Inside Kurt Alme’s Portfolio as He Heads to the U.S. Senate

Barchart · 3d ago

Montana Senator-elect Kurt Alme, a Republican who defeated independent Seth Bodnar, disclosed a family portfolio concentrated in stock index funds and retirement accounts. His candidate financial report filed May 3, 2026 lists assets worth approximately $1.8 million–$3.9 million and no reportable liabilities.

  • Alme’s rollover IRA contains four Fidelity funds tracking large-cap, mid-cap, small-cap and international stocks. Each holding was valued at $250,001–$500,000, totaling approximately $1 million–$2 million.
  • S&P 500 funds appear throughout the disclosure, including State Street funds in Montana retirement plans, Fidelity funds in retirement and brokerage accounts, and a jointly held Vanguard fund.
  • His spouse’s Roth IRA includes Fidelity stock funds and a UBS certificate of deposit. Other family holdings include bank deposits, a Fidelity money-market fund and an MFS Value fund.
  • Alme previously served as Montana’s U.S. attorney and state budget director. His filing also lists a retirement account from the National Christian Foundation, where he held an executive role.
  • No individual publicly traded stocks were listed. The asset ranges are not an exact net-worth estimate; the filing states that certain assets were excluded under disclosure exemptions.

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Editor’s Note: This is a developing story. This article may be updated as more details become available.

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