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

+63.4%

Realized P&L

$69K

Open Positions

Performance vs S&P 500

-0.9%

SPY -5.4%

α +4.5%

-4.3%

SPY -4.9%

α +0.6%

-0.6%

SPY -0.5%

α -0.0%

+10.5%

SPY +9.7%

α +0.8%

+41.4%

SPY +68.3%

α -26.8%

+28.4%

SPY +57.5%

α -29.1%

All

+90.1%

SPY +149.2%

α -59.1%

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	$737.08	$2.5M	13.1%	+69.0%
WMB	Williams Companies, Inc.	18,707	$17.08	$64.41	$1.2M	6.2%	+277.1%
RTX	Raytheon Technologies Corporation	5,149	$85.87	$190.67	$982K	5.1%	+122.1%
JPM	JP Morgan Chase & Co.	2,902	$154.86	$335.30	$973K	5.0%	+116.5%
COST	Costco Wholesale Corporation	878	$449.13	$1057.22	$928K	4.8%	+135.4%
EMR	Emerson Electric Company	4,793	$93.26	$162.36	$778K	4.0%	+74.1%
ROK	Rockwell Automation, Inc.	1,969	$269.94	$376.27	$741K	3.8%	+39.4%
NEE	NextEra Energy, Inc.	7,460	$73.26	$87.35	$652K	3.4%	+19.2%
AMZN	Amazon.com, Inc.	2,305	$112.39	$259.91	$599K	3.1%	+131.3%
MMP	Magellan Midstream Partners L.P. Limited Partnership	8,335	$38.33	$69.00	$575K	3.0%	+80.0%
CDNS	Cadence Design Systems, Inc.	1,607	$129.14	$319.61	$514K	2.6%	+147.5%
ORLY	OReilly Automotive, Inc.	5,585	$37.32	$90.19	$504K	2.6%	+141.7%
HON	Honeywell International Inc.	2,250	$207.98	$219.93	$495K	2.5%	+5.7%
LMT	Lockheed Martin Corporation	821	$374.42	$567.66	$466K	2.4%	+51.6%
CB	Chubb limited	1,257	$179.90	$366.41	$460K	2.4%	+103.7%
JNJ	Johnson & Johnson	1,574	$163.92	$275.01	$433K	2.2%	+67.8%
HD	Home Depot, Inc.	1,176	$236.92	$343.61	$404K	2.1%	+45.0%
TXN	Texas Instruments Incorporated	1,423	$182.49	$277.70	$395K	2.0%	+52.2%
LIN	Linde plc Ordinary Share	752	$301.26	$516.80	$388K	2.0%	+71.5%
GOOGL	Alphabet Inc Class A	1,299	$134.73	$285.72	$371K	1.9%	+112.1%
PWR	Quanta Services inc	638	$117.54	$546.10	$348K	1.8%	+364.6%
FT FTEC	Fidelity MSCI Information Technology Index ETF	1,340	$130.61	$259.26	$347K	1.8%	+98.5%
TI TIP	iShares TIPS Bond ETF	3,191	$130.05	$106.31	$339K	1.8%	-18.3%
OKE	ONEOK, Inc.	3,890	$43.31	$85.47	$333K	1.7%	+97.3%
FCX	Freeport-McMoRan, Inc.	4,011	$43.63	$59.51	$239K	1.2%	+36.4%
MMC	Marsh & McLenna Companies	1,268	$157.56	$182.70	$232K	1.2%	+15.9%
XOM	Exxon Mobil Corporation	1,328	$72.27	$165.93	$220K	1.1%	+129.6%
ADBE	Adobe Inc.	916	$501.76	$239.56	$219K	1.1%	-52.3%
HLT	Hilton Worldwide Holdings Inc	551	$136.21	$370.81	$204K	1.1%	+172.2%
FT FTSM	First Trust Enhanced Short Maturity ETF	2,906	$60.22	$59.67	$173K	0.9%	-0.9%
JE JEPI	JPMorgan Equity Premium Income ETF	2,992	$61.16	$56.54	$169K	0.9%	-7.5%
CVX	Chevron Corporation	732	$113.46	$212.90	$156K	0.8%	+87.7%
V	Visa Inc.	330	$230.82	$423.00	$140K	0.7%	+83.3%
FDRR	idelity Dividend ETF for Rising Rates	1,759	$42.64	$66.90	$118K	0.6%	+56.9%
PH	Parker-Hannifin Corporation	124	$291.02	$914.25	$113K	0.6%	+214.2%
MASI	Masimo Corporation	620	$244.14	$179.95	$112K	0.6%	-26.3%
TMO	Thermo Fisher Scientific Inc	157	$500.24	$694.37	$109K	0.6%	+38.8%
FH FHLC	Fidelity MSCI Health Care Index ETF	1,135	$66.09	$88.30	$100K	0.5%	+33.6%
ABB	Abb ltd	2,697	$33.75	$37.13	$100K	0.5%	+10.0%
AR ARCB	ArcBest Corporation	710	$105.69	$128.87	$91K	0.5%	+21.9%
FD FDIS	Fidelity MSCI Consumer Discretionary Index ETF	843	$88.92	$101.89	$86K	0.4%	+14.6%
IQV	IQVIA Holdings, Inc	304	$231.27	$273.06	$83K	0.4%	+18.1%
CR	Crane Co.	378	$94.63	$201.22	$76K	0.4%	+112.6%
KO	Coca-Cola Company	794	$52.27	$95.77	$76K	0.4%	+83.2%
TJX	TJX Companies, Inc.	524	$67.52	$135.25	$71K	0.4%	+100.3%
BLK	blackRock, Inc.	57	$763.87	$1181.07	$68K	0.3%	+54.6%
DR DRE	Duke Realty Corporation	1,285	$58.37	$47.97	$62K	0.3%	-17.8%
CL	Colgate-Palmolive Company	578	$70.03	$96.80	$56K	0.3%	+38.2%
BLL	Ball Corporation	792	$94.70	$69.49	$55K	0.3%	-26.6%
ITW	Illinois Tool Works Inc.	184	$220.09	$281.89	$52K	0.3%	+28.1%
PTC	PTC Inc.	227	$142.96	$195.08	$44K	0.2%	+36.5%
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	$58.42	$40K	0.2%	+22.9%
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%
AS ASXC	Asensus Surgical Inc	81,791	$2.54	$0.35	$28K	0.1%	-86.3%
DG DGRO	iShares Core Dividend Growth ETF	339	$47.18	$79.93	$27K	0.1%	+69.4%
BSX	Boston Scientific Corporation	615	$43.58	$42.84	$26K	0.1%	-1.7%
DI DIAL	Columbia Diversified Fixed Income Allocation ETF	1,484	$21.56	$17.51	$26K	0.1%	-18.8%
DHR	Danaher Corporation	99	$125.45	$230.31	$23K	0.1%	+83.6%
AH AHCO	AdaptHealth Corp. - Class A	1,883	$24.05	$7.36	$14K	0.1%	-69.4%
AMP	Ameriprise Financial, Inc.	27	$156.34	$502.04	$13K	0.1%	+221.1%
PD PDX	Pioneer Natural Resources Company	643	$12.44	$20.49	$13K	0.1%	+64.7%
PSX	Phillips 66	49	$64.59	$246.43	$12K	0.1%	+281.5%
BA	Boeing Company	63	$163.62	$173.27	$11K	0.1%	+5.9%
MCD	McDonald's Corporation	32	$295.00	$277.69	$9K	0.1%	-5.9%
RSG	Republic Services, Inc.	30	$85.05	$247.41	$7K	0.0%	+190.9%
AI AIO	AllianzGI Artificial Intelligence & Technology Opportunities Fund Common Shares	290	$27.59	$22.38	$6K	0.0%	-18.9%
LOW	Lowes Companies, Inc.	15	$149.12	$225.10	$3K	0.0%	+51.0%
NVS	Novartis Ag	12	$80.16	$162.02	$2K	0.0%	+102.1%
ICE	Intercontinental Exchange Inc.	10	$94.54	$172.88	$2K	0.0%	+82.9%
SHW	Sherwin-Williams Company	5	$208.51	$345.03	$2K	0.0%	+65.5%
DG	Dollar General Corporation	8	$189.95	$134.37	$1K	0.0%	-29.3%
PG	Procter & Gamble Company	7	$126.32	$165.56	$1K	0.0%	+31.1%
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 →