Hypothetical $10,000 invested at their first disclosed trade date. · log scale
Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.
| Ticker | Action | Description | Traded |
|---|---|---|---|
| QYLD | Sell | Vanguard Joint Retirement ⇒ | Jul 5, 2025 |
| QYLD | Sell | E*Trade Brokerage Account ⇒ | Dec 26, 2024 |
| QYLD | Sell | E*Trade Brokerage Account ⇒ | Dec 17, 2024 |
| QYLD | Sell | E*Trade Brokerage Account ⇒ | Sep 5, 2024 |
| BRK-B | Sell | Berkshire Hathaway Inc. New | Jul 15, 2024 |
| QYLD | Sell | Vanguard Joint Retirement ⇒ | Jul 12, 2024 |
| QYLD | Sell | Vanguard Joint Retirement ⇒ | Jul 11, 2024 |
| QYLD | Sell | Vanguard Joint Retirement ⇒ | Jul 10, 2024 |
| QYLD | Sell | Vanguard Joint Retirement ⇒ | Jul 9, 2024 |
| QYLD | Sell | E*Trade Brokerage Account ⇒ | Jul 3, 2024 |
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.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: QYLD, DJIA, XYLD. Sector allocation and portfolio weighting appear in the Holdings panel.
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 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.