Judy Chu (D-CA-28), a current Democratic member of the House, has disclosed 578 trades since 2015: 284 purchases worth about $3.93M and 294 sales worth about $4.02M, in 7 stocks. Most traded: GLD, ASTH, ALL. As a portfolio, their stock holdings and trades returned +87.9% from May 2015, against +254.1% for the S&P 500. Trades took a median 34 days to be disclosed; 92 came late.
Judy Chu’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: +87.9%, against +254.1% for SPY; the largest fall on the way was -76.0%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Judy Chu | Nov 2025 | +10.4% | +10.1% | +0.3% | – | -39.5% | 0.46 | 0.49 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Judy Chu | Nov 2023 | +27.5% | +72.6% | -45.1% | +8.5% | -60.7% | 0.41 | 0.57 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Judy Chu | Nov 2021 | -35.3% | +61.1% | -96.4% | -8.3% | -76.0% | 0.03 | 0.82 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Judy Chu | Jan 2026 | +38.7% | +10.1% | +28.6% | – | -32.1% | 1.04 | 0.45 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Judy Chu | May 2015 | +87.9% | +254.1% | -166.1% | +5.7% | -76.0% | 0.33 | 0.80 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASTHAstrana Health, Inc. | Healthcare | $164.81K | 69.3% | -5.8% | 7 | 5 | 2 | $447.50K | $350.00K | -36.4% | Aug 19, 2025 |
| GLDSpdr Gold Trust | Financial Services | Closed | – | – | 23 | 14 | 9 | $136.51K | $72.00K | -52.3% | Jun 7, 2017 |
| ALLAllstate Corp | Financial Services | Closed | – | – | 3 | 0 | 3 | $0.00 | $140.00K | – | Jan 26, 2022 |
| IBMInternational Business Machines Corp | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Oct 10, 2018 |
| DFSDiscover Financial Services | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Oct 10, 2018 |
| MSMorgan Stanley | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Oct 10, 2018 |
| AALAmerican Airlines Group Inc. | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Oct 10, 2018 |
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ASTHAstrana Health Inc. - Common Stock | Spouse | Buy | $100K–$250K | Aug 19, 2025 | Aug 30, 2025 | 11d | +24.1% | +6.6% | |
| ASTHAstrana Health Inc. - Common Stock | Spouse | Sell | $100K–$250K | Aug 19, 2025 | Aug 30, 2025 | 11d | +24.1% | +6.6% | |
| ASTHApollo Medical Holdings, Inc. (AMEH) | Spouse | Buy | $100K–$250K | Jan 10, 2024 | Jan 21, 2024 | 11d | -2.1% | -59.9% | |
| ASTHApollo Medical Holdings, Inc. (AMEH) | Spouse | Sell | $100K–$250K | Jan 10, 2024 | Jan 21, 2024 | 11d | -2.1% | -59.9% | |
| ALLAllstate Corporation | Self | Sell | $15K–$50K | Jan 26, 2022 | Jan 29, 2022 | 3d | +119.5% | +45.9% | |
| ALLAllstate Corporation | Self | Sell (Partial) | $15K–$50K | Dec 23, 2020 | Dec 30, 2020 | 7d | +149.1% | +44.5% | |
| ASTHApollo Medical Holdings, Inc. (AMEH) | Spouse | Buy | $15K–$50K | Dec 4, 2019 | Dec 16, 2019 | 12d | +100.9% | -40.6% | |
| ASTHApollo Medical Holdings, Inc. (AMEH) | Spouse | Buy | $15K–$50K | Sep 12, 2019 | Oct 1, 2019 | 19d | +84.7% | -65.0% | |
| ASTHApollo Medical Holdings, Inc. (AMEH) | Spouse | Buy | $15K–$50K | Aug 19, 2019 | Sep 5, 2019 | 17d | +134.2% | -23.1% | |
| FXE MAY 31 107 PUTOther | Self | Sell | $1K–$15K | May 24, 2019 | Jun 14, 2019 | 21d | – | – | |
| TLT MAY 17 124.5 CALLOther | Self | Sell | $1K–$15K | May 10, 2019 | Jun 14, 2019 | 35d | – | – | |
| TLT MAY 17 124.5 CALLOther | Self | Buy | $1K–$15K | May 16, 2019 | Jun 14, 2019 | 29d | – | – | |
| TLT MAY 17 124.5 PUTOther | Self | Sell | $1K–$15K | May 10, 2019 | Jun 14, 2019 | 35d | – | – | |
| TLT MAY 24 125 CALLOther | Self | Sell | $1K–$15K | May 16, 2019 | Jun 14, 2019 | 29d | – | – | |
| TLT MAY 24 125 CALLOther | Self | Buy | $15K–$50K | May 23, 2019 | Jun 14, 2019 | 22d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Judy Chu (D-CA-28), a current Democratic member of the House, has disclosed 578 trades since 2015: 284 purchases worth about $3.93M and 294 sales worth about $4.02M, in 7 stocks. Most traded: GLD, ASTH, ALL. As a portfolio, their stock holdings and trades returned +87.9% from May 2015, against +254.1% for the S&P 500. Trades took a median 34 days to be disclosed; 92 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Judy Chu still holds 1 stock; the largest are ASTH (about $164.81K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +87.9% from May 2015 to November 2026, against +254.1% for the S&P 500, with a largest fall of -76.0%. 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 34 days to be disclosed. 92 of 578 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.