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

$19.5M

Unrealized P&L

$7.7M

+64.6%

Realized P&L

$69K

Open Positions

Performance vs S&P 500

-0.5%

SPY -0.8%

α +0.3%

+7.1%

SPY +14.0%

α -6.9%

+8.0%

SPY +7.8%

α +0.2%

+15.4%

SPY +24.0%

α -8.7%

+42.4%

SPY +71.8%

α -29.4%

+43.9%

SPY +76.2%

α -32.3%

All

+92.1%

SPY +152.3%

α -60.2%

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	$743.28	$2.6M	13.1%	+70.4%
WMB	Williams Companies, Inc.	18,707	$17.08	$75.63	$1.4M	7.3%	+342.8%
JPM	JP Morgan Chase & Co.	2,902	$154.86	$331.58	$962K	4.9%	+114.1%
RTX	Raytheon Technologies Corporation	5,149	$85.87	$182.20	$938K	4.8%	+112.2%
ROK	Rockwell Automation, Inc.	1,969	$269.94	$475.23	$936K	4.8%	+76.0%
COST	Costco Wholesale Corporation	878	$449.13	$949.01	$833K	4.3%	+111.3%
EMR	Emerson Electric Company	4,793	$93.26	$149.46	$716K	3.7%	+60.3%
NEE	NextEra Energy, Inc.	7,460	$73.26	$86.14	$643K	3.3%	+17.6%
CDNS	Cadence Design Systems, Inc.	1,607	$129.14	$384.46	$618K	3.2%	+197.7%
MMP	Magellan Midstream Partners L.P. Limited Partnership	8,335	$38.33	$69.00	$575K	3.0%	+80.0%
AMZN	Amazon.com, Inc.	2,305	$112.39	$233.41	$538K	2.8%	+107.7%
HON	Honeywell International Inc.	2,250	$207.98	$228.00	$513K	2.6%	+9.6%
ORLY	OReilly Automotive, Inc.	5,585	$37.32	$85.29	$476K	2.4%	+128.5%
PWR	Quanta Services inc	638	$117.54	$737.41	$471K	2.4%	+527.4%
TXN	Texas Instruments Incorporated	1,423	$182.49	$330.00	$470K	2.4%	+80.8%
GOOGL	Alphabet Inc Class A	1,299	$134.73	$348.79	$453K	2.3%	+158.9%
CB	Chubb limited	1,257	$179.90	$325.85	$409K	2.1%	+81.1%
LMT	Lockheed Martin Corporation	821	$374.42	$494.39	$406K	2.1%	+32.0%
LIN	Linde plc Ordinary Share	752	$301.26	$515.25	$387K	2.0%	+71.0%
HD	Home Depot, Inc.	1,176	$236.92	$326.59	$384K	2.0%	+37.9%
FT FTEC	Fidelity MSCI Information Technology Index ETF	1,340	$130.61	$286.62	$384K	2.0%	+119.4%
JNJ	Johnson & Johnson	1,574	$163.92	$230.69	$363K	1.9%	+40.7%
TI TIP	iShares TIPS Bond ETF	3,191	$130.05	$108.96	$348K	1.8%	-16.2%
OKE	ONEOK, Inc.	3,890	$43.31	$85.92	$334K	1.7%	+98.4%
FCX	Freeport-McMoRan, Inc.	4,011	$43.63	$69.23	$278K	1.4%	+58.7%
MMC	Marsh & McLenna Companies	1,268	$157.56	$182.70	$232K	1.2%	+15.9%
HLT	Hilton Worldwide Holdings Inc	551	$136.21	$343.70	$189K	1.0%	+152.3%
XOM	Exxon Mobil Corporation	1,328	$72.27	$138.44	$184K	0.9%	+91.6%
ADBE	Adobe Inc.	916	$501.76	$194.00	$178K	0.9%	-61.3%
FT FTSM	First Trust Enhanced Short Maturity ETF	2,906	$60.22	$59.87	$174K	0.9%	-0.6%
JE JEPI	JPMorgan Equity Premium Income ETF	2,992	$61.16	$56.02	$168K	0.9%	-8.4%
CVX	Chevron Corporation	732	$113.46	$174.97	$128K	0.7%	+54.2%
PH	Parker-Hannifin Corporation	124	$291.02	$959.57	$119K	0.6%	+229.7%
FDRR	idelity Dividend ETF for Rising Rates	1,759	$42.64	$65.08	$114K	0.6%	+52.6%
MASI	Masimo Corporation	620	$244.14	$179.95	$112K	0.6%	-26.3%
V	Visa Inc.	330	$230.82	$326.77	$108K	0.6%	+41.6%
AR ARCB	ArcBest Corporation	710	$105.69	$145.44	$103K	0.5%	+37.6%
ABB	Abb ltd	2,697	$33.75	$37.13	$100K	0.5%	+10.0%
TJX	TJX Companies, Inc.	524	$67.52	$164.27	$86K	0.4%	+143.3%
FD FDIS	Fidelity MSCI Consumer Discretionary Index ETF	843	$88.92	$100.46	$85K	0.4%	+13.0%
FH FHLC	Fidelity MSCI Health Care Index ETF	1,135	$66.09	$72.84	$83K	0.4%	+10.2%
CR	Crane Co.	378	$94.63	$215.28	$81K	0.4%	+127.5%
TMO	Thermo Fisher Scientific Inc	157	$500.24	$463.62	$73K	0.4%	-7.3%
KO	Coca-Cola Company	794	$52.27	$79.92	$63K	0.3%	+52.9%
DR DRE	Duke Realty Corporation	1,285	$58.37	$47.97	$62K	0.3%	-17.8%
BLK	blackRock, Inc.	57	$763.87	$1049.83	$60K	0.3%	+37.4%
BLL	Ball Corporation	792	$94.70	$69.49	$55K	0.3%	-26.6%
CL	Colgate-Palmolive Company	578	$70.03	$89.38	$52K	0.3%	+27.6%
IQV	IQVIA Holdings, Inc	304	$231.27	$166.68	$51K	0.3%	-27.9%
ITW	Illinois Tool Works Inc.	184	$220.09	$264.67	$49K	0.3%	+20.3%
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	$59.47	$41K	0.2%	+25.1%
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%
AS ASXC	Asensus Surgical Inc	81,791	$2.54	$0.35	$28K	0.1%	-86.3%
BSX	Boston Scientific Corporation	615	$43.58	$44.36	$27K	0.1%	+1.8%
DI DIAL	Columbia Diversified Fixed Income Allocation ETF	1,484	$21.56	$18.14	$27K	0.1%	-15.9%
PTC	PTC Inc.	227	$142.96	$115.39	$26K	0.1%	-19.3%
DG DGRO	iShares Core Dividend Growth ETF	339	$47.18	$74.83	$25K	0.1%	+58.6%
AH AHCO	AdaptHealth Corp. - Class A	1,883	$24.05	$9.62	$18K	0.1%	-60.0%
DHR	Danaher Corporation	99	$125.45	$177.91	$18K	0.1%	+41.8%
BA	Boeing Company	63	$163.62	$221.38	$14K	0.1%	+35.3%
PD PDX	Pioneer Natural Resources Company	643	$12.44	$20.82	$13K	0.1%	+67.3%
AMP	Ameriprise Financial, Inc.	27	$156.34	$470.93	$13K	0.1%	+201.2%
MCD	McDonald's Corporation	32	$295.00	$270.59	$9K	0.0%	-8.3%
AI AIO	AllianzGI Artificial Intelligence & Technology Opportunities Fund Common Shares	290	$27.59	$28.32	$8K	0.0%	+2.6%
PSX	Phillips 66	49	$64.59	$167.55	$8K	0.0%	+159.4%
RSG	Republic Services, Inc.	30	$85.05	$204.88	$6K	0.0%	+140.9%
LOW	Lowes Companies, Inc.	15	$149.12	$214.17	$3K	0.0%	+43.6%
NVS	Novartis Ag	12	$80.16	$148.60	$2K	0.0%	+85.4%
SHW	Sherwin-Williams Company	5	$208.51	$317.69	$2K	0.0%	+52.4%
ICE	Intercontinental Exchange Inc.	10	$94.54	$131.19	$1K	0.0%	+38.8%
PG	Procter & Gamble Company	7	$126.32	$147.90	$975	0.0%	+17.1%
DG	Dollar General Corporation	8	$189.95	$113.20	$932	0.0%	-40.4%
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 →