Jerry Moran Stock Portfolio

Simulatedⓘ

Republican · Senate · KS

Jerry Moran'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

$173K

Unrealized P&L

$76K

+77.4%

Realized P&L

$74K

Open Positions

Performance vs S&P 500

+1.5%

SPY +3.7%

α -2.2%

+1.9%

SPY +4.6%

α -2.7%

+8.3%

SPY +11.4%

α -3.1%

+32.5%

SPY +22.3%

α +10.3%

+58.4%

SPY +72.4%

α -14.0%

+55.8%

SPY +75.0%

α -19.3%

All

+133.5%

SPY +186.2%

α -52.6%

Head-to-head with S&P 500

Live Holdings19 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
AAPL	Apple Inc.	86	$40.22	$313.23	$27K	15.6%	+678.8%
DIS	The Walt Disney Company	231	$114.33	$104.91	$24K	14.0%	-8.2%
GILD	Gilead Sciences, Inc.	134	$66.27	$134.04	$18K	10.3%	+102.3%
BRK.B	Berkshire Hathaway Inc. New Common Stock	34	$473.85	$520.13	$18K	10.1%	+9.8%
JNJ	Johnson & Johnson	62	$149.25	$257.84	$16K	9.3%	+72.8%
INTC	Intel Corporation	142	$49.28	$100.82	$14K	8.3%	+104.6%
WFC	Wells Fargo & Company	117	$51.09	$87.21	$10K	5.9%	+70.7%
AMZN	Amazon.com, Inc.	36	$88.42	$274.11	$10K	5.7%	+210.0%
CVX	Chevron Corporation	39	$85.08	$186.18	$7K	4.2%	+118.8%
GOOGL	Alphabet Inc (1)	20	$154.28	$354.73	$7K	4.1%	+129.9%
GOOG	Alphabet Inc.	20	$155.75	$354.05	$7K	4.0%	+127.3%
ALL	The Allstate Corporation	14	$80.98	$267.21	$4K	2.2%	+230.0%
CI	Cigna Corporation Common Stock	10	$220.24	$283.02	$3K	1.6%	+28.5%
V	Visa Inc.	6	$175.28	$363.19	$2K	1.4%	+107.2%
GIS	General Mills, Inc.	60	$38.55	$36.84	$2K	1.3%	-4.4%
TXN	Texas Instruments Incorporated	6	$127.74	$284.96	$2K	0.9%	+123.1%
ABBV	AbbVie Inc.	4	$90.33	$245.56	$1K	0.6%	+171.8%
COST	Costco Wholesale Corporation	1	$201.41	$947.51	$601	0.3%	+370.4%
HAL	Halliburton Company	18	$8.66	$31.81	$580	0.3%	+267.3%

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 →