John W. Rose

U.S. House·TN·last disclosed 2025-07-04

Disclosed book · year-end value

$58.3M

midpoint est. · $22.7M–$93.9M — not market value

42 holdings · $1.92M equity · $56.4M non-equity

Our verdict on their book · $-weighted, equity only

Buy97.9%Hold1.7%Not covered0.4%

98% of John W. Rose's disclosed equity book sits in stocks we independently rate Buy — biggest equity positions MSFT & GOOGL.

Disclosed trades

Buys · Sells

1 · 7

Median reporting lag

31d

avg 24d to disclose

Last disclosed

2025-07-04

Trade cadence · buys above, sells below · last 12 mo

Sep

Nov

Jun

What John W. Rose owns now

Year-end holdings from their latest annual disclosure · 42 holdings · as of 2023

Interestnon-equity

$10.2M–$50.4M52%

soybeans, timber, tobacco, and wheat. Smith Fork Ventures, Inc. Demand Note, Nashville, TNnon-equity

$5.00M–$25.0M26%

Stock in community bank. First Freedom Bancshares, Lebanon, TN Stocknon-equity

$1.00M–$5.00M5%

MSFT

$750K–$1.50M2%

FV $430.00 · Jun '26Buy

earing checking accounts and checking account of spouse. Citizens Bank, Carthage, TN Stocknon-equity

$500K–$1.00M1%

ents, LP and Lofts at Savannah Park. John Rose for Tennessee Campaign Loan, Cookeville, TNnon-equity

$500K–$1.00M1%

Cs are disregarded entities for tax purposes. Sun Life Assurance Company Whole Life Policynon-equity

$500K–$1.00M1%

American Funds 2030 TRGT Date Retire R2E RBEEXnon-equity

$500K–$1.00M1%

Show all 42 holdings

AMCAP Fund Class A-American Funds M/Fnon-equity

$500K–$1.00M1%

Growth Fund of America Class A-American Funds M/Fnon-equity

$500K–$1.00M1%

Smallcap World Fund Class A-American Funds M/Fnon-equity

$500K–$1.00M1%

policy on life of John W. Rose. Tennesssee Farmers Life Insurance Co., Columbia, TN Stocknon-equity

$250K–$500K1%

GOOGL

$250K–$500K1%

FV $410.00 · Jun '26Buy

GOOG

$250K–$500K1%

FV $420.00 · Jun '26Buy

Capital World Growth & Income Fund Class A- American FD M/Fnon-equity

$250K–$500K1%

Europacific Growth Fund Class A-American Funds M/Fnon-equity

$250K–$500K1%

Investment Company of America Class A-American Funds M/Fnon-equity

$250K–$500K1%

Stock in community bank. Farm Trustnon-equity

$100K–$250K0%

Stock in community bank. First Freedom Bank, Lebanon, TN Accountnon-equity

$100K–$250K0%

Personal money market account. First National Bank of Tennessee, Livingston, TN Accountsnon-equity

$100K–$250K0%

FIMM Money Market (FNSXX)non-equity

$65.0K–$150K0%

he K-1 from this LP reflects a net loss for the year. Citizens Bank, Carthage, TN Accountsnon-equity

$50.0K–$100K0%

r of farm real estate held in trust. First Farmers and Merchants Corp., Columbia, TN Stocknon-equity

$50.0K–$100K0%

Fixed annuity. Tennessee Farmers Life Insurance Company Universal Life Policynon-equity

$50.0K–$100K0%

AB Relative Value Fund Class A M/Fnon-equity

$50.0K–$100K0%

INVESCO Income Advantage U.S. Fund Class Anon-equity

$50.0K–$100K0%

Massachusetts Investors Growth Stock Fund Class C M/Fnon-equity

$50.0K–$100K0%

e life policy on life of John W. Rose. Tennessee Farmers Assurance Co., Columbia, TN Stocknon-equity

$15.0K–$50.0K0%

BAC

$15.0K–$50.0K0%

FV $58.00 · Jun '26Hold

Fidelity Advisor Small Cap Fund Class M M/Fnon-equity

$15.0K–$50.0K0%

Invesco EQV International Equity Fund Class Anon-equity

$15.0K–$50.0K0%

MFS Growth Fund Class A M/Fnon-equity

$15.0K–$50.0K0%

MFS Mid Cap Growth Fund Class C M/Fnon-equity

$15.0K–$50.0K0%

Thornburg Small Mid Cap Core Fundnon-equity

$15.0K–$50.0K0%

Raymond James Bank Deposit Programnon-equity

$1.00K–$16.0K0%

tives. No interest is presently being charged. Nationwide Life Insurance Whole Life Policynon-equity

$1.00K–$15.0K0%

this LP reflects no net income for the year. Pinnacle National Bank, Nashville, TN Accountnon-equity

$1.00K–$15.0K0%

h Tennessee Farm Bureau Federation. Tennessee Farmers Life Insurance Company Fixed Annuitynon-equity

$1.00K–$15.0K0%

JPMorgan Investor Growth Fund CL C M/Fnon-equity

$1.00K–$15.0K0%

VOC

$1.00K–$15.0K0%

No call

Raymond James Client Interest Programnon-equity

$1.00K–$15.0K0%

COHR

$1.00–$1.00K0%

Hold

Reported asset value, disclosed ranges · how we built this

What John W. Rose did

8 disclosed trades

2025-07-04—4812CSell

$1.00M–$5.00M

11d lagtraded 2025-06-23PTR ↗

2025-07-04GOOGLAlphabet Inc. - Class A Common StockSell

$1.00M–$5.00M

31d lagtraded 2025-06-03PTR ↗

2025-07-04GOOGRaymond James Brokerage Account Alphabet Inc. - Class C Capital StockSell

$250K–$500K

31d lagtraded 2025-06-03PTR ↗

2025-07-04SMCWXAMERICAN FUNDS SMALLCAP WORLD FUND CL A M/FSell

$500K–$1.00M

31d lagtraded 2025-06-03PTR ↗

2025-07-04MSFTMicrosoft Corporation - Common StockSell

$250K–$500K

31d lagtraded 2025-06-03PTR ↗

2025-07-04—FIMM MONEY MARKET PORT FUND INSTL CL M/MSell

$15.0K–$50.0K

11d lagtraded 2025-06-23PTR ↗

2022-12-30—Continental Resources, Inc.Sell

$15.0K–$50.0K

31d lagtraded 2022-11-29PTR ↗

2022-10-11—Tennessee Farmers Life Insurance CompanyBuy

$50.0K–$100K

13d lagtraded 2022-09-28PTR ↗

How we built this

Holdings come from John W. Rose's latest annual STOCK Act financial disclosure — the year-end value of each asset, reported in ranges.

Figures cover the household as disclosed (self, spouse & dependents). Amounts are STOCK Act ranges, never exact. Disclosures lag the trade by up to ~45 days.

Our Buy/Hold/Sell verdict and fair value are our own SEC-grounded ratings of each stock — not a view on the member's trade, and not investment advice.

Source: U.S. House Clerk + U.S. Senate eFD (public records).

What John W. Rose owns now

Year-end holdings from their latest annual disclosure · 42 holdings · as of 2023

Interestnon-equity

$10.2M–$50.4M52%

soybeans, timber, tobacco, and wheat. Smith Fork Ventures, Inc. Demand Note, Nashville, TNnon-equity

$5.00M–$25.0M26%

Stock in community bank. First Freedom Bancshares, Lebanon, TN Stocknon-equity

$1.00M–$5.00M5%

MSFT

$750K–$1.50M2%

FV $430.00 · Jun '26Buy

earing checking accounts and checking account of spouse. Citizens Bank, Carthage, TN Stocknon-equity

$500K–$1.00M1%

ents, LP and Lofts at Savannah Park. John Rose for Tennessee Campaign Loan, Cookeville, TNnon-equity

$500K–$1.00M1%

Cs are disregarded entities for tax purposes. Sun Life Assurance Company Whole Life Policynon-equity

$500K–$1.00M1%

American Funds 2030 TRGT Date Retire R2E RBEEXnon-equity

$500K–$1.00M1%

Show all 42 holdings

AMCAP Fund Class A-American Funds M/Fnon-equity

$500K–$1.00M1%

Growth Fund of America Class A-American Funds M/Fnon-equity

$500K–$1.00M1%

Smallcap World Fund Class A-American Funds M/Fnon-equity

$500K–$1.00M1%

policy on life of John W. Rose. Tennesssee Farmers Life Insurance Co., Columbia, TN Stocknon-equity

$250K–$500K1%

GOOGL

$250K–$500K1%

FV $410.00 · Jun '26Buy

GOOG

$250K–$500K1%

FV $420.00 · Jun '26Buy

Capital World Growth & Income Fund Class A- American FD M/Fnon-equity

$250K–$500K1%

Europacific Growth Fund Class A-American Funds M/Fnon-equity

$250K–$500K1%

Investment Company of America Class A-American Funds M/Fnon-equity

$250K–$500K1%

Stock in community bank. Farm Trustnon-equity

$100K–$250K0%

Stock in community bank. First Freedom Bank, Lebanon, TN Accountnon-equity

$100K–$250K0%

Personal money market account. First National Bank of Tennessee, Livingston, TN Accountsnon-equity

$100K–$250K0%

FIMM Money Market (FNSXX)non-equity

$65.0K–$150K0%

he K-1 from this LP reflects a net loss for the year. Citizens Bank, Carthage, TN Accountsnon-equity

$50.0K–$100K0%

r of farm real estate held in trust. First Farmers and Merchants Corp., Columbia, TN Stocknon-equity

$50.0K–$100K0%

Fixed annuity. Tennessee Farmers Life Insurance Company Universal Life Policynon-equity

$50.0K–$100K0%

AB Relative Value Fund Class A M/Fnon-equity

$50.0K–$100K0%

INVESCO Income Advantage U.S. Fund Class Anon-equity

$50.0K–$100K0%

Massachusetts Investors Growth Stock Fund Class C M/Fnon-equity

$50.0K–$100K0%

e life policy on life of John W. Rose. Tennessee Farmers Assurance Co., Columbia, TN Stocknon-equity

$15.0K–$50.0K0%

BAC

$15.0K–$50.0K0%

FV $58.00 · Jun '26Hold

Fidelity Advisor Small Cap Fund Class M M/Fnon-equity

$15.0K–$50.0K0%

Invesco EQV International Equity Fund Class Anon-equity

$15.0K–$50.0K0%

MFS Growth Fund Class A M/Fnon-equity

$15.0K–$50.0K0%

MFS Mid Cap Growth Fund Class C M/Fnon-equity

$15.0K–$50.0K0%

Thornburg Small Mid Cap Core Fundnon-equity

$15.0K–$50.0K0%

Raymond James Bank Deposit Programnon-equity

$1.00K–$16.0K0%

tives. No interest is presently being charged. Nationwide Life Insurance Whole Life Policynon-equity

$1.00K–$15.0K0%

this LP reflects no net income for the year. Pinnacle National Bank, Nashville, TN Accountnon-equity

$1.00K–$15.0K0%

h Tennessee Farm Bureau Federation. Tennessee Farmers Life Insurance Company Fixed Annuitynon-equity

$1.00K–$15.0K0%

JPMorgan Investor Growth Fund CL C M/Fnon-equity

$1.00K–$15.0K0%

VOC

$1.00K–$15.0K0%

No call

Raymond James Client Interest Programnon-equity

$1.00K–$15.0K0%

COHR

$1.00–$1.00K0%

Hold

Reported asset value, disclosed ranges · how we built this