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

$171K

Unrealized P&L

$73K

+74.7%

Realized P&L

$74K

Open Positions

Performance vs S&P 500

+10.2%

SPY +9.1%

α +1.1%

+6.6%

SPY +6.3%

α +0.3%

+14.8%

SPY +8.2%

α +6.5%

+41.6%

SPY +30.5%

α +11.1%

+67.8%

SPY +79.6%

α -11.8%

+52.3%

SPY +76.6%

α -24.3%

All

+129.8%

SPY +173.0%

α -43.2%

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	$293.70	$25K	14.8%	+630.2%
DIS	The Walt Disney Company	231	$114.33	$107.75	$25K	14.6%	-5.8%
INTC	Intel Corporation	142	$49.28	$124.90	$18K	10.4%	+153.4%
GILD	Gilead Sciences, Inc.	134	$66.27	$131.16	$18K	10.3%	+97.9%
BRK.B	Berkshire Hathaway Inc. New Common Stock	34	$473.85	$476.82	$16K	9.4%	+0.6%
JNJ	Johnson & Johnson	62	$149.25	$221.51	$14K	8.1%	+48.4%
AMZN	Amazon.com, Inc.	36	$88.42	$273.04	$10K	5.8%	+208.8%
WFC	Wells Fargo & Company	117	$51.09	$75.95	$9K	5.2%	+48.7%
GOOGL	Alphabet Inc (1)	20	$154.28	$400.54	$8K	4.7%	+159.6%
GOOG	Alphabet Inc.	20	$155.75	$397.12	$8K	4.6%	+155.0%
CVX	Chevron Corporation	39	$85.08	$181.15	$7K	4.1%	+112.9%
ALL	The Allstate Corporation	14	$80.98	$213.10	$3K	1.8%	+163.2%
CI	Cigna Corporation Common Stock	10	$220.24	$287.72	$3K	1.6%	+30.6%
GIS	General Mills, Inc.	60	$38.55	$34.78	$2K	1.2%	-9.8%
V	Visa Inc.	6	$175.28	$318.87	$2K	1.2%	+81.9%
TXN	Texas Instruments Incorporated	6	$127.74	$289.10	$2K	0.9%	+126.3%
ABBV	AbbVie Inc.	4	$90.33	$200.98	$850	0.5%	+122.5%
HAL	Halliburton Company	18	$8.66	$39.95	$728	0.4%	+361.4%
COST	Costco Wholesale Corporation	1	$201.41	$1006.44	$638	0.4%	+399.7%

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 →