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 |
|---|---|---|---|---|
| HD — Fisher IRA ⇒ Home Depot, Inc. (HD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| HSBC — Fisher IRA ⇒ HSBC Holdings, plc. Common Stock (HSBC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| ISNPY — Fisher IRA ⇒ Intesa Sanpaolo S.P.A. Sponsored ADR (ISNPY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| ISRG — Fisher IRA ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| JCI — Fisher IRA ⇒ Johnson Controls International plc Ordinary Share (JCI) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| JNJ — Fisher IRA ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| JPM — Fisher IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| MRK — Fisher IRA ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| MSFT — Fisher IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| MA — Fisher IRA ⇒ Mastercard Incorporated Common Stock (MA) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| META — Fisher IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| MS — Fisher IRA ⇒ Morgan Stanley Common Stock (MS) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| MRAAY — Fisher IRA ⇒ Murata Manufacturing Co Ltd Unsponsored ADR (MRAAY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| NWG — Fisher IRA ⇒ NatWest Group plc American Depositary Shares, (NWG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| NSRGY — Fisher IRA ⇒ Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| NFLX — Fisher IRA ⇒ Netflix, Inc. - Common Stock (NFLX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| NKE — Fisher IRA ⇒ Nike, Inc. Common Stock (NKE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| NRDBY — Fisher IRA ⇒ NORDEA BANK ABP SP/ADR (NRDBY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| NVDA — Fisher IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| ORCL — Fisher IRA ⇒ Oracle Corporation Common Stock (ORCL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| PEP — Fisher IRA ⇒ Pepsico, Inc. (PEP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| PFE — Fisher IRA ⇒ Pfizer, Inc. Common Stock (PFE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| PG — Fisher IRA ⇒ Procter & Gamble Company (PG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| RIO — Fisher IRA ⇒ Rio Tinto Plc Common Stock (RIO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| RHHBY — Fisher IRA ⇒ ROCHE HOLDING LTD S/ADR (RHHBY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| RTX — Fisher IRA ⇒ RTX Corporation Common Stock (RTX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| CRM — Fisher IRA ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| SAFRY — Fisher IRA ⇒ Safran S.A. Unsponsored ADR (SAFRY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| SAP — Fisher IRA ⇒ SAP SE ADS (SAP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| NOW — Fisher IRA ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| SHEL — Fisher IRA ⇒ Shell PLC American Depositary Shares (SHEL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| SCGLY — Fisher IRA ⇒ Societe Generale France Sponsored ADR (SCGLY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| SONY — Fisher IRA ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| SBUX — Fisher IRA ⇒ Starbucks Corporation - Common Stock (SBUX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| SU — Fisher IRA ⇒ Suncor Energy Inc. Common Stock (SU) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| TSM — Fisher IRA ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| TMO — Fisher IRA ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| TM — Fisher IRA ⇒ Toyota Motor Corporation Common Stock (TM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| UBS — Fisher IRA ⇒ UBS Group AG Registered Ordinary Shares (UBS) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| UNCRY — Fisher IRA ⇒ UNICREDITO SPA UNSP/ADR (UNCRY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| UL — Fisher IRA ⇒ Unilever PLC Common Stock (UL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| UNH — Fisher IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| VCISY — Fisher IRA ⇒ Vinci SA ADR (VCISY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| V — Fisher IRA ⇒ Visa Inc. (V) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| WMT — Fisher IRA ⇒ Walmart Inc. Common Stock (WMT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 3, 2025 | Sep 14, 2026 |
| ABT — Abbott Laboratories Common Stock (ABT) [ST] | Not reported | Purchase | Mar 3, 2025 | Sep 11, 2026 |
| ADBE — Adobe Inc. - Common Stock (ADBE) [ST] | Not reported | Purchase | Mar 3, 2025 | Sep 11, 2026 |
| GOOGL — Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not reported | Purchase | Mar 3, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | Purchase | Mar 3, 2025 | Sep 11, 2026 |
| AXP — American Express Company Common Stock (AXP) [ST] | Not reported | Purchase | Mar 3, 2025 | Sep 11, 2026 |
All disclosures
15 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.