Kevin Hern
Trades
114
61 buy / 53 sell
Buy Win Rate
81%
52 buy trades scored
Avg. Buy Return
+5.4%
Dollar-weighted avg
vs S&P 500
-1.6%
Same holding periods
Trading Performance
Based on 52 buys scored
Avg. Buy Return+5.4%
S&P 500 (same periods)+7.0%
Alpha vs S&P 500-1.6%
Buy Win Rate81%
Sell Timing33%
Buy / Sell Trades2 / 23
Buy/Sell Ratio0.1x
Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.
Trade History
114 trades disclosed
Goldman SachsBond
Type:
Sell
Date
Apr 29, 2026
EXAS
Exact Sciences Corporation -
Type:
Sell
Date
Mar 24, 2026
MDT
Medtronic plc. Ordinary Shares
Type:
Sell
Date
Mar 20, 2026
PLD
Prologis, Inc. Common Stock
Type:
Sell
Date
Mar 20, 2026
TROW
T. Rowe Price Group, Inc. - Common
Type:
Sell
Date
Mar 20, 2026
SMA
SmartStop Self Storage REIT, Inc.
Type:
Sell
Date
Mar 18, 2026
TXN
Texas Instruments Incorporated -
Type:
Sell
Date
Mar 18, 2026
MUA
Blackrock MuniAssets Fund, Inc Common Stock
Type:
Sell
Date
Mar 17, 2026
CTSH
Cognizant Technology Solutions
Type:
Sell
Date
Mar 17, 2026
BDX
Becton, Dickinson and Company
Type:
Sell
Date
Mar 17, 2026
BLK
Blackrock MuniAssets Fund, Inc
Type:
Sell
Date
Mar 17, 2026
CMCSA
Comcast Corporation - Class A
Type:
Sell
Date
Mar 17, 2026
IVZ
Invesco Ltd Common Stock
Type:
Sell
Date
Mar 17, 2026
KVUE
Kenvue Inc. Common Stock
Type:
Sell
Date
Mar 17, 2026
ACN
Accenture plc Class A Ordinary
Type:
Sell
Date
Mar 16, 2026
IQV
IQVIA Holdings, Inc. Common Stock
Type:
Sell
Date
Mar 16, 2026
PRGS
Progress Software Corporation -
Type:
Sell
Date
Mar 16, 2026
ICLR
ICON plc - Ordinary Shares
Type:
Sell
Date
Mar 5, 2026
WAT
Waters Corporation Common Stock
Type:
Exchange
Date
Feb 9, 2026
RY
ROYAL BANK OF CANADA 31F DUE
Type:
Buy
Date
Jan 7, 2026
UNH
UnitedHealth Group Incorporated Common Stock
Type:
Sell
Date
Dec 23, 2025
BSX
Boston Scientific Corporation Common Stock
Type:
Sell
Date
Oct 28, 2025
CSX
CSX Corporation
Type:
Sell
Date
Oct 28, 2025
HD
Home Depot, Inc.
Type:
Sell
Date
Oct 28, 2025
MSFT
Microsoft Corporation - Common Stock
Type:
Sell
Date
Oct 28, 2025
ORLY
O'Reilly Automotive, Inc. - Common Stock
Type:
Sell
Date
Oct 28, 2025
STX
Seagate Technology Holdings PLC - Ordinary Shares
Type:
Sell
Date
Oct 28, 2025
ACN
Accenture plc Class A Ordinary Shares
Type:
Sell
Date
Oct 27, 2025
MCD
McDonald's Corporation Common Stock
Type:
Sell
Date
Oct 23, 2025
ETN
Eaton Corporation, PLC Ordinary Shares
Type:
Sell
Date
Oct 6, 2025
STX
Seagate Technology Holdings PLC -
Type:
Sell
Date
Oct 6, 2025
ACN
Accenture plc Class A Ordinary Shares
Type:
Sell
Date
Sep 26, 2025
MASI
Masimo Corporation - Common Stock
Type:
Sell
Date
Sep 26, 2025
HD
Home Depot, Inc.
Type:
Sell
Date
Sep 26, 2025
MSFT
Microsoft Corporation - Common Stock
Type:
Sell
Date
Sep 26, 2025
Goldman SachsBond
Type:
Buy
Date
Apr 24, 2025
BNP ParibasBond
Type:
Buy
Date
Apr 4, 2025
MORGAN STANLEY FIN LLCBond
Type:
Sell
Date
Mar 31, 2025
FT VEST TOTAL RETURN INCOME
Type:
Buy
Date
Jan 29, 2025
AGCO
AGCO Corporation Common Stock
Type:
Sell
Date
Dec 31, 2024
DVN
Devon Energy Corporation Common Stock
Type:
Sell
Date
Dec 31, 2024
DXCM
DexCom, Inc. - Common Stock
Type:
Sell
Date
Dec 31, 2024
EL
Estee Lauder Companies, Inc.
Type:
Sell
Date
Dec 31, 2024
INTC
Intel Corporation - Common Stock
Type:
Sell
Date
Dec 31, 2024
JNJ
Johnson & Johnson Common Stock
Type:
Sell
Date
Dec 31, 2024
HD
Home Depot, Inc.
Type:
Buy
Date
Dec 12, 2024
XOM
Exxon Mobil Corporation Common Stock
Type:
Buy
Date
Dec 10, 2024
FEDERAL FARM CREDIT BANKS
Type:
Sell
Date
Nov 18, 2024
MCD
McDonald's Corporation Common
Type:
Buy
Date
Oct 29, 2024
UNITED STATES TREAS BILLS
Type:
Sell
Date
Oct 3, 2024
CitigroupBond
Type:
Sell
Date
Sep 23, 2024
Bank of MontrealBond
Type:
Sell
Date
Jul 19, 2024
CB
Chubb Limited Common Stock
Type:
Buy
Date
Jul 8, 2024
Inland Real Estate Income Trust [PS]
Type:
Buy
Date
Jul 8, 2024
DVN
Devon Energy Corporation Common
Type:
Buy
Date
Jun 28, 2024
LMT
Lockheed Martin Corporation
Type:
Buy
Date
Jun 28, 2024
UNH
UnitedHealth Group Incorporated
Type:
Buy
Date
Jun 25, 2024
WMB
Williams Companies, Inc.
Type:
Buy
Date
Jun 24, 2024
LIN
Linde plc - Ordinary Shares
Type:
Buy
Date
Jun 21, 2024
AGCO
AGCO Corporation Common Stock
Type:
Buy
Date
Jun 20, 2024
NEE
NextEra Energy, Inc. Common Stock
Type:
Buy
Date
Jun 17, 2024
HD
Home Depot, Inc.
Type:
Buy
Date
Jun 13, 2024
RTX
RTX Corporation Common Stock
Type:
Buy
Date
Jun 13, 2024
EMR
Emerson Electric Company Common
Type:
Buy
Date
Jun 10, 2024
XOM
Exxon Mobil Corporation Common
Type:
Buy
Date
Jun 10, 2024
ROK
Rockwell Automation, Inc. Common
Type:
Buy
Date
Jun 10, 2024
JNJ
Johnson & Johnson Common Stock
Type:
Buy
Date
Jun 4, 2024
TXN
Texas Instruments Incorporated -
Type:
Buy
Date
May 21, 2024
ACN
Accenture plc Class A Ordinary
Type:
Buy
Date
May 17, 2024
US Treas Bills
Type:
Sell
Date
May 16, 2024
MMC
Marsh & McLennan Companies, Inc.
Type:
Buy
Date
May 15, 2024
OKE
ONEOK, Inc. Common Stock
Type:
Buy
Date
May 15, 2024
XOM
Exxon Mobil Corporation Common Stock
Type:
Exchange
Date
May 3, 2024
PXD
Pioneer Natural Resources Company Common Stock
Type:
Exchange
Date
May 3, 2024
JPM
JP Morgan Chase & Co. Common
Type:
Buy
Date
Apr 30, 2024
TD
TORONTO DOMINION BANK SER E
Type:
Exchange
Date
Apr 24, 2024
Inland Real Estate Income Trust [PS]
Type:
Buy
Date
Apr 8, 2024
LMT
Lockheed Martin Corporation
Type:
Buy
Date
Mar 29, 2024
LIN
Linde plc - Ordinary Shares
Type:
Buy
Date
Mar 28, 2024
DVN
Devon Energy Corporation Common
Type:
Buy
Date
Mar 28, 2024
WMB
Williams Companies, Inc.
Type:
Buy
Date
Mar 25, 2024
PXD
Pioneer Natural Resources Company
Type:
Buy
Date
Mar 22, 2024
HD
Home Depot, Inc.
Type:
Buy
Date
Mar 21, 2024
RTX
RTX Corporation Common Stock
Type:
Buy
Date
Mar 21, 2024
UNH
UnitedHealth Group Incorporated
Type:
Buy
Date
Mar 19, 2024
NEE
NextEra Energy, Inc. Common Stock
Type:
Buy
Date
Mar 15, 2024
EMR
Emerson Electric Company Common
Type:
Buy
Date
Mar 11, 2024
XOM
Exxon Mobil Corporation Common
Type:
Buy
Date
Mar 11, 2024
ROK
Rockwell Automation, Inc. Common
Type:
Buy
Date
Mar 11, 2024
JNJ
Johnson & Johnson Common Stock
Type:
Buy
Date
Mar 5, 2024
C
CITIGROUP GLOBAL MKTS HLDGS
Type:
Sell
Date
Feb 23, 2024
ACN
Accenture plc Class A Ordinary
Type:
Buy
Date
Feb 20, 2024
MMC
Marsh & McLennan Companies, Inc.
Type:
Buy
Date
Feb 15, 2024
OKE
ONEOK, Inc. Common Stock
Type:
Buy
Date
Feb 14, 2024
TXN
Texas Instruments Incorporated -
Type:
Buy
Date
Feb 13, 2024
JPM
JP Morgan Chase & Co. Common
Type:
Buy
Date
Jan 31, 2024
COST
Costco Wholesale Corporation -
Type:
Buy
Date
Jan 12, 2024
Inland Real Estate Income Trust [PS]
Type:
Buy
Date
Jan 5, 2024
EXAS
Exact Sciences Corporation -
Type:
Sell
Date
Jan 2, 2024
VUZI
Vuzix Corporation
Type:
Sell
Date
Jan 2, 2024
DVN
Devon Energy Corporation
Type:
Buy
Date
Dec 29, 2023
LMT
Lockheed Martin Corporation
Type:
Buy
Date
Dec 29, 2023
WMB
Williams Companies, Inc.
Type:
Buy
Date
Dec 26, 2023
PXD
Pioneer Natural Resources Company
Type:
Buy
Date
Dec 22, 2023
LIN
Linde plc - Ordinary Shares
Type:
Buy
Date
Dec 18, 2023
NEE
NextEra Energy, Inc.
Type:
Buy
Date
Dec 15, 2023
RTX
RTX Corporation
Type:
Buy
Date
Dec 14, 2023
HD
Home Depot, Inc.
Type:
Buy
Date
Dec 14, 2023
UNH
UnitedHealth Group Incorporated
Type:
Buy
Date
Dec 12, 2023
EMR
Emerson Electric Company
Type:
Buy
Date
Dec 11, 2023
XOM
Exxon Mobil Corporation
Type:
Buy
Date
Dec 11, 2023
ROK
Rockwell Automation, Inc.
Type:
Buy
Date
Dec 11, 2023
CCLD
CareCloud, Inc.
Type:
Sell
Date
Dec 8, 2023
JNJ
Johnson & Johnson
Type:
Buy
Date
Dec 5, 2023
Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.
Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer