WhatInvestorsBuy

Robert B. Aderholt: Stock Portfolio, Performance and Latest Trades

Robert B. Aderholt

U.S. Representative, AL-4

R Republican

Trades disclosed3
Bought / sold1 / 2
Est. volume$24K
Typical delay28 days

Robert B. Aderholt'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
BSETBassett Furniture Industries, Incorporated
14.5%$16.16+32.6%$21.43Held at end of 20250
FLCOXFidelity Large Cap Value Index Fund
5.67%$20.70+20.6%$24.97Held at end of 20250
FXAIXFidelity 500 Index Fund
5.39%$236.42+14.7%$271.10Held at end of 20250
FSGGXFidelity Global ex U.S. Index Fund
5.35%$18.66+13.9%$21.25Held at end of 20250
FSPGXFidelity Large Cap Growth Index Fund
5.14%$46.25+9.3%$50.55Held at end of 20250
FNCMXFidelity NASDAQ Composite Index
2.42%$294.94+19.0%$350.89Held at end of 20250
FZALXFidelity Advisor Mega Cap Stock Fd Cl Z
2.32%$30.07+14.0%$34.28Held at end of 20250
HQHabrdn Healthcare Investors Shares of Beneficial Interest
2.27%$17.32+11.3%$19.27Held at end of 20210
FZAIXFidelity Advisor International Discovery Fd Cl Z
2.26%$56.75+11.0%$63.01Held at end of 20250
FIQKXFidelity Advisor International Value Fund - Class Z
2.14%$14.12+5.2%$14.85Held at end of 20250
JPMJP Morgan Chase & Co.
2.11%$317.71+3.7%$329.58Held at end of 20250
FMDGXFidelity Mid Cap Growth Index Fund
2.11%$35.07+3.7%$36.37Held at end of 20250
FBKWXFidelity Advisor Total Bond Fund: Class Z
1.98%$9.35−2.9%$9.08Held at end of 20250
FIKQXFidelity Advisor Investment Grade Bond Fund - Class Z
1.98%$7.10−3.0%$6.89Held at end of 20250
FUAMXFidelity Intermediate Treasury Bond Index Fund
1.96%$9.58−3.7%$9.23Held at end of 20250
KOCoca-Cola Company
1.26%$68.58+25.1%$85.82Held at end of 20240
OVVOvintiv Inc.
0.80%$38.59+59.2%$61.44Held at end of 20250
CSCOCisco Systems, Inc.
0.78%$75.63+55.2%$117.39Held at end of 20250
CATCaterpillar, Inc.
0.72%$569.39+42.9%$813.83Held at end of 20250
DEDeere & Company
0.71%$461.91+42.2%$656.87Held at end of 20250
COPConocoPhillips
0.71%$91.59+41.8%$129.84Held at end of 20250
XOMExxonMobil Holdings Corporation
0.70%$117.97+39.1%$164.05Held at end of 20250
MRKMerck & Company, Inc.
0.69%$103.13+38.5%$142.79Held at end of 20250
DVNDevon Energy Corporation
0.67%$35.95+33.2%$47.88Held at end of 20240
CSXCSX Corporation
0.65%$35.92+30.3%$46.81Held at end of 20250
JNJJohnson & Johnson
0.64%$203.67+26.9%$258.45Held at end of 20250
MOAltria Group, Inc.
0.63%$55.00+26.2%$69.38Held at end of 20250
AAPLApple Inc.
0.62%$271.12+24.2%$336.67Aug 26, 20220
METMetLife, Inc.
0.62%$77.30+23.9%$95.78Held at end of 20250
PMPhilip Morris International Inc
0.62%$156.33+23.3%$192.69Held at end of 20250
DOCHealthpeak Properties, Inc.
0.61%$15.32+21.8%$18.66Held at end of 20250
GILDGilead Sciences, Inc.
0.61%$120.57+21.8%$146.85Held at end of 20250
ABBVAbbVie Inc.
0.61%$223.21+21.6%$271.36Held at end of 20250
BDXBecton, Dickinson and Company
0.60%$149.66+20.4%$180.16Held at end of 20250
KMIKinder Morgan, Inc.
0.60%$26.73+19.1%$31.82Held at end of 20250
PFEPfizer, Inc.
0.59%$23.68+18.3%$28.00Held at end of 20250
VZVerizon Communications Inc.
0.59%$38.78+18.0%$45.77Held at end of 20250
LAMRLamar Advertising Company
0.59%$122.38+17.0%$143.24Held at end of 20250
FIMVXFidelity Mid Cap Value Index Fund
0.59%$26.81+16.7%$31.30Held at end of 20250
UNHUnitedHealth Group Incorporated
0.58%$323.71+16.1%$375.98Held at end of 20250
VOOVanguard S&P 500 ETF
0.58%$621.74+14.9%$714.34Held at end of 20240
FSMDXFidelity Mid Cap Index Fund
0.57%$36.93+13.7%$41.99Held at end of 20250
GOOGLAlphabet Inc.
0.56%$312.39+12.2%$350.50Held at end of 20250
CCitigroup, Inc.
0.56%$114.95+10.8%$127.32Held at end of 20250
MSFTMicrosoft Corporation
0.55%$480.57+10.2%$529.76Held at end of 20250
CFGCitizens Financial Group, Inc.
0.55%$57.22+10.2%$63.07Held at end of 20250
FGJEXFidelity Advisor Growth & Income Fund - Class Z
0.55%$62.86+10.0%$69.12Held at end of 20250
NSCNorfolk Southern Corporation
0.55%$285.08+9.9%$313.20Held at end of 20250
FITBFifth Third Bancorp
0.55%$45.68+9.7%$50.12Held at end of 20250
METAMeta Platforms, Inc.
0.55%$658.40+9.6%$721.31Held at end of 20250
AVGOBroadcom Inc.
0.55%$344.20+9.4%$376.51Held at end of 20250
AMXAmerica Movil, S.A.B. de C.V. American Depository Receipt Series L
0.55%$20.43+9.2%$22.31Held at end of 20210
PHParker-Hannifin Corporation
0.55%$873.59+9.1%$952.79Held at end of 20250
AEPAmerican Electric Power Company, Inc.
0.54%$112.72+8.3%$122.08Held at end of 20250
USBU.S. Bancorp
0.54%$51.88+8.3%$56.17Held at end of 20250
PNCPNC Financial Services Group, Inc.
0.54%$203.94+6.8%$217.72Held at end of 20250
PGProcter & Gamble Company
0.53%$140.19+5.4%$147.82Held at end of 20250
QCOMQUALCOMM Incorporated
0.53%$168.42+5.2%$177.12Held at end of 20250
LMTLockheed Martin Corporation
0.53%$475.07+5.1%$499.22Held at end of 20250
ADPAutomatic Data Processing, Inc.
0.53%$251.59+4.9%$264.00Held at end of 20250
PRUPrudential Financial, Inc.
0.52%$108.62+3.4%$112.36Held at end of 20250
CIThe Cigna Group
0.52%$270.64+2.9%$278.51Held at end of 20250
CMICummins Inc.
0.51%$505.27+2.4%$517.32Held at end of 20250
TAT&T Inc.
0.51%$23.98+2.1%$24.47Held at end of 20250
PLDPrologis, Inc.
0.51%$124.74+2.1%$127.30Held at end of 20250
BLKBlackRock, Inc.
0.51%$1,053.05+1.6%$1,069.63Held at end of 20250
WPCW. P. Carey Inc. REIT
0.51%$61.76+1.6%$62.73Held at end of 20250
SOSouthern Company
0.50%$85.11+0.4%$85.44Held at end of 20250
BACBank of America Corporation
0.50%$54.13−1.1%$53.52Held at end of 20250
GDGeneral Dynamics Corporation
0.49%$332.28−1.7%$326.63Held at end of 20250
FERGFerguson Enterprises Inc.
0.49%$219.25−1.9%$215.06Held at end of 20250
WMTWalmart Inc.
0.49%$110.70−2.3%$108.16Held at end of 20250
UPSUnited Parcel Service, Inc.
0.49%$94.69−2.5%$92.29Held at end of 20250
DHRDanaher Corporation
0.48%$227.56−4.0%$218.49Held at end of 20250
PEGPublic Service Enterprise Group Incorporated
0.46%$78.26−8.3%$71.74Held at end of 20250
MDTMedtronic plc. Ordinary Shares
0.46%$93.66−8.7%$85.51Held at end of 20250
HLNHaleon plc American Depositary Shares
0.46%$9.91−9.0%$9.02Held at end of 20230
GLPIGaming and Leisure Properties, Inc.
0.45%$42.35−10.8%$37.78Held at end of 20250
PEPPepsico, Inc.
0.45%$139.28−11.2%$123.73Held at end of 20250
AJGArthur J. Gallagher & Co.
0.44%$256.46−11.4%$227.10Held at end of 20250
WFCWells Fargo & Company
0.44%$91.69−12.5%$80.26Held at end of 20250
HDHome Depot, Inc.
0.43%$336.79−15.1%$285.77Held at end of 20250
CCICrown Castle Inc.
0.40%$85.52−19.3%$69.01Held at end of 20250
LHXL3Harris Technologies, Inc.
0.40%$289.98−19.4%$233.63Held at end of 20250
ABTAbbott Laboratories
0.40%$123.00−19.7%$98.73Held at end of 20250
CMCSAComcast Corporation
0.39%$27.00−22.5%$20.94Held at end of 20250
MCDMcDonald's Corporation
0.39%$299.75−23.0%$230.88Held at end of 20250
IBMInternational Business Machines Corporation
0.38%$290.30−24.0%$220.51Held at end of 20250
ACNAccenture plc Class A Ordinary Shares
0.38%$262.88−25.2%$196.64Held at end of 20250
FNFFidelity National Financial, Inc.
0.37%$52.78−26.1%$39.02Held at end of 20250
BRBroadridge Financial Solutions, Inc.
0.37%$219.11−26.9%$160.13Held at end of 20250
PNRPentair plc. Ordinary Share
0.25%$103.11−49.4%$52.19Held at end of 20250
DINOHF Sinclair Corporation
0.08%$45.03+157%$115.63Held at end of 20250
OPYOppenheimer Holdings, Inc. Class A
0.05%$71.86+64.5%$118.22Held at end of 20210
SANBanco Santander, S.A. Sponsored ADR
0.04%$11.59+17.9%$13.66Held at end of 20210
TSLATesla, Inc.
0.03%$449.72−16.0%$377.81Held at end of 20210
RIVNRivian Automotive, Inc. - Class A
0.02%$19.71−27.2%$14.34Held at end of 20210
SNAPSnap Inc. Class A
0.02%$8.07−28.0%$5.81Held at end of 20210
FGF&G Annuities & Life, Inc.
0.02%$29.91−33.5%$19.89Held at end of 20250

Robert B. Aderholt's buys and sells

Aug 26, 2022 to Jul 28, 2025.

StockActionAmountTradedDisclosed
GSKGSK plc American Depositary Shares
Sold$1K–$15KJul 28, 2025Sep 10, 202544 days later
TSLAChildTesla, Inc.
Sold$1K–$15KDec 5, 2022Dec 13, 20228 days later
AAPLApple Inc.
Bought$1K–$15KAug 26, 2022Sep 23, 202228 days later

Robert B. Aderholt's portfolio by sector

Share of the estimated stock portfolio.

15%Consumer
SectorShareValueHoldings
Other43%~$690.5K17
Consumer Discretionary15%~$245.8K5
Financials9.4%~$150.9K18
Industrials7.1%~$114.5K15
Health Care4.6%~$73.5K8
Consumer Staples4.4%~$70.6K7
Technology4.4%~$70.5K8
Energy4.1%~$66.5K6
Communication Services3.1%~$50.7K7
Real Estate3.0%~$49K6
Utilities1.5%~$24K3

Portfolio performance: Robert B. Aderholt 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 May 20, 2022.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−50%0%+50%+100%+150%+200%JulApr2024OctJulApr+170%Nasdaq-100+112%S&P 500+48%You, copying
May 20, 2022 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+47.8%+9.3%
S&P 500+111.9%+18.7%
Nasdaq-100+169.8%+25.4%

Robert B. Aderholt's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
AAPLApple Inc.
10
TSLATesla, Inc.
01
GSKGSK plc American Depositary Shares
01

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