Kevin Hern
Representative
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing
window, versus the S&P 500 (SPY), as of 2026-06-29. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
+0.7% |
-2.1% |
+2.8% |
| 1 month |
+2.7% |
-3.6% |
+6.4% |
| 1 quarter |
+7.9% |
+15.0% |
-7.1% |
| Year to date |
+12.1% |
+7.2% |
+4.9% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-06-29). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
| Stock |
Est. shares |
Est. value |
Weight |
|
WMB
Williams Companies, Inc.
|
25,832 |
$2M |
11.6% |
|
NEE
Nextera Energy Inc
|
8,779 |
$777.4K |
4.5% |
|
RTX
RTX Corp
|
6,655 |
$1.3M |
7.2% |
|
EMR
Emerson Electric Co
|
6,330 |
$908.2K |
5.2% |
|
OKE
Oneok Inc /New/
|
5,746 |
$512.7K |
3.0% |
|
ORLY
O Reilly Automotive Inc
|
5,578 |
$499.5K |
2.9% |
|
BSX
Boston Scientific Corp
|
4,651 |
$205.7K |
1.2% |
|
FCX
Freeport-Mcmoran Inc
|
4,287 |
$267.7K |
1.5% |
|
JPM
Jpmorgan Chase & Co
|
4,039 |
$1.3M |
7.7% |
|
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
3,033 |
$44.2K |
0.3% |
|
JNJ
Johnson & Johnson
|
2,511 |
$639.6K |
3.7% |
|
TXN
Texas Instruments Inc
|
2,298 |
$655.9K |
3.8% |
|
ROK
Rockwell Automation, Inc
|
2,241 |
$1.1M |
6.2% |
|
AMZN
Amazon Com Inc
|
2,215 |
$515.5K |
3.0% |
|
HD
Home Depot, Inc.
|
2,072 |
$722.9K |
4.2% |
|
XOM
Exxon Mobil Corp
|
1,941 |
$265K |
1.5% |
|
AHCO
AdaptHealth Corp.
|
1,883 |
$19.4K |
0.1% |
|
CDNS
Cadence Design Systems Inc
|
1,747 |
$659.1K |
3.8% |
|
GOOGL
Alphabet Inc.
|
1,310 |
$441.9K |
2.5% |
|
CTRA
Coterra Energy Inc.
|
1,279 |
— |
— |
|
CB
Chubb Ltd
|
1,061 |
$362.3K |
2.1% |
|
PTC
Ptc Inc.
|
1,059 |
$122.5K |
0.7% |
|
LIN
Linde PLC
|
1,037 |
$539.1K |
3.1% |
|
LMT
Lockheed Martin Corp
|
965 |
$489.5K |
2.8% |
|
NGL
NGL Energy Partners LP
|
954 |
$15.2K |
0.1% |
|
COST
Costco Wholesale Corp /New
|
896 |
$853.9K |
4.9% |
|
CVX
Chevron Corp
|
796 |
$136.1K |
0.8% |
|
DXCM
Dexcom Inc
|
676 |
$47.4K |
0.3% |
|
PWR
Quanta Services, Inc.
|
643 |
$442K |
2.6% |
|
MCD
Mcdonalds Corp
|
627 |
$169.2K |
1.0% |
|
ITW
Illinois Tool Works Inc
|
579 |
$155K |
0.9% |
|
TJX
Tjx Companies Inc /De/
|
562 |
$87.4K |
0.5% |
|
AIO
Virtus Artificial Intelligence & Technology Opportunities Fund
|
542 |
$15.1K |
0.1% |
|
PSX
Phillips 66
|
500 |
$85.8K |
0.5% |
|
IQV
Iqvia Holdings Inc.
|
425 |
$81.3K |
0.5% |
|
DHR
Danaher Corp /De/
|
347 |
$68K |
0.4% |
|
V
Visa Inc.
|
342 |
$115K |
0.7% |
|
PRGS
Progress Software Corp /Ma
|
256 |
$8.6K |
0.1% |
|
HON
Honeywell International Inc
|
256 |
$118.8K |
0.7% |
|
UNH
Unitedhealth Group Inc
|
192 |
$82.2K |
0.5% |
|
TMO
Thermo Fisher Scientific Inc.
|
159 |
$81.7K |
0.5% |
|
ASML
Asml Holding NV
|
143 |
$257.4K |
1.5% |
|
PH
Parker-Hannifin Corp
|
132 |
$127.9K |
0.7% |
|
AGCO
Agco Corp /De
|
86 |
$10K |
0.1% |
|
ACN
Accenture plc
|
84 |
$10.9K |
0.1% |
|
KO
Coca Cola Co
|
52 |
$4.3K |
0.0% |
|
BLK
BlackRock, Inc.
|
45 |
$43.2K |
0.3% |
|
RSG
Republic Services, Inc.
|
35 |
$7.6K |
0.0% |
|
AMP
Ameriprise Financial Inc
|
30 |
$13.8K |
0.1% |
|
BA
Boeing Co
|
25 |
$5.5K |
0.0% |
|
LOW
Lowes Companies Inc
|
19 |
$4.1K |
0.0% |
|
NVS
Novartis AG
|
16 |
$2.5K |
0.0% |
|
ICE
Intercontinental Exchange, Inc.
|
13 |
$1.7K |
0.0% |
|
PG
PROCTER & GAMBLE Co
|
12 |
$1.8K |
0.0% |
|
DG
Dollar General Corp
|
9 |
$1.1K |
0.0% |
|
SHW
Sherwin Williams Co
|
6 |
$2K |
0.0% |
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the
sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less
liability minimums. Only electronically filed reports are read — a missing year means no
electronic filing, not zero net worth.
Latest net worth (band)
$49.5M – $173.2M
Net worth band by reporting year
2021
2022
2023
2024
2025
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2025 |
2026-06-25 |
$49.5M – $173.2M |
321 |
2 |
| 2024 |
2025-08-04 |
$46.7M – $167.8M |
323 |
2 |
| 2023 |
2024-08-12 |
$46.5M – $167.5M |
361 |
0 |
| 2022 |
2023-05-15 |
$35.9M – $111.1M |
420 |
0 |
| 2021 |
2022-08-15 |
$42.4M – $144.3M |
457 |
1 |
Recent stock trades
Avg. disclosure lag
25.7 days
Filed past 45-day deadline
4.9%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2026-03-24 |
EXAS
EXACT SCIENCES CORP
|
Sell |
DC |
$1K - $15K |
2026-04-03 |
10d
|
| 2026-03-20 |
TROW
Price T Rowe Group Inc
|
Sell |
JT |
$15K - $50K |
2026-04-03 |
14d
|
| 2026-03-20 |
PLD
Prologis, Inc.
|
Sell |
JT |
$50K - $100K |
2026-04-03 |
14d
|
| 2026-03-20 |
MDT
Medtronic plc
|
Sell |
JT |
$15K - $50K |
2026-04-03 |
14d
|
| 2026-03-18 |
TXN
Texas Instruments Inc
|
Sell |
JT |
$500K - $1M |
2026-04-03 |
16d
|
| 2026-03-18 |
SMA
SmartStop Self Storage REIT, Inc.
|
Sell |
JT |
$500K - $1M |
2026-04-03 |
16d
|
| 2026-03-17 |
KVUE
Kenvue Inc.
|
Sell |
JT |
$15K - $50K |
2026-04-03 |
17d
|
| 2026-03-17 |
IVZ
Invesco Ltd.
|
Sell |
JT |
$15K - $50K |
2026-04-03 |
17d
|
| 2026-03-17 |
CMCSA
Comcast Corp
|
Sell |
JT |
$15K - $50K |
2026-04-03 |
17d
|
| 2026-03-17 |
CTSH
Cognizant Technology Solutions Corp
|
Sell |
JT |
$15K - $50K |
2026-04-03 |
17d
|
| 2026-03-17 |
MUA
Blackrock Muniassets Fund, Inc.
|
Sell |
JT |
$50K - $100K |
2026-04-03 |
17d
|
| 2026-03-17 |
BDX
Becton Dickinson & Co
|
Sell |
JT |
$15K - $50K |
2026-04-03 |
17d
|
| 2026-03-16 |
PRGS
Progress Software Corp /Ma
|
Sell |
JT |
$50K - $100K |
2026-04-03 |
18d
|
| 2026-03-16 |
IQV
Iqvia Holdings Inc.
|
Sell |
JT |
$50K - $100K |
2026-04-03 |
18d
|
| 2026-03-16 |
ACN
Accenture plc
|
Sell |
JT |
$250K - $500K |
2026-04-03 |
18d
|
| 2026-03-05 |
ICLR
Icon PLC
|
Sell |
JT |
$100K - $250K |
2026-04-03 |
29d
|
| 2025-12-23 |
UNH
Unitedhealth Group Inc
|
Sell |
JT |
$250K - $500K |
2026-01-22 |
30d
|
| 2025-10-28 |
BSX
Boston Scientific Corp
|
Sell |
JT |
$15K - $50K |
2025-11-16 |
19d
|
| 2025-10-28 |
CSX
Csx Corp
|
Sell |
— |
$15K - $50K |
2025-11-16 |
19d
|
| 2025-10-28 |
HD
Home Depot, Inc.
|
Sell |
— |
$1K - $15K |
2025-11-16 |
19d
|
| 2025-10-28 |
MSFT
Microsoft Corp
|
Sell |
JT |
$15K - $50K |
2025-11-16 |
19d
|
| 2025-10-28 |
ORLY
O Reilly Automotive Inc
|
Sell |
JT |
$1K - $15K |
2025-11-16 |
19d
|
| 2025-10-28 |
STX
Seagate Technology Holdings plc
|
Sell |
— |
$15K - $50K |
2025-11-16 |
19d
|
| 2025-10-27 |
ACN
Accenture plc
|
Sell |
JT |
$100K - $250K |
2025-11-16 |
20d
|
| 2025-10-23 |
MCD
Mcdonalds Corp
|
Sell |
JT |
$1K - $15K |
2025-11-16 |
24d
|
