Kevin Hern Stock Portfolio

Simulatedⓘ

Republican · House · OK

Kevin Hern'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

$19.4M

Unrealized P&L

$7.5M

+63.3%

Realized P&L

$69K

Open Positions

Performance vs S&P 500

-2.6%

SPY +0.6%

α -3.2%

-0.9%

SPY +4.6%

α -5.5%

+7.6%

SPY +21.1%

α -13.5%

+10.0%

SPY +15.8%

α -5.8%

+43.0%

SPY +80.3%

α -37.3%

+36.0%

SPY +73.1%

α -37.1%

All

+90.3%

SPY +160.3%

α -69.9%

Head-to-head with S&P 500

Live Holdings75 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
SPY	SPDR S&P 500	3,438	$436.26	$767.54	$2.6M	13.6%	+75.9%
WMB	Williams Companies, Inc.	18,707	$17.08	$71.32	$1.3M	6.9%	+317.6%
RTX	Raytheon Technologies Corporation	5,149	$85.87	$192.67	$992K	5.1%	+124.4%
JPM	JP Morgan Chase & Co.	2,902	$154.86	$337.75	$980K	5.1%	+118.1%
ROK	Rockwell Automation, Inc.	1,969	$269.94	$432.71	$852K	4.4%	+60.3%
COST	Costco Wholesale Corporation	878	$449.13	$904.59	$794K	4.1%	+101.4%
EMR	Emerson Electric Company	4,793	$93.26	$154.53	$741K	3.8%	+65.7%
MMP	Magellan Midstream Partners L.P. Limited Partnership	8,335	$38.33	$69.00	$575K	3.0%	+80.0%
NEE	NextEra Energy, Inc.	7,460	$73.26	$77.09	$575K	3.0%	+5.2%
AMZN	Amazon.com, Inc.	2,305	$112.39	$249.47	$575K	3.0%	+122.0%
CDNS	Cadence Design Systems, Inc.	1,607	$129.14	$310.06	$498K	2.6%	+140.1%
ORLY	OReilly Automotive, Inc.	5,585	$37.32	$86.11	$481K	2.5%	+130.7%
HON	Honeywell International Inc.	2,250	$207.98	$212.54	$478K	2.5%	+2.2%
GOOGL	Alphabet Inc Class A	1,299	$134.73	$338.11	$439K	2.3%	+151.0%
LMT	Lockheed Martin Corporation	821	$374.42	$524.30	$430K	2.2%	+40.0%
JNJ	Johnson & Johnson	1,574	$163.92	$268.61	$423K	2.2%	+63.9%
CB	Chubb limited	1,257	$179.90	$334.92	$421K	2.2%	+86.2%
PWR	Quanta Services inc	638	$117.54	$636.50	$406K	2.1%	+441.5%
FT FTEC	Fidelity MSCI Information Technology Index ETF	1,340	$130.61	$299.65	$401K	2.1%	+129.4%
TXN	Texas Instruments Incorporated	1,423	$182.49	$272.61	$388K	2.0%	+49.4%
LIN	Linde plc Ordinary Share	752	$301.26	$470.92	$354K	1.8%	+56.3%
OKE	ONEOK, Inc.	3,890	$43.31	$90.62	$353K	1.8%	+109.2%
HD	Home Depot, Inc.	1,176	$236.92	$297.56	$350K	1.8%	+25.6%
TI TIP	iShares TIPS Bond ETF	3,191	$130.05	$104.83	$335K	1.7%	-19.4%
FCX	Freeport-McMoRan, Inc.	4,011	$43.63	$72.61	$291K	1.5%	+66.4%
MMC	Marsh & McLenna Companies	1,268	$157.56	$182.70	$232K	1.2%	+15.9%
ADBE	Adobe Inc.	916	$501.76	$240.09	$220K	1.1%	-52.1%
XOM	Exxon Mobil Corporation	1,328	$72.27	$161.18	$214K	1.1%	+123.0%
FT FTSM	First Trust Enhanced Short Maturity ETF	2,906	$60.22	$59.68	$173K	0.9%	-0.9%
HLT	Hilton Worldwide Holdings Inc	551	$136.21	$307.87	$170K	0.9%	+126.0%
JE JEPI	JPMorgan Equity Premium Income ETF	2,992	$61.16	$56.55	$169K	0.9%	-7.5%
CVX	Chevron Corporation	732	$113.46	$205.31	$150K	0.8%	+81.0%
FDRR	idelity Dividend ETF for Rising Rates	1,759	$42.64	$68.78	$121K	0.6%	+61.3%
PH	Parker-Hannifin Corporation	124	$291.02	$974.68	$120K	0.6%	+234.9%
V	Visa Inc.	330	$230.82	$361.19	$119K	0.6%	+56.5%
MASI	Masimo Corporation	620	$244.14	$179.95	$112K	0.6%	-26.3%
TMO	Thermo Fisher Scientific Inc	157	$500.24	$662.01	$104K	0.5%	+32.3%
ABB	Abb ltd	2,697	$33.75	$37.13	$100K	0.5%	+10.0%
AR ARCB	ArcBest Corporation	710	$105.69	$131.24	$93K	0.5%	+24.2%
FH FHLC	Fidelity MSCI Health Care Index ETF	1,135	$66.09	$81.68	$93K	0.5%	+23.6%
IQV	IQVIA Holdings, Inc	304	$231.27	$268.06	$81K	0.4%	+15.9%
FD FDIS	Fidelity MSCI Consumer Discretionary Index ETF	843	$88.92	$96.46	$81K	0.4%	+8.5%
CR	Crane Co.	378	$94.63	$204.51	$77K	0.4%	+116.1%
KO	Coca-Cola Company	794	$52.27	$87.94	$70K	0.4%	+68.3%
TJX	TJX Companies, Inc.	524	$67.52	$131.44	$69K	0.4%	+94.7%
DR DRE	Duke Realty Corporation	1,285	$58.37	$47.97	$62K	0.3%	-17.8%
BLK	blackRock, Inc.	57	$763.87	$1061.89	$61K	0.3%	+39.0%
BLL	Ball Corporation	792	$94.70	$69.49	$55K	0.3%	-26.6%
ITW	Illinois Tool Works Inc.	184	$220.09	$273.68	$50K	0.3%	+24.4%
CL	Colgate-Palmolive Company	578	$70.03	$85.83	$50K	0.3%	+22.6%
EX EXAS	Exact Sciences Corporation	406	$105.74	$104.91	$43K	0.2%	-0.8%
FM FMAT	Fidelity MSCI Materials Index ETF	684	$47.54	$57.56	$39K	0.2%	+21.1%
PH PHX	Phillips 66	8,856	$3.67	$4.35	$39K	0.2%	+18.5%
PXD	Pioneer Natural Resources	142	$226.12	$269.62	$38K	0.2%	+19.2%
PTC	PTC Inc.	227	$142.96	$141.05	$32K	0.2%	-1.3%
AS ASXC	Asensus Surgical Inc	81,791	$2.54	$0.35	$28K	0.1%	-86.3%
BSX	Boston Scientific Corporation	615	$43.58	$44.34	$27K	0.1%	+1.8%
DG DGRO	iShares Core Dividend Growth ETF	339	$47.18	$76.53	$26K	0.1%	+62.2%
DI DIAL	Columbia Diversified Fixed Income Allocation ETF	1,484	$21.56	$17.46	$26K	0.1%	-19.0%
DHR	Danaher Corporation	99	$125.45	$221.19	$22K	0.1%	+76.3%
AMP	Ameriprise Financial, Inc.	27	$156.34	$501.92	$13K	0.1%	+221.0%
PD PDX	Pioneer Natural Resources Company	643	$12.44	$20.15	$13K	0.1%	+62.0%
BA	Boeing Company	63	$163.62	$199.56	$13K	0.1%	+22.0%
PSX	Phillips 66	49	$64.59	$256.32	$12K	0.1%	+296.8%
AH AHCO	AdaptHealth Corp. - Class A	1,883	$24.05	$5.70	$11K	0.1%	-76.3%
MCD	McDonald's Corporation	32	$295.00	$237.51	$8K	0.0%	-19.5%
AI AIO	AllianzGI Artificial Intelligence & Technology Opportunities Fund Common Shares	290	$27.59	$25.09	$7K	0.0%	-9.1%
RSG	Republic Services, Inc.	30	$85.05	$213.29	$6K	0.0%	+150.8%
LOW	Lowes Companies, Inc.	15	$149.12	$192.07	$3K	0.0%	+28.8%
NVS	Novartis Ag	12	$80.16	$142.58	$2K	0.0%	+77.9%
SHW	Sherwin-Williams Company	5	$208.51	$327.35	$2K	0.0%	+57.0%
ICE	Intercontinental Exchange Inc.	10	$94.54	$157.21	$2K	0.0%	+66.3%
DG	Dollar General Corporation	8	$189.95	$120.68	$993	0.0%	-36.5%
PG	Procter & Gamble Company	7	$126.32	$147.35	$972	0.0%	+16.6%
MT MTBC	CareCloud, Inc.	132	$8.42	$3.13	$413	0.0%	-62.8%

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 →