John W. Rose (R-TN-6), a current Republican member of the House, has disclosed 23 trades since 2019: 2 purchases worth about $3.08M and 21 sales worth about $10.52M, in 11 stocks. Most traded: GOOG, GOOGL, MSFT. As a portfolio, their stock holdings and trades returned +118.7% from Sep 2022, against +90.6% for the S&P 500. Trades took a median 31 days to be disclosed; 2 came late.
John W. Rose’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since September 2022: +118.7%, against +90.6% for SPY; the largest fall on the way was -25.1%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John W. Rose | Nov 2025 | +6.9% | +10.1% | -3.2% | – | -21.8% | 0.40 | 1.18 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John W. Rose | Nov 2023 | +64.1% | +72.6% | -8.5% | +18.0% | -25.1% | 0.86 | 1.03 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John W. Rose | Sep 2022 | +118.7% | +90.6% | +28.1% | +20.8% | -25.1% | 0.91 | 1.12 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John W. Rose | Jan 2026 | +6.8% | +10.1% | -3.3% | – | -21.8% | 0.44 | 1.19 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| John W. Rose | Sep 2022 | +118.7% | +90.6% | +28.1% | +20.8% | -25.1% | 0.91 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Technology | $1.15M | 89.0% | +2.3% | 2 | 0 | 2 | $0.00 | $1.13M | – | Jun 3, 2025 |
| FNSXXFIMM MONEY MARKET PORT FUND INSTL CL M/M | – | $75.00K | 5.8% | 0.0% | 1 | 0 | 1 | $0.00 | $32.50K | – | Jun 23, 2025 |
| BACBank Of America Corp /De/ | Financial Services | $59.29K | 4.6% | -20.9% | 1 | 0 | 1 | $0.00 | $375.00K | – | Nov 12, 2019 |
| SMCWXAMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F | – | Closed | – | – | 1 | 0 | 1 | $0.00 | $750.00K | – | Jun 3, 2025 |
| GOOGAlphabet Inc. | Technology | Closed | – | – | 2 | 0 | 2 | $0.00 | $550.00K | – | Jun 3, 2025 |
| GOOGLAlphabet Inc. | Technology | Closed | – | – | 2 | 0 | 2 | $0.00 | $550.00K | – | Jun 3, 2025 |
| CATCaterpillar Inc | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $375.00K | – | Nov 12, 2019 |
| PNFPPinnacle Financial Partners, Inc. | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $175.00K | – | Nov 12, 2019 |
| WFCWells Fargo & Company/Mn | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $175.00K | – | Nov 12, 2019 |
| CLRCONTINENTAL RESOURCES, INC | Energy | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Nov 29, 2022 |
| CLBCore Laboratories Inc. /DE/ | Energy | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Nov 12, 2019 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. - Class A Common Stock | Self | Sell | $250K–$500K | Jun 3, 2025 | Sep 12, 2026 | 466d late | +67.9% | +41.7% | |
| American Funds AMCAP Fund Class A M/F [MF}Other | Self | Sell | $500K–$1M | Jun 3, 2025 | Sep 12, 2026 | 466d late | – | – | |
| MSFTMicrosoft Corporation - Common Stock | Self | Sell | $250K–$500K | Jun 3, 2025 | Jul 4, 2025 | 31d | +9.5% | -16.6% | |
| GOOGAlphabet Inc. - Class C Capital Stock | Self | Sell | $250K–$500K | Jun 3, 2025 | Jul 4, 2025 | 31d | +65.8% | +39.6% | |
| AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FD CL A M/F (Symbol: CWGIX)Other | Self | Sell | $250K–$500K | Jun 3, 2025 | Jul 4, 2025 | 31d | – | – | |
| AMERICAN FUNDS EUPAC FUND CL A M/F (Symbol: AEPGX)Other | Self | Sell | $250K–$500K | Jun 3, 2025 | Jul 4, 2025 | 31d | – | – | |
| AMERICAN FUNDS GROWTH FUND OF AMERICA FUND CL A M/F (Symbol: AGTHX)Other | Self | Sell | $500K–$1M | Jun 3, 2025 | Jul 4, 2025 | 31d | – | – | |
| AMERICAN FUNDS INVESTMENT CO OF AMERICA FD CL A M/F (Symbol: AIVSX)Other | Self | Sell | $250K–$500K | Jun 3, 2025 | Jul 4, 2025 | 31d | – | – | |
| SMCWXAMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F | Self | Sell | $500K–$1M | Jun 3, 2025 | Jul 4, 2025 | 31d | +13.8% | -12.4% | |
| AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F (Symbol: SMCWX)Other | Self | Sell | $500K–$1M | Jun 3, 2025 | Jul 4, 2025 | 31d | – | – | |
| JPMORGAN U.S. GOVERNMENT MONEY MARKET FD CAPITAL CL M/M (Symbol: OGVXX)Other | Self | Buy | $1M–$5M | Jun 3, 2025 | Jul 4, 2025 | 31d | – | – | |
| FNSXXFIMM MONEY MARKET PORT FUND INSTL CL M/M | Self | Sell | $15K–$50K | Jun 23, 2025 | Jul 4, 2025 | 11d | – | – | |
| JPMORGAN U.S. GOVERNMENT MONEY MARKET FD CAPITAL CL M/M (Symbol: OGVXX) TDL: 006682076|4|N|4812COther | Self | Sell | $1M–$5M | Jun 23, 2025 | Jul 4, 2025 | 11d | – | – | |
| CLRContinental Resources, Inc. | Self | Sell | $15K–$50K | Nov 29, 2022 | Dec 30, 2022 | 31d | – | – | |
| Tennessee Farmers Life Insurance CompanyPrivate Stock | Self | Buy | $50K–$100K | Sep 28, 2022 | Oct 11, 2022 | 13d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
John W. Rose (R-TN-6), a current Republican member of the House, has disclosed 23 trades since 2019: 2 purchases worth about $3.08M and 21 sales worth about $10.52M, in 11 stocks. Most traded: GOOG, GOOGL, MSFT. As a portfolio, their stock holdings and trades returned +118.7% from Sep 2022, against +90.6% for the S&P 500. Trades took a median 31 days to be disclosed; 2 came late.
Rebuilt from their latest annual report and the trades they disclosed since, John W. Rose still holds 3 stocks; the largest are MSFT (about $1.15M), FNSXX (about $75.00K), BAC (about $59.29K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +118.7% from September 2022 to November 2026, against +90.6% for the S&P 500, with a largest fall of -25.1%. 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 31 days to be disclosed. 2 of 23 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.