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Kathy Castor

Kathy Castor

DEM
House · FL
Data as of 1:55 AM UTC
CAGR
+8.8%
Trades
206
Win Rate
71%
Sharpe
0.76
Beta
1.09
Max DD
(38.7%)
CAGR
+8.8%
Trades
206
Win Rate
71%
Sharpe
0.76
Beta
1.09
Max DD
(38.7%)

Kathy Castor portfolio vs S&P 500

Hypothetical $10,000 invested at their first disclosed trade date. · log scale

Loading portfolio history...

Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.

TickerActionDescriptionAmountTradedFiledShare
QYLDSellVanguard Joint Retirement ⇒ $1K - $15KJul 5, 2025May 15, 2025
QYLDSellE*Trade Brokerage Account ⇒ $1K - $15KDec 26, 2024May 15, 2025
QYLDSellE*Trade Brokerage Account ⇒ $1K - $15KDec 17, 2024May 15, 2025
QYLDSellE*Trade Brokerage Account ⇒ $1K - $15KSep 5, 2024May 15, 2025
BRK-BSellBerkshire Hathaway Inc. New$15K - $50KJul 15, 2024Jul 15, 2024
QYLDSellVanguard Joint Retirement ⇒ $1K - $15KJul 12, 2024May 15, 2025
QYLDSellVanguard Joint Retirement ⇒ $1K - $15KJul 11, 2024May 15, 2025
QYLDSellVanguard Joint Retirement ⇒ $1K - $15KJul 10, 2024May 15, 2025
QYLDSellVanguard Joint Retirement ⇒ $1K - $15KJul 9, 2024May 15, 2025
QYLDSellE*Trade Brokerage Account ⇒ $1K - $15KJul 3, 2024May 15, 2025
100 trades
…

Kathy Castor (D-FL) Stock Trades & Portfolio

Kathy Castor is a United States Representative from FL affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 206 disclosed stock trades from Kathy Castor, filed under the STOCK Act. The portfolio compounds at 8.8% annualized — 0.0% above the S&P 500 benchmark over the same period, with a 59% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Kathy Castor (D-FL) has disclosed 206 trades under the STOCK Act; portfolio CAGR of 8.8% (+0.0% vs. the S&P 500); top tickers traded: QYLD, DJIA, XYLD.

Kathy Castor's most recent trades

Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.

Top holdings & sectors

Most-traded tickers: QYLD, DJIA, XYLD. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 8.8% CAGR, +0.0% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Kathy Castor's disclosed portfolio value & net worth

Kathy Castor's disclosed stock portfolio is valued at approximately $862K across 13 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on Kathy Castor's total net worth, not a complete measure of it.