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

$21.1M

Unrealized P&L

$12.5M

+145.8%

Realized P&L

-$147K

Open Positions

Performance vs S&P 500

+7.1%

SPY +9.1%

α -2.0%

+4.7%

SPY +6.3%

α -1.6%

+11.4%

SPY +8.2%

α +3.2%

+29.1%

SPY +30.5%

α -1.5%

+52.2%

SPY +79.5%

α -27.3%

+41.5%

SPY +76.5%

α -35.0%

All

+217.9%

SPY +361.8%

α -143.9%

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	$428.17	$2.9M	13.8%	+1566.7%
AAPL	Apple Inc.	5,212	$28.78	$293.70	$1.5M	7.2%	+920.5%
CSCO	Cisco Systems, Inc. (NASDAQ)	13,075	$26.77	$96.66	$1.3M	6.0%	+261.1%
CAT	Caterpillar Inc. (NYSE)	1,260	$133.66	$896.59	$1.1M	5.3%	+570.8%
WMT	Walmart Inc.	8,079	$30.94	$130.58	$1.1M	5.0%	+322.0%
CMI	Cummins Inc. (NYSE)	1,337	$130.88	$677.50	$906K	4.3%	+417.6%
AJG	Arthur J Gallagher & Co. (NYSE)	3,899	$44.88	$198.28	$773K	3.7%	+341.8%
MCD	McDonald's Corp.	2,498	$120.11	$275.77	$689K	3.3%	+129.6%
SBUX	Starbucks Corporation (NASDAQ)	5,887	$42.47	$104.85	$617K	2.9%	+146.9%
AMZN	Amazon.com, Inc.	2,196	$68.29	$273.04	$600K	2.8%	+299.8%
PEP	Pepsico, Inc. (NYSE)	3,585	$97.63	$155.13	$556K	2.6%	+58.9%
WTW	Weight Watchers International, Inc.	2,165	$160.80	$256.52	$555K	2.6%	+59.5%
BSTZ	BlackRock Science and Technology Trust II	17,474	$20.03	$27.99	$489K	2.3%	+39.7%
HON	Honeywell International Inc. (NYSE)	1,901	$92.07	$213.17	$405K	1.9%	+131.5%
PRU	Prudential Financial, Inc.	4,004	$81.17	$100.49	$402K	1.9%	+23.8%
GOOG	Alphabet Inc.	935	$34.76	$397.12	$371K	1.8%	+1042.5%
KO	The Coca-Cola Company	4,235	$41.32	$78.43	$332K	1.6%	+89.8%
IVZ	Invesco Ltd.	11,841	$20.57	$27.57	$326K	1.5%	+34.0%
IBM	International Business Machines Corporation (NYSE)	1,374	$137.56	$229.44	$315K	1.5%	+66.8%
MPC	Marathon Petroleum Corporation	1,245	$60.25	$245.59	$306K	1.4%	+307.6%
XOM	Exxon Mobil Corporation	2,073	$72.37	$144.25	$299K	1.4%	+99.3%
NKE	NKE-NKE-NKE-NIKE, Inc.	6,725	$52.05	$44.07	$296K	1.4%	-15.3%
PG	The Procter & Gamble Company	2,001	$87.45	$146.73	$294K	1.4%	+67.8%
TJX	The TJX Companies, Inc.	1,906	$39.35	$153.77	$293K	1.4%	+290.8%
CG	The Carlyle Group LP (NASDAQ)	5,570	$31.42	$50.26	$280K	1.3%	+60.0%
MET	MetLife, Inc.	3,387	$44.28	$77.92	$264K	1.3%	+76.0%
NFLX	Netflix, Inc.	2,946	$25.46	$87.47	$258K	1.2%	+243.5%
INTC	Intel Corporation	2,030	$36.94	$124.90	$254K	1.2%	+238.1%
YUM	Yum! Brands, Inc. (NYSE)	1,433	$52.33	$152.72	$219K	1.0%	+191.8%
ADP	Automatic Data Processing, Inc.	930	$80.67	$212.28	$197K	0.9%	+163.2%
F	Ford Motor Co. (NYSE)	15,996	$10.94	$12.29	$197K	0.9%	+12.3%
EL	The Est (NYSE)	2,267	$77.19	$85.56	$194K	0.9%	+10.8%
SPG	SPG-SPG-Simon Property Group, Inc.	944	$184.08	$202.84	$191K	0.9%	+10.2%
BIV	Vanguard Intermediate-Term Bond Index Fund ETF Sha	2,006	$87.22	$77.03	$155K	0.7%	-11.7%
CCI	Crown Castle International Corp.	1,431	$104.85	$91.09	$130K	0.6%	-13.1%
LYB	LyondellBasell Industries N.V.	1,803	$83.20	$71.54	$129K	0.6%	-14.0%
BMEZ	BlackRock Health Sciences Trust II	8,733	$20.04	$14.16	$124K	0.6%	-29.3%
DOW	Dow Inc.	3,331	$45.03	$36.87	$123K	0.6%	-18.1%
TGT	Target Corporation	958	$78.32	$125.07	$120K	0.6%	+59.7%
KDP	Keurig Dr Pepper Inc.	3,882	$27.69	$29.02	$113K	0.5%	+4.8%
CVX	Chevron Corporation	617	$121.57	$181.15	$112K	0.5%	+49.0%
JCI	Johnson Controls Inc. (NYSE)	773	$35.11	$139.73	$108K	0.5%	+298.0%
EXC	Exelon Corporation	2,364	$31.73	$44.08	$104K	0.5%	+38.9%
MDLZ	Mondelez International, Inc.	1,652	$45.39	$61.73	$102K	0.5%	+36.0%
SLB	Schlumberger Limited	1,866	$40.20	$53.40	$100K	0.5%	+32.8%
MD MDU	MDU Resources Group Inc. (NYSE)	4,380	$8.34	$22.50	$99K	0.5%	+169.8%
HAS	Hasbro Inc.	929	$80.72	$97.79	$91K	0.4%	+21.1%
XSLV	Invesco S&P SmallCap Low Volatility ETF	1,607	$46.67	$49.99	$80K	0.4%	+7.1%
CTSH	Cognizant Technology Solutions Corporation (NASDAQ)	1,500	$50.00	$51.61	$77K	0.4%	+3.2%
KTB	Kontoor Brands, Inc.	944	$34.42	$73.43	$69K	0.3%	+113.3%
VLO	Valero Energy Corporation	284	$61.24	$241.22	$69K	0.3%	+293.9%
VZ	Verizon Communications Inc.	1,423	$52.72	$47.19	$67K	0.3%	-10.5%
JE JETS	US Global Jets ETF	2,273	$33.00	$27.41	$62K	0.3%	-16.9%
VFC	V.F. Corporation (NYSE)	2,935	$51.10	$19.04	$56K	0.3%	-62.8%
GIS	General Mills, Inc.	1,258	$57.73	$34.78	$44K	0.2%	-39.8%
CE	Celanese Corporation	761	$98.59	$56.70	$43K	0.2%	-42.5%
T	AT&T Inc.	1,610	$23.89	$25.19	$41K	0.2%	+5.4%
FDX	FedEx Corporation	107	$242.88	$378.97	$41K	0.2%	+56.0%
MRK	Merck & Co. Inc.	311	$46.91	$111.39	$35K	0.2%	+137.4%
BUD	Anheuser-Busch InBev SA/NV (NYSE)	262	$110.19	$80.02	$21K	0.1%	-27.4%
TWO	Two Harbors Investment Corp.	1,352	$55.48	$12.56	$17K	0.1%	-77.4%
NOG	Northern Oil and Gas, Inc. (AMEX)	509	$63.80	$23.48	$12K	0.1%	-63.2%
AMGN	Amgen Inc.	32	$145.03	$330.65	$11K	0.1%	+128.0%
ABBV	AbbVie Inc. (NYSE)	25	$60.62	$200.98	$5K	0.0%	+231.5%
BA	The Boeing Company (NYSE)	19	$127.04	$236.77	$4K	0.0%	+86.4%
PFE	Pfizer Inc.	7	$30.04	$25.70	$170	0.0%	-14.5%

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 →