WhatInvestorsBuy

Derek Tran: Stock Portfolio, Performance and Latest Trades

Derek Tran

U.S. Representative, CA-45

D Democrat

Trades disclosed1
Bought / sold0 / 1
Est. volume$8K
Typical delay381 days

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Derek Tran's estimated portfolio today

Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
DFUSXDFA US Large Company Portfolio
26.0%$45.04+15.0%$51.78Held at end of 20250
SMDRXHartford Schroders US MidCap Opportunities Fund Class SDR
5.31%$19.07+17.6%$22.43Held at end of 20250
VOOVanguard S&P 500 ETF
5.19%$621.74+14.9%$714.34Held at end of 20250
COWZPacer US Cash Cows 100 ETF
5.14%$59.52+13.8%$67.72Held at end of 20250
TISBXNuveen Small Cap Blend Index Fund R6
5.13%$25.84+13.6%$29.36Held at end of 20250
WINNHarbor ETF Trust Harbor Long-Term Growers ETF
5.11%$31.10+13.3%$35.23Held at end of 20250
LIHIXBlackRock LifePath Index 2045 Port Insti Cl
5.02%$25.68+11.2%$28.55Held at end of 20250
JSNWXJohn Hancock Income Fund Class R6
4.44%$5.79−1.7%$5.69Held at end of 20250
RBFGXThe Bond Fund of America, Class R-6 Shares
4.38%$11.07−3.0%$10.74Held at end of 20250
CALFPacer US Small Cap Cash Cows 100 ETF
2.39%$44.11+22.0%$53.83Held at end of 20250
PLFIXPrincipal Fds, Inc. LargeCap S&P 500 Idx Fd Instl Cl
2.25%$32.37+14.9%$37.19Held at end of 20250
PSSIXPrincipal Fds, Inc. SmallCap S&P 600 Index Fd Insti Cl
2.25%$24.60+14.8%$28.23Held at end of 20250
JFIVXJohn Hancock Variable Insurance Trust 500 Index Trust Series 1
2.24%$69.63+14.7%$79.86Held at end of 20250
CVSCVS Health Corporation
2.22%$77.55+13.4%$87.95Held at end of 20250
AMZNAmazon.com, Inc.
2.20%$230.82+12.6%$259.92Held at end of 20250
PCSMXPrincipal Funds, Inc. -SmallCap Growth Fund I
2.20%$15.40+12.5%$17.33Held at end of 20250
PSMVXPrincipal Funds, Inc. -SmallCap Value Fund II
2.18%$11.43+11.5%$12.74Held at end of 20250
PEIJXPrincipal Funds, Inc. - Equity Income, Class J
2.18%$40.49+11.2%$45.03Held at end of 20250
FSPSXFidelity International Index Fund
2.14%$60.80+9.2%$66.39Held at end of 20250
VWIGXVanguard International Growth Fund
2.11%$35.87+7.6%$38.61Held at end of 20250
JSGTXJHF III U.S. Growth Fund Class R6
2.11%$30.43+7.6%$32.75Held at end of 20250
PLCGXPrincipal Funds, Inc.- LargeCap Growth Fund I
2.10%$16.12+7.6%$17.34Held at end of 20250
AAPLApple Inc.
1.20%$271.12+24.2%$336.67Held at end of 20250
SBUXStarbucks Corporation
1.09%$82.71+13.1%$93.58Held at end of 20250
NVDANVIDIA Corporation
0.61%$186.07+27.6%$237.47Held at end of 20250
RDGTXAmerican Fds 2040 Target Date Retirement Fd Cl R4
0.52%$22.92+8.6%$24.88Held at end of 20250
PDIFXPrincipal Funds, Inc. - Diversified International Fund Class R-6
0.51%$16.82+6.8%$17.96Held at end of 20250
VVisa Inc.
0.51%$348.62+6.7%$372.10Held at end of 20250
ORealty Income Corporation
0.47%$54.19−1.5%$53.35Held at end of 20250
HEIHeico Corporation
0.44%$323.35−8.5%$295.78Held at end of 20250
AXPAmerican Express Company
0.40%$366.96−17.1%$304.25Held at end of 20250

Derek Tran's buys and sells

Jul 28, 2025 to Jul 28, 2025, 1 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
LTCCryptoLitecoin
Sold$1K–$15KJul 28, 2025Aug 13, 2026381 days later · late

Derek Tran's portfolio by sector

Share of the estimated stock portfolio.

3.3%Consumer
SectorShareValueHoldings
Other91%~$1.5M23
Consumer Discretionary3.3%~$54.7K2
Consumer Staples2.2%~$36.9K1
Technology1.8%~$30.1K2
Financials0.9%~$15.2K2
Real Estate0.5%~$7.9K1

Portfolio performance: Derek Tran 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 Aug 14, 2026.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−3%−2%−1%0%+1%+2%+3%+4%Oct+4%Nasdaq-100+0%S&P 500−2%You, copying
Aug 14, 2026 to Oct 7, 2026, buying on disclosure dates; call options valued with their leverage (strike and expiry from the disclosure); prices adjusted for dividends and splits.
Total returnPer year
You, copying after each disclosure – estimated value−2.3%—
S&P 500+0.4%—
Nasdaq-100+3.8%—

Derek Tran's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
LTCLitecoin
01

Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.