Jim M. Costa — 2025 financial disclosure
Amendment status is not available for House filings. A filing listed here may since have been amended.
| Report type | Annual |
| Filing year | 2025 |
| Chamber | house |
| Bank of America | $1,001 - $15,000 · Interest |
| James M. Costa Farms (Sole Proprietorship) | $1,000,001 - $5,000,000 |
| Farm Income$100,001 - Portuguese Fraternal Society of America | $1,001 - $15,000 · None |
| Rental Home | $500,001 - $1,000,000 |
| Rent$15,001 - | no value stated |
| $15,001 - $50,000Dividends$201 - $1,000 United Security Bank | $1,001 - $15,000 · None |
| Allspring Special Mid Cap Value Fund Insti Class (WFMIX) | no value stated |
| $15,001 - $50,000Tax-Deferred American Funds Washington Mutual Investors Fund Class F-2 | no value stated |
| $15,001 - $50,000Tax-Deferred Baird Aggregate Bond Fund Class Institutional | no value stated |
| $15,001 - $50,000Tax-Deferred Baron Invt Funds Trust Small Cap Fund | no value stated |
| $15,001 - $50,000Tax-Deferred Baron Select Funds Emerging Markets FD | no value stated |
| $15,001 - $50,000Tax-Deferred Causeway International Value Fund - Institutional Class (CIVIX) | no value stated |
| $1,001 - $15,000Tax-Deferred Dodge & Cox Stk FD | no value stated |
| $15,001 - $50,000Tax-Deferred Eaton Vance Income Fund of Boston Class I | no value stated |
| $15,001 - $50,000Tax-Deferred Embark Commodity Strategy Fund Institutional Class (ECSWX) | no value stated |
| $15,001 - $50,000Tax-Deferred EuroPacific Growth Fund, Class F-2 Shs (AEPFX) | no value stated |
| $1,001 - $15,000Tax-Deferred Goldman Sachs FS Treasury Instruments Fund | no value stated |
| $1,001 - $15,000Tax-Deferred Invesco Developing Markets Fund | None · Tax-Deferred |
| JPMorgan U.S. Equity Fund Class L (JMUEX) | no value stated |
| $15,001 - $50,000Tax-Deferred JPMorgan Emerging Markets Equity Fund Class L (JMIEX) | no value stated |
| $15,001 - $50,000Tax-Deferred Lazard Emerging Markets Equity Portfolio Institutional $15,001 - $50,000Tax-Deferred Shares (LZEMX) | no value stated |
| MFS SER TR 1 VALUE FD | $50,001 - $100,000 · Tax-Deferred |
| NYLI Winslow Large Cap Growth Fund Class I (MLAIX) | $50,001 - $100,000 · Tax-Deferred |
| PIMCO Commodities Plus Strategy FD CL | no value stated |
| $1,001 - $15,000Tax-Deferred ROWE T PRICE MID CAP GROWTH FUND | no value stated |
| $15,001 - $50,000Tax-Deferred T Rowe Price Overseas Stock Fund | $50,001 - $100,000 · Tax-Deferred |
| Victory Sycamore Small Co Oppty | no value stated |
| $15,001 - $50,000Tax-Deferred Virtus Ceredex Mid-Cap Value Equity Fund Class I | None · Tax-Deferred |