Eleanor Holmes Norton (D-DC), a current Democratic member of the House, has disclosed 29 trades since 2014: 8 purchases worth about $530.00K and 21 sales worth about $913.01K, in 2 stocks. Most traded: BRK-B, WGL. As a portfolio, their stock holdings and trades returned +92.3% from May 2014, against +300.8% for the S&P 500. Trades took a median 11 days to be disclosed; 0 came late.
Eleanor Holmes Norton’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2014: +92.3%, against +300.8% for SPY; the largest fall on the way was -63.5%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Eleanor Holmes Norton | Nov 2025 | +17.3% | +10.1% | +7.2% | – | -9.2% | 1.17 | -0.02 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Eleanor Holmes Norton | Nov 2023 | +60.8% | +72.6% | -11.8% | +17.2% | -14.7% | 1.09 | 0.40 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Eleanor Holmes Norton | Nov 2021 | +91.8% | +61.1% | +30.7% | +13.9% | -26.0% | 0.85 | 0.58 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Eleanor Holmes Norton | Jan 2026 | +12.4% | +10.1% | +2.3% | – | -8.2% | 1.03 | 0.01 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Eleanor Holmes Norton | May 2014 | +92.3% | +300.8% | -208.4% | +5.4% | -63.5% | 0.34 | 0.84 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BRK-BBerkshire Hathaway Inc | Financial Services | $430.88K | 97.6% | +14.9% | 5 | 1 | 4 | $175.00K | $105.50K | +24.3% | Oct 14, 2025 |
| WGLWGL HOLDINGS INC | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Mar 23, 2015 |
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.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| BRK-BBerkshire Hathaway Inc. New Common Stock (BRK.B) | Self | Sell (Partial) | $15K–$50K | Oct 14, 2025 | Oct 21, 2025 | 7d | +12.3% | -1.2% | |
| BRK-BBerkshire Hathaway Inc. New Common Stock (BRK.B) | Self | Sell (Partial) | $15K–$50K | Mar 5, 2025 | Mar 11, 2025 | 6d | +11.8% | -17.2% | |
| BRK-BBerkshire Hathaway Inc. New Common Stock (BRK.B) | Self | Sell (Partial) | $15K–$50K | Aug 27, 2024 | Sep 5, 2024 | 9d | +21.0% | -13.0% | |
| DC GO BOND 4.0% JUN01 2036Bond | Self | Sell | $50K–$100K | May 13, 2024 | May 21, 2024 | 8d | – | – | |
| District of Columbia Wtr & Swr Ser C 5%Oct01 2039Bond | Self | Sell | $15K–$50K | May 13, 2024 | May 21, 2024 | 8d | – | – | |
| VA St Res Auth Infrastructure 8/14/2019 3 Pct 11/01/2036Bond | Self | Sell | $15K–$50K | May 13, 2024 | May 21, 2024 | 8d | – | – | |
| BRK-BBerkshire Hathaway Inc. New Common Stock (BRK.B) | Self | Sell (Partial) | $1K–$15K | Apr 4, 2024 | Apr 15, 2024 | 11d | +34.2% | -12.4% | |
| Metro Wash DC Arpts Auth Dulles Toll Rd 7.85%CI B 0% 10/01/2038 [GS]Bond | Self | Sell | $15K–$50K | Dec 21, 2023 | Dec 28, 2023 | 7d | – | – | |
| VA St Res Auth Infrastructure 8/14/2019 3 Pct 11/01/2036Bond | Self | Sell (Partial) | $15K–$50K | Oct 13, 2023 | Oct 24, 2023 | 11d | – | – | |
| DC Ser A DEC13 5.0% JUN01 2030 [GS]Bond | Self | Sell | $15K–$50K | Jun 1, 2023 | Jul 11, 2023 | 40d | – | – | |
| DC Rev NPR MAY13 4.0% APR01 2037Bond | Self | Sell | $50K–$100K | Apr 3, 2023 | May 4, 2023 | 31d | – | – | |
| Maryland St CDA Dept HsG-Cmnty 4.0% SEP01 2029Bond | Self | Sell | $15K–$50K | Mar 1, 2021 | Apr 12, 2021 | 42d | – | – | |
| DC Income Bond 5.0% Dec01 24Bond | Self | Sell | $15K–$50K | Jun 1, 2020 | Jul 9, 2020 | 38d | – | – | |
| Metro Wash DC Arpts Auth Dulles Toll Rd 7.85%CI 0 Pct 10/01/2038Bond | Self | Buy | $15K–$50K | Feb 25, 2020 | Mar 7, 2020 | 11d | – | – | |
| Va St Res Auth Infrastucture 8/14/2019 3 Pct 11/01/2036Bond | Self | Buy | $50K–$100K | Feb 25, 2020 | Mar 7, 2020 | 11d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Eleanor Holmes Norton (D-DC), a current Democratic member of the House, has disclosed 29 trades since 2014: 8 purchases worth about $530.00K and 21 sales worth about $913.01K, in 2 stocks. Most traded: BRK-B, WGL. As a portfolio, their stock holdings and trades returned +92.3% from May 2014, against +300.8% for the S&P 500. Trades took a median 11 days to be disclosed; 0 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Eleanor Holmes Norton still holds 1 stock; the largest are BRK-B (about $430.88K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +92.3% from May 2014 to November 2026, against +300.8% for the S&P 500, with a largest fall of -63.5%. 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 11 days to be disclosed. 0 of 29 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.