Judy Chu: Stock Portfolio, Performance and Latest Trades

Judy Chu

U.S. Representative, CA-28

D Democrat

Trades disclosed162
Bought / sold77 / 85
Est. volume$4M
Typical delay34 days

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Judy Chu'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
VEUVanguard FTSE All World Ex US ETF
42.0%$72.94+13.6%$82.85Held at end of 20220
VTIVanguard Total Stock Market ETF
10.8%$332.42+14.6%$381.03Held at end of 20220
ESGVVanguard ESG U.S. Stock ETF
10.4%$120.11+14.9%$138.05Held at end of 20210
VCADXVanguard California Intermediate-Term Tax-Exempt Fd Admiral Sh
8.68%$11.32−3.8%$10.88Held at end of 20230
VXFVanguard Extended Market ETF
5.52%$207.48+12.5%$233.49Held at end of 20210
VWNAXVanguard Windsor II Fund Admiral Shares
5.01%$82.75+10.9%$91.80Held at end of 20230
VWLUXVanguard Long-Term Tax-Exempt Fd Admiral Shs
4.67%$10.57−4.9%$10.05Held at end of 20220
VMLUXVanguard Limited-Term Tax-Exempt Fd Admiral Shs
4.47%$10.77−0.9%$10.67Held at end of 20210
ASTHAstrana Health Inc.
3.15%$24.81+49.7%$37.14Aug 19, 20250
VTVVanguard Value ETF
2.44%$188.14+16.0%$218.21Held at end of 20210
VSGXVanguard ESG International Stock ETF
1.04%$70.21+15.4%$81.04Held at end of 20210
VIGVanguard Div Appreciation ETF
0.99%$217.14+9.1%$236.99Held at end of 20240
VFTAXVanguard FTSE Social Index Fund Admiral Shares
0.45%$65.07+15.4%$75.10Held at end of 20210
VWIUXVanguard Intermediate-Term Tax-Exempt Fd Admiral Shs
0.38%$13.49−3.9%$12.97Held at end of 20210

Judy Chu's buys and sells

Dec 12, 2017 to Aug 19, 2025, 23 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
ASTHSpouseAstrana Health Inc.
Bought$100K–$250KAug 19, 2025Aug 30, 202511 days later
ASTHSpouseAstrana Health Inc.
Sold$100K–$250KAug 19, 2025Aug 30, 202511 days later
AMEHSpouseApollo Medical Holdings, Inc.
Bought$100K–$250KJan 10, 2024Jan 21, 202411 days later
AMEHSpouseApollo Medical Holdings, Inc.
Sold$100K–$250KJan 10, 2024Jan 21, 202411 days later
Allstate Corporation (All)
Sold$15K–$50KJan 26, 2022Jan 29, 20223 days later
ALLAllstate Corporation
Sold part$15K–$50KDec 23, 2020Dec 30, 20207 days later
AMEHsP apollo Medical Holdings, Inc. (aMEH) [sT]
Bought$15K–$50KDec 4, 2019Dec 16, 201912 days later
AMEHsP apollo Medical Holdings, Inc. (aMEH) [sT]
Bought$15K–$50KSep 12, 2019Oct 1, 201919 days later
AMEHsP apollo Medical Holdings, Inc. (aMEH) [sT]
Bought$15K–$50KAug 19, 2019Sep 5, 201917 days later
FXE MaY 31 107 PUT [oT]
Bought$1K–$15KMay 29, 2019Jun 14, 201916 days later
FXE MaY 31 107 PUT [oT]
Sold$1K–$15KMay 24, 2019Jun 14, 201921 days later
FXE MaY 31 107 PUT [oT]
Sold$1K–$15KMay 24, 2019Jun 14, 201921 days later
FXE MaY 31 107 PUT [oT]
Bought$1K–$15KMay 24, 2019Jun 14, 201921 days later
TLT MaY 31 127 PUT [oT]
Sold$1K–$15KMay 24, 2019Jun 14, 201921 days later
TLT MaY 24 125 CaLL [oT]
Bought$15K–$50KMay 23, 2019Jun 14, 201922 days later
TLT MaY 17 124.5 CaLL [oT]
Bought$1K–$15KMay 16, 2019Jun 14, 201929 days later
TLT MaY 24 125 CaLL [oT]
Sold$1K–$15KMay 16, 2019Jun 14, 201929 days later
TLT MaY 10 124.5 CaLL [oT]
Bought$1K–$15KMay 10, 2019Jun 14, 201935 days later
TLT MaY 17 124.5 CaLL [oT]
Sold$1K–$15KMay 10, 2019Jun 14, 201935 days later
TLT MaY 17 124.5 PUT [oT]
Sold$1K–$15KMay 10, 2019Jun 14, 201935 days later
TLT MaY 10 123.5 CaLL [oT]
Bought$1K–$15KMay 7, 2019Jun 14, 201938 days later
TLT MaY 10 124.5 CaLL [oT]
Sold$1K–$15KMay 7, 2019Jun 14, 201938 days later
TLT MaY 10 123 PUT [oT]
Sold$1K–$15KMay 3, 2019Jun 14, 201942 days later
TLT MaY 10 123.5 CaLL [oT]
Sold$1K–$15KMay 3, 2019Jun 14, 201942 days later
TLT MaY 3 123 PUT [oT]
Sold$1K–$15KMay 1, 2019Jun 14, 201944 days later
TLT MaY 3 123.5 PUT [oT]
Bought$1K–$15KMay 1, 2019Jun 14, 201944 days later
TLT MaY 3 124.5 CaLL [oT]
Sold$1K–$15KMay 1, 2019Jun 14, 201944 days later
TLT MAY 3 123 PUT [oT]
Sold$1K–$15KApr 30, 2019May 15, 201915 days later
TLT MAY 3 123.5 PUT [oT]
Bought$1K–$15KApr 30, 2019May 15, 201915 days later
TLT APR 26 123.5 C [oT]
Bought$1K–$15KApr 26, 2019May 15, 201919 days later
TLT MAY 3 123.5 PUT [oT]
Sold$1K–$15KApr 25, 2019May 15, 201920 days later
TLT APR 26 123 CALL [oT]
Bought$1K–$15KApr 24, 2019May 15, 201921 days later
TLT APR 26 122.5 PUT [oT]
Sold$1K–$15KApr 23, 2019May 15, 201922 days later
TLT APR 26 123 PUT [oT]
Bought$1K–$15KApr 23, 2019May 15, 201922 days later
TLT APR 26 123.5 CALL [oT]
Sold$1K–$15KApr 23, 2019May 15, 201922 days later
TLT APR 18 122.5 CALL [oT]
Bought$1K–$15KApr 18, 2019May 15, 201927 days later
TLT APR 26 123 CALL [oT]
Sold$1K–$15KApr 18, 2019May 15, 201927 days later
TLT APR 26 123 PUT [oT]
Sold$1K–$15KApr 18, 2019May 15, 201927 days later
TLT APR 18 122.5 CALL [oT]
Sold$1K–$15KApr 16, 2019May 15, 201929 days later
TLT APR 18 122.5 PUT [oT]
Sold$15K–$50KApr 16, 2019May 15, 201929 days later
TLT APR 18 123.5 PUT [oT]
Bought$1K–$15KApr 16, 2019May 15, 201929 days later
TLT APR 12 123.5 PUT [oT]
Bought$1K–$15KApr 12, 2019May 15, 201933 days later
TLT APR 18 123.5 PUT [oT]
Sold$1K–$15KApr 12, 2019May 15, 201933 days later
TLT APR 12 124 PUT [oT]
Bought$1K–$15KApr 11, 2019May 15, 201934 days later
TLT APR 18 123 CALL [oT]
Bought$1K–$15KApr 11, 2019May 15, 201934 days later
TLT APR 18 123.5 CALL [oT]
Sold$1K–$15KApr 11, 2019May 15, 201934 days later
TLT APR 18 123.5 PUT [oT]
Sold$1K–$15KApr 11, 2019May 15, 201934 days later
TLT APR 12 124 PUT [oT]
Sold$1K–$15KApr 5, 2019May 15, 201940 days later
TLT aPR 18 123 CaLL [oT]
Bought$1K–$15KMar 28, 2019Apr 15, 201918 days later
TLT aPR 18 123 CaLL [oT]
Sold$15K–$50KMar 25, 2019Apr 15, 201921 days later
TLT aPR 5 121.5 CaLL [oT]
Bought$15K–$50KMar 25, 2019Apr 15, 201921 days later
TLT aPR 5 121.5 CaLL [oT]
Sold$1K–$15KMar 19, 2019Apr 15, 201927 days later
TLT MaR 22 121.5 CaLL [oT]
Bought$1K–$15KMar 19, 2019Apr 15, 201927 days later
TLT MaR 29 121 PUT [oT]
Sold$1K–$15KMar 13, 2019Apr 15, 201933 days later
TLT MaR 29 121 PUT [oT]
Sold$1K–$15KMar 12, 2019Apr 15, 201934 days later
TLT MaR 22 121.5 CaLL [oT]
Sold$1K–$15KMar 8, 2019Apr 15, 201938 days later
TLT MaR 8 121 CaLL [oT]
Bought$1K–$15KMar 8, 2019Apr 15, 201938 days later
TLT MaR 1 121 PUT [oT]
Bought$15K–$50KMar 1, 2019Apr 15, 201945 days later
TLT MaR 15 120 PUT [oT]
Sold$1K–$15KMar 1, 2019Apr 15, 201945 days later
TLT MaR 1 121 PUT [oT]
Sold$1K–$15KFeb 22, 2019Mar 15, 201921 days later
TLT FEb 22 120 CaLL [oT]
Bought$1K–$15KFeb 19, 2019Mar 15, 201924 days later
TLT MaR 8 121 CaLL [oT]
Sold$1K–$15KFeb 19, 2019Mar 15, 201924 days later
TLT FEb 22 120 CaLL [oT]
Sold$1K–$15KFeb 1, 2019Mar 15, 201942 days later
TLT FEb 8 119.5 CaLL [oT]
Bought$1K–$15KFeb 1, 2019Mar 15, 201942 days later
TLT FEb 22 120 CaLL [oT]
Sold$1K–$15KJan 31, 2019Feb 24, 201924 days later
TLT FEb 8 119.5 CaLL [oT]
Bought$1K–$15KJan 31, 2019Feb 24, 201924 days later
TLT FEb 8 119.5 CaLL [oT]
Sold$1K–$15KJan 24, 2019Feb 24, 201931 days later
TLT FEb 1 120.5 PUT [oT]
Sold$1K–$15KJan 16, 2019Feb 24, 201939 days later
TLT JaN 18 121 PUT [oT]
Bought$1K–$15KJan 16, 2019Feb 24, 201939 days later
TLT JaN 11 121.5 PUT [oT]
Bought$1K–$15KJan 11, 2019Feb 24, 201944 days later
TLT JaN 18 121 PUT [oT]
Sold$1K–$15KJan 11, 2019Feb 24, 201944 days later
TLT JaN 18 121 PUT [oT]
Sold$1K–$15KJan 11, 2019Feb 24, 201944 days later
TLT JaN 11 119 CaLL [oT]
Bought$1K–$15KJan 9, 2019Feb 24, 201946 days later · late
TLT JaN 25 119.5 CaLL [oT]
Sold$1K–$15KJan 9, 2019Feb 24, 201946 days later · late
TLT JaN 11 121 PUT [oT]
Sold$1K–$15KJan 4, 2019Feb 24, 201951 days later · late
TLT JaN 4 118.5 CaLL [oT]
Bought$15K–$50KJan 3, 2019Feb 24, 201952 days later · late
TLT JaN 4 121.5 CaLL [oT]
Bought$1K–$15KJan 3, 2019Feb 24, 201952 days later · late
TLT JaN 4 117.5 CaLL [oT]
Bought$1K–$15KJan 2, 2019Feb 24, 201953 days later · late
TLT JaN 4 118 CaLL [oT]
Bought$1K–$15KJan 2, 2019Feb 24, 201953 days later · late
TLT JaN 4 118 CaLL [oT]
Bought$1K–$15KJan 2, 2019Feb 24, 201953 days later · late
TLT JaN 4 121.5 CaLL [oT]
Sold$1K–$15KJan 2, 2019Feb 24, 201953 days later · late
TLT DEC 28 117.5 CaLL [oT]
Sold$1K–$15KDec 26, 2018Jan 21, 201926 days later
TLT DEC 28 118 CaLL [oT]
Bought$1K–$15KDec 26, 2018Jan 21, 201926 days later
TLT JaN 11 119 CaLL [oT]
Sold$1K–$15KDec 26, 2018Jan 21, 201926 days later
TLT JaN 11 119 CaLL [oT]
Sold$1K–$15KDec 26, 2018Jan 21, 201926 days later
TLT DEC 28 119.5 PUT [oT]
Sold$1K–$15KDec 21, 2018Jan 21, 201931 days later
oPTIoN aSSIGNMENT CLoSE [oT]
Bought$500K–$1MDec 20, 2018Jan 21, 201932 days later
TLT oPTIoN aSSIGNMENT [oT]
Sold$500K–$1MDec 18, 2018Jan 21, 201934 days later
TLT DEC 14 118 CaLL [oT]
Bought$1K–$15KDec 17, 2018Jan 21, 201935 days later
TLT JaN 4 118.5 CaLL [oT]
Sold$1K–$15KDec 17, 2018Jan 21, 201935 days later
TLT DEC 14 117.5 CaLL [oT]
Bought$1K–$15KDec 12, 2018Jan 21, 201940 days later
TLT JaN 4 118 CaLL [oT]
Sold$1K–$15KDec 12, 2018Jan 21, 201940 days later
TLT DEC 14 117 CaLL [oT]
Bought$1K–$15KDec 11, 2018Jan 21, 201941 days later
TLT JaN 4 117.5 CaLL [oT]
Sold$1K–$15KDec 11, 2018Jan 21, 201941 days later
TLT 116.5 CaLL [oT]
Bought$1K–$15KDec 6, 2018Jan 21, 201946 days later · late
TLT DEC 116.5 CaLL [oT]
Bought$1K–$15KDec 6, 2018Jan 21, 201946 days later · late
TLT DEC 7 110 CaLL [oT]
Bought$1K–$15KDec 6, 2018Jan 21, 201946 days later · late
TLT DEC 7 116.5 CaLL [oT]
Bought$1K–$15KDec 6, 2018Jan 21, 201946 days later · late
TLT DEC 28 118 CaLL [oT]
Sold$1K–$15KDec 4, 2018Jan 21, 201948 days later · late
TLT DEC 7 116 CaLL [oT]
Bought$1K–$15KDec 4, 2018Jan 21, 201948 days later · late
TLT NoV 23 113 PUT [oT]
Sold$1K–$15KNov 8, 2018Dec 16, 201838 days later
TLT NoV 9 113.5 PUT [oT]
Bought$1K–$15KNov 8, 2018Dec 16, 201838 days later
TLT NoV 9 113.5 PUT [oT]
Sold$1K–$15KNov 8, 2018Dec 16, 201838 days later
TLT NoV 23 113.5 PUT [oT]
Sold$1K–$15KNov 7, 2018Dec 16, 201839 days later
TLT NoV 9 114 PUT [oT]
Bought$1K–$15KNov 7, 2018Dec 16, 201839 days later
TLT NoV 2 114 PUT [oT]
Sold$1K–$15KNov 5, 2018Dec 16, 201841 days later
TLT NoV 16 111 PUT [oT]
Sold$1K–$15KNov 2, 2018Dec 16, 201844 days later
TLT NoV 16 113 PUT [oT]
Sold$1K–$15KNov 2, 2018Dec 16, 201844 days later
TLT NoV 16 113.5 PUT [oT]
Sold$1K–$15KNov 2, 2018Dec 16, 201844 days later
TLT NoV 16 113.5 PUT [oT]
Sold$1K–$15KNov 2, 2018Dec 16, 201844 days later
TLT NoV 16 113.5 PUT [oT]
Bought$1K–$15KNov 2, 2018Dec 16, 201844 days later
TLT NoV 2 113.5 PUT [oT]
Bought$1K–$15KNov 2, 2018Dec 16, 201844 days later
TLT NoV 2 114 PUT [oT]
Sold$1K–$15KNov 2, 2018Dec 16, 201844 days later
TLT NoV 2 114 PUT [oT]
Bought$1K–$15KNov 2, 2018Dec 16, 201844 days later
TLT NoV 2 114 PUT [oT]
Bought$1K–$15KNov 2, 2018Dec 16, 201844 days later
TLT JaN 25 119.5 CaLL [oT]
Bought$1K–$15KNov 2, 2018Feb 24, 2019114 days later · late
TLT NoV 9 114 PUT [oT]
Sold$1K–$15KOct 23, 2018Nov 21, 201829 days later
TLT NoV 2 112.5 PUT [oT]
Sold$1K–$15KOct 19, 2018Nov 21, 201833 days later
ALLallstate Corporation (aLL)
Sold part$50K–$100KOct 10, 2018Oct 18, 20188 days later
american airlines group, Inc. (aaL)
Sold$1K–$15KOct 10, 2018Oct 18, 20188 days later
DFSDiscover Financial Services
Sold$15K–$50KOct 10, 2018Oct 18, 20188 days later
IBMInternational business Machines Corporation (IbM)
Sold$50K–$100KOct 10, 2018Oct 18, 20188 days later
MSMorgan Stanley
Sold$15K–$50KOct 10, 2018Oct 18, 20188 days later
TLT NoV 2 113.5 PUT [oT]
Sold$1K–$15KOct 10, 2018Nov 21, 201842 days later
TLT oCT 12 114.5 PUT [oT]
Bought$1K–$15KOct 10, 2018Nov 21, 201842 days later
TLT oCT 12 116 PUT [oT]
Bought$1K–$15KOct 9, 2018Nov 21, 201843 days later
TLT oCT 12 117 PUT [oT]
Bought$1K–$15KOct 8, 2018Nov 21, 201844 days later
TLT oCT 26 115 PUT [oT]
Sold$1K–$15KOct 8, 2018Nov 21, 201844 days later
TLT oCT 12 117 PUT [oT]
Bought$1K–$15KOct 4, 2018Nov 21, 201848 days later · late
TLT oCT 19 116 PUT [oT]
Sold$1K–$15KOct 4, 2018Nov 21, 201848 days later · late
TLT oCT 26 114.5 PUT [oT]
Sold$1K–$15KOct 4, 2018Nov 21, 201848 days later · late
TLT oCT 26 115 PUT [oT]
Sold$1K–$15KOct 4, 2018Nov 21, 201848 days later · late
TLT oCT 5 115.5 PUT [oT]
Bought$1K–$15KOct 4, 2018Nov 21, 201848 days later · late
TLT oCT 5 116 PUT [oT]
Bought$1K–$15KOct 4, 2018Nov 21, 201848 days later · late
TLT oCT 12 117 PUT [oT]
Sold$1K–$15KSep 19, 2018Oct 15, 201826 days later
TLT SEP 21 118 PUT [oT]
Bought$1K–$15KSep 19, 2018Oct 15, 201826 days later
TLT aUg 24 122 CaLL [oT]
Bought$1K–$15KAug 23, 2018Sep 24, 201832 days later
TLT SEP 14 123 CaLL [oT]
Sold$1K–$15KAug 23, 2018Sep 24, 201832 days later
TLT JUN 1 121.5 CaLL [oT]
Bought$1K–$15KJun 1, 2018Jul 15, 201844 days later
TLT JUN 8 120 CaLL [oT]
Bought$1K–$15KMay 29, 2018Jun 25, 201827 days later
TLT JUN 8 120.5 CaLL [oT]
Sold$1K–$15KMay 29, 2018Jun 25, 201827 days later
FXE JUN 15 115 PUT [oT]
Bought$15K–$50KMay 25, 2018Jun 25, 201831 days later
FXE MaY 18 116 PUT [oT]
Bought$1K–$15KMay 16, 2018Jun 25, 201840 days later
TLT aPR 27 2018 118.5 PUT [oT]
Bought$1K–$15KApr 26, 2018May 13, 201817 days later
TLT MaY 11 2018 117 PUT [oT]
Sold$1K–$15KApr 26, 2018May 13, 201817 days later
TLT MaY 18 2018 117 PUT [oT]
Sold$1K–$15KApr 26, 2018May 13, 201817 days later
TLT aPR 27 2018 119 PUT [oT]
Bought$1K–$15KApr 23, 2018May 13, 201820 days later
TLT aPR 20 123 CaLL [oT]
Sold$1K–$15KMar 29, 2018Apr 22, 201824 days later
TLT aPR 6 122 CaLL [oT]
Bought$1K–$15KMar 29, 2018Apr 22, 201824 days later
SPX MaR 12 2300 PUT [oT]
Bought$1K–$15KMar 2, 2018Apr 22, 201851 days later · late
TLT FEb 23 117.5
Bought$1K–$15KFeb 22, 2018Mar 16, 201822 days later
TLT MaR 9 116 PUT
Sold$15K–$50KFeb 22, 2018Mar 16, 201822 days later
TLT FEb 16 118 PUT
Bought$1K–$15KFeb 14, 2018Mar 16, 201830 days later
TLT MaR 2 116.5 PUT
Sold$1K–$15KFeb 14, 2018Mar 16, 201830 days later
SPX JaN 31 2775 CaLL
Bought$1K–$15KJan 16, 2018Feb 19, 201834 days later
SPX JUN 29 2700 CaLL
Bought$15K–$50KJan 16, 2018Feb 19, 201834 days later
SPX JaN 31 2750 CaLL
Bought$1K–$15KJan 12, 2018Feb 19, 201838 days later
SPX JaN 31 2775 CaLL
Sold$1K–$15KJan 12, 2018Feb 19, 201838 days later
SPX DEC 29 2625 CaLL
Bought$1K–$15KDec 28, 2017Jan 15, 201818 days later
SPX JaN 31 2650 CaLL
Sold$1K–$15KDec 28, 2017Jan 15, 201818 days later
SPX DEC 15 2590 CaLL
Bought$15K–$50KDec 12, 2017Jan 15, 201834 days later
SPX JUN 29 2700 CaLL
Sold$1K–$15KDec 12, 2017Jan 15, 201834 days later

Judy Chu's portfolio by sector

Share of the estimated stock portfolio.

3.2%Industrials
SectorShareValueHoldings
Other97%~$8M13
Industrials3.1%~$262K1

Portfolio performance: Judy Chu 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 Oct 19, 2018.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−40%−20%0%+20%+40%+60%+80%+100%+120%OctJulApr2024OctJulApr+117%Nasdaq-100+91%S&P 500+71%You, copying
Oct 1, 2021 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+70.7%+11.2%
S&P 500+91.4%+13.8%
Nasdaq-100+116.8%+16.7%

Judy Chu's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
AMEHApollo Medical Holdings, Inc.
41
ALLallstate Corporation (aLL)
02
ASTHAstrana Health Inc.
11
DFSDiscover Financial Services
01
MSMorgan Stanley
01
IBMInternational business Machines Corporation (IbM)
01

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