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

$8.1M

Unrealized P&L

$2.3M

+39.5%

Realized P&L

$2.5M

Open Positions

169

Performance vs S&P 500

+17.0%

SPY +3.7%

α +13.3%

+13.6%

SPY +4.6%

α +9.0%

+14.3%

SPY +11.4%

α +2.9%

+6.0%

SPY +22.3%

α -16.3%

+61.1%

SPY +72.9%

α -11.8%

+66.2%

SPY +75.2%

α -9.0%

All

+146.2%

SPY +222.8%

α -76.6%

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	$501.42	$4.6M	56.5%	+25.9%
NVDA	NVIDIA Corporation	2,163	$31.37	$222.97	$482K	6.0%	+610.8%
GOOG	alphabet Inc. - Class C Capital Stock	492	$143.30	$354.05	$174K	2.1%	+147.1%
UAL	United Airlines Holdings, Inc.	1,060	$30.67	$130.00	$138K	1.7%	+323.9%
APH	amphenol Corporation	481	$27.45	$168.22	$81K	1.0%	+512.7%
NFLX	Netflix, Inc.	1,059	$36.48	$74.36	$79K	1.0%	+103.8%
SHOP	Shopify Inc Class A subordinate voting shares	509	$83.61	$151.47	$77K	0.9%	+81.2%
AAPL	apple Inc.	241	$226.61	$313.23	$76K	0.9%	+38.2%
JNJ	Johnson & Johnson	272	$148.94	$257.84	$70K	0.9%	+73.1%
AVGO	Broadcom Inc	162	$172.53	$425.46	$69K	0.8%	+146.6%
MA	Mastercard Incorporated	120	$470.02	$563.88	$68K	0.8%	+20.0%
GS	Goldman Sachs Group, Inc.	59	$441.31	$1038.91	$61K	0.8%	+135.4%
VIAV	Viavi Solutions Inc.	1,556	$7.59	$38.92	$61K	0.8%	+413.0%
TSLA	Tesla, Inc.	171	$352.15	$327.11	$56K	0.7%	-7.1%
GLW	Corning Inc	327	$49.00	$165.65	$54K	0.7%	+238.1%
AMD	advanced Micro devices, Inc.	106	$171.24	$479.16	$51K	0.6%	+179.8%
WMT	Walmart Inc	440	$91.58	$111.85	$49K	0.6%	+22.1%
PGR	Progressive Corporation	223	$92.92	$215.01	$48K	0.6%	+131.4%
BABA	alibaba Group Holding Limited american depositary Shares each representing eight ordinary share	340	$101.86	$128.37	$44K	0.5%	+26.0%
NOC	Northrop Grumman Corp	72	$460.48	$571.77	$41K	0.5%	+24.2%
IBM	International Business Machines Corporation	167	$227.73	$236.93	$40K	0.5%	+4.0%
FSLR	First Solar Inc	143	$188.06	$251.42	$36K	0.4%	+33.7%
ABT	abbott Laboratories	316	$120.65	$107.72	$34K	0.4%	-10.7%
DC DCO	DUCOMMUN INC	174	$45.95	$194.35	$34K	0.4%	+323.0%
NOW	ServiceNow, Inc.	262	$161.02	$124.64	$33K	0.4%	-22.6%
MELI	MercadoLibre, Inc.	17	$1485.69	$1813.09	$30K	0.4%	+22.0%
NTRA	Natera Inc	93	$172.13	$321.11	$30K	0.4%	+86.5%
HLN	Haleon plc ADRR	2,897	$8.71	$10.04	$29K	0.4%	+15.3%
SQ	Square Inc Class A	334	$79.77	$86.38	$29K	0.4%	+8.3%
DHI	D.R. Horton Inc	186	$146.32	$151.01	$28K	0.3%	+3.2%
ANET	Arista Networks, Inc.	149	$52.71	$188.43	$28K	0.3%	+257.5%
INTA	INTAPP INC	738	$35.29	$38.03	$28K	0.3%	+7.8%
AI AIR	aaR Corp.	188	$42.49	$143.17	$27K	0.3%	+236.9%
SBCF	Seacoast Banking Corporation of Florida	775	$20.65	$34.63	$27K	0.3%	+67.7%
BR BRKS	Brooks Automation Inc	230	$69.50	$113.10	$26K	0.3%	+62.7%
MTDR	Matador Resources Company	521	$25.83	$48.93	$25K	0.3%	+89.4%
BOOT	Boot barn Holdings, Inc.	155	$61.88	$162.96	$25K	0.3%	+163.3%
ALGM	Allegro MicoSystems Inc	569	$22.62	$43.40	$25K	0.3%	+91.9%
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%
SPOT	Spotify Technology S.A. Ordinary Shares	45	$254.92	$490.69	$22K	0.3%	+92.5%
HMN	Horace Mann Educators Corporation	421	$31.13	$52.38	$22K	0.3%	+68.2%
MMM	3M Company Common Stock	118	$148.32	$182.84	$21K	0.3%	+23.3%
KO	Coca-Cola Company	245	$62.34	$87.05	$21K	0.3%	+39.6%
CVET	Covetrus, Inc.	1,015	$18.84	$20.93	$21K	0.3%	+11.1%
BA BAP	Credicorp Ltd	54	$147.84	$386.38	$21K	0.3%	+161.3%
FDX	FedEx Corporation	64	$248.89	$318.19	$20K	0.3%	+27.8%
ZT ZTO	ZTO Express	828	$19.34	$23.60	$20K	0.2%	+22.1%
AMZN	Amazon.com, Inc.	70	$90.39	$274.11	$19K	0.2%	+203.3%
DASH	DoorDash Inc	87	$138.27	$217.83	$19K	0.2%	+57.5%
ABBV	AbbVie Inc	76	$190.63	$245.56	$19K	0.2%	+28.8%
COCO	VITA COCO COMPANY INC	288	$27.79	$62.95	$18K	0.2%	+126.5%
VCYT	Veracyte, Inc.	376	$21.28	$47.09	$18K	0.2%	+121.3%
XOM	Exxon Mobil Corp	112	$142.85	$152.35	$17K	0.2%	+6.7%
SY SYF	Synchrony Financial	215	$37.29	$78.36	$17K	0.2%	+110.1%
EB EBSB	Meridian Bancorp, Inc.	680	$11.76	$24.15	$16K	0.2%	+105.4%
AB ABMD	abIoMEd, Inc.	42	$189.06	$380.79	$16K	0.2%	+101.4%
CRM	Salesforce.com Inc	82	$323.11	$192.60	$16K	0.2%	-40.4%
BX	The Blackstone Group Inc. Class A	115	$153.33	$136.88	$16K	0.2%	-10.7%
OC OCFC	OceanFirst Financial Corp.	804	$15.44	$19.42	$16K	0.2%	+25.8%
ON	ON Semiconductor Corp	191	$78.08	$80.83	$15K	0.2%	+3.5%
RTX	RTX Corporation Common Stock	67	$120.28	$222.80	$15K	0.2%	+85.2%
IT ITUB	Itau Unibanco banco Holding Sa american depositary Shares	1,806	$3.81	$7.93	$14K	0.2%	+108.3%
AORT	Artivion Inc	511	$15.65	$27.30	$14K	0.2%	+74.5%
TNDM	Tandem Diabetes Care, Inc. - Common Stock	613	$13.06	$22.50	$14K	0.2%	+72.3%
MTX	Minerals Technologies Inc.	182	$62.71	$75.37	$14K	0.2%	+20.2%
ATRC	AtriCure Inc	331	$24.17	$41.01	$14K	0.2%	+69.7%
CRNX	Crinetics Pharmaceuticals, Inc. - Common Stock	159	$50.45	$83.91	$13K	0.2%	+66.3%
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	$214.16	$13K	0.2%	+62.3%
RV RVLV	Revolve Group Inc	529	$15.13	$24.35	$13K	0.2%	+60.9%
INSM	Insmed Incorporated	98	$85.57	$131.78	$13K	0.2%	+54.0%
TLK	PT Telekomunikasi Indonesia (Persero) TBK	845	$15.63	$15.15	$13K	0.2%	-3.0%
GTLS	Chart Industries Inc	60	$132.58	$209.90	$13K	0.2%	+58.3%
BC BCRX	BioCryst Pharmaceuticals Inc	1,347	$5.94	$9.39	$13K	0.2%	+58.2%
SCHW	Charles Schwab Corporation	114	$70.04	$107.40	$12K	0.1%	+53.3%
UNH	UnitedHealth Group Incorporated Common Stock	30	$268.55	$408.82	$12K	0.1%	+52.2%
AGIO	Agios Pharmaceuticals Inc	372	$21.51	$32.44	$12K	0.1%	+50.8%
GMAB	Genmab A/S	381	$21.30	$31.29	$12K	0.1%	+46.9%
HQY	HealthEquity, Inc.	112	$56.05	$105.26	$12K	0.1%	+87.8%
GTES	Gates Industrial Corp PLC	413	$19.35	$28.36	$12K	0.1%	+46.6%
LLY	Eli Lily and Company	10	$794.10	$1185.75	$12K	0.1%	+49.3%
SSNC	SS&C Technologies Holdings, Inc.	146	$67.23	$79.48	$12K	0.1%	+18.2%
BEN	Franklin Resources, Inc.	341	$23.49	$33.77	$12K	0.1%	+43.8%
BIIB	biogen Inc.	53	$276.96	$207.91	$11K	0.1%	-24.9%
TEL	TE Connectivity Ltd. New Switzerland Registered Shares	50	$158.91	$216.54	$11K	0.1%	+36.3%
SH SHLS	Shoals Technolgies Group - Inc. Class A	1,214	$6.59	$8.90	$11K	0.1%	+35.0%
PT PTEN	Patterson UTI Energy Inc	1,089	$11.14	$9.85	$11K	0.1%	-11.6%
GEV	GE VERNOVA INC	11	$737.53	$986.71	$11K	0.1%	+33.8%
PW PWP	PERELLA WEINBERG PARTNERS	595	$13.44	$17.61	$10K	0.1%	+31.0%
WDAY	Workday, Inc. - Class A	58	$186.08	$179.31	$10K	0.1%	-3.6%
TCBI	Texas Capital Bancshares Inc	104	$76.95	$99.33	$10K	0.1%	+29.1%
ABEV	ambev S.a. american depositary Shares	3,421	$1.83	$3.00	$10K	0.1%	+64.2%
SE	Sea Ltd	90	$89.17	$112.73	$10K	0.1%	+26.4%
SONY	Sony Group Corporation	431	$18.57	$23.43	$10K	0.1%	+26.2%
CB	Chubb Ltd	28	$286.79	$350.57	$10K	0.1%	+22.2%
CMI	Cummins Inc	15	$540.65	$642.36	$10K	0.1%	+18.8%
TW TWKS	Thoughtworks Holding Inc	2,058	$3.89	$4.47	$9K	0.1%	+14.8%
CATY	Cathay General Bancorp	143	$23.36	$63.48	$9K	0.1%	+171.8%
MNST	Monster Beverage Corporation	99	$81.10	$90.75	$9K	0.1%	+11.9%
LO LOPE	Grand Canyon Education Inc	58	$138.31	$152.64	$9K	0.1%	+10.4%
MCD	McDonald's Corporation Common Stock	32	$284.61	$273.76	$9K	0.1%	-3.8%
APD	air Products and Chemicals, Inc.	29	$276.35	$302.69	$9K	0.1%	+9.5%
FSS	Federal Signal Corp	68	$117.63	$128.28	$9K	0.1%	+9.1%
CTSH	Cognizant Technology Solutions Corporation - Class A	150	$62.38	$58.17	$9K	0.1%	-6.8%
MRK	Merck & Company Inc Common Stock	68	$118.33	$128.59	$9K	0.1%	+8.7%
ALB	albemarle Corporation	65	$123.08	$130.10	$8K	0.1%	+5.7%
ALLY	Ally Financial Inc	192	$41.64	$43.63	$8K	0.1%	+4.8%
CVNA	Carvana Co. Class A	116	$247.51	$70.93	$8K	0.1%	-71.3%
CSWI	CSW INDUSTRIALS INC	26	$305.10	$305.10	$8K	0.1%	+0.0%
ICE	Intercontinental Exchange Inc.	53	$169.56	$150.62	$8K	0.1%	-11.2%
Z Z	Zillow Group, Inc. - Class C Capital Stock	234	$114.69	$33.68	$8K	0.1%	-70.6%
GILD	Gilead Sciences Inc	57	$140.97	$134.04	$8K	0.1%	-4.9%
TMO	Thermo Fisher Scientific Inc	13	$624.21	$589.85	$8K	0.1%	-5.5%
FN	FABRINET	13	$600.91	$558.11	$7K	0.1%	-7.1%
CHX	ChampionX Corporation	281	$27.71	$25.81	$7K	0.1%	-6.9%
CR CRY	CryoLife, Inc.	416	$19.22	$17.30	$7K	0.1%	-10.0%
ADP	Automatic Data Processing Inc	26	$245.05	$271.76	$7K	0.1%	+10.9%
APP	Applovin Corporation - Class A Common Stock	20	$390.26	$348.40	$7K	0.1%	-10.7%
RIO	Rio Tinto Plc	70	$47.99	$101.18	$7K	0.1%	+110.8%
IRT	Independence Realty Trust Inc	404	$19.78	$17.32	$7K	0.1%	-12.4%
HA HAE	Haemonetics Corporation	80	$93.78	$86.89	$7K	0.1%	-7.3%
FI	Fiserv Inc	105	$212.37	$63.80	$7K	0.1%	-70.0%
DSGX	The Descartes Systems Group Inc.	81	$32.80	$79.38	$6K	0.1%	+142.0%
BBVA	banco bilbao Vizcaya argentaria S.a.	226	$2.72	$28.35	$6K	0.1%	+942.3%
MGY	Magnolia Oil & Gas Corporation Class A	255	$11.48	$25.04	$6K	0.1%	+118.1%
NICE	NICE Ltd	62	$129.88	$100.78	$6K	0.1%	-22.4%
BNTX	BioNTech SE	62	$87.89	$93.38	$6K	0.1%	+6.3%
CELH	CELSIUS HOLDINGS INC	209	$52.56	$27.63	$6K	0.1%	-47.4%
MTCH	Match Group, Inc.	153	$52.40	$37.25	$6K	0.1%	-28.9%
AZO	AutoZone Inc	2	$1881.42	$3118.35	$6K	0.1%	+65.7%
BM BMRN	BioMarin Pharmaceutical Inc.	84	$79.25	$64.15	$5K	0.1%	-19.1%
SUPN	Supernus Pharmaceuticals, Inc.	113	$24.50	$47.26	$5K	0.1%	+92.9%
CACI	CACI International, Inc. Class A	8	$197.65	$647.52	$5K	0.1%	+227.6%
GWW	W.W. Grainger, Inc.	4	$726.06	$1280.92	$5K	0.1%	+76.4%
HDB	H D F C Bank Ltd	202	$33.04	$23.62	$5K	0.1%	-28.5%
CHRD	Chord Energy Corp	33	$130.58	$131.42	$4K	0.1%	+0.6%
STRL	Sterling Infrastructure, Inc. - Common Stock	8	$119.33	$543.08	$4K	0.1%	+355.1%
SS SSL	Sasol Ltd. American Depositary Shares	371	$21.57	$11.06	$4K	0.1%	-48.7%
APPF	AppFolio Inc - Class A	20	$119.14	$199.55	$4K	0.1%	+67.5%
ENPH	Enphase Energy, Inc.	96	$149.13	$41.56	$4K	0.1%	-72.1%
CC CCXI	ChemoCentryx Inc	223	$21.20	$16.82	$4K	0.1%	-20.7%
FB	Facebook Inc Class A	82	$194.25	$45.17	$4K	0.1%	-76.8%
CM CMP	Compass Minerals Intl Inc	137	$58.31	$27.06	$4K	0.1%	-53.6%
ALC	Alcon Inc. Ordinary Shares	49	$61.81	$71.72	$3K	0.0%	+16.0%
WB WBS	Webster Financial Corporation	41	$28.80	$79.03	$3K	0.0%	+174.4%
TW TWTR	Twitter, Inc.	56	$69.25	$49.89	$3K	0.0%	-28.0%
ADC	Agree Realty Corporation	34	$55.69	$75.59	$3K	0.0%	+35.7%
SR SRPT	Sarepta Therapeutics, Inc.	125	$127.52	$16.80	$2K	0.0%	-86.8%
SWTX	SPRINGWORKS THERAPEUTICS INC	42	$37.72	$46.99	$2K	0.0%	+24.6%
UMBF	UMB Financial Corp	13	$81.57	$146.25	$2K	0.0%	+79.3%
BRK.B	Berkshire Hathaway Inc New	4	$465.85	$520.13	$2K	0.0%	+11.7%
EW	Edwards Lifesciences Corp	21	$70.31	$89.72	$2K	0.0%	+27.6%
BKNG	booking Holdings Inc.	8	$4257.42	$214.30	$2K	0.0%	-95.0%
SNDR	Schneider National, Inc. Common Stock	36	$26.38	$35.76	$1K	0.0%	+35.6%
SL SLGN	Silgan Holdings Inc.	29	$41.35	$41.84	$1K	0.0%	+1.2%
SNAP	Snap Inc. Class A	209	$11.56	$5.33	$1K	0.0%	-53.9%
ABG	Asbury Automotive Group Inc	5	$205.07	$216.73	$1K	0.0%	+5.7%
SA SAM	Boston Beer Company, Inc.	5	$1166.71	$186.65	$965	0.0%	-84.0%
FCX	Freeport-McMoRan Inc	10	$45.90	$69.50	$701	0.0%	+51.4%
LP LPRO	Opens Lending Corporation - Class A	200	$39.94	$3.14	$628	0.0%	-92.1%
PINS	Pinterest, Inc. Class A	23	$59.55	$23.77	$556	0.0%	-60.1%
D	Dominion Energy Inc	7	$55.06	$67.69	$490	0.0%	+22.9%
ITT	ITT Inc	2	$66.45	$213.08	$366	0.0%	+220.7%
QD QDEL	Quidel Corporation	28	$80.73	$12.37	$347	0.0%	-84.7%
PH PHR	Phreesia, Inc.	21	$16.39	$12.65	$264	0.0%	-22.8%
EBS	Emergent Biosolutions, Inc.	50	$50.41	$4.88	$245	0.0%	-90.3%
GRUB	GrubHub Inc.	22	$60.39	$6.07	$134	0.0%	-90.0%
ROKU	Roku Inc Class A	1	$362.92	$153.22	$121	0.0%	-57.8%

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 →