John W. Rose: Stock Portfolio, Performance and Latest Trades

U.S. Representative, TN-6

R Republican

Trades disclosed16

Bought / sold2 / 14

Est. volume$14.4M

Typical delay31 days

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John W. Rose'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	First bought
MSFTMicrosoft Corporation	93.5%	$480.57	+10.2%	$529.76	Held at end of 2021
BACBank of America Corporation	5.59%	$54.13	−1.1%	$53.52	Held at end of 2021
VOCVOC Energy Trust Units of Beneficial Interest	0.88%	$2.33	+46.1%	$3.41	Held at end of 2021
COHRCoherent Corp.	0.07%	$184.57	+81.3%	$334.56	Held at end of 2022

John W. Rose's buys and sells

Sep 28, 2022 to Jun 23, 2025, 2 disclosed after the 45-day deadline.

Stock	Action	Amount	Traded	Disclosed
FNSXXOtherFIMM MONEY MARKET PORT FUND INSTL CL M/M	Sold	$15K–$50K	Jun 23, 2025	Jul 4, 202511 days later
JPMORGAN U.S. GOVERNMENT MONEY MARKET FD CAPITAL CL M/M (Symbol: OGVXX) TDL: 006682076\|4\|N\|4812COther	Sold	$1M–$5M	Jun 23, 2025	Jul 4, 202511 days later
GOOGLAlphabet Inc.	Sold	$1M–$5M	Jun 3, 2025	Jul 4, 202531 days later
GOOGAlphabet Inc. Class C Capital Stock	Sold	$250K–$500K	Jun 3, 2025	Jul 4, 202531 days later
AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FD CL A M/F (Symbol: CWGIX)Other	Sold	$250K–$500K	Jun 3, 2025	Jul 4, 202531 days later
AMERICAN FUNDS EUPAC FUND CL A M/F (Symbol: AEPGX)Other	Sold	$250K–$500K	Jun 3, 2025	Jul 4, 202531 days later
AMERICAN FUNDS GROWTH FUND OF AMERICA FUND CL A M/F (Symbol: AGTHX)Other	Sold	$500K–$1M	Jun 3, 2025	Jul 4, 202531 days later
AMERICAN FUNDS INVESTMENT CO OF AMERICA FD CL A M/F (Symbol: AIVSX)Other	Sold	$250K–$500K	Jun 3, 2025	Jul 4, 202531 days later
SMCWXOtherAMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F	Sold	$500K–$1M	Jun 3, 2025	Jul 4, 202531 days later
AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F (Symbol: SMCWX)Other	Sold	$500K–$1M	Jun 3, 2025	Jul 4, 202531 days later
JPMORGAN U.S. GOVERNMENT MONEY MARKET FD CAPITAL CL M/M (Symbol: OGVXX)Other	Bought	$1M–$5M	Jun 3, 2025	Jul 4, 202531 days later
MSFTMicrosoft Corporation	Sold	$250K–$500K	Jun 3, 2025	Jul 4, 202531 days later
GOOGLAlphabet Inc.	Sold	$250K–$500K	Jun 3, 2025	Sep 12, 2026466 days later · late
American Funds AMCAP Fund Class A M/F [MF}Other	Sold	$500K–$1M	Jun 3, 2025	Sep 12, 2026466 days later · late
CLRContinental Resources, Inc.	Sold	$15K–$50K	Nov 29, 2022	Dec 30, 202231 days later
Tennessee Farmers Life Insurance Company	Bought	$50K–$100K	Sep 28, 2022	Oct 11, 202213 days later

John W. Rose's portfolio by sector

Share of the estimated stock portfolio.

Sector	Share	Value	Holdings
Technology	94%	~$1.2M	2
Financials	5.6%	~$74.2K	1
Other	0.9%	~$11.7K	1

Portfolio performance: John W. Rose 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 Sep 16, 2022.

You, copying after each disclosure – estimated value
S&P 500
Nasdaq-100

Sep 16, 2022 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 return	Per year
You, copying after each disclosure – estimated value	+102.8%	+19.0%
S&P 500	+112.3%	+20.4%
Nasdaq-100	+168.7%	+27.6%

John W. Rose's most traded stocks

Number of disclosed buys and sells per stock.

Stock	Buys	Sells
GOOGLAlphabet Inc.	0	2
MSFTMicrosoft Corporation	0	1
GOOGAlphabet Inc. - Class C Capital Stock	0	1
CLRContinental Resources, Inc.	0	1
FNSXXFIMM MONEY MARKET PORT FUND INSTL CL M/M	0	1
SMCWXAMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F	0	1

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