
D Democrat House · Democrat · CA, District 21 — U.S. Representative (CA-21)
Every stock, fund and option trade Jim Costa has disclosed under the STOCK Act, with the filed value brackets, holdings from the latest annual disclosure and net worth as filed.
Trade date, the asset as named in the filing, the bracket filed and the number of days between the trade and its disclosure (the STOCK Act allows 45).
No stock, fund or option trades on file.
From the 2025 annual disclosure (as of Dec 31, 2025), updated by trades filed since.
| Asset | Class | Value (filed) | % of net worth | Last trade | As of |
|---|---|---|---|---|---|
| —MFS SER TR 1 VALUE FD | Fund | $50K – $100K | 1.7% | — | |
| —T Rowe Price Overseas Stock Fund | Fund | $50K – $100K | 1.7% | — | |
| MLAIXNYLI Winslow Large Cap Growth Fund Class I | Fund | $50K – $100K | 1.7% | — | |
| —Baron Invt Funds Trust Small Cap Fund | Fund | $15K – $50K | 0.7% | — | |
| —Baron Select Funds Emerging Markets FD | Fund | $15K – $50K | 0.7% | — | |
| —Dodge & Cox Stk FD | Fund | $15K – $50K | 0.7% | — |
| Report year | Filed | Net worth (midpoint) | Filed bracket |
|---|---|---|---|
| 2025 | Aug 13, 2026 | $4.45M | $1.85M – $7.05M |
Information and analytics, not investment advice. Source: House Clerk / Senate eFD disclosures.
| —Eaton Vance Income Fund of Boston Class I | Fund | $15K – $50K | 0.7% | — |
| ECSWXEmbark Commodity Strategy Fund Institutional Class | Fund | $15K – $50K | 0.7% | — |
| JMIEXJPMorgan Emerging Markets Equity Fund Class L | Fund | $15K – $50K | 0.7% | — |
| JMUEXJPMorgan U.S. Equity Fund Class L | Fund | $15K – $50K | 0.7% | — |
| UMBFL: Washington, DC, US UMB Financial Corporation - Common Stock | Stock | $15K – $50K | 0.7% | — |
| —American Funds Washington Mutual Investors Fund Class F-2 | Fund | $15K – $50K | 0.7% | — |
| —Baird Aggregate Bond Fund Class Institutional | Fund | $15K – $50K | 0.7% | — |
| —ROWE T PRICE MID CAP GROWTH FUND | Fund | $15K – $50K | 0.7% | — |
| —Victory Sycamore Small Co Oppty | Fund | $15K – $50K | 0.7% | — |
| WFMIXAllspring Special Mid Cap Value Fund Insti Class | Fund | $15K – $50K | 0.7% | — |
| AEPFXEuroPacific Growth Fund, Class F-2 Shs | Fund | $1K – $15K | 0.2% | — |
| CIVIXCauseway International Value Fund - Institutional Class | Fund | $1K – $15K | 0.2% | — |
| —PIMCO Commodities Plus Strategy FD CL | Fund | $1K – $15K | 0.2% | — |
| —Goldman Sachs FS Treasury Instruments Fund | Fund | $1K – $15K | 0.2% | — |
| —Virtus Ceredex Mid-Cap Value Equity Fund Class I | Fund | Not disclosed | — | — |
| LZEMXShares | Fund | Not disclosed | — | — |
| —Invesco Developing Markets Fund | Fund | Not disclosed | — | — |
The listed stock, fund and option positions cover 15.3% of the filed net worth; the rest is real estate, cash, debt and other assets the filing does not itemize by ticker.