Ed Case: Stock Portfolio, Performance and Latest Trades
U.S. Representative, HI-1
D Democrat
Trades disclosed20
Bought / sold14 / 6
Est. volume$452.5K
Typical delay23 days
Ed Case's estimated portfolio today
Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.
| Stock | Share of portfolio | Average buy price | Return | Current price |
|---|---|---|---|---|
AAPLApple Inc. | 79.7% | $271.24 | +24.1% | $336.67 |
AMZNAmazon.com, Inc. | 8.97% | $230.82 | +12.6% | $259.92 |
JNJJohnson & Johnson | 4.72% | $203.67 | +26.9% | $258.45 |
MSFTMicrosoft Corporation | 4.10% | $480.57 | +10.2% | $529.76 |
VEIRXVanguard Equity Income Fund Admiral Shares | 1.74% | $91.39 | +9.5% | $100.07 |
FFIZXFidelity Freedom Index 2040 Fund - Institutional Premium Class | 0.76% | $28.73 | +10.6% | $31.77 |
Ed Case's buys and sells
May 3, 2021 to Aug 13, 2026, 7 disclosed after the 45-day deadline.
| Stock | Action | Amount | Traded | Disclosed |
|---|---|---|---|---|
AAPLSpouseApple Inc. | Bought | $1K–$15K | Aug 13, 2026 | Aug 18, 20265 days later |
AAPLSpouseApple Inc. | Bought | $1K–$15K | May 14, 2026 | May 31, 202617 days later |
AAPLSpouseApple Inc. | Bought | $1K–$15K | Feb 12, 2026 | Mar 14, 202630 days later |
PGSpouseProcter & Gamble Company | Sold | $1K–$15K | Dec 1, 2025 | Dec 24, 202523 days later |
AAPLSpouseApple Inc. | Bought | $1K–$15K | Nov 13, 2025 | Apr 6, 2026144 days later · late |
AAPLSpouseApple Inc. | Bought | $1K–$15K | Aug 14, 2025 | Apr 6, 2026235 days later · late |
AAPLSpouseApple Inc. | Bought | $1K–$15K | May 15, 2025 | Apr 6, 2026326 days later · late |
AAPLSpouseApple Inc. | Bought | $1K–$15K | Feb 13, 2025 | Apr 6, 2026417 days later · late |
AAPLSpouseApple Inc. | Bought | $1K–$15K | Nov 14, 2024 | Apr 6, 2026508 days later · late |
AAPLSpouseApple Inc. | Bought | $1K–$15K | Aug 15, 2024 | Apr 6, 2026599 days later · late |
AAPLSpouseApple Inc. | Bought | $1K–$15K | May 16, 2024 | Apr 6, 2026690 days later · late |
FBALXOtherFidelity Balanced (FBAlX) | Bought | $50K–$100K | Jul 6, 2021 | Jul 25, 202119 days later |
FDRXXOtherFIdelity government Cash Reserves | Sold | $50K–$100K | Jul 6, 2021 | Jul 25, 202119 days later |
FDRXXOtherFidelity government Cash Reserves | Sold | $1K–$15K | Jul 2, 2021 | Jul 25, 202123 days later |
MRINMarin Software Incorporated | Bought | $1K–$15K | Jul 2, 2021 | Jul 25, 202123 days later |
MOAltria group, Inc. | Sold | $50K–$100K | May 3, 2021 | May 9, 20216 days later |
Fidelity government Cash ReservesOther | Bought | $15K–$50K | May 3, 2021 | May 9, 20216 days later |
GEgeneral Electric Company (gE) | Sold | $1K–$15K | May 3, 2021 | May 9, 20216 days later |
KMIKinder Morgan, Inc. | Sold | $1K–$15K | May 3, 2021 | May 9, 20216 days later |
MSFTMicrosoft Corporation | Bought | $50K–$100K | May 3, 2021 | May 9, 20216 days later |
Ed Case's portfolio by sector
Share of the estimated stock portfolio.
| Sector | Share |
|---|---|
| Technology | 84% |
| Consumer Discretionary | 9.0% |
| Health Care | 4.7% |
| Other | 2.5% |
Portfolio performance: Ed Case vs. benchmarks
Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since May 14, 2021.
- You, copying after each disclosure – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each disclosure – estimated value | +114.0% | +16.4% |
| S&P 500 | +91.4% | +13.8% |
| Nasdaq-100 | +116.8% | +16.7% |
Ed Case's most traded stocks
Number of disclosed buys and sells per stock.
| Stock | Buys | Sells |
|---|---|---|
AAPLApple Inc. | 10 | 0 |
FDRXXFidelity government Cash Reserves | 0 | 2 |
PGProcter & Gamble Company | 0 | 1 |
GEgeneral Electric Company (gE) | 0 | 1 |
MSFTMicrosoft Corporation | 1 | 0 |
FBALXFidelity Balanced (FBAlX) | 1 | 0 |
MOAltria group, Inc. | 0 | 1 |
KMIKinder Morgan, Inc. | 0 | 1 |
MRINMarin Software Incorporated | 1 | 0 |
Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.