James French Hill Stock Portfolio

Simulatedⓘ

Republican · House · AR

James French Hill's stock portfolio and returns vs the S&P 500, built from publicly disclosed congressional trades. Simulated using FIFO position matching and time-weighted returns.

Portfolio Value

$793K

Unrealized P&L

$199K

+33.5%

Realized P&L

-$4K

Open Positions

Performance vs S&P 500

-3.8%

SPY +0.6%

α -4.4%

-1.0%

SPY +4.6%

α -5.6%

+1.4%

SPY +21.1%

α -19.7%

+0.2%

SPY +15.8%

α -15.6%

+23.2%

SPY +79.5%

α -56.3%

+46.1%

SPY +72.2%

α -26.1%

All

+286.5%

SPY +138.5%

α +147.9%

Head-to-head with S&P 500

Live Holdings11 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
MKL	Markel Corp	106	$1714.94	$1744.82	$186K	23.4%	+1.7%
AA AAWW	Atlas Air Worldwide Holdings	1,165	$27.90	$102.46	$119K	15.1%	+267.2%
V	Visa Inc	296	$253.72	$361.19	$107K	13.5%	+42.4%
L	Loews Corp	827	$90.67	$105.26	$87K	11.0%	+16.1%
WTM	White Mountains Insurance Group Ltd	42	$1781.73	$2035.47	$86K	10.8%	+14.2%
MMM	3M Co	414	$78.59	$170.16	$70K	8.9%	+116.5%
FV FVD	First Trust VL Dividend	940	$34.56	$47.99	$45K	5.7%	+38.9%
PC PCH	PotlatchDeltic Corp	850	$47.65	$41.73	$35K	4.5%	-12.4%
WBD	Warner Bros Discover Inc	750	$10.66	$30.68	$23K	2.9%	+187.8%
FIS	Fidelity National Information Services Inc	603	$53.90	$34.73	$21K	2.6%	-35.6%
TSLA	Tesla Inc	35	$227.93	$379.43	$13K	1.7%	+66.5%

About this simulation

This portfolio is a simulation built from publicly disclosed STOCK Act filings. Since politicians only report trade amounts as ranges (e.g., “$1,001 - $15,000”), we use the midpoint of each range and the closing price on the trade date to estimate share counts. Returns are calculated using Time-Weighted Return (TWR), the industry standard for measuring stock-picking skill independent of cash flow timing. Read the full methodology →