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

$7.1M

Unrealized P&L

$1.3M

+22.9%

Realized P&L

$2.5M

Open Positions

169

Performance vs S&P 500

+7.7%

SPY +9.1%

α -1.4%

+1.0%

SPY +6.3%

α -5.3%

-8.1%

SPY +8.2%

α -16.4%

+7.9%

SPY +30.5%

α -22.6%

+53.6%

SPY +80.1%

α -26.4%

+61.3%

SPY +76.8%

α -15.6%

All

+117.5%

SPY +207.9%

α -90.5%

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	$414.28	$3.8M	53.0%	+4.0%
NVDA	NVIDIA Corporation	2,163	$31.37	$215.28	$466K	6.5%	+586.3%
GOOG	alphabet Inc. - Class C Capital Stock	492	$143.30	$397.12	$195K	2.7%	+177.1%
UAL	United Airlines Holdings, Inc.	1,060	$30.67	$99.23	$105K	1.5%	+223.5%
NFLX	Netflix, Inc.	1,059	$36.48	$87.47	$93K	1.3%	+139.7%
VIAV	Viavi Solutions Inc.	1,556	$7.59	$51.01	$79K	1.1%	+572.4%
TSLA	Tesla, Inc.	171	$352.15	$424.98	$73K	1.0%	+20.7%
AAPL	apple Inc.	241	$226.61	$293.70	$71K	1.0%	+29.6%
AVGO	Broadcom Inc	162	$172.53	$428.17	$69K	1.0%	+148.2%
APH	amphenol Corporation	481	$27.45	$128.58	$62K	0.9%	+368.3%
GLW	Corning Inc	327	$49.00	$186.25	$61K	0.8%	+280.1%
JNJ	Johnson & Johnson	272	$148.94	$221.51	$60K	0.8%	+48.7%
MA	Mastercard Incorporated	120	$470.02	$497.12	$60K	0.8%	+5.8%
WMT	Walmart Inc	440	$91.58	$130.58	$58K	0.8%	+42.6%
SHOP	Shopify Inc Class A subordinate voting shares	509	$83.61	$109.59	$56K	0.8%	+31.1%
GS	Goldman Sachs Group, Inc.	59	$441.31	$936.07	$55K	0.8%	+112.1%
AMD	advanced Micro devices, Inc.	106	$171.24	$450.44	$48K	0.7%	+163.1%
BABA	alibaba Group Holding Limited american depositary Shares each representing eight ordinary share	340	$101.86	$140.17	$48K	0.7%	+37.6%
PGR	Progressive Corporation	223	$92.92	$193.00	$43K	0.6%	+107.7%
NOC	Northrop Grumman Corp	72	$460.48	$548.48	$40K	0.6%	+19.1%
IBM	International Business Machines Corporation	167	$227.73	$229.44	$38K	0.5%	+0.8%
FSLR	First Solar Inc	143	$188.06	$220.40	$32K	0.4%	+17.2%
SQ	Square Inc Class A	334	$79.77	$86.38	$29K	0.4%	+8.3%
MTDR	Matador Resources Company	521	$25.83	$55.07	$29K	0.4%	+113.2%
ALGM	Allegro MicoSystems Inc	569	$22.62	$48.41	$28K	0.4%	+114.0%
DHI	D.R. Horton Inc	186	$146.32	$147.50	$27K	0.4%	+0.8%
MELI	MercadoLibre, Inc.	17	$1485.69	$1633.61	$27K	0.4%	+10.0%
ABT	abbott Laboratories	316	$120.65	$84.36	$27K	0.4%	-30.1%
HLN	Haleon plc ADRR	2,897	$8.71	$9.12	$26K	0.4%	+4.6%
BR BRKS	Brooks Automation Inc	230	$69.50	$113.10	$26K	0.4%	+62.7%
BOOT	Boot barn Holdings, Inc.	155	$61.88	$164.17	$25K	0.4%	+165.3%
FDX	FedEx Corporation	64	$248.89	$378.97	$24K	0.3%	+52.3%
SBCF	Seacoast Banking Corporation of Florida	775	$20.65	$31.16	$24K	0.3%	+50.9%
DC DCO	DUCOMMUN INC	174	$45.95	$137.46	$24K	0.3%	+199.2%
NOW	ServiceNow, Inc.	262	$161.02	$90.88	$24K	0.3%	-43.6%
TPH	Tri Pointe Homes Inc	491	$31.46	$46.97	$23K	0.3%	+49.3%
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	$117.79	$22K	0.3%	+177.2%
CVET	Covetrus, Inc.	1,015	$18.84	$20.93	$21K	0.3%	+11.1%
ANET	Arista Networks, Inc.	149	$52.71	$142.15	$21K	0.3%	+169.7%
COCO	VITA COCO COMPANY INC	288	$27.79	$71.99	$21K	0.3%	+159.1%
ZT ZTO	ZTO Express	828	$19.34	$25.00	$21K	0.3%	+29.3%
ON	ON Semiconductor Corp	191	$78.08	$102.83	$20K	0.3%	+31.7%
KO	Coca-Cola Company	245	$62.34	$78.43	$19K	0.3%	+25.8%
AMZN	Amazon.com, Inc.	70	$90.39	$273.04	$19K	0.3%	+202.1%
SPOT	Spotify Technology S.A. Ordinary Shares	45	$254.92	$417.42	$19K	0.3%	+63.7%
HMN	Horace Mann Educators Corporation	421	$31.13	$44.47	$19K	0.3%	+42.8%
INTA	INTAPP INC	738	$35.29	$24.91	$18K	0.3%	-29.4%
NTRA	Natera Inc	93	$172.13	$195.10	$18K	0.3%	+13.3%
BA BAP	Credicorp Ltd	54	$147.84	$329.25	$18K	0.3%	+122.7%
MMM	3M Company Common Stock	118	$148.32	$143.32	$17K	0.2%	-3.4%
EB EBSB	Meridian Bancorp, Inc.	680	$11.76	$24.15	$16K	0.2%	+105.4%
XOM	Exxon Mobil Corp	112	$142.85	$144.25	$16K	0.2%	+1.0%
AB ABMD	abIoMEd, Inc.	42	$189.06	$380.79	$16K	0.2%	+101.4%
SY SYF	Synchrony Financial	215	$37.29	$73.13	$16K	0.2%	+96.1%
ABBV	AbbVie Inc	76	$190.63	$200.98	$15K	0.2%	+5.4%
VCYT	Veracyte, Inc.	376	$21.28	$40.40	$15K	0.2%	+89.8%
OC OCFC	OceanFirst Financial Corp.	804	$15.44	$18.85	$15K	0.2%	+22.1%
IT ITUB	Itau Unibanco banco Holding Sa american depositary Shares	1,806	$3.81	$8.38	$15K	0.2%	+119.8%
CRM	Salesforce.com Inc	82	$323.11	$181.48	$15K	0.2%	-43.8%
TLK	PT Telekomunikasi Indonesia (Persero) TBK	845	$15.63	$17.21	$15K	0.2%	+10.1%
MTX	Minerals Technologies Inc.	182	$62.71	$79.78	$15K	0.2%	+27.2%
BX	The Blackstone Group Inc. Class A	115	$153.33	$123.69	$14K	0.2%	-19.3%
DASH	DoorDash Inc	87	$138.27	$163.73	$14K	0.2%	+18.4%
ALB	albemarle Corporation	65	$123.08	$205.12	$13K	0.2%	+66.7%
RDS.B	Royal Dutch Shell PLC Royal Dutch Shell PLC American Depositary Shares	256	$31.28	$51.09	$13K	0.2%	+63.3%
AORT	Artivion Inc	511	$15.65	$25.22	$13K	0.2%	+61.1%
GTLS	Chart Industries Inc	60	$132.58	$207.34	$13K	0.2%	+56.4%
PT PTEN	Patterson UTI Energy Inc	1,089	$11.14	$11.48	$12K	0.2%	+3.0%
DRI	Darden Resturants Inc	61	$131.98	$196.82	$12K	0.2%	+49.1%
RTX	RTX Corporation Common Stock	67	$120.28	$176.76	$12K	0.2%	+47.0%
BC BCRX	BioCryst Pharmaceuticals Inc	1,347	$5.94	$8.57	$12K	0.2%	+44.4%
GEV	GE VERNOVA INC	11	$737.53	$1039.58	$11K	0.2%	+41.0%
UNH	UnitedHealth Group Incorporated Common Stock	30	$268.55	$378.22	$11K	0.2%	+40.8%
ABEV	ambev S.a. american depositary Shares	3,421	$1.83	$3.29	$11K	0.2%	+79.8%
RV RVLV	Revolve Group Inc	529	$15.13	$20.93	$11K	0.1%	+38.3%
PW PWP	PERELLA WEINBERG PARTNERS	595	$13.44	$18.41	$11K	0.1%	+37.0%
SH SHLS	Shoals Technolgies Group - Inc. Class A	1,214	$6.59	$8.88	$11K	0.1%	+34.7%
GTES	Gates Industrial Corp PLC	413	$19.35	$26.03	$11K	0.1%	+34.5%
BEN	Franklin Resources, Inc.	341	$23.49	$31.03	$11K	0.1%	+32.1%
TCBI	Texas Capital Bancshares Inc	104	$76.95	$100.26	$10K	0.1%	+30.3%
TEL	TE Connectivity Ltd. New Switzerland Registered Shares	50	$158.91	$206.63	$10K	0.1%	+30.0%
AGIO	Agios Pharmaceuticals Inc	372	$21.51	$27.71	$10K	0.1%	+28.8%
BIIB	biogen Inc.	53	$276.96	$192.46	$10K	0.1%	-30.5%
CR CRY	CryoLife, Inc.	416	$19.22	$24.45	$10K	0.1%	+27.2%
SCHW	Charles Schwab Corporation	114	$70.04	$88.61	$10K	0.1%	+26.5%
SSNC	SS&C Technologies Holdings, Inc.	146	$67.23	$68.72	$10K	0.1%	+2.2%
CMI	Cummins Inc	15	$540.65	$677.50	$10K	0.1%	+25.3%
GMAB	Genmab A/S	381	$21.30	$26.12	$10K	0.1%	+22.7%
INSM	Insmed Incorporated	98	$85.57	$101.80	$10K	0.1%	+19.0%
Z Z	Zillow Group, Inc. - Class C Capital Stock	234	$114.69	$41.24	$10K	0.1%	-64.0%
TNDM	Tandem Diabetes Care, Inc. - Common Stock	613	$13.06	$15.73	$10K	0.1%	+20.4%
LO LOPE	Grand Canyon Education Inc	58	$138.31	$165.79	$10K	0.1%	+19.9%
APP	Applovin Corporation - Class A Common Stock	20	$390.26	$467.38	$10K	0.1%	+19.8%
HQY	HealthEquity, Inc.	112	$56.05	$84.72	$9K	0.1%	+51.1%
LLY	Eli Lily and Company	10	$794.10	$950.18	$9K	0.1%	+19.6%
TW TWKS	Thoughtworks Holding Inc	2,058	$3.89	$4.47	$9K	0.1%	+14.8%
CVNA	Carvana Co. Class A	116	$247.51	$77.39	$9K	0.1%	-68.7%
CB	Chubb Ltd	28	$286.79	$319.67	$9K	0.1%	+11.5%
MCD	McDonald's Corporation Common Stock	32	$284.61	$275.77	$9K	0.1%	-3.1%
ATRC	AtriCure Inc	331	$24.17	$26.39	$9K	0.1%	+9.2%
SONY	Sony Group Corporation	431	$18.57	$20.16	$9K	0.1%	+8.6%
APD	air Products and Chemicals, Inc.	29	$276.35	$296.15	$9K	0.1%	+7.2%
MNST	Monster Beverage Corporation	99	$81.10	$86.00	$8K	0.1%	+6.0%
ALLY	Ally Financial Inc	192	$41.64	$43.99	$8K	0.1%	+5.6%
ICE	Intercontinental Exchange Inc.	53	$169.56	$156.09	$8K	0.1%	-8.0%
CATY	Cathay General Bancorp	143	$23.36	$57.58	$8K	0.1%	+146.5%
FN	FABRINET	13	$600.91	$615.96	$8K	0.1%	+2.5%
FSS	Federal Signal Corp	68	$117.63	$118.61	$8K	0.1%	+0.8%
CSWI	CSW INDUSTRIALS INC	26	$305.10	$305.10	$8K	0.1%	+0.0%
SE	Sea Ltd	90	$89.17	$87.06	$8K	0.1%	-2.4%
CTSH	Cognizant Technology Solutions Corporation - Class A	150	$62.38	$51.61	$8K	0.1%	-17.3%
MRK	Merck & Company Inc Common Stock	68	$118.33	$111.39	$8K	0.1%	-5.9%
GILD	Gilead Sciences Inc	57	$140.97	$131.16	$7K	0.1%	-7.0%
RIO	Rio Tinto Plc	70	$47.99	$105.22	$7K	0.1%	+119.3%
WDAY	Workday, Inc. - Class A	58	$186.08	$126.92	$7K	0.1%	-31.8%
CHX	ChampionX Corporation	281	$27.71	$25.81	$7K	0.1%	-6.9%
MGY	Magnolia Oil & Gas Corporation Class A	255	$11.48	$27.79	$7K	0.1%	+142.1%
CELH	CELSIUS HOLDINGS INC	209	$52.56	$32.15	$7K	0.1%	-38.8%
FI	Fiserv Inc	105	$212.37	$63.80	$7K	0.1%	-70.0%
IRT	Independence Realty Trust Inc	404	$19.78	$16.42	$7K	0.1%	-17.0%
STRL	Sterling Infrastructure, Inc. - Common Stock	8	$119.33	$834.41	$6K	0.1%	+599.3%
AZO	AutoZone Inc	2	$1881.42	$3503.33	$6K	0.1%	+86.2%
TMO	Thermo Fisher Scientific Inc	13	$624.21	$461.52	$6K	0.1%	-26.1%
CRNX	Crinetics Pharmaceuticals, Inc. - Common Stock	159	$50.45	$37.08	$6K	0.1%	-26.5%
DSGX	The Descartes Systems Group Inc.	81	$32.80	$72.08	$6K	0.1%	+119.8%
SUPN	Supernus Pharmaceuticals, Inc.	113	$24.50	$51.62	$6K	0.1%	+110.7%
BNTX	BioNTech SE	62	$87.89	$93.72	$6K	0.1%	+6.6%
NICE	NICE Ltd	62	$129.88	$92.67	$6K	0.1%	-28.6%
MTCH	Match Group, Inc.	153	$52.40	$36.97	$6K	0.1%	-29.4%
ADP	Automatic Data Processing Inc	26	$245.05	$212.28	$6K	0.1%	-13.4%
HDB	H D F C Bank Ltd	202	$33.04	$25.05	$5K	0.1%	-24.2%
BBVA	banco bilbao Vizcaya argentaria S.a.	226	$2.72	$22.31	$5K	0.1%	+720.1%
GWW	W.W. Grainger, Inc.	4	$726.06	$1240.58	$5K	0.1%	+70.9%
SS SSL	Sasol Ltd. American Depositary Shares	371	$21.57	$12.96	$5K	0.1%	-39.9%
BM BMRN	BioMarin Pharmaceutical Inc.	84	$79.25	$53.96	$5K	0.1%	-31.9%
CHRD	Chord Energy Corp	33	$130.58	$136.16	$5K	0.1%	+4.3%
HA HAE	Haemonetics Corporation	80	$93.78	$55.67	$4K	0.1%	-40.6%
CACI	CACI International, Inc. Class A	8	$197.65	$481.79	$4K	0.1%	+143.8%
CM CMP	Compass Minerals Intl Inc	137	$58.31	$28.05	$4K	0.1%	-51.9%
FB	Facebook Inc Class A	82	$194.25	$44.27	$4K	0.1%	-77.2%
ENPH	Enphase Energy, Inc.	96	$149.13	$36.45	$4K	0.1%	-75.6%
APPF	AppFolio Inc - Class A	20	$119.14	$165.70	$3K	0.1%	+39.1%
ALC	Alcon Inc. Ordinary Shares	49	$61.81	$62.87	$3K	0.0%	+1.7%
WB WBS	Webster Financial Corporation	41	$28.80	$72.81	$3K	0.0%	+152.8%
TW TWTR	Twitter, Inc.	56	$69.25	$49.89	$3K	0.0%	-28.0%
ADC	Agree Realty Corporation	34	$55.69	$76.43	$3K	0.0%	+37.2%
SR SRPT	Sarepta Therapeutics, Inc.	125	$127.52	$20.09	$3K	0.0%	-84.3%
CC CCXI	ChemoCentryx Inc	223	$21.20	$10.20	$2K	0.0%	-51.9%
SWTX	SPRINGWORKS THERAPEUTICS INC	42	$37.72	$46.99	$2K	0.0%	+24.6%
UMBF	UMB Financial Corp	13	$81.57	$131.46	$2K	0.0%	+61.2%
BRK.B	Berkshire Hathaway Inc New	4	$465.85	$476.82	$2K	0.0%	+2.4%
EW	Edwards Lifesciences Corp	21	$70.31	$79.43	$2K	0.0%	+13.0%
BKNG	booking Holdings Inc.	8	$4257.42	$166.19	$1K	0.0%	-96.1%
SNAP	Snap Inc. Class A	209	$11.56	$6.00	$1K	0.0%	-48.1%
SL SLGN	Silgan Holdings Inc.	29	$41.35	$40.41	$1K	0.0%	-2.3%
SNDR	Schneider National, Inc. Common Stock	36	$26.38	$30.98	$1K	0.0%	+17.4%
SA SAM	Boston Beer Company, Inc.	5	$1166.71	$196.82	$1K	0.0%	-83.1%
ABG	Asbury Automotive Group Inc	5	$205.07	$200.09	$941	0.0%	-2.4%
FCX	Freeport-McMoRan Inc	10	$45.90	$61.52	$620	0.0%	+34.0%
PINS	Pinterest, Inc. Class A	23	$59.55	$21.14	$494	0.0%	-64.5%
EBS	Emergent Biosolutions, Inc.	50	$50.41	$9.49	$477	0.0%	-81.2%
D	Dominion Energy Inc	7	$55.06	$61.87	$448	0.0%	+12.4%
ITT	ITT Inc	2	$66.45	$206.08	$354	0.0%	+210.1%
LP LPRO	Opens Lending Corporation - Class A	200	$39.94	$1.76	$353	0.0%	-95.6%
QD QDEL	Quidel Corporation	28	$80.73	$10.82	$304	0.0%	-86.6%
PH PHR	Phreesia, Inc.	21	$16.39	$10.26	$214	0.0%	-37.4%
GRUB	GrubHub Inc.	22	$60.39	$6.07	$134	0.0%	-90.0%
ROKU	Roku Inc Class A	1	$362.92	$129.28	$102	0.0%	-64.4%

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 →