Eleanor Holmes Norton: Stock Portfolio, Performance and Latest Trades
U.S. Representative, DC
D Democrat
Trades disclosed20
Bought / sold3 / 17
Est. volume$789K
Typical delay11 days
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Eleanor Holmes Norton'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 |
|---|---|---|---|---|
OLGAXJPMorgan Large Cap Growth Fund A | 20.5% | $78.92 | +7.4% | $84.78 |
BRK.BBerkshire Hathaway Inc. New | 19.2% | $502.65 | +0.7% | $506.25 |
SPLVInvesco S&P 500 Low Volatility ETF | 18.0% | $70.23 | +1.4% | $71.22 |
VVSVXVenerable US Large Cap Strategic Equity Fund Class V | 10.1% | $11.44 | +13.7% | $13.01 |
BAICXBlackRock Funds II, BlackRock Multi-Asset Income Ptf Investor A | 9.13% | $10.10 | +2.8% | $10.38 |
MOATVanEck Morningstar Wide Moat ETF | 3.96% | $103.56 | +4.0% | $107.66 |
CDLVictoryShares US Large Cap High Div Volatility Wtd ETF | 3.69% | $67.35 | +11.8% | $75.30 |
VVBVXVenerable Strategic Bond Fund Class V | 3.68% | $9.53 | −3.4% | $9.21 |
VVLVXVenerable Large Cap Index Fund Class V | 1.89% | $12.49 | +14.4% | $14.29 |
JAFEXJohn Hancock Variable Insurance Trust Total Stock Market Index Trust Series Nav | 1.87% | $32.59 | +13.5% | $37.00 |
RSPInvesco S&P 500 Equal Weight ETF | 1.84% | $189.30 | +11.3% | $210.60 |
JADIXJohn Hancock Variable Insurance Trust Fundamental Large Cap Value Trust Series Nav | 1.79% | $26.96 | +8.2% | $29.17 |
JAJMXJohn Hancock Variable Insurance Trust Real Estate Securities Trust Series Nav | 1.76% | $20.03 | +6.9% | $21.41 |
JAIVXJohn Hancock Variable Insurance Trust Managed Volatility Moderate Portfolio Series Nav | 1.71% | $10.52 | +3.7% | $10.91 |
METMetLife, Inc. | 0.50% | $77.30 | +23.9% | $95.78 |
JVCNXJohn Hancock Variable Insurance Trust Core Bond Trust Class NAV | 0.39% | $11.28 | −3.0% | $10.94 |
BHFBrighthouse Financial, Inc. | 0.02% | $64.79 | −23.4% | $49.66 |
Eleanor Holmes Norton's buys and sells
Aug 15, 2018 to Oct 14, 2025.
| Stock | Action | Amount | Traded | Disclosed |
|---|---|---|---|---|
BRK.BBerkshire Hathaway Inc. New | Sold part | $15K–$50K | Oct 14, 2025 | Oct 21, 20257 days later |
BRK.BBerkshire Hathaway Inc. New | Sold part | $15K–$50K | Mar 5, 2025 | Mar 11, 20256 days later |
BRK.BBerkshire Hathaway Inc. New | Sold part | $15K–$50K | Aug 27, 2024 | Sep 5, 20249 days later |
GO BOND 4.0% JUN01 2036BondChild | Sold | $50K–$100K | May 13, 2024 | May 21, 20248 days later |
District of Columbia Wtr & Swr Ser C 5%Oct01 2039Bond | Sold | $15K–$50K | May 13, 2024 | May 21, 20248 days later |
VA St Res Auth Infrastructure 8/14/2019 3 Pct 11/01/2036Bond | Sold | $15K–$50K | May 13, 2024 | May 21, 20248 days later |
BRK.BBerkshire Hathaway Inc. New | Sold part | $1K–$15K | Apr 8, 2024 | May 13, 202435 days later |
BRK.BBerkshire Hathaway Inc. New | Sold | $1K–$15K | Apr 8, 2024 | May 13, 202435 days later |
BRK.BBerkshire Hathaway Inc. New | Sold part | $1K–$15K | Apr 4, 2024 | Apr 15, 202411 days later |
Metro Wash DC Arpts Auth Dulles Toll Rd 7.85%CI B 0% 10/01/2038Bond | Sold | $15K–$50K | Dec 21, 2023 | Dec 28, 20237 days later |
VA St Res Auth Infrastructure 8/14/2019 3 Pct 11/01/2036Bond | Sold part | $15K–$50K | Oct 13, 2023 | Oct 24, 202311 days later |
Ser A DEC13 5.0% JUN01 2030BondChild | Sold | $15K–$50K | Jun 1, 2023 | Jul 11, 202340 days later |
Rev NPR MAY13 4.0% APR01 2037BondChild | Sold | $50K–$100K | Apr 3, 2023 | May 4, 202331 days later |
Maryland St CDA Dept Hsg-Cmnty 4.0% SEP01 2029 [gS] | Sold | $15K–$50K | Mar 1, 2021 | Apr 12, 202142 days later |
Income bond 5.0% Dec01 24 [gS]Child | Sold | $15K–$50K | Jun 1, 2020 | Jul 9, 202038 days later |
Metro Wash DC arpts auth Dulles Toll Rd 7.85%CI 0 Pct 10/01/2038 [gS] | Bought | $15K–$50K | Feb 25, 2020 | Mar 7, 202011 days later |
Va St Res auth Infrastucture 8/14/2019 3 Pct 11/01/2036 [gS] | Bought | $50K–$100K | Feb 25, 2020 | Mar 7, 202011 days later |
Miami beach FL bond 4.375%SEP01 28 [gS] | Sold | $15K–$50K | Jun 13, 2019 | Jul 8, 201925 days later |
go boND 4.0% JUN01 2036 [gS]Child | Bought | $50K–$100K | Sep 12, 2018 | Sep 14, 20182 days later |
Leander Tex Indpt Sch Bond 3.35%CI 0.0%aUg15 [gS] | Sold | $50K–$100K | Aug 15, 2018 | Sep 6, 201822 days later |
Eleanor Holmes Norton's portfolio by sector
Share of the estimated stock portfolio.
| Sector | Share |
|---|---|
| Other | 99% |
| Financials | 0.5% |
Portfolio performance: Eleanor Holmes Norton 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 13, 2022.
- You, copying after each disclosure – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each disclosure – estimated value | +64.4% | +12.0% |
| S&P 500 | +105.5% | +17.8% |
| Nasdaq-100 | +157.9% | +24.0% |
Eleanor Holmes Norton's most traded stocks
Number of disclosed buys and sells per stock.
| Stock | Buys | Sells |
|---|---|---|
BRK.BBerkshire Hathaway Inc. New | 0 | 6 |
Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.