Kathy Castor (D-FL-14), a current Democratic member of the House, has disclosed 86 trades since 2014: 56 purchases worth about $588.53K and 30 sales worth about $454.02K, in 22 stocks. Most traded: BRK-B, DOW, STEW. As a portfolio, their stock holdings and trades returned +311.4% from May 2014, against +296.3% for the S&P 500. Trades took a median 11 days to be disclosed; 13 came late.
Kathy Castor’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: +311.4%, against +296.3% for SPY; the largest fall on the way was -41.3%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kathy Castor | Nov 2025 | +17.1% | +10.1% | +7.1% | – | -9.4% | 1.15 | -0.04 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kathy Castor | Nov 2023 | +60.8% | +72.6% | -11.9% | +17.2% | -14.9% | 1.08 | 0.39 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kathy Castor | Nov 2021 | +93.7% | +61.1% | +32.6% | +14.2% | -26.6% | 0.86 | 0.57 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kathy Castor | Jan 2026 | +12.2% | +10.1% | +2.1% | – | -8.4% | 1.01 | 0.00 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kathy Castor | May 2014 | +311.4% | +296.3% | +15.1% | +12.0% | -41.3% | 0.69 | 0.81 |
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 | $429.62K | 100.0% | +14.6% | 29 | 26 | 3 | $324.01K | $97.50K | +34.5% | Jul 15, 2024 |
| TAt&T Inc. | Communication Services | Closed | – | – | 4 | 2 | 2 | $16.00K | $83.00K | -299.2% | Dec 14, 2016 |
| DIASpdr Dow Jones Industrial Average Etf Trust | – | Closed | – | – | 3 | 3 | 0 | $48.50K | $0.00 | -57.1% | Mar 27, 2020 |
| BABoeing Co | Industrials | Closed | – | – | 2 | 1 | 1 | $8.00K | $32.50K | -241.5% | Feb 14, 2017 |
| BACBank Of America Corp /De/ | Financial Services | Closed | – | – | 2 | 1 | 1 | $8.00K | $32.50K | +11.7% | Mar 10, 2020 |
| DOWDOW CHEMICAL CO | Basic Materials | Closed | – | – | 5 | 0 | 5 | $0.00 | $40.00K | – | May 2, 2016 |
| STEWSRH Total Return Fund, Inc. | – | Closed | – | – | 5 | 4 | 1 | $32.00K | $8.00K | -82.3% | Mar 10, 2020 |
| VZVerizon Communications Inc | Communication Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Mar 28, 2016 |
| BXBlackstone Inc. | Financial Services | Closed | – | – | 4 | 3 | 1 | $24.00K | $8.00K | +10.3% | Mar 10, 2020 |
| LUVSouthwest Airlines Co | Industrials | Closed | – | – | 4 | 2 | 2 | $16.00K | $16.00K | -98.8% | Jul 14, 2020 |
| BENFranklin Templeton Inc | Financial Services | Closed | – | – | 3 | 2 | 1 | $16.00K | $8.00K | -337.0% | Mar 10, 2020 |
| CATCaterpillar Inc | Industrials | Closed | – | – | 3 | 2 | 1 | $16.00K | $8.00K | +292.5% | Dec 9, 2016 |
| GEGeneral Electric Co | Industrials | Closed | – | – | 3 | 2 | 1 | $16.00K | $8.00K | -123.0% | Dec 9, 2016 |
| INTCIntel Corp | Technology | Closed | – | – | 3 | 2 | 1 | $16.00K | $8.00K | -174.3% | Feb 14, 2017 |
| AALAmerican Airlines Group Inc. | Industrials | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -121.9% | Jul 14, 2020 |
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) | Joint | Sell (Partial) | $15K–$50K | Jul 15, 2024 | Jul 15, 2024 | 0d | +28.3% | -5.7% | |
| BRK-BBerkshire Hathaway Inc. New Common Stock (BRK.B) | Joint | Sell (Partial) | $15K–$50K | Mar 28, 2024 | Mar 28, 2024 | 0d | +32.5% | -11.3% | |
| BRK-BBerkshire Hathaway Inc. New (BRK.B) | Joint | Buy | $1K–$15K | Jul 16, 2021 | Jul 29, 2021 | 13d | +100.5% | +26.1% | |
| BRK-BBerkshire Hathaway Inc. New (BRK.B) | Joint | Buy | $1K–$15K | Jun 25, 2021 | Jul 29, 2021 | 34d | +100.2% | +23.9% | |
| BRK-BBerkshire Hathaway Inc. New (BRK.B) | Joint | Buy | $1K–$15K | Jun 18, 2021 | Jul 29, 2021 | 41d | +103.3% | +22.1% | |
| BRK-BBerkshire Hathaway Inc. New (BRK.B) | Joint | Buy | $1K–$15K | Jun 18, 2020 | Jul 27, 2021 | 404d late | +208.3% | +67.1% | |
| BRK-BBerkshire Hathaway Inc. New (BRK.B) | Joint | Buy | $1K–$15K | Jun 25, 2020 | Jul 27, 2021 | 397d late | +211.6% | +66.8% | |
| BRK-BBerkshire Hathaway Inc. New (BRK.B) | Joint | Buy | $1K–$15K | Jul 16, 2020 | Jul 27, 2021 | 376d late | +191.7% | +57.3% | |
| BRK-BBerkshire Hathaway Inc. New (BRK.B) | Joint | Buy | $1K–$15K | May 21, 2021 | Jun 14, 2021 | 24d | +93.7% | +12.4% | |
| BRK-BBerkshire Hathaway Inc. New (BRK.B) | Joint | Buy | $1K–$15K | Jun 14, 2021 | Jun 14, 2021 | 0d | +96.5% | +19.7% | |
| BRK-BBerkshire Hathaway Inc. New (BRK.B) | Joint | Buy | $1K–$15K | Mar 15, 2021 | Apr 14, 2021 | 30d | +118.9% | +29.1% | |
| BRK-BBerkshire Hathaway Inc. New (BRK.B) | Joint | Buy | $1K–$15K | Mar 31, 2021 | Apr 14, 2021 | 14d | +118.1% | +28.3% | |
| BRK-BBerkshire Hathaway Inc. New (BRK.B) | Joint | Buy | $1K–$15K | Apr 9, 2021 | Apr 14, 2021 | 5d | +109.5% | +26.7% | |
| BRK-BBerkshire Hathaway Inc. New (BRK.B) | Joint | Buy | $1K–$15K | Apr 13, 2021 | Apr 14, 2021 | 1d | +108.6% | +26.4% | |
| BRK-BBerkshire Hathaway Inc. New (BRK.B) | Joint | Buy | $1K–$15K | Apr 14, 2021 | Apr 14, 2021 | 0d | +108.3% | +25.5% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Kathy Castor (D-FL-14), a current Democratic member of the House, has disclosed 86 trades since 2014: 56 purchases worth about $588.53K and 30 sales worth about $454.02K, in 22 stocks. Most traded: BRK-B, DOW, STEW. As a portfolio, their stock holdings and trades returned +311.4% from May 2014, against +296.3% for the S&P 500. Trades took a median 11 days to be disclosed; 13 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Kathy Castor still holds 1 stock; the largest are BRK-B (about $429.62K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +311.4% from May 2014 to November 2026, against +296.3% for the S&P 500, with a largest fall of -41.3%. 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. 13 of 86 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.