“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: annual report CY2025 · (no PTR trades after report date)
Estimated total: $29.1M–$99.9M across 111 positions.
Based on the annual report CY2025 and trades reported after it, Sen. Bill Hagerty holds an estimated 111 positions worth $29.1M–$99.9M in total. The largest estimated holding is VFIAX ($5M–$25M). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| VFIAX VFIAX - Vanguard 500 Index Fd Admiral Shs | Fund/ETF | $5M–$25M | High | Report |
| Nashville Soccer Holdings, LLC | Other | $4M–$20M | High | Report |
| SPY SPY - SPDR S&P 500 ETF Trust | Fund/ETF | $1.5M–$6M | High | Report |
| Princeton Fund LLC Class A Series 1 | Private fund | $1M–$5M | High | Report |
| Line of Credit for DC 4 Irrevocable Trust | Other | $1M–$5M | High | Report |
| NEWAsurion | Stock | $1M–$5M | High | Report |
| HC 17th and Grand Partners, LP | Other | $900K–$2M | High | Report |
| SNOXX SNOXX - Schwab Treasury Obligation Money Market | Fund/ETF | $1M–$2M | High | Report |
| TOIXX TOIXX - TOIXX - Federated Hermes Treasury Obligation Shares | Fund/ETF | $600K–$1.2M | High | Report |
| Northwestern Mutual Life Insurance | Insurance | $500K–$1M | High | Report |
| ET ET - Energy Transfer LP | Stock | $500K–$1M | High | Report |
| EPD EPD - Enterprise Products Partners L.P. | Stock | $500K–$1M | High | Report |
| Contour Venture Partners II, LP | Other | $500K–$1M | High | Report |
| Line of Credit for DC 1 Irrevocable Trust | Other | $500K–$1M | High | Report |
| Line of Credit for DC 2 Irrevocable Trust | Other | $500K–$1M | High | Report |
| Line of Credit for DC 3 Irrevocable Trust | Other | $500K–$1M | High | Report |
| HC D Hill Partners, LP | Other | $400K–$1M | High | Report |
| United States Treasury Bill 07/31/2026 | Other | $300K–$750K | High | Report |
| UTPXX UTPXX - Federated Hermes Money Market US Treasury | Fund/ETF | $300K–$600K | High | Report |
| PNFP PNFP - Pinnacle Financial Partners, Inc. - Common Stock | Stock | $300K–$600K | High | Report |
| RNR RNR - RenaissanceRe Holdings Ltd. | Stock | $265K–$550K | High | Report |
| QUAL QUAL - iShares MSCI USA Quality Factor ETF | Fund/ETF | $250K–$500K | High | Report |
| VONG VONG - Vanguard Russell 1000 Growth Index Fund ETF Shares | Fund/ETF | $250K–$500K | High | Report |
| VONV VONV - Vanguard Russell 1000 Value Index Fund ETF Shares | Fund/ETF | $250K–$500K | High | Report |
| MDLZ MDLZ - Mondelez International, Inc. | Stock | $250K–$500K | High | Report |
| SO SO - The Southern Company | Stock | $250K–$500K | High | Report |
| PH PH - Parker-Hannifin Corporation | Stock | $250K–$500K | High | Report |
| WES WES - Western Midstream Partners, LP | Stock | $250K–$500K | High | Report |
| Contour Venture Partners III, LP | Other | $250K–$500K | High | Report |
| Contour Opportunity Fund | Other | $250K–$500K | High | Report |
| ANET ANET - Arista Networks, Inc. | Stock | $250K–$500K | High | Report |
| POCT POCT - Innovator S&P 500 Power Buffer ETF - October | Fund/ETF | $250K–$500K | High | Report |
| 445 Park Commons | Real estate | $250K–$500K | High | Report |
| RHP RHP - Ryman Hospitality Properties, Inc. (REIT) | Stock | $250K–$500K | High | Report |
| United States Treasury Bill 05/15/2027 | Other | $250K–$500K | High | Report |
| IBDR IBDR - iShares iBonds Dec 2026 Term Corporate ETF | Stock | $250K–$500K | High | Report |
| VUSB VUSB - Vanguard Ultra-Short Bond ETF | Fund/ETF | $200K–$500K | High | Report |
| IAU IAU - iShares Gold Trust | Fund/ETF | $100K–$250K | High | Report |
| MTUM MTUM - iShares MSCI USA Momentum Factor ETF | Fund/ETF | $100K–$250K | High | Report |
| SPDW SPDW - SPDR Portfolio Developed World ex-US ETF | Fund/ETF | $100K–$250K | High | Report |
| SPEM SPEM - SPDR Portfolio Emerging Markets ETF | Fund/ETF | $100K–$250K | High | Report |
| VOE VOE - Vanguard Mid-Cap Value Index Fund ETF Shares | Fund/ETF | $100K–$250K | High | Report |
| VIOG VIOG - Vanguard S&P Small-Cap 600 Growth Index Fund ETF S | Fund/ETF | $100K–$250K | High | Report |
| VBR VBR - Vanguard Small-Cap Value Index Fund ETF Shares | Fund/ETF | $100K–$250K | High | Report |
| DBEF DBEF - Xtrackers MSCI EAFE Hedged Equity ETF | Fund/ETF | $100K–$250K | High | Report |
| NSRGY NSRGY - Nestle S.A. | Stock | $100K–$250K | High | Report |
| PNC PNC - The PNC Financial Services Group, Inc. | Stock | $100K–$250K | High | Report |
| LFRAX LFRAX - Lord Abbett Floating Rate Fund - Class A | Fund/ETF | $100K–$250K | High | Report |
| NTRA NTRA - Natera, Inc. | Stock | $100K–$250K | High | Report |
| ARLP ARLP - Alliance Resource Partners, L.P. | Stock | $100K–$250K | High | Report |
| KMI KMI - Kinder Morgan, Inc. | Stock | $100K–$250K | High | Report |
| MSFT MSFT - Microsoft Corporation - Common Stock | Stock | $100K–$250K | High | Report |
| OKE OKE - ONEOK, Inc. | Stock | $100K–$250K | High | Report |
| Contour Venture Partners IV, LP | Other | $100K–$250K | High | Report |
| Contour Opportunity Fund II, LP | Other | $100K–$250K | High | Report |
| KTOS KTOS - Kratos Defense & Security Solutions, Inc. - Common | Stock | $100K–$250K | High | Report |
| AAPL AAPL - Apple Inc. | Stock | $100K–$250K | High | Report |
| KOCT KOCT - Innovator Russell 2000 Power Buffer ETF | Fund/ETF | $100K–$250K | High | Report |
| GS GS - The Goldman Sachs Group, Inc. | Stock | $100K–$250K | High | Report |
| PLTR PLTR - Palantir Technologies Inc. Class A Common Stock | Stock | $100K–$250K | High | Report |
| DataCo Solutions | Stock | $100K–$250K | High | Report |
| 4th and Commerce | Real estate | $100K–$250K | High | Report |
| EP Grassmere, LLC | Real estate | $100K–$250K | High | Report |
| IBDS IBDS - iShares iBonds Dec 2027 Term Corporate ETF | Stock | $100K–$250K | High | Report |
| Alto Solutions | Stock | $100K–$250K | High | Report |
| NOBL NOBL - S&P 500 Dividend Aristocrats ETF | Fund/ETF | $100K–$200K | High | Report |
| DIA DIA - SPDR Dow Jones Industrial Average ETF | Fund/ETF | $100K–$200K | High | Report |
| Charles Schwab | Cash | $35K–$175K | High | Report |
| Pinnacle Bank | Cash | $54K–$160K | High | Report |
| VOT VOT - Vanguard Mid-Cap Growth Index Fund ETF Shares | Fund/ETF | $50K–$100K | High | Report |
| CPPAX CPPAX - American Funds Preservation Portfolio Class 529- | Fund/ETF | $50K–$100K | High | Report |
| Unum Life Insurance | Insurance | $50K–$100K | High | Report |
| CSX CSX - CSX Corporation | Stock | $50K–$100K | High | Report |
| NSC NSC - Norfolk Southern Corporation | Stock | $50K–$100K | High | Report |
| PEP PEP - PepsiCo, Inc. | Stock | $50K–$100K | High | Report |
| FUN FUN - Cedar Fair, L.P. | Stock | $50K–$100K | High | Report |
| JPM JPM - JP Morgan Chase & Co. Common Stock | Stock | $50K–$100K | High | Report |
| FDX FDX - FedEx Corporation | Stock | $50K–$100K | High | Report |
| AMZN AMZN - Amazon.com, Inc. | Stock | $50K–$100K | High | Report |
| GOOG GOOG - Alphabet Inc. | Stock | $50K–$100K | High | Report |
| SYK SYK - Stryker Corporation Common Stock | Stock | $50K–$100K | High | Report |
| Agent Hero | Stock | $50K–$100K | High | Report |
| Morgan Stanley | Cash | $15K–$50K | High | Report |
| LKQ LKQ - LKQ Corporation | Stock | $15K–$50K | High | Report |
| LYB LYB - LyondellBasell Industries N.V. | Stock | $15K–$50K | High | Report |
| WY WY - Weyerhaeuser Company | Stock | $15K–$50K | High | Report |
| ARCC ARCC - Ares Capital Corporation | Stock | $15K–$50K | High | Report |
| EQT EQT - Eqt Corp | Stock | $15K–$50K | High | Report |
| PAA PAA - Plains All American Pipeline, L.P. | Stock | $15K–$50K | High | Report |
| Goldman Sachs | Cash | $15K–$50K | High | Report |
| Distressed Managers IV, LP | Other | $15K–$50K | High | Report |
| A A - Agilent Technologies, Inc. | Stock | $15K–$50K | High | Report |
| BAH BAH - Booz Allen Hamilton Holding Corporation | Stock | $15K–$50K | High | Report |
| BX BX - The Blackstone Group Inc. | Stock | $15K–$50K | High | Report |
| BA BA - The Boeing Company | Stock | $15K–$50K | High | Report |
| CSCO CSCO - Cisco Systems, Inc. | Stock | $15K–$50K | High | Report |
| INGR INGR - Ingredion Incorporated | Stock | $15K–$50K | High | Report |
| JNJ JNJ - Johnson & Johnson | Stock | $15K–$50K | High | Report |
| TDY TDY - Teledyne Technologies Incorporated Common Stock | Stock | $15K–$50K | High | Report |
| LOW LOW - Lowe's Companies, Inc. Common Stock | Stock | $15K–$50K | High | Report |
| Burton 6, LLC | Real estate | $15K–$50K | High | Report |
| VBR VBR - Vanguard Small-Cap Value Index Fund - ETF Shares | Stock | $2K–$30K | High | Report |
| RSP RSP - Invesco S&P 500 Equal Weight ETF | Stock | $2K–$30K | High | Report |
| Schwab | Cash | $1K–$15K | High | Report |
| DRI DRI - Darden Restaurants, Inc. | Stock | $1K–$15K | High | Report |
| Capital Partners VI | Other | $1K–$15K | High | Report |
| Contour Venture Partners, LP | Other | $1K–$15K | High | Report |
| Silverpeak Legacy Fund, II LP | Other | $1K–$15K | High | Report |
| Silverpeak Legacy Fund, III LP | Other | $1K–$15K | High | Report |
| SIRI SIRI - Sirius XM Holdings Inc. - Common Stock | Stock | $1K–$15K | High | Report |
| IQDNX IQDNX - Infinity Q Diversified Alpha Fund | Fund/ETF | $1K–$15K | High | Report |
Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.