HOUSE · FL-14 · SINCE 2007

Kathy Castor portfolio

Kathy Castor has represented FL's 14th district in the House since 2007. Committee seats: Energy and Commerce, Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party. Kathy Castor has disclosed 84 trades (56 purchases, 28 sales); the latest was on Jul 15, 2024. Over the past year the disclosed stock holdings returned +15.1%, against +11.9% for the S&P 500.

DDemocratParty

Member of HouseRepresents FL

$819KEst. portfolio value

2 years agoLast trade

+15.1%1Y return, from filings

1M return+6.3%S&P 500 +0.7% · 3 positionsOn their trade dates: +6.4%

3M return+5.6%S&P 500 +3.7% · 3 positionsOn their trade dates: +5.6%

YTD return+10.0%S&P 500 +12.8% · 3 positionsOn their trade dates: +9.9%

1Y return+15.1%S&P 500 +11.9% · 3 positionsOn their trade dates: +15.1%

3Y return+62.7%S&P 500 +85.1% · 3 positionsOn their trade dates: +62.6%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

HouseEnergy and Commerce HouseSelect Committee on the Strategic Competition Between the United States and the Chinese Communist Party

Est. value $811K across 3 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Kathy Castor
Investment	Est. holding value	Last transaction	Total bought	Avg. cost	Since filed	Current price	Trades
BRK.BBerkshire Hathaway Inc. New	$669K	Jul 15, 2024Sale (partial)	$88K–495K25 purchases	$210.97	+148.42%	$544.36	29
DIAsPDR Dow Jones Industrial average ETF	$121K	Mar 27, 2020Purchase	$17K–80K3 purchases	$209.75	+148.06%	$522.42	3
INTCIntel Corporation	$21K	Feb 14, 2017Purchase	$1K–15K1 purchase	$35.93	+156.52%	$92.48	3

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 29, 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.