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

$6.7M

Unrealized P&L

$939K

+16.1%

Realized P&L

$2.5M

Open Positions

169

Performance vs S&P 500

-6.5%

SPY -0.8%

α -5.7%

+3.6%

SPY +13.9%

α -10.4%

-12.7%

SPY +7.8%

α -20.5%

-6.0%

SPY +24.0%

α -30.1%

+33.5%

SPY +72.4%

α -39.0%

+44.0%

SPY +76.5%

α -32.5%

All

+104.9%

SPY +210.8%

α -105.8%

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	$369.09	$3.4M	50.0%	-7.3%
NVDA	NVIDIA Corporation	2,163	$31.37	$207.84	$449K	6.7%	+562.6%
GOOG	alphabet Inc. - Class C Capital Stock	492	$143.30	$348.00	$171K	2.5%	+142.8%
UAL	United Airlines Holdings, Inc.	1,060	$30.67	$119.09	$126K	1.9%	+288.3%
VIAV	Viavi Solutions Inc.	1,556	$7.59	$52.45	$82K	1.2%	+591.3%
APH	amphenol Corporation	481	$27.45	$165.82	$80K	1.2%	+504.0%
NFLX	Netflix, Inc.	1,059	$36.48	$72.97	$77K	1.1%	+100.0%
AAPL	apple Inc.	241	$226.61	$297.28	$72K	1.1%	+31.2%
TSLA	Tesla, Inc.	171	$352.15	$405.41	$70K	1.0%	+15.1%
GLW	Corning Inc	327	$49.00	$207.67	$68K	1.0%	+323.9%
GS	Goldman Sachs Group, Inc.	59	$441.31	$1099.56	$65K	1.0%	+149.2%
AVGO	Broadcom Inc	162	$172.53	$395.04	$64K	0.9%	+129.0%
JNJ	Johnson & Johnson	272	$148.94	$230.69	$63K	0.9%	+54.9%
MA	Mastercard Incorporated	120	$470.02	$484.35	$58K	0.9%	+3.0%
AMD	advanced Micro devices, Inc.	106	$171.24	$545.48	$58K	0.9%	+218.6%
SHOP	Shopify Inc Class A subordinate voting shares	509	$83.61	$108.14	$55K	0.8%	+29.3%
WMT	Walmart Inc	440	$91.58	$117.20	$52K	0.8%	+28.0%
PGR	Progressive Corporation	223	$92.92	$207.63	$46K	0.7%	+123.5%
IBM	International Business Machines Corporation	167	$227.73	$248.02	$41K	0.6%	+8.9%
FSLR	First Solar Inc	143	$188.06	$262.69	$38K	0.6%	+39.7%
NOC	Northrop Grumman Corp	72	$460.48	$507.63	$37K	0.5%	+10.2%
BABA	alibaba Group Holding Limited american depositary Shares each representing eight ordinary share	340	$101.86	$104.84	$36K	0.5%	+2.9%
ALGM	Allegro MicoSystems Inc	569	$22.62	$60.74	$35K	0.5%	+168.6%
DHI	D.R. Horton Inc	186	$146.32	$155.97	$29K	0.4%	+6.6%
SQ	Square Inc Class A	334	$79.77	$86.38	$29K	0.4%	+8.3%
DC DCO	DUCOMMUN INC	174	$45.95	$164.75	$29K	0.4%	+258.5%
ABT	abbott Laboratories	316	$120.65	$88.15	$28K	0.4%	-26.9%
BOOT	Boot barn Holdings, Inc.	155	$61.88	$178.24	$28K	0.4%	+188.1%
MELI	MercadoLibre, Inc.	17	$1485.69	$1595.89	$27K	0.4%	+7.4%
MTDR	Matador Resources Company	521	$25.83	$50.49	$26K	0.4%	+95.5%
BR BRKS	Brooks Automation Inc	230	$69.50	$113.10	$26K	0.4%	+62.7%
ANET	Arista Networks, Inc.	149	$52.71	$174.60	$26K	0.4%	+231.3%
HLN	Haleon plc ADRR	2,897	$8.71	$8.79	$25K	0.4%	+0.9%
AI AIR	aaR Corp.	188	$42.49	$135.00	$25K	0.4%	+217.7%
ON	ON Semiconductor Corp	191	$78.08	$130.28	$25K	0.4%	+66.9%
SBCF	Seacoast Banking Corporation of Florida	775	$20.65	$31.20	$24K	0.4%	+51.1%
NOW	ServiceNow, Inc.	262	$161.02	$92.32	$24K	0.4%	-42.7%
COCO	VITA COCO COMPANY INC	288	$27.79	$82.72	$24K	0.3%	+197.7%
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%
CVET	Covetrus, Inc.	1,015	$18.84	$20.93	$21K	0.3%	+11.1%
NTRA	Natera Inc	93	$172.13	$226.99	$21K	0.3%	+31.9%
FDX	FedEx Corporation	64	$248.89	$327.10	$21K	0.3%	+31.4%
SPOT	Spotify Technology S.A. Ordinary Shares	45	$254.92	$459.48	$21K	0.3%	+80.2%
BA BAP	Credicorp Ltd	54	$147.84	$381.49	$21K	0.3%	+158.0%
HMN	Horace Mann Educators Corporation	421	$31.13	$48.95	$21K	0.3%	+57.2%
VCYT	Veracyte, Inc.	376	$21.28	$53.24	$20K	0.3%	+150.2%
KO	Coca-Cola Company	245	$62.34	$79.92	$20K	0.3%	+28.2%
MMM	3M Company Common Stock	118	$148.32	$162.68	$19K	0.3%	+9.7%
ZT ZTO	ZTO Express	828	$19.34	$22.23	$18K	0.3%	+15.0%
ABBV	AbbVie Inc	76	$190.63	$229.09	$17K	0.3%	+20.2%
EB EBSB	Meridian Bancorp, Inc.	680	$11.76	$24.15	$16K	0.2%	+105.4%
AMZN	Amazon.com, Inc.	70	$90.39	$233.41	$16K	0.2%	+158.2%
SY SYF	Synchrony Financial	215	$37.29	$75.49	$16K	0.2%	+102.4%
AB ABMD	abIoMEd, Inc.	42	$189.06	$380.79	$16K	0.2%	+101.4%
INTA	INTAPP INC	738	$35.29	$21.39	$16K	0.2%	-39.4%
XOM	Exxon Mobil Corp	112	$142.85	$138.44	$16K	0.2%	-3.1%
DASH	DoorDash Inc	87	$138.27	$172.94	$15K	0.2%	+25.1%
OC OCFC	OceanFirst Financial Corp.	804	$15.44	$18.16	$15K	0.2%	+17.6%
IT ITUB	Itau Unibanco banco Holding Sa american depositary Shares	1,806	$3.81	$7.92	$14K	0.2%	+107.7%
MTX	Minerals Technologies Inc.	182	$62.71	$77.53	$14K	0.2%	+23.6%
BX	The Blackstone Group Inc. Class A	115	$153.33	$122.88	$14K	0.2%	-19.9%
SH SHLS	Shoals Technolgies Group - Inc. Class A	1,214	$6.59	$10.90	$13K	0.2%	+65.4%
RDS.B	Royal Dutch Shell PLC Royal Dutch Shell PLC American Depositary Shares	256	$31.28	$51.09	$13K	0.2%	+63.3%
AGIO	Agios Pharmaceuticals Inc	372	$21.51	$34.92	$13K	0.2%	+62.4%
DRI	Darden Resturants Inc	61	$131.98	$209.16	$13K	0.2%	+58.5%
GTLS	Chart Industries Inc	60	$132.58	$208.75	$13K	0.2%	+57.5%
BC BCRX	BioCryst Pharmaceuticals Inc	1,347	$5.94	$9.29	$13K	0.2%	+56.3%
CRM	Salesforce.com Inc	82	$323.11	$150.05	$12K	0.2%	-53.6%
GEV	GE VERNOVA INC	11	$737.53	$1125.12	$12K	0.2%	+52.5%
UNH	UnitedHealth Group Incorporated Common Stock	30	$268.55	$408.68	$12K	0.2%	+52.2%
RTX	RTX Corporation Common Stock	67	$120.28	$182.20	$12K	0.2%	+51.5%
TLK	PT Telekomunikasi Indonesia (Persero) TBK	845	$15.63	$14.15	$12K	0.2%	-9.4%
GTES	Gates Industrial Corp PLC	413	$19.35	$28.20	$12K	0.2%	+45.7%
BEN	Franklin Resources, Inc.	341	$23.49	$33.85	$12K	0.2%	+44.1%
RV RVLV	Revolve Group Inc	529	$15.13	$20.82	$11K	0.2%	+37.6%
PT PTEN	Patterson UTI Energy Inc	1,089	$11.14	$10.09	$11K	0.2%	-9.5%
LLY	Eli Lily and Company	10	$794.10	$1103.95	$11K	0.2%	+39.0%
ABEV	ambev S.a. american depositary Shares	3,421	$1.83	$3.14	$11K	0.2%	+71.4%
TEL	TE Connectivity Ltd. New Switzerland Registered Shares	50	$158.91	$211.74	$11K	0.2%	+33.3%
CMI	Cummins Inc	15	$540.65	$718.82	$11K	0.2%	+33.0%
BIIB	biogen Inc.	53	$276.96	$198.96	$11K	0.2%	-28.2%
SCHW	Charles Schwab Corporation	114	$70.04	$92.22	$11K	0.2%	+31.7%
AORT	Artivion Inc	511	$15.65	$20.48	$10K	0.2%	+30.8%
TCBI	Texas Capital Bancshares Inc	104	$76.95	$99.89	$10K	0.1%	+29.8%
ALB	albemarle Corporation	65	$123.08	$155.77	$10K	0.1%	+26.6%
GMAB	Genmab A/S	381	$21.30	$25.50	$10K	0.1%	+19.8%
INSM	Insmed Incorporated	98	$85.57	$98.97	$10K	0.1%	+15.7%
HQY	HealthEquity, Inc.	112	$56.05	$85.24	$10K	0.1%	+52.1%
APP	Applovin Corporation - Class A Common Stock	20	$390.26	$464.21	$10K	0.1%	+18.9%
ATRC	AtriCure Inc	331	$24.17	$28.73	$10K	0.1%	+18.9%
SSNC	SS&C Technologies Holdings, Inc.	146	$67.23	$65.10	$10K	0.1%	-3.2%
PW PWP	PERELLA WEINBERG PARTNERS	595	$13.44	$15.85	$9K	0.1%	+17.9%
TW TWKS	Thoughtworks Holding Inc	2,058	$3.89	$4.47	$9K	0.1%	+14.8%
MNST	Monster Beverage Corporation	99	$81.10	$93.01	$9K	0.1%	+14.7%
CB	Chubb Ltd	28	$286.79	$325.85	$9K	0.1%	+13.6%
CR CRY	CryoLife, Inc.	416	$19.22	$21.60	$9K	0.1%	+12.4%
TNDM	Tandem Diabetes Care, Inc. - Common Stock	613	$13.06	$14.65	$9K	0.1%	+12.2%
ALLY	Ally Financial Inc	192	$41.64	$45.72	$9K	0.1%	+9.8%
MCD	McDonald's Corporation Common Stock	32	$284.61	$270.59	$9K	0.1%	-4.9%
CATY	Cathay General Bancorp	143	$23.36	$59.92	$9K	0.1%	+156.5%
SONY	Sony Group Corporation	431	$18.57	$19.50	$8K	0.1%	+5.0%
LO LOPE	Grand Canyon Education Inc	58	$138.31	$142.61	$8K	0.1%	+3.1%
FN	FABRINET	13	$600.91	$617.91	$8K	0.1%	+2.8%
APD	air Products and Chemicals, Inc.	29	$276.35	$282.81	$8K	0.1%	+2.3%
SE	Sea Ltd	90	$89.17	$89.72	$8K	0.1%	+0.6%
CSWI	CSW INDUSTRIALS INC	26	$305.10	$305.10	$8K	0.1%	+0.0%
FSS	Federal Signal Corp	68	$117.63	$116.50	$8K	0.1%	-1.0%
MRK	Merck & Company Inc Common Stock	68	$118.33	$115.34	$8K	0.1%	-2.5%
CVNA	Carvana Co. Class A	116	$247.51	$66.61	$8K	0.1%	-73.1%
CHX	ChampionX Corporation	281	$27.71	$25.81	$7K	0.1%	-6.9%
Z Z	Zillow Group, Inc. - Class C Capital Stock	234	$114.69	$30.34	$7K	0.1%	-73.5%
STRL	Sterling Infrastructure, Inc. - Common Stock	8	$119.33	$933.21	$7K	0.1%	+682.0%
GILD	Gilead Sciences Inc	57	$140.97	$124.56	$7K	0.1%	-11.6%
RIO	Rio Tinto Plc	70	$47.99	$98.96	$7K	0.1%	+106.2%
ICE	Intercontinental Exchange Inc.	53	$169.56	$131.19	$7K	0.1%	-22.6%
MGY	Magnolia Oil & Gas Corporation Class A	255	$11.48	$27.08	$7K	0.1%	+135.9%
FI	Fiserv Inc	105	$212.37	$63.80	$7K	0.1%	-70.0%
WDAY	Workday, Inc. - Class A	58	$186.08	$112.94	$7K	0.1%	-39.3%
IRT	Independence Realty Trust Inc	404	$19.78	$16.07	$7K	0.1%	-18.7%
CTSH	Cognizant Technology Solutions Corporation - Class A	150	$62.38	$41.80	$6K	0.1%	-33.0%
CELH	CELSIUS HOLDINGS INC	209	$52.56	$29.21	$6K	0.1%	-44.4%
TMO	Thermo Fisher Scientific Inc	13	$624.21	$463.62	$6K	0.1%	-25.7%
HA HAE	Haemonetics Corporation	80	$93.78	$73.33	$6K	0.1%	-21.8%
ADP	Automatic Data Processing Inc	26	$245.05	$215.30	$6K	0.1%	-12.1%
CRNX	Crinetics Pharmaceuticals, Inc. - Common Stock	159	$50.45	$35.60	$6K	0.1%	-29.4%
BNTX	BioNTech SE	62	$87.89	$90.83	$6K	0.1%	+3.4%
BBVA	banco bilbao Vizcaya argentaria S.a.	226	$2.72	$24.75	$6K	0.1%	+809.9%
GWW	W.W. Grainger, Inc.	4	$726.06	$1344.43	$5K	0.1%	+85.2%
DSGX	The Descartes Systems Group Inc.	81	$32.80	$66.91	$5K	0.1%	+104.0%
MTCH	Match Group, Inc.	153	$52.40	$35.20	$5K	0.1%	-32.8%
AZO	AutoZone Inc	2	$1881.42	$2958.48	$5K	0.1%	+57.3%
NICE	NICE Ltd	62	$129.88	$84.42	$5K	0.1%	-35.0%
HDB	H D F C Bank Ltd	202	$33.04	$25.11	$5K	0.1%	-24.0%
ENPH	Enphase Energy, Inc.	96	$149.13	$52.13	$5K	0.1%	-65.0%
SUPN	Supernus Pharmaceuticals, Inc.	113	$24.50	$44.45	$5K	0.1%	+81.4%
BM BMRN	BioMarin Pharmaceutical Inc.	84	$79.25	$55.69	$5K	0.1%	-29.7%
SS SSL	Sasol Ltd. American Depositary Shares	371	$21.57	$11.27	$4K	0.1%	-47.8%
CHRD	Chord Energy Corp	33	$130.58	$124.14	$4K	0.1%	-4.9%
CM CMP	Compass Minerals Intl Inc	137	$58.31	$28.61	$4K	0.1%	-50.9%
FB	Facebook Inc Class A	82	$194.25	$44.61	$4K	0.1%	-77.0%
CACI	CACI International, Inc. Class A	8	$197.65	$447.60	$4K	0.1%	+126.5%
ALC	Alcon Inc. Ordinary Shares	49	$61.81	$65.14	$3K	0.1%	+5.4%
WB WBS	Webster Financial Corporation	41	$28.80	$75.98	$3K	0.1%	+163.8%
APPF	AppFolio Inc - Class A	20	$119.14	$144.28	$3K	0.0%	+21.1%
TW TWTR	Twitter, Inc.	56	$69.25	$49.89	$3K	0.0%	-28.0%
ADC	Agree Realty Corporation	34	$55.69	$73.49	$2K	0.0%	+32.0%
CC CCXI	ChemoCentryx Inc	223	$21.20	$10.30	$2K	0.0%	-51.4%
SR SRPT	Sarepta Therapeutics, Inc.	125	$127.52	$17.71	$2K	0.0%	-86.1%
SWTX	SPRINGWORKS THERAPEUTICS INC	42	$37.72	$46.99	$2K	0.0%	+24.6%
UMBF	UMB Financial Corp	13	$81.57	$137.04	$2K	0.0%	+68.0%
EW	Edwards Lifesciences Corp	21	$70.31	$85.56	$2K	0.0%	+21.7%
BRK.B	Berkshire Hathaway Inc New	4	$465.85	$488.55	$2K	0.0%	+4.9%
SNDR	Schneider National, Inc. Common Stock	36	$26.38	$35.41	$1K	0.0%	+34.2%
BKNG	booking Holdings Inc.	8	$4257.42	$166.96	$1K	0.0%	-96.1%
SL SLGN	Silgan Holdings Inc.	29	$41.35	$41.36	$1K	0.0%	+0.0%
SNAP	Snap Inc. Class A	209	$11.56	$4.65	$973	0.0%	-59.8%
ABG	Asbury Automotive Group Inc	5	$205.07	$197.29	$928	0.0%	-3.8%
SA SAM	Boston Beer Company, Inc.	5	$1166.71	$177.37	$917	0.0%	-84.8%
FCX	Freeport-McMoRan Inc	10	$45.90	$69.23	$698	0.0%	+50.8%
LP LPRO	Opens Lending Corporation - Class A	200	$39.94	$3.12	$624	0.0%	-92.2%
D	Dominion Energy Inc	7	$55.06	$68.12	$493	0.0%	+23.7%
PINS	Pinterest, Inc. Class A	23	$59.55	$19.50	$456	0.0%	-67.3%
EBS	Emergent Biosolutions, Inc.	50	$50.41	$7.91	$397	0.0%	-84.3%
QD QDEL	Quidel Corporation	28	$80.73	$12.35	$347	0.0%	-84.7%
ITT	ITT Inc	2	$66.45	$198.59	$341	0.0%	+198.8%
PH PHR	Phreesia, Inc.	21	$16.39	$8.99	$188	0.0%	-45.1%
GRUB	GrubHub Inc.	22	$60.39	$6.07	$134	0.0%	-90.0%
ROKU	Roku Inc Class A	1	$362.92	$135.59	$107	0.0%	-62.6%

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 →