WhatInvestorsBuy

J. French Hill: Stock Portfolio, Performance and Latest Trades

J. French Hill

U.S. Representative, AR-2

R Republican

Trades disclosed44
Bought / sold19 / 25
Est. volume$2M
Typical delay29 days

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J. French Hill's estimated portfolio today

Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
SFNCSimmons First National Corporation
23.7%$18.29+21.5%$22.21Held at end of 20210
BRK.BBerkshire Hathaway Inc. New
7.09%$502.65+0.7%$506.25Nov 30, 20200
APDAir Products and Chemicals, Inc.
5.05%$240.62+15.6%$278.12Held at end of 20220
LLYEli Lilly and Company
4.86%$1,069.51+11.1%$1,188.72Held at end of 20220
WMTWalmart Inc.
4.27%$110.70−2.3%$108.16Held at end of 20220
MUSAMurphy USA Inc.
2.78%$401.95+27.3%$511.52Held at end of 20220
TPLTexas Pacific Land Corporation
2.64%$285.99+20.9%$345.79Held at end of 20220
RDVYFirst Trust Rising Dividend Achievers ETF
2.50%$69.03+14.3%$78.87Held at end of 20240
FDLFirst Trust Morningstar ETF
2.49%$43.12+14.2%$49.23Held at end of 20210
VYMVanguard High Dividend Yield ETF - DNQ
2.44%$141.02+11.7%$157.45Held at end of 20210
NSCNorfolk Southern Corporation
2.40%$285.08+9.9%$313.20Held at end of 20220
PGProcter & Gamble Company
2.30%$140.19+5.4%$147.82Held at end of 20220
XOMExxon Mobil Corporation
2.03%$117.97+39.1%$164.05Held at end of 20220
ABBVAbbVie Inc.
1.77%$223.21+21.6%$271.36Held at end of 20210
MKLMarkel Corporation
1.64%$2,149.65−19.6%$1,728.20Nov 22, 20230
MRKMerck & Company, Inc.
1.41%$103.13+38.5%$142.79Held at end of 20220
KOCoca-Cola Company
1.28%$68.58+25.1%$85.82Held at end of 20220
FYTFirst Trust Small Cap Value AlphaDEX Fund
1.23%$55.88+20.3%$67.21Held at end of 20210
VVisa Inc.
1.09%$348.62+6.7%$372.10Nov 22, 20230
MOATVanEck Morningstar Wide Moat ETF
1.06%$103.56+4.0%$107.66Held at end of 20220
FVDFirst Trust VL Dividend
1.06%$45.31+3.9%$47.09Nov 30, 20200
MMM3M Company
1.05%$157.87+2.7%$162.12Nov 22, 20230
RFRegions Financial Corporation
1.03%$26.32+1.4%$26.70Held at end of 20210
PEPPepsico, Inc.
0.91%$139.28−11.2%$123.73Held at end of 20220
TMUST-Mobile US, Inc.
0.86%$199.82−16.1%$167.65Held at end of 20220
AXPAmerican Express Company
0.85%$366.96−17.1%$304.25Held at end of 20220
IBMInternational Business Machines Corporation
0.77%$290.30−24.0%$220.51Held at end of 20220
INTCIntel Corporation
0.58%$36.90+207%$113.12Nov 22, 20230
JNJJohnson & Johnson
0.55%$203.67+26.9%$258.45Held at end of 20210
BIIBBiogen Inc.
0.55%$175.99+26.2%$222.15Held at end of 20210
LHLaboratory Corporation of America Holdings
0.55%$249.03+25.3%$311.97Held at end of 20210
CEGConstellation Energy Corporation
0.53%$351.71−14.8%$299.59Held at end of 20220
GILDGilead Sciences, Inc.
0.53%$120.57+21.8%$146.85Held at end of 20220
CNICanadian National Railway Company
0.52%$97.17+19.1%$115.75Held at end of 20210
KMIKinder Morgan, Inc.
0.52%$26.73+19.1%$31.82Held at end of 20220
ABTAbbott Laboratories
0.50%$123.00−19.7%$98.73Held at end of 20210
CWBSPDR Bloomberg Convertible Securities ETF
0.50%$88.17+15.0%$101.40Held at end of 20220
CIThe Cigna Group
0.50%$270.64+2.9%$278.51Held at end of 20210
FDMFirst Trust DJ Select MicroCap ETF
0.49%$78.73+12.0%$88.17Held at end of 20210
KIMKimco Realty Corporation
0.49%$19.60+11.5%$21.85Held at end of 20220
WFPRXAllspring Special Mid Cap Value Fund - R6
0.48%$45.69+10.8%$50.61Held at end of 20230
DDominion Energy, Inc.
0.47%$56.82+8.3%$61.53Held at end of 20220
FNKFirst Trust Mid Cap Value AlphaDEX Fund
0.47%$55.00+8.2%$59.51Held at end of 20210
FESGXFirst Eagle Global Fund Class C
0.46%$76.44+6.4%$81.31Held at end of 20210
VZVerizon Communications Inc.
0.45%$38.78+18.0%$45.77Held at end of 20220
TAT&T Inc.
0.45%$23.98+2.1%$24.47Held at end of 20210
OIGCXInvesco-Oppenheimer International Growth C
0.44%$21.31+1.0%$21.52Held at end of 20210
LLoews Corporation
0.44%$105.13+0.5%$105.67Jun 23, 20250
SOSouthern Company
0.44%$85.11+0.4%$85.44Held at end of 20220
GDXVanEck Gold Miners ETF
0.44%$85.77−0.4%$85.46Held at end of 20240
WTMWhite Mountains Insurance Group, Ltd.
0.43%$2,077.08−2.2%$2,031.50Jun 23, 20250
HTGCHercules Capital, Inc.
0.36%$17.21−4.9%$16.36Held at end of 20220
GLWCorning Incorporated
0.35%$87.10+87.4%$163.25Held at end of 20220
LHXL3Harris Technologies, Inc.
0.35%$289.98−19.4%$233.63Held at end of 20220
NVONovo Nordisk A/S
0.35%$48.46−21.0%$38.26Held at end of 20210
FBINFortune Brands Innovations, Inc.
0.34%$49.14−21.6%$38.52Held at end of 20220
BXBlackstone Inc.
0.33%$149.45−25.2%$111.83Held at end of 20210
CSCOCisco Systems, Inc.
0.29%$75.63+55.2%$117.39Held at end of 20210
SKYYFirst Trust Cloud Computing ETF
0.25%$130.08+31.3%$170.78Held at end of 20240
EMREmerson Electric Company
0.23%$131.23+21.3%$159.22Held at end of 20210
FISFidelity National Information Services, Inc.
0.23%$64.41−47.5%$33.82Nov 22, 20230
IBBiShares Nasdaq Biotechnology Index Fund
0.23%$168.61+20.6%$203.34Held at end of 20210
DEEPRoundhill Acquirers Deep Value ETF
0.22%$35.42+18.0%$41.80Held at end of 20220
FSSNXFidelity Small Cap Index Fund
0.22%$30.89+13.6%$35.10Held at end of 20230
FEMSFirst Trust Emerging Markets Small Cap AlphaDEX Fund
0.21%$41.05+12.3%$46.08Held at end of 20210
VWNAXVanguard Windsor II Fund Admiral Shares
0.21%$82.75+10.9%$91.80Held at end of 20250
DODFXDodge & Cox International Stock Fund - Class I
0.21%$16.46+9.2%$17.97Held at end of 20220
ECFEllsworth Growth and Income Fund Ltd.
0.21%$11.07+8.8%$12.05Held at end of 20220
JLGMXJPMorgan Large Cap Growth Fund R6
0.20%$86.44+7.8%$93.21Held at end of 20250
SCIJXHartford Schroders International Stock Fund
0.20%$21.63+7.1%$23.16Held at end of 20250
PASAXPIMCO ALL ASSET
0.20%$10.85+6.8%$11.59Held at end of 20220
MDIVMulti-Asset Diversified Income Index Fund
0.20%$14.89+5.8%$15.76Held at end of 20220
LMTLockheed Martin Corporation
0.20%$475.07+5.1%$499.22Held at end of 20220
LUVSouthwest Airlines Company
0.19%$40.78+2.3%$41.72Held at end of 20210
IBMOiShares iBonds Dec 2026 Term Muni Bond ETF
0.19%$25.18+1.6%$25.58Held at end of 20220
ORealty Income Corporation
0.19%$54.19−1.5%$53.35Held at end of 20220
JCPUXJPMorgan Core Plus Bond Fund R6
0.19%$7.04−2.0%$6.90Held at end of 20230
EXCExelon Corporation
0.19%$42.41−2.2%$41.49Held at end of 20220
KHCThe Kraft Heinz Company
0.18%$23.06−4.7%$21.98Held at end of 20220
PSPInvesco Global Listed Private Equity ETF
0.16%$65.15−14.5%$55.73Held at end of 20220
CCICrown Castle Inc.
0.15%$85.52−19.3%$69.01Held at end of 20240
WYWeyerhaeuser Company
0.15%$23.07−19.5%$18.57Held at end of 20220
JEFJefferies Financial Group Inc.
0.14%$60.59−27.1%$44.14Held at end of 20210
JBGSJBG SMITH Properties Common Shares
0.12%$16.56−34.7%$10.81Held at end of 20220
VTRSViatris Inc.
0.07%$12.16+43.8%$17.49Held at end of 20210
VODVodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares
0.06%$12.97+29.5%$16.79Held at end of 20220
WBDWarner Bros. Discovery, Inc. - Series A
0.05%$28.82+7.4%$30.95Nov 22, 20230
MBCMasterBrand, Inc.
0.03%$11.04−37.2%$6.93Held at end of 20220
ONLOrion Office REIT Inc.
0.00%$2.20+3.0%$2.27Held at end of 20220

J. French Hill's buys and sells

Dec 19, 2019 to Dec 31, 2025, 1 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
KDKyndryl Holdings, Inc.
Sold$1K–$15KDec 31, 2025Jan 23, 202623 days later
PFEPfizer, Inc.
Sold$100K–$250KDec 31, 2025Jan 23, 202623 days later
SFLSFL Corporation Ltd
Sold$15K–$50KDec 31, 2025Jan 23, 202623 days later
SOLVSolventum Corporation
Sold$15K–$50KDec 31, 2025Jan 23, 202623 days later
TSpouseAT&T Inc.
Sold$1K–$15KJun 23, 2025Jul 24, 202531 days later
BXBlackstone Inc.
Sold$100K–$250KJun 23, 2025Jul 24, 202531 days later
FTRESpouseFortrea Holdings Inc.
Sold$1K–$15KJun 23, 2025Jul 24, 202531 days later
INTCIntel Corporation
Sold$15K–$50KJun 23, 2025Jul 24, 202531 days later
LAZLazard, Inc.
Sold$50K–$100KJun 23, 2025Jul 24, 202531 days later
LLoews Corporation
Bought$50K–$100KJun 23, 2025Jul 24, 202531 days later
MKLSpouseMarkel Group Inc.
Bought$15K–$50KJun 23, 2025Jul 24, 202531 days later
MKLMarkel Group Inc.
Bought$50K–$100KJun 23, 2025Jul 24, 202531 days later
RFRegions Financial Corporation
Sold$15K–$50KJun 23, 2025Jul 24, 202531 days later
SFNCSimmons First National Corporation
Sold$100K–$250KJun 23, 2025Jul 24, 202531 days later
SPBSpectrum Brands Holdings, Inc.
Sold$1K–$15KJun 23, 2025Jul 24, 202531 days later
VTSVitesse Energy, Inc.
Sold$1K–$15KJun 23, 2025Jul 24, 202531 days later
WFCWells Fargo & Company
Sold$15K–$50KJun 23, 2025Jul 24, 202531 days later
WTMWhite Mountains Insurance Group, Ltd.
Bought$50K–$100KJun 23, 2025Jul 24, 202531 days later
CVSCVS Health Corporation
Sold$15K–$50KJan 31, 2025Feb 4, 20254 days later
SCHWCharles Schwab Corporation
Sold$50K–$100KDec 29, 2023Jan 10, 202412 days later
PYPLPayPal Holdings, Inc.
Sold$15K–$50KDec 29, 2023Jan 10, 202412 days later
MMM3M Company
Bought$15K–$50KNov 22, 2023Dec 13, 202321 days later
MOAltria Group, Inc.
Sold$50K–$100KNov 22, 2023Dec 13, 202321 days later
FISFidelity National Information Services, Inc.
Bought$15K–$50KNov 22, 2023Dec 13, 202321 days later
INTCIntel Corporation
Bought$1K–$15KNov 22, 2023Dec 13, 202321 days later
MKLMarkel Group Inc.
Bought$50K–$100KNov 22, 2023Dec 13, 202321 days later
PMPhilip Morris International Inc
Sold$100K–$250KNov 22, 2023Dec 13, 202321 days later
PCHPotlatchDeltic Corporation
Bought$15K–$50KNov 22, 2023Dec 13, 202321 days later
PCHPotlatchDeltic Corporation
Bought$1K–$15KNov 22, 2023Dec 13, 202321 days later
PCHSpousePotlatchDeltic Corporation
Bought$1K–$15KNov 22, 2023Dec 13, 202321 days later
VVisa Inc.
Bought$50K–$100KNov 22, 2023Dec 13, 202321 days later
WBDWarner Bros. Discovery, Inc. Series A
Bought$1K–$15KNov 22, 2023Dec 13, 202321 days later
US TREASURY BILL (MATURITY 08/24/2023)Bond
Bought$15K–$50KFeb 23, 2023Mar 23, 202328 days later
US TREASURY BILL (MATURITY 08/10/2023)Bond
Bought$50K–$100KFeb 14, 2023Mar 16, 202330 days later
ADFA UA JONESBORO 041186242Bond
Sold$15K–$50KDec 1, 2022Mar 14, 2023103 days later · late
SYFSynchrony Financial
Sold$15K–$50KApr 14, 2021Apr 27, 202113 days later
TSLAChildTesla, Inc.
Bought$1K–$15KApr 8, 2021Apr 27, 202119 days later
TChildAT&T Inc.
Sold$1K–$15KNov 30, 2020Dec 30, 202030 days later
BRK.BChildBerkshire Hathaway Inc. New
Bought$1K–$15KNov 30, 2020Dec 30, 202030 days later
XOMSpouseExxon Mobil Corporation
Sold$1K–$15KNov 30, 2020Dec 30, 202030 days later
XOMSpouseExxon Mobil Corporation
Sold$15K–$50KNov 30, 2020Dec 30, 202030 days later
FVDSpouseFirst Trust VL Dividend
Bought$15K–$50KNov 30, 2020Dec 30, 202030 days later
SWNSpouseSouthwestern Energy Company
Sold$1K–$15KNov 30, 2020Dec 30, 202030 days later
AAWWAtlas Air Worldwide Holdings Fﾛﾞﾛἠﾙ SϹ￿Ϲﾟ;: New Sﾟ￿ﾚ貎ﾞǶﾛἠﾙ …
Bought$15K–$50KDec 19, 2019Jan 15, 202027 days later

J. French Hill's portfolio by sector

Share of the estimated stock portfolio.

32%Financials
SectorShareValueHoldings
Financials32%~$5.7M12
Other24%~$4.2M31
Health Care12%~$2.1M11
Consumer Staples8.8%~$1.5M5
Materials5.6%~$986.6K3
Energy4.5%~$784.6K3
Industrials3.8%~$668.6K6
Consumer Discretionary2.8%~$482.2K2
Communication Services1.8%~$319K5
Technology1.6%~$283K3
Utilities1.6%~$279.9K4
Real Estate1.1%~$189.2K5

Portfolio performance: J. French Hill vs. benchmarks

Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since Jan 17, 2020.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−40%−20%0%+20%+40%+60%+80%+100%+120%OctJulApr2024OctJulApr+117%Nasdaq-100+91%S&P 500+35%You, copying
Oct 1, 2021 to Oct 7, 2026, buying on disclosure dates; call options valued with their leverage (strike and expiry from the disclosure); prices adjusted for dividends and splits.
Total returnPer year
You, copying after each disclosure – estimated value+35.1%+6.2%
S&P 500+91.4%+13.8%
Nasdaq-100+116.8%+16.7%

J. French Hill's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
PCHPotlatchDeltic Corporation
30
MKLMarkel Group Inc.
30
XOMExxon Mobil Corporation
02
INTCIntel Corporation
11
TAT&T Inc.
02
WTMWhite Mountains Insurance Group, Ltd.
10
SYFSynchrony Financial
01
MMM3M Company
10
MOAltria Group, Inc.
01
FTREFortrea Holdings Inc.
01
SPBSpectrum Brands Holdings, Inc.
01
CVSCVS Health Corporation
01

Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.