“...pleasure and pain, they come and go and don't last... bear them patiently”
—Gita
Pathos InvestmentsEquity Research
Congress trades · Members · Holdings

Rep. Ed Case D-HI01

Estimated current holdings · House. ← Back to the member's trades and hit rate

Base report: annual report CY2025 · trades through 2026-08-13 · later PTRs: 1 2 3

Estimated total: $3M–open-ended (some lines have no upper bound) across 22 positions.

Based on the annual report CY2025 and trades reported after it, Rep. Ed Case holds an estimated 22 positions worth $3M–open-ended (some lines have no upper bound) in total. The largest estimated holding is AAPL ($1M–$5M). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.

AssetTypeEstimated rangeConfidenceCame from
AAPL Apple Inc. (AAPL)Stock$1M–$5MMediumReport
Alliant Credit UnionCash$250K–$500KHighReport
AMZN Amazon.com, Inc. (AMZN)Stock$250K–$500KHighReport
US Equity IndexFund/ETF$250K–$500KHighReport
Vanguard Target 2020Fund/ETF$250K–$500KHighReport
Fidelity BalancedFund/ETF$100K–$250KHighReport
JNJ Johnson & Johnson (JNJ)Stock$100K–$250KHighReport
MSFT Microsoft Corporation (MSFT)Stock$100K–$250KHighReport
Vanguard FTSE Developed MktsFund/ETF$100K–$250KHighReport
Vanguard High Dividend YieldFund/ETF$100K–$250KHighReport
Vanguard Intl Divid ApprecFund/ETF$100K–$250KHighReport
Vanguard Long Term TreasuryFund/ETF$100K–$250KHighReport
Vanguard Target 2015Fund/ETF$100K–$250KHighReport
VEIRX Vanguard Equity Income Fund Admiral Shares (VEIRX)Fund/ETF$50K–$100KHighReport
Vanguard Health Care Admiral CLFund/ETF$50K–$100KHighReport
Vanguard Total Bond MarketFund/ETF$50K–$100KHighReport
FFIZX Fidelity Freedom Index 2040 Fund - Institutional Premium ClaFund/ETF$15K–$50KHighReport
Fidelity Government Cash ReservesFund/ETF$15K–$50KHighReport
Hawaii State Federal Credit UnionCash$1K–$15KHighReport
Vanguard Federal Money MarketOther$1–$1KHighReport
Employees' Retirement System of the State of Hawai'iPension$0–open-endedLowReport
USPBGC-United Airtlines Flight Attendant EESPension$0–open-endedLowReport
Education, not investment advice. This is an estimate, not a holdings report. We start from the value ranges in the member's most recent financial disclosure and add or subtract later periodic transaction reports (PTRs). Disclosures give ranges, not exact values, and the result can be wrong: valuation dates differ, some trades can't be matched to a holding, and assets may have moved since. Confidence: High = taken directly from the report; Medium = changed by later trades or matched by name; Low = no stated value or unclear match.

Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.