Kevin Hern (R-OK-1), a current Republican member of the House, has disclosed 1,058 trades since 2018: 727 purchases worth about $47.98M and 297 sales worth about $39.27M, in 150 stocks. Most traded: HD, DVN, OKE. As a portfolio, their stock holdings and trades returned +87.0% from Feb 2019, against +174.4% for the S&P 500. Trades took a median 25 days to be disclosed; 39 came late.
Kevin Hern’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since February 2019: +87.0%, against +174.4% for SPY; the largest fall on the way was -36.4%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kevin Hern | Nov 2025 | +21.7% | +10.1% | +11.7% | – | -6.3% | 1.98 | 0.39 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kevin Hern | Nov 2023 | +45.5% | +72.6% | -27.1% | +13.4% | -19.1% | 1.01 | 0.71 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kevin Hern | Nov 2021 | +25.9% | +61.1% | -35.2% | +4.7% | -22.8% | 0.37 | 0.84 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kevin Hern | Jan 2026 | +16.5% | +10.1% | +6.4% | – | -6.3% | 1.88 | 0.35 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Kevin Hern | Feb 2019 | +87.0% | +174.4% | -87.4% | +8.4% | -36.4% | 0.52 | 0.92 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RTXRTX Corp | Industrials | $3.45M | 14.2% | +8.7% | 14 | 13 | 1 | $538.01K | $8.00K | +54.1% | Jun 13, 2024 |
| WMBWilliams Companies, Inc. | Energy | $2.92M | 12.0% | -8.2% | 19 | 19 | 0 | $343.51K | $0.00 | +87.9% | Jun 24, 2024 |
| ACNAccenture plc | Industrials | $1.56M | 6.4% | +107.5% | 26 | 22 | 4 | $677.01K | $590.50K | -95.6% | Mar 16, 2026 |
| JPMJpmorgan Chase & Co | Financial Services | $940.54K | 3.9% | +1.7% | 17 | 16 | 1 | $562.01K | $8.00K | +61.9% | Apr 30, 2024 |
| GOOGLAlphabet Inc. | Technology | $913.17K | 3.7% | -18.8% | 1 | 1 | 0 | $175.00K | $0.00 | +35.5% | Jul 30, 2021 |
| TXNTexas Instruments Inc | Technology | $860.98K | 3.5% | -3.1% | 28 | 25 | 3 | $901.01K | $790.50K | +0.8% | Oct 14, 2026 |
| EMREmerson Electric Co | Industrials | $860.23K | 3.5% | +14.2% | 17 | 14 | 3 | $546.01K | $73.00K | +4.6% | Sep 17, 2026 |
| COSTCostco Wholesale Corp /New | Consumer Staples | $837.09K | 3.4% | +10.4% | 5 | 4 | 1 | $399.00K | $8.00K | +59.8% | Jan 12, 2024 |
| ORLYO Reilly Automotive Inc | Consumer Discretionary | $793.99K | 3.3% | +4.4% | 8 | 4 | 4 | $223.50K | $81.00K | +61.2% | Sep 2, 2026 |
| ROKRockwell Automation, Inc | Industrials | $713.12K | 2.9% | -8.2% | 21 | 16 | 5 | $562.01K | $138.00K | -13.4% | Sep 17, 2026 |
| AMZNAmazon Com Inc | Consumer Discretionary | $595.11K | 2.4% | +8.2% | 5 | 4 | 1 | $266.00K | $8.00K | -25.5% | Jan 31, 2023 |
| ICLRIcon Plc | Healthcare | $532.65K | 2.2% | +27.4% | 8 | 5 | 3 | $298.50K | $215.50K | -106.2% | Aug 14, 2026 |
| MSFTMicrosoft Corp | Technology | $504.88K | 2.1% | +43.7% | 22 | 17 | 5 | $1.23M | $3.13M | +21.7% | Aug 21, 2026 |
| VVisa Inc. | Financial Services | $492.41K | 2.0% | +28.7% | 4 | 3 | 1 | $91.00K | $8.00K | -1.5% | Jan 31, 2023 |
| OKEOneok Inc /New/ | Energy | $464.75K | 1.9% | +3.4% | 28 | 24 | 2 | $216.51K | $107.50K | -17.7% | Sep 11, 2026 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ASMLASML Holding N.V. - New York Registry Shares | Joint | Sell (Partial) | $15K–$50K | Oct 23, 2026 | Oct 28, 2026 | 5d | -2.9% | -1.9% | |
| STXSeagate Technology Holdings PLC - Ordinary Shares | Self | Sell (Partial) | $15K–$50K | Oct 23, 2026 | Oct 28, 2026 | 5d | -5.8% | -4.8% | |
| TXNTexas Instruments Incorporated - Common Stock | Joint | Sell (Partial) | $15K–$50K | Oct 14, 2026 | Oct 28, 2026 | 14d | +7.6% | +9.9% | |
| CVXChevron Corporation Common Stock | Joint | Sell (Partial) | $15K–$50K | Sep 23, 2026 | Oct 13, 2026 | 20d | +10.9% | +12.9% | |
| LMTLockheed Martin Corporation Common Stock | Joint | Sell (Partial) | $15K–$50K | Sep 17, 2026 | Oct 13, 2026 | 26d | +19.5% | +20.9% | |
| LMTLockheed Martin Corporation Common Stock | Joint | Sell (Partial) | $15K–$50K | Sep 23, 2026 | Oct 13, 2026 | 20d | +22.7% | +24.7% | |
| LMTLockheed Martin Corporation Common Stock | Joint | Sell | $15K–$50K | Sep 23, 2026 | Oct 13, 2026 | 20d | +22.7% | +24.7% | |
| LOWLowe's Companies, Inc. Common Stock | Joint | Sell (Partial) | $1K–$15K | Sep 17, 2026 | Oct 13, 2026 | 26d | +12.4% | +13.7% | |
| MRSHMarsh Common Stock | Joint | Sell (Partial) | $50K–$100K | Sep 17, 2026 | Oct 13, 2026 | 26d | +17.6% | +19.0% | |
| MRSHMarsh Common Stock | Joint | Sell | $50K–$100K | Sep 23, 2026 | Oct 13, 2026 | 20d | +20.5% | +22.6% | |
| MAYES CNTY OKLA PUB FACS AUTH REV 3.000% MAT 9/1/2027Bond | Joint | Buy | $15K–$50K | Sep 18, 2026 | Oct 13, 2026 | 25d | – | – | |
| NEENextEra Energy, Inc. Common Stock | Joint | Sell | $15K–$50K | Oct 2, 2026 | Oct 13, 2026 | 11d | +10.7% | +13.0% | |
| OKLAHOMA DEPT TRANSN REV GAN SER 2018 A 5.000% MAT 9/1/2033Bond | Joint | Buy | $15K–$50K | Sep 21, 2026 | Oct 13, 2026 | 22d | – | – | |
| PONTOTOC CNTY OKLA EDL FACS AUTH 5.000% MAT 09/01/2028Bond | Joint | Buy | $50K–$100K | Sep 21, 2026 | Oct 13, 2026 | 22d | – | – | |
| CBChubb Limited Common Stock | Joint | Sell | $1K–$15K | Sep 23, 2026 | Oct 13, 2026 | 20d | +10.1% | +12.2% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Kevin Hern (R-OK-1), a current Republican member of the House, has disclosed 1,058 trades since 2018: 727 purchases worth about $47.98M and 297 sales worth about $39.27M, in 150 stocks. Most traded: HD, DVN, OKE. As a portfolio, their stock holdings and trades returned +87.0% from Feb 2019, against +174.4% for the S&P 500. Trades took a median 25 days to be disclosed; 39 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Kevin Hern still holds 74 stocks; the largest are RTX (about $3.45M), WMB (about $2.92M), ACN (about $1.56M), JPM (about $940.54K), GOOGL (about $913.17K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +87.0% from February 2019 to November 2026, against +174.4% for the S&P 500, with a largest fall of -36.4%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 25 days to be disclosed. 39 of 1,058 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.