Charles J. "Chuck" Fleischmann (R-TN-3), a current Republican member of the House, has disclosed 795 trades since 2014: 418 purchases worth about $4.55M and 377 sales worth about $4.20M, in 180 stocks. Most traded: MDYG, MDYV, SPYG. As a portfolio, their stock holdings and trades returned +294.4% from Aug 2014, against +275.8% for the S&P 500. Trades took a median 29 days to be disclosed; 110 came late.
Charles J. "Chuck" Fleischmann’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since August 2014: +294.4%, against +275.8% for SPY; the largest fall on the way was -41.2%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Charles J. "Chuck" Fleischmann | Nov 2025 | -2.3% | +10.1% | -12.3% | – | -16.8% | -0.03 | 1.27 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Charles J. "Chuck" Fleischmann | Nov 2023 | +75.2% | +72.6% | +2.6% | +20.6% | -27.8% | 1.01 | 1.24 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Charles J. "Chuck" Fleischmann | Nov 2021 | +42.6% | +61.1% | -18.4% | +7.4% | -41.2% | 0.42 | 1.24 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Charles J. "Chuck" Fleischmann | Jan 2026 | +3.0% | +10.1% | -7.1% | – | -13.4% | 0.29 | 1.27 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Charles J. "Chuck" Fleischmann | Aug 2014 | +294.4% | +275.8% | +18.6% | +11.9% | -41.2% | 0.64 | 1.10 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NVDANvidia Corp | Technology | $907.13K | 30.4% | +5,569.2% | 2 | 2 | 0 | $16.00K | $0.00 | +5,394.3% | May 29, 2019 |
| GOOGLAlphabet Inc. | Technology | $348.74K | 11.7% | +973.0% | 1 | 1 | 0 | $32.50K | $0.00 | +708.8% | Dec 19, 2014 |
| LCGFXWILLIAM BLAIR LARGE CAP GRO | – | $126.86K | 4.2% | +9.8% | 3 | 3 | 0 | $115.50K | $0.00 | -47.5% | Jul 8, 2024 |
| AAPLApple Inc. | Technology | $111.25K | 3.7% | +1,290.5% | 1 | 1 | 0 | $8.00K | $0.00 | +1,002.3% | Jan 29, 2016 |
| PRGTXT Rowe Price Global Technology | – | $93.79K | 3.1% | +66.0% | 4 | 4 | 0 | $56.50K | $0.00 | -80.1% | Dec 17, 2021 |
| PARMXPARNASSUS MID-CAP FUND | – | $93.37K | 3.1% | +28.8% | 6 | 6 | 0 | $72.50K | $0.00 | -152.3% | Nov 18, 2022 |
| VEEVVeeva Systems Inc | Technology | $92.55K | 3.1% | +1,056.7% | 1 | 1 | 0 | $8.00K | $0.00 | +795.1% | Apr 8, 2015 |
| TRBCXT ROWE PRICE BLUE CHIP GROW | – | $86.21K | 2.9% | +77.7% | 3 | 3 | 0 | $48.50K | $0.00 | -42.9% | Dec 14, 2022 |
| RPBAXT Rowe Price Balanced | – | $82.11K | 2.7% | +27.3% | 5 | 5 | 0 | $64.50K | $0.00 | -109.0% | Dec 20, 2022 |
| DODWXDODGE & COX GLOBAL STOCK F | – | $79.27K | 2.7% | +40.3% | 4 | 4 | 0 | $56.50K | $0.00 | -108.0% | Dec 21, 2022 |
| OAKGXTHE OAKMARK GLOBAL FUND IN | – | $58.15K | 1.9% | +43.6% | 2 | 2 | 0 | $40.50K | $0.00 | -74.7% | Dec 17, 2021 |
| UNHUnitedhealth Group Inc | Healthcare | $44.88K | 1.5% | +38.1% | 1 | 1 | 0 | $32.50K | $0.00 | +29.0% | Feb 20, 2026 |
| AMGNAmgen Inc | Healthcare | $43.83K | 1.5% | +173.9% | 2 | 2 | 0 | $16.00K | $0.00 | -38.6% | Sep 6, 2017 |
| AXPAmerican Express Co | Financial Services | $42.74K | 1.4% | +434.2% | 1 | 1 | 0 | $8.00K | $0.00 | +168.3% | Mar 31, 2016 |
| VVisa Inc. | Financial Services | $42.58K | 1.4% | +432.2% | 1 | 1 | 0 | $8.00K | $0.00 | +187.3% | Aug 8, 2016 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| GlobalXFds GlobalXDefense Tech ETF SHLDOther | Joint | Sell | $1K–$15K | Jul 28, 2026 | Aug 12, 2026 | 15d | – | – | |
| VPLVanguard Intl Equity Pacific ETF VPLETF | Joint | Buy | $1K–$15K | Jul 28, 2026 | Aug 12, 2026 | 15d | +1.8% | +0.2% | |
| GLDMWorld Gold Tr Spdr Gold Minishares GLDMETF | Joint | Sell | $1K–$15K | Jul 28, 2026 | Aug 12, 2026 | 15d | -2.0% | -3.6% | |
| Invesco ETF TR II S&P Small Cap XSHQOther | Joint | Buy | $1K–$15K | Jul 28, 2026 | Aug 12, 2026 | 15d | – | – | |
| Ishares Tr 10 20 Yr Treas Bd ETF TLHOther | Joint | Sell | $15K–$50K | Jul 28, 2026 | Aug 12, 2026 | 15d | – | – | |
| IEURIshares Tr Ishares Core MSCI Europe IEURETF | Joint | Buy | $1K–$15K | Jul 28, 2026 | Aug 12, 2026 | 15d | -0.9% | -2.4% | |
| REGLProshares Tr S&P Mid Cap 400 REGLETF | Joint | Buy | $1K–$15K | Jul 28, 2026 | Aug 12, 2026 | 15d | -1.6% | -3.2% | |
| SPYGSPDR Ser Tr State Str Spdr Port SPYGETF | Joint | Sell | $1K–$15K | Jul 28, 2026 | Aug 12, 2026 | 15d | +0.9% | -0.7% | |
| XARSpdr Ser Tr Aerospace & Defense XARETF | Joint | Buy | $1K–$15K | Jul 28, 2026 | Aug 12, 2026 | 15d | -15.1% | -16.6% | |
| Spdr Ser Tr Inter Tern Treas ETF SPTIOther | Joint | Buy | $15K–$50K | Jul 28, 2026 | Aug 12, 2026 | 15d | – | – | |
| GDXVaneck ETF Tr Gold Miners GDXETF | Joint | Sell | $1K–$15K | Jul 28, 2026 | Aug 12, 2026 | 15d | +6.7% | +5.1% | |
| TSCOTractor Supply Co TSCO | Joint | Sell | $1K–$15K | Jun 9, 2026 | Jul 8, 2026 | 29d | +17.9% | +15.8% | |
| Zoetis Inc ZTSOther | Joint | Buy | $15K–$50K | Jun 9, 2026 | Jul 8, 2026 | 29d | – | – | |
| Global X Fds Global X Def Tech ETF - SHLDOther | Joint | Buy | $1K–$15K | Apr 28, 2026 | May 12, 2026 | 14d | – | – | |
| VPLVanguard Intl Equity Index - VPL | Joint | Buy | $1K–$15K | Apr 28, 2026 | May 12, 2026 | 14d | +3.2% | -2.5% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Charles J. "Chuck" Fleischmann (R-TN-3), a current Republican member of the House, has disclosed 795 trades since 2014: 418 purchases worth about $4.55M and 377 sales worth about $4.20M, in 180 stocks. Most traded: MDYG, MDYV, SPYG. As a portfolio, their stock holdings and trades returned +294.4% from Aug 2014, against +275.8% for the S&P 500. Trades took a median 29 days to be disclosed; 110 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Charles J. "Chuck" Fleischmann still holds 59 stocks; the largest are NVDA (about $907.13K), GOOGL (about $348.74K), LCGFX (about $126.86K), AAPL (about $111.25K), PRGTX (about $93.79K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +294.4% from August 2014 to November 2026, against +275.8% for the S&P 500, with a largest fall of -41.2%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 29 days to be disclosed. 110 of 795 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.