HOUSE · FL-26 · 2015–2019
Carlos Curbelo portfolio
Carlos Curbelo represented FL in the House until 2019. Trades below come from filings made while in office. Carlos Curbelo has disclosed 403 trades (229 purchases, 171 sales); the latest was on Sep 6, 2018. Over the past year the disclosed stock holdings returned +12.4%, against +11.8% for the S&P 500.
RRepublicanParty
Former member of HouseRepresents FL
$1.4MEst. portfolio value
8 years agoLast trade
+12.4%1Y return, from filings
1M return-1.9%S&P 500 -0.3% · 61 positionsOn their trade dates: -2.3%
3M return-4.9%S&P 500 +1.7% · 61 positionsOn their trade dates: -5.6%
YTD return+11.6%S&P 500 +11.4% · 61 positionsOn their trade dates: +11.2%
1Y return+12.4%S&P 500 +11.8% · 61 positionsOn their trade dates: +11.9%
3Y return+73.9%S&P 500 +81.7% · 61 positionsOn their trade dates: +76.5%
Est. value $1.2M across 60 stocks and ETFs, marked to the latest close
| Investment | Est. holding value | Last transaction | Total bought | Avg. cost | Since filed | Current price | Trades |
|---|---|---|---|---|---|---|---|
| GEgeneral Electric Company | $179K | Mar 28, 2018Purchase | $5K–75K5 purchases | $68.28 | +340.00% | $305.81 | 5 |
| ANETarista Networks, Inc. | $72K | Aug 28, 2018Purchase | $1K–15K1 purchase | $19.01 | +902.91% | $172.10 | 1 |
| FLEXFlex Ltd. - ordin ary Shares | $67K | Aug 28, 2018Purchase | $1K–15K1 purchase | $10.47 | +795.67% | $88.15 | 1 |
| FTNTFortinet, Inc. | $67K | Aug 28, 2018Purchase | $1K–15K1 purchase | $16.18 | +656.40% | $135.41 | 1 |
| XOMExxon Mobil Corporation | $60K | Feb 8, 2018Purchase | $3K–45K3 purchases | $73.91 | +153.31% | $184.86 | 3 |
| PHParker-Hannifin Corporation | $42K | Aug 28, 2018Purchase | $1K–15K1 purchase | $175.14 | +389.58% | $921.73 | 1 |
| GOOGLalphabet Inc. - Cl ass a | $36K | Aug 28, 2018Purchase | $1K–15K1 purchase | $62.29 | +371.18% | $281.27 | 6 |
| ORLYO'Reilly Automotive, Inc. | $32K | Aug 28, 2018Purchase | $1K–15K1 purchase | $22.14 | +287.85% | $89.03 | 5 |
| QQQInvesco QQQ Trust, Series 1 | $30K | Aug 28, 2018Purchase | $1K–15K1 purchase | $184.61 | +278.11% | $696.25 | 1 |
| VVisa Inc. | $28K | Apr 6, 2018Purchase | $1K–15K1 purchase | $117.70 | +198.15% | $414.20 | 4 |
| AMPameriprise Financial, Inc. | $27K | Aug 28, 2018Purchase | $1K–15K1 purchase | $144.01 | +231.81% | $491.21 | 9 |
| FTITechnipFMC plc ordinary Share | $24K | Aug 28, 2018Purchase | $1K–15K1 purchase | $22.78 | +181.89% | $68.25 | 1 |
| TMOThermo Fisher Scientific Inc | $24K | Aug 28, 2018Purchase | $1K–15K1 purchase | $237.96 | +187.55% | $699.00 | 3 |
| AMZNamazon.com, Inc. | $23K | Jun 8, 2018Purchase | $1K–15K1 purchase | $84.20 | +161.07% | $239.45 | 1 |
| TJXTJX Companies, Inc. | $21K | Aug 28, 2018Purchase | $1K–15K1 purchase | $53.81 | +156.99% | $141.76 | 3 |
| DHRdanaher Corporation | $21K | Aug 28, 2018Purchase | $1K–15K1 purchase | $91.05 | +143.62% | $233.30 | 3 |
| BLKBlackRock, Inc. | $19K | Aug 28, 2018Purchase | $1K–15K1 purchase | $483.35 | +142.10% | $1,159.88 | 3 |
| UNPUnion Pacific Corporatio n | $19K | Apr 6, 2018Purchase | $1K–15K1 purchase | $130.28 | +101.55% | $302.20 | 1 |
| ICEIntercontinental Exchange Inc. | $18K | Aug 28, 2018Purchase | $1K–15K1 purchase | $74.65 | +120.68% | $168.54 | 3 |
| ECLEcolab Inc. | $16K | Aug 28, 2018Purchase | $1K–15K1 purchase | $149.50 | +92.25% | $302.45 | 3 |
| LOGILogitech International S.a. - Registered Shares | $15K | Aug 28, 2018Purchase | $1K–15K1 purchase | $49.48 | +110.72% | $95.73 | 1 |
| LOWLowe's Companies, Inc. | $15K | Aug 28, 2018Purchase | $1K–15K1 purchase | $108.27 | +80.76% | $208.24 | 3 |
| SCIService Corporation Intern ational | $14K | Aug 28, 2018Purchase | $1K–15K1 purchase | $42.75 | +71.46% | $75.03 | 1 |
| AWKamerican Water Works Company, Inc. | $13K | Aug 28, 2018Purchase | $1K–15K1 purchase | $87.25 | +66.42% | $144.22 | 1 |
| HDHome depot, Inc. | $13K | Aug 28, 2018Purchase | $1K–15K1 purchase | $201.97 | +58.79% | $329.43 | 3 |
| IJRiShares Core S&P Small-Cap ETF | $13K | Aug 28, 2018Purchase | $1K–15K1 purchase | $89.83 | +60.01% | $140.65 | 6 |
| LIILennox International, Inc. | $13K | Aug 28, 2018Purchase | $1K–15K1 purchase | $223.95 | +62.15% | $350.34 | 1 |
| NTRSNorthern Trust Corporation | $12K | Aug 28, 2018Purchase | $1K–15K1 purchase | $109.10 | +61.77% | $169.45 | 1 |
| CFGCitizens Fina ncial group, Inc. | $12K | Aug 28, 2018Purchase | $1K–15K1 purchase | $41.50 | +60.01% | $64.23 | 1 |
| MDLZMondelez International, Inc. - Class a | $12K | Aug 28, 2018Purchase | $1K–15K1 purchase | $42.25 | +48.61% | $64.29 | 5 |
| UNHUnitedHealth group Incorporated Common Stock | $12K | Aug 28, 2018Purchase | $1K–15K1 purchase | $268.51 | +54.53% | $407.20 | 1 |
| ACNAccenture plc Class A Ordin ary Shares | $12K | Aug 28, 2018Purchase | $1K–15K1 purchase | $167.67 | +46.58% | $253.33 | 3 |
| HONHoneywell International Inc. | $12K | Aug 28, 2018Purchase | $1K–15K1 purchase | $151.68 | +41.47% | $221.90 | 3 |
| CLColgate-Palmolive Company | $11K | Aug 28, 2018Purchase | $1K–15K1 purchase | $66.78 | +42.31% | $95.55 | 3 |
| SSNCSS&C Technologies Holdings , Inc. | $11K | Aug 28, 2018Purchase | $1K–15K1 purchase | $58.40 | +46.48% | $81.27 | 1 |
| HSICHenry Schein, Inc. | $11K | Aug 28, 2018Purchase | $1K–15K1 purchase | $63.31 | +28.42% | $84.95 | 1 |
| AKAMakamai Technologies, Inc. | $10K | Aug 28, 2018Purchase | $1K–15K1 purchase | $74.45 | +30.56% | $95.09 | 1 |
| HIIHuntington Ingalls Industries, Inc. | $10K | Aug 28, 2018Purchase | $1K–15K1 purchase | $248.38 | +23.44% | $315.78 | 1 |
| AMTamerican Tower Corporation | $10K | Aug 28, 2018Purchase | $1K–15K1 purchase | $150.10 | +29.31% | $188.40 | 3 |
| JAZZJazz Pharmaceuticals plc - ordinary Shares | $10K | Aug 28, 2018Purchase | $1K–15K1 purchase | $169.98 | +29.62% | $211.98 | 1 |
| ASHSdeutsche X-trackers Harv est CSI 500China A-Shares Small Cap ETF | $9K | Dec 30, 2016Purchase | $1K–15K1 purchase | $32.29 | +2.86% | $34.55 | 1 |
| MDTMedtronic plc. ordinary Shares | $8K | Aug 28, 2018Purchase | $1K–15K1 purchase | $95.77 | -2.01% | $97.01 | 1 |
| UTXUnited Technologi es Corporation | $8K | Aug 28, 2018Purchase | $1K–15K1 purchase | $134.50 | — | — | 4 |
| RHTRed Hat, Inc. | $8K | Aug 28, 2018Purchase | $1K–15K1 purchase | No data | — | — | 4 |
| ZAYOZayo group Holdings, Inc. | $8K | Aug 28, 2018Purchase | $1K–15K1 purchase | $34.88 | — | — | 1 |
| SEESealed air Corporation | $8K | Aug 28, 2018Purchase | $1K–15K1 purchase | $40.08 | — | — | 1 |
| KSUKansas City South ern | $8K | Aug 28, 2018Purchase | $1K–15K1 purchase | $118.36 | — | — | 1 |
| WFMWhole Foods Market, I nc. | $8K | Aug 29, 2017Exchange | $1K–15K1 purchase | $29.86 | — | — | 3 |
| ABCAmerisourceBergen Corporation | $8K | Dec 30, 2016Purchase | $1K–15K1 purchase | $78.19 | — | — | 1 |
| EPAMEPaM Systems, Inc. | $8K | Aug 28, 2018Purchase | $1K–15K1 purchase | $142.62 | +0.28% | $138.26 | 1 |
| ADBEAdobe Systems Incorporated | $8K | Aug 28, 2018Purchase | $1K–15K1 purchase | $263.04 | -5.21% | $253.88 | 4 |
| CNCCentene Corporation | $7K | Aug 28, 2018Purchase | $1K–15K1 purchase | $73.19 | -5.01% | $67.55 | 1 |
| SLBSchlumberger N.V. | $7K | Aug 28, 2018Purchase | $1K–15K1 purchase | $64.07 | -14.14% | $53.69 | 1 |
| MKCMcCormick & Company, Incorporated | $6K | Aug 28, 2018Purchase | $1K–15K1 purchase | $61.57 | -26.41% | $47.57 | 1 |
| IFFInternationa Flavors & Fragrances,Inc. | $6K | Aug 29, 2018Purchase | $1K–15K1 purchase | $130.27 | -33.72% | $90.84 | 1 |
| CMCSAComcast Corporation - Cl ass a | $5K | Aug 28, 2018Purchase | $1K–15K1 purchase | $34.07 | -30.64% | $23.01 | 4 |
| OPKP opko Health, Inc. | $5K | Sep 26, 2017Purchase | $3K–45K3 purchases | $7.58 | -77.70% | $1.69 | 3 |
| HCSGHealthcare Services group, Inc. | $5K | Aug 28, 2018Purchase | $1K–15K1 purchase | $41.33 | -41.92% | $24.63 | 1 |
| AAPadvance auto Parts Inc advance auto Parts Inc W/I | $2K | Aug 28, 2018Purchase | $1K–15K1 purchase | $162.10 | -72.84% | $45.45 | 1 |
| TRIPTripadvisor, Inc. | $1K | Aug 28, 2018Purchase | $1K–15K1 purchase | $53.15 | -82.36% | $9.18 | 1 |
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.