Kevin Hern portfolio
Kevin Hern has represented OK's 1st district in the House since 2018. Committee seats: Ways and Means. Kevin Hern has disclosed 1058 trades (726 purchases, 298 sales); the latest was on Oct 2, 2026. Over the past year the disclosed stock holdings returned +13.9%, against +11.9% for the S&P 500.
Est. value $8.3M across 37 stocks and ETFs, marked to the latest close
| Investment | Est. holding value | Last transaction | Total bought | Avg. cost | Since filed | Current price | Trades |
|---|---|---|---|---|---|---|---|
| WMBWilliams Companies, Inc. | $1.5M | Jun 24, 2024Purchase | $132K–555K19 purchases | $17.61 | +277.96% | $75.22 | 19 |
| EMREmerson Electric Company | $897K | Sep 17, 2026Sale (partial) | $312K–780K14 purchases | $94.40 | +73.37% | $169.54 | 17 |
| DGROishares Core Divi dend growth ETF | $693K | Sep 30, 2022Purchase | $267K–580K4 purchases | $49.44 | +59.33% | $80.95 | 4 |
| CDNSCadence Design Systems, Inc. | $525K | Sep 14, 2026Sale (partial) | $130K–350K3 purchases | $137.38 | +153.04% | $344.17 | 5 |
| PWRQuanta Services, Inc. | $412K | Nov 26, 2021Purchase | $50K–100K1 purchase | $117.54 | +468.76% | $646.45 | 1 |
| FTECFidelity MSCI Information Technology Index ETF | $389K | Nov 26, 2021Purchase | $100K–250K1 purchase | $130.61 | +117.07% | $290.50 | 1 |
| GOOGLAlphabet Inc. - Cl ass A | $369K | Jul 30, 2021Purchase | $100K–250K1 purchase | $134.73 | +96.85% | $284.31 | 1 |
| TIPiShares TIPS bond ETF | $366K | Jul 8, 2022Purchase | $259K–635K10 purchases | $129.94 | -17.42% | $106.49 | 10 |
| OKEONEOK, Inc. | $332K | Sep 11, 2026Exchange | $38K–395K24 purchases | $46.96 | +103.54% | $95.13 | 28 |
| MMPMagellan Midstream Partners l.P. limited Partnership | $328K | Sep 26, 2023Exchange | $130K–525K17 purchases | $38.84 | — | — | 19 |
| FQALFidelity Quality Factor ETF | $297K | Jul 1, 2021Purchase | $100K–250K1 purchase | $49.68 | +61.93% | $84.44 | 1 |
| FCXFreeport-McMoRan, Inc. | $261K | May 18, 2021Purchase | $100K–250K1 purchase | $43.63 | +72.78% | $64.97 | 1 |
| ASMLASML Holding N.V. - New York Registry Shares | $233K | Aug 25, 2022Purchase | $50K–100K1 purchase | $539.74 | +259.92% | $1,675.99 | 1 |
| WPXWPX Energy, Inc. | $208K | Mar 26, 2020Purchase | $115K–300K2 purchases | $3.35 | — | — | 2 |
| JEPIJPMorgan Equity Premium Income ETF | $181K | Oct 6, 2022Purchase | $102K–280K3 purchases | $60.96 | -4.83% | $57.79 | 3 |
| FTSMMaturity ETF | $174K | Feb 27, 2020Purchase | $100K–250K1 purchase | $60.22 | +0.70% | $59.78 | 1 |
| CVXChevron Corporation | $132K | Sep 23, 2026Sale (partial) | $51K–115K2 purchases | $113.46 | +99.89% | $230.67 | 3 |
| XOMExxon Mobil Corporation | $124K | Aug 31, 2026Sale (partial) | $17K–255K17 purchases | $76.77 | +135.95% | $181.75 | 25 |
| FDRRFidelity Dividend ETF for Rising Rates | $122K | Jul 30, 2021Purchase | $50K–100K1 purchase | $42.64 | +62.06% | $69.39 | 1 |
| RTXRaytheon Technologies Corporation | $104K | Jun 13, 2024Purchase | $6K–90K6 purchases | $92.56 | +118.21% | $200.09 | 13 |
| FHLCFidelity MSCI Health Care Index ETF | $100K | Jul 30, 2021Purchase | $50K–100K1 purchase | $66.09 | +32.42% | $88.18 | 1 |
| ABBABB Ltd | $91K | May 11, 2023Purchase | $52K–130K3 purchases | $33.75 | — | — | 3 |
| JPMJP Morgan Chase & Co. | $88K | Apr 30, 2024Purchase | $5K–75K5 purchases | $157.70 | +116.13% | $345.30 | 17 |
| FDISFidelity MSCI Consumer Discretionary Inde x ETF | $85K | Nov 26, 2021Purchase | $50K–100K1 purchase | $88.92 | +14.36% | $100.85 | 1 |
| DREDuke Realty Corporation | $75K | Nov 26, 2021Purchase | $50K–100K1 purchase | $58.37 | — | — | 1 |
| PXDPioneer Natural Resources Company | $40K | May 3, 2024Exchange | $5K–75K5 purchases | $215.66 | — | — | 23 |
| FMATFidelity MSCI Materials Index ETF | $40K | Oct 20, 2021Purchase | $15K–50K1 purchase | $47.54 | +18.61% | $58.29 | 1 |
| CTRACoterra Energy Inc. | $33K | May 8, 2026Exchange | $15K–50K1 purchase | $29.35 | — | — | 3 |
| MMCMarsh & McLennan Companies, Inc. | $32K | May 15, 2024Purchase | $4K–60K4 purchases | $198.05 | — | — | 8 |
| DIALColumbia Diversified Fixed Income Allocation ETF | $26K | Oct 6, 2021Purchase | $4K–60K4 purchases | $21.56 | -18.59% | $17.52 | 4 |
| COSTCostco Wholesale Corporation | $12K | Jan 12, 2024Purchase | $1K–15K1 purchase | $683.24 | +36.81% | $989.71 | 5 |
| KOCoca-Cola Company | $8K | Aug 31, 2026Purchase | $1K–15K1 purchase | $88.67 | +5.40% | $92.55 | 5 |
| ARGOArgo Group International Holdings, Ltd. | $8K | Jun 20, 2023Purchase | $1K–15K1 purchase | $29.55 | — | — | 1 |
| RTNRaytheon Company | $8K | Dec 15, 2022Purchase | $1K–15K1 purchase | $116.96 | — | — | 1 |
| FSKRFS KKR Capital Corp. II | $8K | Jan 11, 2021Purchase | $1K–15K1 purchase | No data | — | — | 1 |
| QSYWisdomTree u.s. Quality shareholder Yield Fund | $8K | Feb 14, 2020Purchase | $1K–15K1 purchase | $47.40 | — | — | 1 |
| UTXunited Technologi es Corporation | $8K | Oct 15, 2019Purchase | $1K–15K1 purchase | $136.15 | — | — | 1 |
Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 29, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.