John Hoeven Stock Portfolio

Simulatedⓘ

Republican · Senate · ND

John Hoeven'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

$22.0M

Unrealized P&L

$13.4M

+155.8%

Realized P&L

-$147K

Open Positions

Performance vs S&P 500

+2.9%

SPY +3.7%

α -0.8%

+4.1%

SPY +4.6%

α -0.5%

+9.0%

SPY +11.4%

α -2.4%

+22.5%

SPY +22.3%

α +0.2%

+52.1%

SPY +72.3%

α -20.2%

+43.2%

SPY +74.9%

α -31.7%

All

+230.9%

SPY +384.1%

α -153.2%

Head-to-head with S&P 500

Live Holdings66 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
AVGO	Broadcom Limited	6,812	$25.69	$425.46	$2.9M	13.2%	+1556.1%
AAPL	Apple Inc.	5,212	$28.78	$313.23	$1.6M	7.4%	+988.4%
CSCO	Cisco Systems, Inc. (NASDAQ)	13,075	$26.77	$120.93	$1.6M	7.2%	+351.8%
CAT	Caterpillar Inc. (NYSE)	1,260	$133.66	$842.48	$1.1M	4.8%	+530.3%
AJG	Arthur J Gallagher & Co. (NYSE)	3,899	$44.88	$247.94	$967K	4.4%	+452.4%
WMT	Walmart Inc.	8,079	$30.94	$111.85	$904K	4.1%	+261.5%
CMI	Cummins Inc. (NYSE)	1,337	$130.88	$642.36	$859K	3.9%	+390.8%
WTW	Weight Watchers International, Inc.	2,165	$160.80	$344.06	$745K	3.4%	+114.0%
MCD	McDonald's Corp.	2,498	$120.11	$273.76	$684K	3.1%	+127.9%
SBUX	Starbucks Corporation (NASDAQ)	5,887	$42.47	$106.41	$626K	2.9%	+150.6%
AMZN	Amazon.com, Inc.	2,196	$68.29	$274.11	$602K	2.7%	+301.4%
BSTZ	BlackRock Science and Technology Trust II	17,474	$20.03	$30.10	$526K	2.4%	+50.3%
PEP	Pepsico, Inc. (NYSE)	3,585	$97.63	$139.29	$499K	2.3%	+42.7%
PRU	Prudential Financial, Inc.	4,004	$81.17	$121.50	$486K	2.2%	+49.7%
HON	Honeywell International Inc. (NYSE)	1,901	$92.07	$245.68	$467K	2.1%	+166.8%
IVZ	Invesco Ltd.	11,841	$20.57	$31.68	$375K	1.7%	+54.0%
MPC	Marathon Petroleum Corporation	1,245	$60.25	$296.40	$369K	1.7%	+391.9%
KO	The Coca-Cola Company	4,235	$41.32	$87.05	$369K	1.7%	+110.7%
GOOG	Alphabet Inc.	935	$34.76	$354.05	$331K	1.5%	+918.5%
MET	MetLife, Inc.	3,387	$44.28	$97.51	$330K	1.5%	+120.2%
IBM	International Business Machines Corporation (NYSE)	1,374	$137.56	$236.93	$326K	1.5%	+72.2%
XOM	Exxon Mobil Corporation	2,073	$72.37	$152.35	$316K	1.4%	+110.5%
TJX	The TJX Companies, Inc.	1,906	$39.35	$161.78	$308K	1.4%	+311.1%
PG	The Procter & Gamble Company	2,001	$87.45	$145.74	$292K	1.3%	+66.7%
NKE	NKE-NKE-NKE-NIKE, Inc.	6,725	$52.05	$41.76	$281K	1.3%	-19.8%
CG	The Carlyle Group LP (NASDAQ)	5,570	$31.42	$48.16	$268K	1.2%	+53.3%
ADP	Automatic Data Processing, Inc.	930	$80.67	$271.76	$253K	1.1%	+236.9%
F	Ford Motor Co. (NYSE)	15,996	$10.94	$14.02	$224K	1.0%	+28.1%
NFLX	Netflix, Inc.	2,946	$25.46	$74.36	$219K	1.0%	+192.1%
YUM	Yum! Brands, Inc. (NYSE)	1,433	$52.33	$150.72	$216K	1.0%	+188.0%
SPG	SPG-SPG-Simon Property Group, Inc.	944	$184.08	$222.74	$210K	1.0%	+21.0%
INTC	Intel Corporation	2,030	$36.94	$100.82	$205K	0.9%	+172.9%
EL	The Est (NYSE)	2,267	$77.19	$88.65	$201K	0.9%	+14.8%
BIV	Vanguard Intermediate-Term Bond Index Fund ETF Sha	2,006	$87.22	$75.69	$152K	0.7%	-13.2%
TGT	Target Corporation	958	$78.32	$149.17	$143K	0.7%	+90.5%
BMEZ	BlackRock Health Sciences Trust II	8,733	$20.04	$15.94	$139K	0.6%	-20.5%
JCI	Johnson Controls Inc. (NYSE)	773	$35.11	$152.19	$118K	0.5%	+333.5%
KDP	Keurig Dr Pepper Inc.	3,882	$27.69	$30.10	$117K	0.5%	+8.7%
CVX	Chevron Corporation	617	$121.57	$186.18	$115K	0.5%	+53.1%
CCI	Crown Castle International Corp.	1,431	$104.85	$75.86	$109K	0.5%	-27.6%
EXC	Exelon Corporation	2,364	$31.73	$45.70	$108K	0.5%	+44.0%
LYB	LyondellBasell Industries N.V.	1,803	$83.20	$59.76	$108K	0.5%	-28.2%
MDLZ	Mondelez International, Inc.	1,652	$45.39	$62.78	$104K	0.5%	+38.3%
DOW	Dow Inc.	3,331	$45.03	$29.43	$98K	0.5%	-34.7%
SLB	Schlumberger Limited	1,866	$40.20	$50.34	$94K	0.4%	+25.2%
MD MDU	MDU Resources Group Inc. (NYSE)	4,380	$8.34	$20.65	$90K	0.4%	+147.6%
CTSH	Cognizant Technology Solutions Corporation (NASDAQ)	1,500	$50.00	$58.17	$87K	0.4%	+16.4%
HAS	Hasbro Inc.	929	$80.72	$93.19	$87K	0.4%	+15.4%
XSLV	Invesco S&P SmallCap Low Volatility ETF	1,607	$46.67	$53.65	$86K	0.4%	+15.0%
VLO	Valero Energy Corporation	284	$61.24	$296.27	$84K	0.4%	+383.8%
JE JETS	US Global Jets ETF	2,273	$33.00	$32.56	$74K	0.3%	-1.3%
KTB	Kontoor Brands, Inc.	944	$34.42	$77.66	$73K	0.3%	+125.6%
VZ	Verizon Communications Inc.	1,423	$52.72	$46.97	$67K	0.3%	-10.9%
GIS	General Mills, Inc.	1,258	$57.73	$36.84	$46K	0.2%	-36.2%
VFC	V.F. Corporation (NYSE)	2,935	$51.10	$14.92	$44K	0.2%	-70.8%
MRK	Merck & Co. Inc.	311	$46.91	$128.59	$40K	0.2%	+174.1%
T	AT&T Inc.	1,610	$23.89	$23.82	$38K	0.2%	-0.3%
FDX	FedEx Corporation	107	$242.88	$318.19	$34K	0.1%	+31.0%
CE	Celanese Corporation	761	$98.59	$44.01	$33K	0.1%	-55.4%
BUD	Anheuser-Busch InBev SA/NV (NYSE)	262	$110.19	$83.69	$22K	0.1%	-24.1%
TWO	Two Harbors Investment Corp.	1,352	$55.48	$12.07	$16K	0.1%	-78.2%
AMGN	Amgen Inc.	32	$145.03	$411.21	$13K	0.1%	+183.5%
NOG	Northern Oil and Gas, Inc. (AMEX)	509	$63.80	$21.49	$11K	0.1%	-66.3%
ABBV	AbbVie Inc. (NYSE)	25	$60.62	$245.56	$6K	0.0%	+305.1%
BA	The Boeing Company (NYSE)	19	$127.04	$235.34	$4K	0.0%	+85.3%
PFE	Pfizer Inc.	7	$30.04	$26.70	$177	0.0%	-11.1%

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 →