Josh Gottheimer Stock Portfolio

Simulatedⓘ

Democratic · House · NJ

Josh Gottheimer's stock portfolio and returns vs the S&P 500, built from publicly disclosed congressional trades. Simulated using FIFO position matching and time-weighted returns.

Portfolio Value

$7.9M

Unrealized P&L

$2.1M

+36.7%

Realized P&L

$2.5M

Open Positions

169

Performance vs S&P 500

+0.5%

SPY +0.6%

α -0.1%

+20.7%

SPY +4.6%

α +16.1%

+26.4%

SPY +21.1%

α +5.3%

+2.6%

SPY +15.7%

α -13.1%

+66.3%

SPY +80.9%

α -14.6%

+60.5%

SPY +73.3%

α -12.8%

All

+141.7%

SPY +220.5%

α -78.8%

Head-to-head with S&P 500

Live Holdings169 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
MSFT	Microsoft Corporation	9,137	$398.24	$499.77	$4.6M	57.5%	+25.5%
NVDA	NVIDIA Corporation	2,163	$31.37	$225.28	$487K	6.1%	+618.2%
GOOG	alphabet Inc. - Class C Capital Stock	492	$143.30	$334.82	$165K	2.1%	+133.7%
UAL	United Airlines Holdings, Inc.	1,060	$30.67	$111.01	$118K	1.5%	+261.9%
AAPL	apple Inc.	241	$226.61	$336.40	$81K	1.0%	+48.5%
NFLX	Netflix, Inc.	1,059	$36.48	$71.45	$76K	0.9%	+95.8%
JNJ	Johnson & Johnson	272	$148.94	$268.61	$73K	0.9%	+80.3%
SHOP	Shopify Inc Class A subordinate voting shares	509	$83.61	$142.97	$73K	0.9%	+71.0%
MA	Mastercard Incorporated	120	$470.02	$559.61	$67K	0.8%	+19.1%
AMD	advanced Micro devices, Inc.	106	$171.24	$615.05	$65K	0.8%	+259.2%
TSLA	Tesla, Inc.	171	$352.15	$379.43	$65K	0.8%	+7.8%
AVGO	Broadcom Inc	162	$172.53	$355.19	$57K	0.7%	+105.9%
VIAV	Viavi Solutions Inc.	1,556	$7.59	$36.47	$57K	0.7%	+380.7%
GS	Goldman Sachs Group, Inc.	59	$441.31	$937.32	$55K	0.7%	+112.4%
GLW	Corning Inc	327	$49.00	$154.40	$50K	0.6%	+215.1%
WMT	Walmart Inc	440	$91.58	$110.39	$49K	0.6%	+20.5%
PGR	Progressive Corporation	223	$92.92	$203.72	$45K	0.6%	+119.2%
APH	amphenol Corporation	481	$27.45	$82.36	$40K	0.5%	+200.0%
IBM	International Business Machines Corporation	167	$227.73	$233.20	$39K	0.5%	+2.4%
BABA	alibaba Group Holding Limited american depositary Shares each representing eight ordinary share	340	$101.86	$111.02	$38K	0.5%	+9.0%
NOC	Northrop Grumman Corp	72	$460.48	$513.00	$37K	0.5%	+11.4%
NOW	ServiceNow, Inc.	262	$161.02	$140.61	$37K	0.5%	-12.7%
NTRA	Natera Inc	93	$172.13	$388.87	$36K	0.5%	+125.9%
ABT	abbott Laboratories	316	$120.65	$103.13	$33K	0.4%	-14.5%
ANET	Arista Networks, Inc.	149	$52.71	$203.10	$30K	0.4%	+285.3%
MELI	MercadoLibre, Inc.	17	$1485.69	$1795.50	$30K	0.4%	+20.9%
DC DCO	DUCOMMUN INC	174	$45.95	$171.66	$30K	0.4%	+273.6%
SQ	Square Inc Class A	334	$79.77	$86.38	$29K	0.4%	+8.3%
FSLR	First Solar Inc	143	$188.06	$192.09	$27K	0.3%	+2.1%
MTDR	Matador Resources Company	521	$25.83	$52.30	$27K	0.3%	+102.4%
INTA	INTAPP INC	738	$35.29	$36.49	$27K	0.3%	+3.4%
HLN	Haleon plc ADRR	2,897	$8.71	$9.13	$26K	0.3%	+4.7%
DHI	D.R. Horton Inc	186	$146.32	$140.47	$26K	0.3%	-4.0%
BR BRKS	Brooks Automation Inc	230	$69.50	$113.10	$26K	0.3%	+62.7%
SBCF	Seacoast Banking Corporation of Florida	775	$20.65	$32.52	$25K	0.3%	+57.5%
SPOT	Spotify Technology S.A. Ordinary Shares	45	$254.92	$512.62	$23K	0.3%	+101.1%
TPH	Tri Pointe Homes Inc	491	$31.46	$46.95	$23K	0.3%	+49.2%
FN FNA	Paragon 28, Inc. Common Stock	1,758	$9.10	$13.09	$23K	0.3%	+43.8%
AI AIR	aaR Corp.	188	$42.49	$119.76	$23K	0.3%	+181.8%
KO	Coca-Cola Company	245	$62.34	$87.94	$22K	0.3%	+41.1%
CVET	Covetrus, Inc.	1,015	$18.84	$20.93	$21K	0.3%	+11.1%
BA BAP	Credicorp Ltd	54	$147.84	$386.29	$21K	0.3%	+161.3%
ABBV	AbbVie Inc	76	$190.63	$265.00	$20K	0.3%	+39.0%
ALGM	Allegro MicoSystems Inc	569	$22.62	$35.31	$20K	0.3%	+56.1%
MMM	3M Company Common Stock	118	$148.32	$170.16	$20K	0.3%	+14.7%
ATRC	AtriCure Inc	331	$24.17	$59.60	$20K	0.3%	+146.6%
CRM	Salesforce.com Inc	82	$323.11	$238.93	$20K	0.3%	-26.1%
HMN	Horace Mann Educators Corporation	421	$31.13	$46.44	$20K	0.3%	+49.2%
BOOT	Boot barn Holdings, Inc.	155	$61.88	$125.39	$19K	0.2%	+102.6%
FDX	FedEx Corporation	64	$248.89	$292.87	$19K	0.2%	+17.7%
XOM	Exxon Mobil Corp	112	$142.85	$161.18	$18K	0.2%	+12.8%
AMZN	Amazon.com, Inc.	70	$90.39	$249.47	$17K	0.2%	+176.0%
COCO	VITA COCO COMPANY INC	288	$27.79	$57.63	$17K	0.2%	+107.4%
EB EBSB	Meridian Bancorp, Inc.	680	$11.76	$24.15	$16K	0.2%	+105.4%
DASH	DoorDash Inc	87	$138.27	$188.42	$16K	0.2%	+36.3%
VCYT	Veracyte, Inc.	376	$21.28	$43.30	$16K	0.2%	+103.5%
ZT ZTO	ZTO Express	828	$19.34	$19.59	$16K	0.2%	+1.3%
AB ABMD	abIoMEd, Inc.	42	$189.06	$380.79	$16K	0.2%	+101.4%
SY SYF	Synchrony Financial	215	$37.29	$70.55	$15K	0.2%	+89.2%
IT ITUB	Itau Unibanco banco Holding Sa american depositary Shares	1,806	$3.81	$8.20	$15K	0.2%	+115.1%
ON	ON Semiconductor Corp	191	$78.08	$74.22	$14K	0.2%	-4.9%
BX	The Blackstone Group Inc. Class A	115	$153.33	$119.74	$14K	0.2%	-21.9%
OC OCFC	OceanFirst Financial Corp.	804	$15.44	$17.04	$14K	0.2%	+10.4%
CRNX	Crinetics Pharmaceuticals, Inc. - Common Stock	159	$50.45	$84.95	$13K	0.2%	+68.4%
GMAB	Genmab A/S	381	$21.30	$34.80	$13K	0.2%	+63.4%
RDS.B	Royal Dutch Shell PLC Royal Dutch Shell PLC American Depositary Shares	256	$31.28	$51.09	$13K	0.2%	+63.3%
DRI	Darden Resturants Inc	61	$131.98	$214.64	$13K	0.2%	+62.6%
RTX	RTX Corporation Common Stock	67	$120.28	$192.67	$13K	0.2%	+60.2%
AGIO	Agios Pharmaceuticals Inc	372	$21.51	$34.22	$13K	0.2%	+59.1%
GTLS	Chart Industries Inc	60	$132.58	$209.90	$13K	0.2%	+58.3%
MTX	Minerals Technologies Inc.	182	$62.71	$67.16	$12K	0.1%	+7.1%
BIIB	biogen Inc.	53	$276.96	$227.23	$12K	0.1%	-18.0%
PT PTEN	Patterson UTI Energy Inc	1,089	$11.14	$11.06	$12K	0.1%	-0.7%
AORT	Artivion Inc	511	$15.65	$23.13	$12K	0.1%	+47.8%
SSNC	SS&C Technologies Holdings, Inc.	146	$67.23	$79.68	$12K	0.1%	+18.5%
INSM	Insmed Incorporated	98	$85.57	$118.75	$12K	0.1%	+38.8%
BC BCRX	BioCryst Pharmaceuticals Inc	1,347	$5.94	$8.57	$12K	0.1%	+44.4%
TLK	PT Telekomunikasi Indonesia (Persero) TBK	845	$15.63	$13.52	$11K	0.1%	-13.5%
SCHW	Charles Schwab Corporation	114	$70.04	$99.72	$11K	0.1%	+42.4%
LLY	Eli Lily and Company	10	$794.10	$1156.09	$11K	0.1%	+45.6%
WDAY	Workday, Inc. - Class A	58	$186.08	$192.09	$11K	0.1%	+3.2%
BEN	Franklin Resources, Inc.	341	$23.49	$32.85	$11K	0.1%	+39.9%
UNH	UnitedHealth Group Incorporated Common Stock	30	$268.55	$370.96	$11K	0.1%	+38.1%
RV RVLV	Revolve Group Inc	529	$15.13	$20.75	$11K	0.1%	+37.1%
GTES	Gates Industrial Corp PLC	413	$19.35	$26.48	$11K	0.1%	+36.9%
TEL	TE Connectivity Ltd. New Switzerland Registered Shares	50	$158.91	$214.65	$11K	0.1%	+35.1%
GEV	GE VERNOVA INC	11	$737.53	$950.28	$10K	0.1%	+28.9%
HQY	HealthEquity, Inc.	112	$56.05	$90.86	$10K	0.1%	+62.1%
TNDM	Tandem Diabetes Care, Inc. - Common Stock	613	$13.06	$16.43	$10K	0.1%	+25.8%
ABEV	ambev S.a. american depositary Shares	3,421	$1.83	$2.94	$10K	0.1%	+60.4%
MRK	Merck & Company Inc Common Stock	68	$118.33	$148.15	$10K	0.1%	+25.2%
SONY	Sony Group Corporation	431	$18.57	$23.21	$10K	0.1%	+25.0%
TCBI	Texas Capital Bancshares Inc	104	$76.95	$94.39	$10K	0.1%	+22.7%
CB	Chubb Ltd	28	$286.79	$334.92	$9K	0.1%	+16.8%
SE	Sea Ltd	90	$89.17	$103.31	$9K	0.1%	+15.9%
TW TWKS	Thoughtworks Holding Inc	2,058	$3.89	$4.47	$9K	0.1%	+14.8%
SH SHLS	Shoals Technolgies Group - Inc. Class A	1,214	$6.59	$7.58	$9K	0.1%	+14.9%
CTSH	Cognizant Technology Solutions Corporation - Class A	150	$62.38	$59.27	$9K	0.1%	-5.0%
LO LOPE	Grand Canyon Education Inc	58	$138.31	$150.87	$9K	0.1%	+9.1%
CATY	Cathay General Bancorp	143	$23.36	$60.53	$9K	0.1%	+159.1%
HA HAE	Haemonetics Corporation	80	$93.78	$107.08	$9K	0.1%	+14.2%
GILD	Gilead Sciences Inc	57	$140.97	$150.25	$9K	0.1%	+6.6%
TMO	Thermo Fisher Scientific Inc	13	$624.21	$662.01	$8K	0.1%	+6.1%
APD	air Products and Chemicals, Inc.	29	$276.35	$287.61	$8K	0.1%	+4.1%
ICE	Intercontinental Exchange Inc.	53	$169.56	$157.21	$8K	0.1%	-7.3%
CSWI	CSW INDUSTRIALS INC	26	$305.10	$305.10	$8K	0.1%	+0.0%
PW PWP	PERELLA WEINBERG PARTNERS	595	$13.44	$13.35	$8K	0.1%	-0.7%
CMI	Cummins Inc	15	$540.65	$524.40	$8K	0.1%	-3.0%
FSS	Federal Signal Corp	68	$117.63	$113.64	$8K	0.1%	-3.4%
MCD	McDonald's Corporation Common Stock	32	$284.61	$237.51	$8K	0.1%	-16.6%
CVNA	Carvana Co. Class A	116	$247.51	$64.38	$7K	0.1%	-74.0%
ALB	albemarle Corporation	65	$123.08	$114.14	$7K	0.1%	-7.3%
ALLY	Ally Financial Inc	192	$41.64	$38.59	$7K	0.1%	-7.3%
CHX	ChampionX Corporation	281	$27.71	$25.81	$7K	0.1%	-6.9%
NICE	NICE Ltd	62	$129.88	$117.43	$7K	0.1%	-9.6%
ADP	Automatic Data Processing Inc	26	$245.05	$264.29	$7K	0.1%	+7.8%
CR CRY	CryoLife, Inc.	416	$19.22	$16.74	$7K	0.1%	-12.9%
Z Z	Zillow Group, Inc. - Class C Capital Stock	234	$114.69	$28.63	$7K	0.1%	-75.0%
RIO	Rio Tinto Plc	70	$47.99	$95.15	$7K	0.1%	+98.3%
FI	Fiserv Inc	105	$212.37	$63.80	$7K	0.1%	-70.0%
DSGX	The Descartes Systems Group Inc.	81	$32.80	$80.13	$7K	0.1%	+144.3%
APP	Applovin Corporation - Class A Common Stock	20	$390.26	$315.29	$6K	0.1%	-19.2%
BBVA	banco bilbao Vizcaya argentaria S.a.	226	$2.72	$28.15	$6K	0.1%	+934.9%
MGY	Magnolia Oil & Gas Corporation Class A	255	$11.48	$24.50	$6K	0.1%	+113.4%
MTCH	Match Group, Inc.	153	$52.40	$40.70	$6K	0.1%	-22.3%
BNTX	BioNTech SE	62	$87.89	$98.39	$6K	0.1%	+11.9%
CELH	CELSIUS HOLDINGS INC	209	$52.56	$29.11	$6K	0.1%	-44.6%
IRT	Independence Realty Trust Inc	404	$19.78	$14.61	$6K	0.1%	-26.2%
FN	FABRINET	13	$600.91	$402.02	$5K	0.1%	-33.1%
SS SSL	Sasol Ltd. American Depositary Shares	371	$21.57	$14.31	$5K	0.1%	-33.7%
BM BMRN	BioMarin Pharmaceutical Inc.	84	$79.25	$61.99	$5K	0.1%	-21.8%
GWW	W.W. Grainger, Inc.	4	$726.06	$1272.29	$5K	0.1%	+75.2%
AZO	AutoZone Inc	2	$1881.42	$2853.78	$5K	0.1%	+51.7%
CACI	CACI International, Inc. Class A	8	$197.65	$616.40	$5K	0.1%	+211.9%
SUPN	Supernus Pharmaceuticals, Inc.	113	$24.50	$43.28	$5K	0.1%	+76.7%
HDB	H D F C Bank Ltd	202	$33.04	$22.80	$5K	0.1%	-31.0%
CHRD	Chord Energy Corp	33	$130.58	$137.85	$5K	0.1%	+5.6%
MNST	Monster Beverage Corporation	99	$81.10	$43.58	$4K	0.1%	-46.3%
APPF	AppFolio Inc - Class A	20	$119.14	$209.88	$4K	0.1%	+76.2%
STRL	Sterling Infrastructure, Inc. - Common Stock	8	$119.33	$514.53	$4K	0.1%	+331.2%
FB	Facebook Inc Class A	82	$194.25	$45.48	$4K	0.1%	-76.6%
CM CMP	Compass Minerals Intl Inc	137	$58.31	$23.33	$3K	0.0%	-60.0%
ALC	Alcon Inc. Ordinary Shares	49	$61.81	$65.31	$3K	0.0%	+5.7%
ENPH	Enphase Energy, Inc.	96	$149.13	$32.79	$3K	0.0%	-78.0%
WB WBS	Webster Financial Corporation	41	$28.80	$77.57	$3K	0.0%	+169.3%
CC CCXI	ChemoCentryx Inc	223	$21.20	$12.55	$3K	0.0%	-40.8%
TW TWTR	Twitter, Inc.	56	$69.25	$49.89	$3K	0.0%	-28.0%
SR SRPT	Sarepta Therapeutics, Inc.	125	$127.52	$18.97	$2K	0.0%	-85.1%
ADC	Agree Realty Corporation	34	$55.69	$67.45	$2K	0.0%	+21.1%
SWTX	SPRINGWORKS THERAPEUTICS INC	42	$37.72	$46.99	$2K	0.0%	+24.6%
BRK.B	Berkshire Hathaway Inc New	4	$465.85	$508.30	$2K	0.0%	+9.1%
EW	Edwards Lifesciences Corp	21	$70.31	$86.41	$2K	0.0%	+22.9%
UMBF	UMB Financial Corp	13	$81.57	$134.29	$2K	0.0%	+64.6%
BKNG	booking Holdings Inc.	8	$4257.42	$155.78	$1K	0.0%	-96.3%
SNDR	Schneider National, Inc. Common Stock	36	$26.38	$32.28	$1K	0.0%	+22.4%
SNAP	Snap Inc. Class A	209	$11.56	$5.28	$1K	0.0%	-54.4%
SL SLGN	Silgan Holdings Inc.	29	$41.35	$37.22	$1K	0.0%	-10.0%
SA SAM	Boston Beer Company, Inc.	5	$1166.71	$167.23	$864	0.0%	-85.7%
ABG	Asbury Automotive Group Inc	5	$205.07	$180.74	$850	0.0%	-11.9%
FCX	Freeport-McMoRan Inc	10	$45.90	$72.61	$732	0.0%	+58.2%
LP LPRO	Opens Lending Corporation - Class A	200	$39.94	$3.14	$628	0.0%	-92.1%
D	Dominion Energy Inc	7	$55.06	$61.15	$443	0.0%	+11.1%
PINS	Pinterest, Inc. Class A	23	$59.55	$18.59	$434	0.0%	-68.8%
ITT	ITT Inc	2	$66.45	$212.40	$365	0.0%	+219.6%
EBS	Emergent Biosolutions, Inc.	50	$50.41	$6.74	$339	0.0%	-86.6%
QD QDEL	Quidel Corporation	28	$80.73	$10.32	$289	0.0%	-87.2%
PH PHR	Phreesia, Inc.	21	$16.39	$9.69	$202	0.0%	-40.9%
GRUB	GrubHub Inc.	22	$60.39	$6.07	$134	0.0%	-90.0%
ROKU	Roku Inc Class A	1	$362.92	$153.45	$122	0.0%	-57.7%

About this simulation

This portfolio is a simulation built from publicly disclosed STOCK Act filings. Since politicians only report trade amounts as ranges (e.g., “$1,001 - $15,000”), we use the midpoint of each range and the closing price on the trade date to estimate share counts. Returns are calculated using Time-Weighted Return (TWR), the industry standard for measuring stock-picking skill independent of cash flow timing. Read the full methodology →