Congress Holdings

All members

Deborah K. Ross

U.S. Representative, North Carolina district 2 (NC02)

Latest disclosure May 11, 2026: Annual report (FD Original) for 2025, filing 10074987.

Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.

Holdings

From Annual report (FD Original) for 2025, filing 10074987.

As of May 11, 2026, the date it was filed.

Source Original filing (PDF, House Clerk)

Sorted by the lower bound of the disclosed value band, largest band first.

TickerAssetOwnerValue bandSource
none State 401k ⇒ NC Large Cap Core Fund MF Member $250,001 - $500,000 p. 6
none AMG Managers Special Equity MF Member $100,001 - $250,000 p. 1
none Vanguard 500 Index Fund Admiral MF Member $100,001 - $250,000 p. 2
none Vanguard Growth Index Fund Admiral MF Spouse $100,001 - $250,000 p. 2
none Fidelity IRA 2 ⇒ SPDR S&P 500 EF Spouse $100,001 - $250,000 p. 4
VTTHX Fox Rothschild RSP ⇒ Vanguard Target Retirement 2035 Fund (VTTHX) MF Member $100,001 - $250,000 p. 5
none State 401k ⇒ NC Large Cap Index Fund MF Member $100,001 - $250,000 p. 6
none State 401k ⇒ NC Small Mid Cap Index Fund MF Member $100,001 - $250,000 p. 6
none TTA 457(b) ⇒ T Rowe Price LCG Fund I class MF Member $100,001 - $250,000 p. 6
GOOG Fidelity IRA 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) ST Spouse $50,001 - $100,000 p. 2
LRCX Fidelity IRA 1 ⇒ Lam Research Corporation (LRCX) ST Spouse $50,001 - $100,000 p. 3
BRK.B Fidelity IRA 2 ⇒ Berkshire Hathaway Inc. New (BRK.B) ST Spouse $50,001 - $100,000 p. 3
none Fidelity IRA 2 ⇒ Invesco QQQ Trust, Series 1 EF Spouse $50,001 - $100,000 p. 3
IBB Fidelity IRA 2 ⇒ iShares Biotechnology ETF (IBB) EF Spouse $50,001 - $100,000 p. 3
IWD Fidelity IRA 2 ⇒ iShares Russell 1000 Value ETF (IWD) EF Spouse $50,001 - $100,000 p. 3
none Fidelity IRA 2 ⇒ SPDR Select Sector Fund - Financial EF Spouse $50,001 - $100,000 p. 4
none Fidelity IRA 2 ⇒ SPDR Select Sector Fund - Industrial EF Spouse $50,001 - $100,000 p. 4
none Fidelity IRA 2 ⇒ SPDR Select Sector Fund - Technology EF Spouse $50,001 - $100,000 p. 4
none Fidelity IRA 2 ⇒ VanEck Semiconductor ETF EF Spouse $50,001 - $100,000 p. 4
none State 401k ⇒ NC International Fund MF Member $50,001 - $100,000 p. 6
none AMG Managers Special Equity MF Member $15,001 - $50,000 p. 1
IRA RS Growth Fund Class A (IRA) MF Member $15,001 - $50,000 p. 1
AMD Fidelity IRA 1 ⇒ Advanced Micro Devices, Inc. (AMD) ST Spouse $15,001 - $50,000 p. 2
AMAT Fidelity IRA 1 ⇒ Applied Materials, Inc. (AMAT) ST Spouse $15,001 - $50,000 p. 2
CRWD Fidelity IRA 1 ⇒ CrowdStrike Holdings, Inc. - Class A (CRWD) ST Spouse $15,001 - $50,000 p. 2
FCX Fidelity IRA 1 ⇒ Freeport-McMoRan, Inc. (FCX) ST Spouse $15,001 - $50,000 p. 2
KBE Fidelity IRA 1 ⇒ SPDR S&P Bank ETF (KBE) EF Spouse $15,001 - $50,000 p. 3
GILD Fidelity IRA 2 ⇒ Gilead Sciences, Inc. (GILD) ST Spouse $15,001 - $50,000 p. 3
EEM Fidelity IRA 2 ⇒ iShares MSCI Emerging Index Fund (EEM) EF Spouse $15,001 - $50,000 p. 3
IWM Fidelity IRA 2 ⇒ iShares Russell 2000 ETF (IWM) EF Spouse $15,001 - $50,000 p. 3
SOXX Fidelity IRA 2 ⇒ iShares Semiconductor ETF (SOXX) EF Spouse $15,001 - $50,000 p. 3
ITB Fidelity IRA 2 ⇒ iShares U.S. Home Construction ETF (ITB) EF Spouse $15,001 - $50,000 p. 3
JPM Fidelity IRA 2 ⇒ JP Morgan Chase & Co. (JPM) ST Spouse $15,001 - $50,000 p. 3
XLB Fidelity IRA 2 ⇒ Materials Select Sector SPDR (XLB) EF Spouse $15,001 - $50,000 p. 3
MDY Fidelity IRA 2 ⇒ SPDR MidCap Trust Series I (MDY) EF Spouse $15,001 - $50,000 p. 4
none Fidelity IRA 2 ⇒ SPDR S&P Regional Banking ETF EF Spouse $15,001 - $50,000 p. 4
XLE Fidelity IRA 2 ⇒ SPDR Select Sector Fund - Energy Select Sector (XLE) EF Spouse $15,001 - $50,000 p. 4
XHB Fidelity IRA 2 ⇒ SPDR Series Trust SPDR Homebuilders ETF (XHB) EF Spouse $15,001 - $50,000 p. 4
BJK Fidelity IRA 2 ⇒ VanEck Gaming ETF (BJK) EF Spouse $15,001 - $50,000 p. 4
none Fidelity Roth IRA ⇒ Invesco Dynamic Leisure and Entertainment ETF EF Spouse $15,001 - $50,000 p. 5
ORCL Fidelity Roth IRA ⇒ Oracle Corporation (ORCL) ST Spouse $15,001 - $50,000 p. 5
none Fidelity Roth IRA ⇒ SoFi Social 50 ETF EF Spouse $15,001 - $50,000 p. 5
QQQ IAB Brokerage Account (IRA) ⇒ Invesco QQQ Trust, Series 1 (QQQ) EF Spouse $15,001 - $50,000 p. 5
RSP IAB Brokerage Account (IRA) ⇒ Invesco S&P 500 Equal Weight ETF (RSP) EF Spouse $15,001 - $50,000 p. 5
IWF IAB Brokerage Account (IRA) ⇒ iShares Russell 1000 Growth ETF (IWF) EF Spouse $15,001 - $50,000 p. 5
IWM IAB Brokerage Account (IRA) ⇒ iShares Russell 2000 ETF (IWM) EF Spouse $15,001 - $50,000 p. 5
SPY IAB Brokerage Account (IRA) ⇒ SPDR S&P 500 (SPY) EF Spouse $15,001 - $50,000 p. 5
SPYD IAB Brokerage Account (IRA) ⇒ SPDR Series Trust SPDR Portfolio S&P 500 High Dividend ETF (SPYD) EF Spouse $15,001 - $50,000 p. 5
none State 401k ⇒ NC Small Mid Cap Fund MF Member $15,001 - $50,000 p. 6
none TTA 401a ⇒ T Rowe Price LCG fund I class MF Member $15,001 - $50,000 p. 6
none TTA 457(b) ⇒ Fidelity Mid Cap Index fund MF Member $15,001 - $50,000 p. 6
none TTA 457(b) ⇒ Fidelity small Cap Index Fund MF Member $15,001 - $50,000 p. 6
none TTA 457(b) ⇒ Vanguard Target Retirement 2065 MF Member $15,001 - $50,000 p. 6
JLGMX Duke Retirement Plan ⇒ JPMorgan Large Cap Growth Fund R6 (JLGMX) MF Member $1,001 - $15,000 p. 2
MSFT Fidelity Brokerage Account ⇒ Microsoft Corporation (MSFT) ST Joint $1,001 - $15,000 p. 2
ALB Fidelity IRA 1 ⇒ Albemarle Corporation (ALB) ST Spouse $1,001 - $15,000 p. 2
CLF Fidelity IRA 1 ⇒ Cleveland-Cliffs Inc. (CLF) ST Spouse $1,001 - $15,000 p. 2
DIS Fidelity IRA 1 ⇒ Walt Disney Company (DIS) ST Spouse $1,001 - $15,000 p. 3
BETZ Fidelity IRA 2 ⇒ Roundhill Sports Betting & iGaming ETF (BETZ) EF Spouse $1,001 - $15,000 p. 4
BABA Fidelity Roth IRA ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) ST Spouse $1,001 - $15,000 p. 4
U Fidelity Roth IRA ⇒ Unity Software Inc. (U) ST Spouse $1,001 - $15,000 p. 5
NEO IAB Brokerage Account (IRA) ⇒ NeoGenomics, Inc. (NEO) ST Spouse $1,001 - $15,000 p. 5
none State 401k ⇒ NC Fixed Income Fund MF Member $1,001 - $15,000 p. 5
FSMDX TTA 401a ⇒ Fidelity Mid Cap Index Fund (FSMDX) MF Member $1,001 - $15,000 p. 6
none TTA 401a ⇒ T Rowe Price Overseas Stock Fund I MF Member $1,001 - $15,000 p. 6

12 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.

1 row(s) on this report give no value band (for example “Undetermined”) and are left out.

Transactions

Every row on this member's periodic transaction reports filed in 2025 and 2026.

No transactions itemised from periodic transaction reports in this period.

Filings on record

Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.

Discussion

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