1 year
3.96%
Cumulative estimated return
SPY: 14.60%
Outperformance: -10.64 percentage points
2025-09-15 – 2026-09-15
Missing information
- 4 rows without a saved price.
- 79 sales exceeding observed holdings (unmatched amount omitted).
Bruce Westerman
Updated Sep 14, 2026Republican · House AR04
Wikipedia biography ↗Years Elected: About 11.7Rank: #123
Service dates
Federal elected service; earlier service not yet verified.
- Jan 6, 2015 – Sep 16, 2026
Estimated public-equity portfolio performance
3 years
-3.98%
Cumulative estimated return
SPY: 29.74%
Outperformance: -33.72 percentage points
2025-03-03 – 2026-09-15
Missing information
- 4 rows without a saved price.
- 79 sales exceeding observed holdings (unmatched amount omitted).
- Available investment history starts 2025-03-03.
5 years
-3.98%
Cumulative estimated return
SPY: 29.74%
Outperformance: -33.72 percentage points
2025-03-03 – 2026-09-15
Missing information
- 4 rows without a saved price.
- 79 sales exceeding observed holdings (unmatched amount omitted).
- Available investment history starts 2025-03-03.
As of Sep 15, 2026. 213 parsed trades. Ranks use three-year return.
How estimates are calculated
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Current holdings
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| No individual public-equity holdings are identified in this disclosure. | ||||||
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
Estimated positions as of Sep 15, 2026
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| ASML Holding N.V. - New York Registry Shares (ASML) [ST] | not_reported | 9.52339251713501639076381182 | 15156.29 |
| Sony Group Corporation American Depositary Shares (SONY) [ST] | not_reported | 315.1468277273533369656146868 | 7538.31 |
Completed trades
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
All trades
426 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| ADDYY — Fisher IRA ⇒ adidas AG Sponsored ADR (ADDYY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 4, 2025 | Sep 14, 2026 |
| BUD — Fisher IRA ⇒ Anheuser-Busch Inbev SA Sponsored ADR (BUD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 4, 2025 | Sep 14, 2026 |
| CFRUY — Fisher IRA ⇒ Compagnie Financiere Richemont Unsponsored ADR (CFRUY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 4, 2025 | Sep 14, 2026 |
| DHR — Fisher IRA ⇒ Danaher Corporation Common Stock (DHR) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 4, 2025 | Sep 14, 2026 |
| MDT — Fisher IRA ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 4, 2025 | Sep 14, 2026 |
| TOELY — Fisher IRA ⇒ Tokyo Electron Ltd Unsponsored ADR (TOELY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 4, 2025 | Sep 14, 2026 |
| UNP — Fisher IRA ⇒ Union Pacific Corporation Common Stock (UNP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 4, 2025 | Sep 14, 2026 |
| ADDYY — adidas AG Sponsored ADR (ADDYY) [ST] | Not reported | Purchase | Mar 4, 2025 | Sep 11, 2026 |
| BUD — Anheuser-Busch Inbev SA Sponsored ADR (BUD) [ST] | Not reported | Purchase | Mar 4, 2025 | Sep 11, 2026 |
| CFRUY — Compagnie Financiere Richemont Unsponsored ADR (CFRUY) [ST] | Not reported | Purchase | Mar 4, 2025 | Sep 11, 2026 |
| DHR — Danaher Corporation Common Stock (DHR) [ST] | Not reported | Purchase | Mar 4, 2025 | Sep 11, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | Purchase | Mar 4, 2025 | Sep 11, 2026 |
| TOELY — Tokyo Electron Ltd Unsponsored ADR (TOELY) [ST] | Not reported | Purchase | Mar 4, 2025 | Sep 11, 2026 |
| UNP — Union Pacific Corporation Common Stock (UNP) [ST] | Not reported | Purchase | Mar 4, 2025 | Sep 11, 2026 |
| ADBE — Fisher IRA ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| AMZN — Fisher IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| ABT — Fisher IRA ⇒ Abbott Laboratories Common Stock (ABT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| GOOGL — Fisher IRA ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| AXP — Fisher IRA ⇒ American Express Company Common Stock (AXP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| AAPL — Fisher IRA ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| ASML — Fisher IRA ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| AZN — Fisher IRA ⇒ AstraZeneca PLC - American Depositary Shares (AZN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| BAC — Fisher IRA ⇒ Bank of America Corporation Common Stock (BAC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| BCS — Fisher IRA ⇒ Barclays PLC Common Stock (BCS) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| BHP — Fisher IRA ⇒ BHP Group Limited American Depositary Shares (BHP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| BSX — Fisher IRA ⇒ Boston Scientific Corporation Common Stock (BSX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| BP — Fisher IRA ⇒ BP p.l.c. Common Stock (BP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| AVGO — Fisher IRA ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| C — Fisher IRA ⇒ Citigroup, Inc. Common Stock (C) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| CNQ — Fisher IRA ⇒ Canadian Natural Resources Limited Common Stock (CNQ) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| CAT — Fisher IRA ⇒ Caterpillar, Inc. Common Stock (CAT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| SCHW — Fisher IRA ⇒ Charles Schwab Corporation (SCHW) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| CVX — Fisher IRA ⇒ Chevron Corporation Common Stock (CVX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| COP — Fisher IRA ⇒ ConocoPhillips Common Stock (COP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| COST — Fisher IRA ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| CRARY — Fisher IRA ⇒ Credit Agricole SA Unsponsored ADR (CRARY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| CCI — Fisher IRA ⇒ Crown Castle Inc. Common Stock (CCI) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| CMI — Fisher IRA ⇒ Cummins Inc. Common Stock (CMI) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| DE — Fisher IRA ⇒ Deere & Company Common Stock (DE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| DB — Fisher IRA ⇒ Deutsche Bank AG Common Stock (DB) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| DTEGY — Fisher IRA ⇒ Deutsche Telekom AG (DTEGY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| DSDVY — Fisher IRA ⇒ DSV A/S Unsponsored ADR (DSDVY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| EW — Fisher IRA ⇒ Edwards Lifesciences Corporation Common Stock (EW) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| LLY — Fisher IRA ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| EMR — Fisher IRA ⇒ Emerson Electric Company Common Stock (EMR) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| XOM — Fisher IRA ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| FANUY — Fisher IRA ⇒ Fanuc Corporation Unsponsored ADR (FANUY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| FCX — Fisher IRA ⇒ Freeport-McMoRan, Inc. Common Stock (FCX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| GS — Fisher IRA ⇒ Goldman Sachs Group, Inc. (GS) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| GSK — Fisher IRA ⇒ GSK plc American Depositary Shares (GSK) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
All disclosures
15 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.