SENATE · LA · SINCE 2015

Bill Cassidy portfolio

Bill Cassidy has represented LA in the Senate since 2015. Committee seats: Energy and Natural Resources, Finance, Health, Education, Labor, and Pensions (Chairman), Veterans' Affairs. Bill Cassidy has disclosed 179 trades (70 purchases, 109 sales); the latest was on Nov 5, 2020. Over the past year the disclosed stock holdings returned +40.4%, against +11.8% for the S&P 500.

RRepublicanParty

Member of SenateRepresents LA

$217KEst. portfolio value

6 years agoLast trade

+40.4%1Y return, from filings

1M return+11.3%S&P 500 -0.3% · 11 positionsOn their trade dates: +11.5%

3M return+11.8%S&P 500 +1.7% · 11 positionsOn their trade dates: +12.0%

YTD return+38.8%S&P 500 +11.4% · 11 positionsOn their trade dates: +39.1%

1Y return+40.4%S&P 500 +11.8% · 11 positionsOn their trade dates: +41.7%

3Y return+76.1%S&P 500 +81.7% · 11 positionsOn their trade dates: +76.9%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

SenateEnergy and Natural Resources SenateFinance SenateHealth, Education, Labor, and PensionsChairman SenateVeterans' Affairs

Est. value $217K across 11 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Bill Cassidy
Investment	Est. holding value	Last transaction	Total bought	Avg. cost	Since filed	Current price	Trades
AFLAflac Incorporated	$54K	Apr 23, 2018Purchase	$2K–30K2 purchases	$37.21	+180.74%	$124.77	2
XOMExxon Mobil Corporation	$38K	Jan 25, 2019Purchase	$4K–60K4 purchases	$79.91	+134.49%	$185.48	6
CVXChevron Corporation	$38K	Oct 31, 2016Sale (partial)	$15K–50K1 purchase	$101.70	+197.11%	$235.43	3
PSXPhillips 66	$36K	Mar 9, 2020Purchase	$1K–15K1 purchase	$62.09	+434.20%	$279.50	2
JNJJohnson & Johnson	$16K	Mar 9, 2020Purchase	$1K–15K1 purchase	$136.44	+124.76%	$276.82	3
MMM3M Company	$12K	Mar 9, 2020Purchase	$1K–15K1 purchase	$120.45	+57.76%	$175.75	1
DWDPDowDuPont Inc.	$8K	Jan 25, 2019Purchase	$1K–15K1 purchase	No data	—	—	1
UTXUnited Technologies Corporation	$8K	Mar 31, 2016Purchase	$1K–15K1 purchase	No data	—	—	1
ABTAbbott Laboratories	$5K	Oct 24, 2017Sale (partial)	$1K–15K1 purchase	$41.83	+93.42%	$105.73	2
VFCV.F. Corporation	$2K	Mar 9, 2020Purchase	$1K–15K1 purchase	$62.39	-68.26%	$18.35	4
TAT&T, Inc.	$233.69	Mar 9, 2020Sale (partial)	$1K–15K1 purchase	$25.29	-2.78%	$21.36	4

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.