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

$170K

Unrealized P&L

$72K

+73.5%

Realized P&L

$74K

Open Positions

Performance vs S&P 500

-1.1%

SPY -0.8%

α -0.2%

+14.2%

SPY +14.0%

α +0.2%

+10.7%

SPY +7.8%

α +2.8%

+34.6%

SPY +24.0%

α +10.6%

+65.3%

SPY +71.9%

α -6.6%

+52.1%

SPY +76.3%

α -24.2%

All

+128.5%

SPY +175.5%

α -47.0%

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	$297.28	$26K	15.1%	+639.1%
DIS	The Walt Disney Company	231	$114.33	$102.16	$24K	13.9%	-10.7%
INTC	Intel Corporation	142	$49.28	$140.39	$20K	11.8%	+184.9%
GILD	Gilead Sciences, Inc.	134	$66.27	$124.56	$17K	9.8%	+88.0%
BRK.B	Berkshire Hathaway Inc. New Common Stock	34	$473.85	$488.55	$16K	9.7%	+3.1%
JNJ	Johnson & Johnson	62	$149.25	$230.69	$14K	8.5%	+54.6%
WFC	Wells Fargo & Company	117	$51.09	$83.89	$10K	5.8%	+64.2%
AMZN	Amazon.com, Inc.	36	$88.42	$233.41	$8K	5.0%	+164.0%
GOOGL	Alphabet Inc (1)	20	$154.28	$348.79	$7K	4.1%	+126.1%
GOOG	Alphabet Inc.	20	$155.75	$348.00	$7K	4.0%	+123.4%
CVX	Chevron Corporation	39	$85.08	$174.97	$7K	4.0%	+105.7%
ALL	The Allstate Corporation	14	$80.98	$222.73	$3K	1.9%	+175.0%
CI	Cigna Corporation Common Stock	10	$220.24	$281.03	$3K	1.6%	+27.6%
V	Visa Inc.	6	$175.28	$326.77	$2K	1.2%	+86.4%
GIS	General Mills, Inc.	60	$38.55	$33.56	$2K	1.2%	-12.9%
TXN	Texas Instruments Incorporated	6	$127.74	$330.00	$2K	1.1%	+158.3%
ABBV	AbbVie Inc.	4	$90.33	$229.09	$968	0.6%	+153.6%
HAL	Halliburton Company	18	$8.66	$34.91	$636	0.4%	+303.1%
COST	Costco Wholesale Corporation	1	$201.41	$949.01	$602	0.3%	+371.2%

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 →