WhatInvestorsBuy

Mike Kennedy: Stock Portfolio, Performance and Latest Trades

Mike Kennedy

U.S. Representative, UT-3

R Republican

Trades disclosed1
Bought / sold1 / 0
Est. volume$8K
Typical delay42 days

Mike Kennedy'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
FHJDXFidelity Freedom Blend 2035 Fund Class K6
42.3%$13.49+9.1%$14.72Held at end of 20250
DFFVXDFA U.S. Targeted Value Portfolio
19.2%$36.58+14.1%$41.74Held at end of 20250
AAPLApple Inc.
10.4%$271.12+24.2%$336.67Held at end of 20250
FDIKXFidelity Diversified International Fund Class K
4.59%$48.52+11.0%$53.87Held at end of 20250
NETCloudflare, Inc. Class A
3.60%$197.15+74.0%$342.97Held at end of 20250
ASMLASML Holding N.V. - New York Registry Shares
3.50%$1,064.74+69.5%$1,804.96Held at end of 20250
DRLLEA Series Trust Strive U.S. Energy ETF
3.04%$28.20+47.0%$41.45Held at end of 20250
QQQInvesco QQQ Trust, Series 1
2.56%$612.23+23.8%$757.73Held at end of 20250
SWPPXSchwab S&P 500 Index Fund- Select Shares
2.38%$17.54+14.9%$20.16Held at end of 20250
VOOVanguard S&P 500 ETF
2.37%$621.74+14.9%$714.34Held at end of 20250
MSFTMicrosoft Corporation
2.28%$480.57+10.2%$529.76Held at end of 20250
BRK.BBerkshire Hathaway Inc. New
2.08%$502.65+0.7%$506.25May 9, 20250
TSLATesla, Inc.
1.74%$449.72−16.0%$377.81Held at end of 20250

Mike Kennedy's buys and sells

May 9, 2025 to May 9, 2025.

StockActionAmountTradedDisclosed
BRK.BBerkshire Hathaway Inc. New
Bought$1K–$15KMay 9, 2025Jun 20, 202542 days later

Mike Kennedy's portfolio by sector

Share of the estimated stock portfolio.

16%Technology
SectorShareValueHoldings
Other78%~$303.8K8
Technology16%~$63.1K3
Industrials3.5%~$13.6K1
Consumer Discretionary1.7%~$6.7K1

Portfolio performance: Mike Kennedy 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 Jun 20, 2025.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−10%0%+10%+20%+30%+40%+50%JulOct2026AprJulOct+45%Nasdaq-100+33%S&P 500+9%You, copying
Jun 20, 2025 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+8.9%+6.8%
S&P 500+32.6%+24.3%
Nasdaq-100+44.8%+33.0%

Mike Kennedy's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
BRK.BBerkshire Hathaway Inc. New
10

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