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

$21.3M

Unrealized P&L

$12.7M

+147.2%

Realized P&L

-$147K

Open Positions

Performance vs S&P 500

-1.1%

SPY -0.8%

α -0.2%

+11.5%

SPY +14.0%

α -2.5%

+9.5%

SPY +7.8%

α +1.7%

+24.3%

SPY +24.0%

α +0.2%

+50.7%

SPY +71.8%

α -21.1%

+43.5%

SPY +76.2%

α -32.7%

All

+219.5%

SPY +366.0%

α -146.5%

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	$395.04	$2.7M	12.7%	+1437.7%
CSCO	Cisco Systems, Inc. (NASDAQ)	13,075	$26.77	$121.42	$1.6M	7.5%	+353.6%
AAPL	Apple Inc.	5,212	$28.78	$297.28	$1.5M	7.3%	+932.9%
CAT	Caterpillar Inc. (NYSE)	1,260	$133.66	$1017.31	$1.3M	6.0%	+661.1%
CMI	Cummins Inc. (NYSE)	1,337	$130.88	$718.82	$961K	4.5%	+449.2%
WMT	Walmart Inc.	8,079	$30.94	$117.20	$947K	4.5%	+278.8%
AJG	Arthur J Gallagher & Co. (NYSE)	3,899	$44.88	$209.27	$816K	3.8%	+366.3%
MCD	McDonald's Corp.	2,498	$120.11	$270.59	$676K	3.2%	+125.3%
SBUX	Starbucks Corporation (NASDAQ)	5,887	$42.47	$100.06	$589K	2.8%	+135.6%
WTW	Weight Watchers International, Inc.	2,165	$160.80	$254.00	$550K	2.6%	+58.0%
BSTZ	BlackRock Science and Technology Trust II	17,474	$20.03	$31.03	$542K	2.5%	+54.9%
AMZN	Amazon.com, Inc.	2,196	$68.29	$233.41	$513K	2.4%	+241.8%
PEP	Pepsico, Inc. (NYSE)	3,585	$97.63	$140.67	$504K	2.4%	+44.1%
HON	Honeywell International Inc. (NYSE)	1,901	$92.07	$228.00	$433K	2.0%	+147.6%
PRU	Prudential Financial, Inc.	4,004	$81.17	$107.87	$432K	2.0%	+32.9%
IBM	International Business Machines Corporation (NYSE)	1,374	$137.56	$248.02	$341K	1.6%	+80.3%
KO	The Coca-Cola Company	4,235	$41.32	$79.92	$338K	1.6%	+93.4%
IVZ	Invesco Ltd.	11,841	$20.57	$28.59	$338K	1.6%	+39.0%
GOOG	Alphabet Inc.	935	$34.76	$348.00	$325K	1.5%	+901.1%
TJX	The TJX Companies, Inc.	1,906	$39.35	$164.27	$313K	1.5%	+317.5%
MPC	Marathon Petroleum Corporation	1,245	$60.25	$246.54	$307K	1.4%	+309.2%
PG	The Procter & Gamble Company	2,001	$87.45	$147.90	$296K	1.4%	+69.1%
MET	MetLife, Inc.	3,387	$44.28	$87.12	$295K	1.4%	+96.7%
NKE	NKE-NKE-NKE-NIKE, Inc.	6,725	$52.05	$43.23	$291K	1.4%	-16.9%
XOM	Exxon Mobil Corporation	2,073	$72.37	$138.44	$287K	1.4%	+91.3%
INTC	Intel Corporation	2,030	$36.94	$140.39	$285K	1.3%	+280.1%
CG	The Carlyle Group LP (NASDAQ)	5,570	$31.42	$44.67	$249K	1.2%	+42.2%
F	Ford Motor Co. (NYSE)	15,996	$10.94	$13.97	$224K	1.1%	+27.7%
NFLX	Netflix, Inc.	2,946	$25.46	$72.97	$215K	1.0%	+186.6%
YUM	Yum! Brands, Inc. (NYSE)	1,433	$52.33	$149.82	$215K	1.0%	+186.3%
SPG	SPG-SPG-Simon Property Group, Inc.	944	$184.08	$213.70	$202K	0.9%	+16.1%
ADP	Automatic Data Processing, Inc.	930	$80.67	$215.30	$200K	0.9%	+166.9%
EL	The Est (NYSE)	2,267	$77.19	$84.75	$192K	0.9%	+9.8%
BIV	Vanguard Intermediate-Term Bond Index Fund ETF Sha	2,006	$87.22	$76.31	$153K	0.7%	-12.5%
BMEZ	BlackRock Health Sciences Trust II	8,733	$20.04	$14.61	$128K	0.6%	-27.1%
TGT	Target Corporation	958	$78.32	$129.97	$124K	0.6%	+66.0%
KDP	Keurig Dr Pepper Inc.	3,882	$27.69	$30.98	$120K	0.6%	+11.8%
CCI	Crown Castle International Corp.	1,431	$104.85	$83.27	$119K	0.6%	-20.6%
JCI	Johnson Controls Inc. (NYSE)	773	$35.11	$148.44	$115K	0.5%	+322.8%
EXC	Exelon Corporation	2,364	$31.73	$45.93	$109K	0.5%	+44.8%
CVX	Chevron Corporation	617	$121.57	$174.97	$108K	0.5%	+43.9%
LYB	LyondellBasell Industries N.V.	1,803	$83.20	$58.17	$105K	0.5%	-30.1%
DOW	Dow Inc.	3,331	$45.03	$30.75	$102K	0.5%	-31.7%
MDLZ	Mondelez International, Inc.	1,652	$45.39	$59.83	$99K	0.5%	+31.8%
MD MDU	MDU Resources Group Inc. (NYSE)	4,380	$8.34	$21.19	$93K	0.4%	+154.1%
SLB	Schlumberger Limited	1,866	$40.20	$47.53	$89K	0.4%	+18.2%
XSLV	Invesco S&P SmallCap Low Volatility ETF	1,607	$46.67	$50.71	$81K	0.4%	+8.7%
HAS	Hasbro Inc.	929	$80.72	$84.60	$79K	0.4%	+4.8%
KTB	Kontoor Brands, Inc.	944	$34.42	$76.67	$72K	0.3%	+122.8%
JE JETS	US Global Jets ETF	2,273	$33.00	$31.05	$71K	0.3%	-5.9%
VLO	Valero Energy Corporation	284	$61.24	$241.73	$69K	0.3%	+294.7%
VZ	Verizon Communications Inc.	1,423	$52.72	$45.38	$65K	0.3%	-13.9%
CTSH	Cognizant Technology Solutions Corporation (NASDAQ)	1,500	$50.00	$41.80	$63K	0.3%	-16.4%
VFC	V.F. Corporation (NYSE)	2,935	$51.10	$17.00	$50K	0.2%	-66.7%
GIS	General Mills, Inc.	1,258	$57.73	$33.56	$42K	0.2%	-41.9%
CE	Celanese Corporation	761	$98.59	$49.71	$38K	0.2%	-49.6%
MRK	Merck & Co. Inc.	311	$46.91	$115.34	$36K	0.2%	+145.9%
T	AT&T Inc.	1,610	$23.89	$22.17	$36K	0.2%	-7.2%
FDX	FedEx Corporation	107	$242.88	$327.10	$35K	0.2%	+34.7%
BUD	Anheuser-Busch InBev SA/NV (NYSE)	262	$110.19	$80.88	$21K	0.1%	-26.6%
TWO	Two Harbors Investment Corp.	1,352	$55.48	$12.29	$17K	0.1%	-77.8%
AMGN	Amgen Inc.	32	$145.03	$343.19	$11K	0.1%	+136.6%
NOG	Northern Oil and Gas, Inc. (AMEX)	509	$63.80	$19.30	$10K	0.1%	-69.7%
ABBV	AbbVie Inc. (NYSE)	25	$60.62	$229.09	$6K	0.0%	+277.9%
BA	The Boeing Company (NYSE)	19	$127.04	$221.38	$4K	0.0%	+74.3%
PFE	Pfizer Inc.	7	$30.04	$25.02	$165	0.0%	-16.7%

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 →