David Rouzer: Stock Portfolio, Performance and Latest Trades
U.S. Representative, NC-7
R Republican
Trades disclosed18
Bought / sold8 / 10
Est. volume$168.5K
Typical delay28 days
David Rouzer's estimated portfolio today
Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.
| Stock | Share of portfolio | Average buy price | Return | Current price |
|---|---|---|---|---|
AMDAdvanced Micro Devices, Inc. | 19.1% | $214.16 | +202% | $645.86 |
VIMCXVirtus KAR Mid-Cap Core Fund I | 13.9% | $57.43 | −5.2% | $54.47 |
XLKSPDR Select Sector Fund - Technology | 11.1% | $143.45 | +40.4% | $201.39 |
NVDANVIDIA Corporation | 8.08% | $186.06 | +27.6% | $237.47 |
GLDSPDR Gold Trust | 7.48% | $396.31 | −5.2% | $375.88 |
COWZPacer US Cash Cows 100 ETF | 7.20% | $59.52 | +13.8% | $67.72 |
FXHFirst Trust Health Care AlphaDEX | 7.20% | $113.26 | +13.7% | $128.80 |
PRWCXT. Rowe Price Capital Appreciation Fund | 6.96% | $35.75 | +9.9% | $39.29 |
LMBSFirst Trust Low Duration Opportunities ETF | 6.33% | $48.48 | +0.0% | $48.49 |
MBXIXCatalyst/Millburn Hedge Strategy Fund Class I | 1.88% | $40.51 | +20.6% | $48.85 |
VVisa Inc. | 1.66% | $348.62 | +6.7% | $372.10 |
BRK.BBerkshire Hathaway Inc. New | 1.57% | $502.65 | +0.7% | $506.25 |
MAMastercard Incorporated | 1.56% | $568.09 | +0.3% | $570.06 |
TFGYXAmerican Beacon TwentyFour Strategic Income Fund - Y Class | 1.55% | $8.55 | −0.2% | $8.53 |
RTXRTX Corporation | 1.55% | $181.43 | −0.6% | $180.26 |
XLFSPDR Select Sector Fund - Financial | 1.55% | $54.11 | −0.7% | $53.75 |
IHIiShares U.S. Medical Devices ETF | 1.28% | $61.91 | −17.7% | $50.95 |
VZVerizon Communications Inc. | 0.12% | $38.78 | +18.0% | $45.77 |
David Rouzer's buys and sells
Jan 4, 2019 to Dec 9, 2025, 4 disclosed after the 45-day deadline.
| Stock | Action | Amount | Traded | Disclosed |
|---|---|---|---|---|
BABoeing Company | Sold | $1K–$15K | Dec 9, 2025 | Jan 7, 202629 days later |
BABoeing Company | Sold | $1K–$15K | Dec 9, 2025 | Jan 7, 202629 days later |
PINSPinterest, Inc. Class A | Sold | $1K–$15K | Jan 14, 2022 | Jan 17, 20223 days later |
BRK.Bberkshire Hathaway Inc. New (bRK.b) | Sold part | $1K–$15K | Nov 15, 2021 | Dec 13, 202128 days later |
BRK.Bberkshire Hathaway Inc. New (bRK.b) | Sold part | $1K–$15K | Nov 15, 2021 | Dec 13, 202128 days later |
MAINMain Street Capital Corporation | Sold | $15K–$50K | Nov 15, 2021 | Dec 13, 202128 days later |
MOAltria Group, Inc. | Sold | $1K–$15K | Aug 19, 2021 | Aug 30, 202111 days later |
NVDANVIDIA Corporation | Bought | $1K–$15K | Jul 20, 2021 | Aug 12, 202123 days later |
XLFSPDR Select Sector Fund Financial | Sold part | $1K–$15K | Sep 2, 2020 | Sep 28, 202026 days later |
MOAltria Group, Inc. | Bought | $1K–$15K | Aug 27, 2020 | Sep 28, 202032 days later |
PINSPinterest, Inc. Class A | Bought | $1K–$15K | Apr 22, 2020 | May 13, 202021 days later |
JETSU.S. Global Jets ETF | Bought | $1K–$15K | Apr 14, 2020 | May 13, 202029 days later |
NVDANVIDIA Corporation | Sold part | $1K–$15K | Feb 21, 2020 | Feb 27, 20206 days later |
AMZNAmazon.com, Inc. | Sold | $1K–$15K | Jan 31, 2020 | Feb 27, 202027 days later |
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fu… | Bought | $1K–$15K | Feb 28, 2019 | Jul 26, 2019148 days later · late |
MAINMain Street Capital Corporation | Bought | $1K–$15K | Feb 28, 2019 | Jul 26, 2019148 days later · late |
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fu… | Bought | $1K–$15K | Jan 14, 2019 | Jul 26, 2019193 days later · late |
BRK.BBerkshire Hathaway Inc. New | Bought | $1K–$15K | Jan 4, 2019 | Jul 26, 2019203 days later · late |
David Rouzer's portfolio by sector
Share of the estimated stock portfolio.
| Sector | Share |
|---|---|
| Other | 60% |
| Technology | 27% |
| Financials | 11% |
| Industrials | 1.6% |
| Communication Services | 0.1% |
Portfolio performance: David Rouzer vs. benchmarks
Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since Jul 26, 2019.
- You, copying after each disclosure – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each disclosure – estimated value | +88.9% | +13.5% |
| S&P 500 | +91.4% | +13.8% |
| Nasdaq-100 | +116.8% | +16.7% |
David Rouzer's most traded stocks
Number of disclosed buys and sells per stock.
| Stock | Buys | Sells |
|---|---|---|
BRK.Bberkshire Hathaway Inc. New (bRK.b) | 1 | 2 |
MOAltria Group, Inc. | 1 | 1 |
MAINMain Street Capital Corporation | 1 | 1 |
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund Eaton Vance Tax-Managed Global Diversified Equity Income Fund Common Shares of Beneficial Interest | 2 | 0 |
BABoeing Company | 0 | 2 |
NVDANVIDIA Corporation | 1 | 1 |
PINSPinterest, Inc. Class A | 1 | 1 |
AMZNAmazon.com, Inc. | 0 | 1 |
JETSU.S. Global Jets ETF | 1 | 0 |
XLFSPDR Select Sector Fund - Financial | 0 | 1 |
Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.