David Rouzer (R-NC-7), a current Republican member of the House, has disclosed 25 trades since 2018: 13 purchases worth about $104.01K and 12 sales worth about $120.51K, in 14 stocks. Most traded: BRK-B, NVDA, AMZN. As a portfolio, their stock holdings and trades returned +918.2% from May 2015, against +254.1% for the S&P 500. Trades took a median 32 days to be disclosed; 12 came late.
David Rouzer’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2015: +918.2%, against +254.1% for SPY; the largest fall on the way was -39.6%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David Rouzer | Nov 2025 | +30.7% | +10.1% | +20.7% | – | -12.5% | 1.13 | 1.54 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David Rouzer | Nov 2023 | +173.7% | +72.6% | +101.0% | +40.0% | -19.7% | 1.44 | 1.31 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David Rouzer | Nov 2021 | +239.1% | +61.1% | +178.0% | +27.7% | -26.3% | 1.08 | 1.19 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David Rouzer | Jan 2026 | +33.9% | +10.1% | +23.8% | – | -12.5% | 1.38 | 1.59 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| David Rouzer | May 2015 | +918.2% | +254.1% | +664.1% | +22.4% | -39.6% | 0.97 | 1.12 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMDAdvanced Micro Devices Inc | Technology | $31.01K | 32.4% | -4.6% | 1 | 1 | 0 | $8.00K | $0.00 | +3,547.6% | Feb 14, 2018 |
| NVDANvidia Corp | Technology | $29.99K | 31.4% | -7.7% | 3 | 2 | 1 | $16.00K | $8.00K | +1,988.8% | Jul 20, 2021 |
| MAMastercard Inc | Financial Services | $9.15K | 9.6% | +14.3% | 1 | 1 | 0 | $8.00K | $0.00 | +102.6% | Feb 14, 2018 |
| BRK-BBerkshire Hathaway Inc | Financial Services | $8.50K | 8.9% | +6.2% | 3 | 1 | 2 | $8.00K | $16.00K | -12.5% | Nov 15, 2021 |
| MAINMain Street Capital CORP | Financial Services | Closed | – | – | 2 | 1 | 1 | $8.00K | $32.50K | -125.5% | Nov 15, 2021 |
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | +59.6% | Jan 31, 2020 |
| BABoeing Co | Industrials | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -228.1% | Dec 9, 2025 |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | – | Closed | – | – | 2 | 2 | 0 | $16.00K | $0.00 | -162.3% | Feb 28, 2019 |
| MOAltria Group, Inc. | Consumer Staples | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -39.5% | Aug 19, 2021 |
| NLYAnnaly Capital Management Inc | Financial Services | Closed | – | – | 2 | 0 | 2 | $0.00 | $16.00K | – | Feb 14, 2018 |
| PINSPinterest, Inc. | Technology | Closed | – | – | 2 | 1 | 1 | $8.00K | $8.00K | -163.9% | Jan 14, 2022 |
| JETSU.S. Global Jets ETF | – | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | -78.1% | Apr 14, 2020 |
| TAt&T Inc. | Communication Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Feb 14, 2018 |
| XLFState Street® Financial Select Sector SPDR® ETF | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Sep 2, 2020 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| BABoeing Company | Self | Sell | $1K–$15K | Dec 9, 2025 | Jan 7, 2026 | 29d | -12.4% | -22.6% | |
| PINSPinterest, Inc. Class A | Self | Sell | $1K–$15K | Jan 14, 2022 | Jan 17, 2022 | 3d | -38.1% | -99.9% | |
| BRK-BBerkshire Hathaway Inc. New (BRK.B) | Self | Sell (Partial) | $1K–$15K | Nov 15, 2021 | Dec 13, 2021 | 28d | +95.7% | +34.8% | |
| BRK-BBerkshire Hathaway Inc. New (BRK.B) | Self | Sell (Partial) | $1K–$15K | Nov 15, 2021 | Dec 13, 2021 | 28d | +95.7% | +34.8% | |
| MAINMain Street Capital Corporation | Self | Sell | $15K–$50K | Nov 15, 2021 | Dec 13, 2021 | 28d | +23.3% | -37.6% | |
| MOAltria Group, Inc. | Self | Sell | $1K–$15K | Aug 19, 2021 | Aug 30, 2021 | 11d | +60.0% | -11.0% | |
| NVDANVIDIA Corporation | Self | Buy | $1K–$15K | Jul 20, 2021 | Aug 12, 2021 | 23d | +985.8% | +911.3% | |
| MOAltria Group, Inc. | Self | Buy | $1K–$15K | Aug 27, 2020 | Sep 28, 2020 | 32d | +76.4% | -39.5% | |
| XLFSPDR Select Sector Fund - FinancialETF | Self | Sell (Partial) | $1K–$15K | Sep 2, 2020 | Sep 28, 2020 | 26d | +125.7% | +15.5% | |
| PINSPinterest, Inc. Class A | Self | Buy | $1K–$15K | Apr 22, 2020 | May 13, 2020 | 21d | +5.6% | -163.9% | |
| JETSU.S. Global Jets ETFETF | Self | Buy | $1K–$15K | Apr 14, 2020 | May 13, 2020 | 29d | +86.9% | -78.1% | |
| AMZNAmazon.com, Inc. | Self | Sell | $1K–$15K | Jan 31, 2020 | Feb 27, 2020 | 27d | +144.6% | +10.8% | |
| NVDANVIDIA Corporation | Self | Sell (Partial) | $1K–$15K | Feb 21, 2020 | Feb 27, 2020 | 6d | +2,649.1% | +2,523.6% | |
| BRK-BBerkshire Hathaway Inc. New (BRK.B) | Self | Buy | $1K–$15K | Jan 4, 2019 | Jul 26, 2019 | 203d late | +185.5% | -12.5% | |
| EXGEaton Vance Tax-ManagEd Global Diversified Equity Income Fund Eaton Vance Tax-ManagEd Global Diversified Equity Income Fund Common Shares of Beneficial Interest | Self | Buy | $1K–$15K | Jan 14, 2019 | Jul 26, 2019 | 193d late | +19.9% | -172.3% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
David Rouzer (R-NC-7), a current Republican member of the House, has disclosed 25 trades since 2018: 13 purchases worth about $104.01K and 12 sales worth about $120.51K, in 14 stocks. Most traded: BRK-B, NVDA, AMZN. As a portfolio, their stock holdings and trades returned +918.2% from May 2015, against +254.1% for the S&P 500. Trades took a median 32 days to be disclosed; 12 came late.
Rebuilt from their latest annual report and the trades they disclosed since, David Rouzer still holds 4 stocks; the largest are AMD (about $31.01K), NVDA (about $29.99K), MA (about $9.15K), BRK-B (about $8.50K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +918.2% from May 2015 to November 2026, against +254.1% for the S&P 500, with a largest fall of -39.6%. 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 32 days to be disclosed. 12 of 25 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.