 26, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| BKNG | Booking Holdings Inc. | Jun 26, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| PEP | PEPSICO INC | Jun 11, 2020 | sale | $15.0K – $50.0K | Filing ↗ |
| MCO | MOODYS CORP /DE/ | May 21, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| WHR | WHIRLPOOL CORP /DE/ | May 20, 2020 | sale | $15.0K – $50.0K | Filing ↗ |
| ADBE | ADOBE INC. | May 6, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| MPC | Marathon Petroleum Corp | Apr 27, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| WHR | WHIRLPOOL CORP /DE/ | Apr 23, 2020 | sale | $15.0K – $50.0K | Filing ↗ |
| CMCSA | COMCAST CORP | Apr 20, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | Apr 20, 2020 | purchase | $1.0K – $15.0K | Filing ↗ |
| ROST | ROSS STORES, INC. | Apr 20, 2020 | sale | $1.0K – $15.0K | Filing ↗ |
| WHR | WHIRLPOOL CORP /DE/ | Apr 17, 2020 | sale | $15.0K – $50.0K | Filing ↗ |
| — | First Trust High Income Model | Apr 13, 2020 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | First Trust High Income Model | Apr 13, 2020 | purchase | $100.0K – $250.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice. Read the modeling methodology · Review data sources and coverage · Explore other politicians