Jerry Moran Stock Portfolio

Simulatedⓘ

Republican · Senate · KS

Jerry Moran'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

$178K

Unrealized P&L

$80K

+82.2%

Realized P&L

$74K

Open Positions

Performance vs S&P 500

+2.3%

SPY +0.6%

α +1.7%

+7.4%

SPY +4.6%

α +2.9%

+22.5%

SPY +21.1%

α +1.4%

+24.9%

SPY +15.8%

α +9.1%

+70.3%

SPY +80.4%

α -10.0%

+59.7%

SPY +73.1%

α -13.4%

All

+140.2%

SPY +184.1%

α -44.0%

Head-to-head with S&P 500

Live Holdings19 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
AAPL	Apple Inc.	86	$40.22	$336.40	$29K	16.3%	+736.4%
DIS	The Walt Disney Company	231	$114.33	$103.23	$24K	13.4%	-9.7%
GILD	Gilead Sciences, Inc.	134	$66.27	$150.25	$20K	11.3%	+126.7%
INTC	Intel Corporation	142	$49.28	$121.73	$17K	9.7%	+147.0%
BRK.B	Berkshire Hathaway Inc. New Common Stock	34	$473.85	$508.30	$17K	9.6%	+7.3%
JNJ	Johnson & Johnson	62	$149.25	$268.61	$17K	9.4%	+80.0%
WFC	Wells Fargo & Company	117	$51.09	$82.05	$10K	5.4%	+60.6%
AMZN	Amazon.com, Inc.	36	$88.42	$249.47	$9K	5.1%	+182.2%
CVX	Chevron Corporation	39	$85.08	$205.31	$8K	4.5%	+141.3%
GOOGL	Alphabet Inc (1)	20	$154.28	$338.11	$7K	3.8%	+119.2%
GOOG	Alphabet Inc.	20	$155.75	$334.82	$7K	3.7%	+115.0%
ALL	The Allstate Corporation	14	$80.98	$226.10	$3K	1.8%	+179.2%
CI	Cigna Corporation Common Stock	10	$220.24	$268.69	$3K	1.4%	+22.0%
V	Visa Inc.	6	$175.28	$361.19	$2K	1.3%	+106.1%
GIS	General Mills, Inc.	60	$38.55	$35.59	$2K	1.2%	-7.7%
TXN	Texas Instruments Incorporated	6	$127.74	$272.61	$2K	0.9%	+113.4%
ABBV	AbbVie Inc.	4	$90.33	$265.00	$1K	0.6%	+193.4%
HAL	Halliburton Company	18	$8.66	$32.98	$601	0.3%	+280.8%
COST	Costco Wholesale Corporation	1	$201.41	$904.59	$574	0.3%	+349.1%

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 →