Josh Gottheimer (D-NJ-5), a current Democratic member of the House, has disclosed 3,634 trades since 2017: 1,526 purchases worth about $172.63M and 2,105 sales worth about $178.82M, in 548 stocks. Most traded: MSFT, AAPL, GOOG. As a portfolio, their stock holdings and trades returned +308.5% from Jan 2017, against +232.0% for the S&P 500. Trades took a median 28 days to be disclosed; 298 came late.
Josh Gottheimer’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2017: +308.5%, against +232.0% for SPY; the largest fall on the way was -35.8%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Josh Gottheimer | Nov 2025 | +0.6% | +10.1% | -9.5% | – | -27.2% | 0.16 | 0.99 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Josh Gottheimer | Nov 2023 | +47.5% | +72.6% | -25.1% | +13.9% | -30.2% | 0.68 | 0.97 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Josh Gottheimer | Nov 2021 | +53.6% | +61.1% | -7.5% | +9.0% | -35.8% | 0.46 | 1.11 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Josh Gottheimer | Jan 2026 | +8.1% | +10.1% | -2.0% | – | -23.2% | 0.46 | 1.03 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Josh Gottheimer | Jan 2017 | +308.5% | +232.0% | +76.5% | +15.4% | -35.8% | 0.71 | 1.11 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Technology | $18.11M | 81.9% | +0.2% | 320 | 146 | 174 | $160.15M | $162.11M | +74.5% | Aug 14, 2026 |
| AAPLApple Inc. | Technology | $914.23K | 4.1% | +9.8% | 76 | 35 | 41 | $378.02K | $377.02K | +193.6% | Apr 9, 2025 |
| METAMeta Platforms, Inc. | Technology | $423.75K | 1.9% | +2.0% | 37 | 15 | 22 | $169.01K | $200.51K | +64.9% | Apr 9, 2025 |
| AMZNAmazon Com Inc | Consumer Discretionary | $154.57K | 0.7% | -11.7% | 4 | 3 | 1 | $97.50K | $75.00K | +6.9% | May 18, 2020 |
| LLYELI LILLY & Co | Healthcare | $85.98K | 0.4% | +14.6% | 44 | 18 | 26 | $144.01K | $208.01K | +164.0% | May 13, 2025 |
| NVDANvidia Corp | Technology | $77.09K | 0.3% | -7.1% | 43 | 14 | 29 | $112.01K | $232.01K | +784.8% | Jun 24, 2025 |
| UALUnited Airlines Holdings, Inc. | Industrials | $66.20K | 0.3% | -11.7% | 1 | 1 | 0 | $32.50K | $0.00 | +58.7% | Mar 17, 2020 |
| GOOGAlphabet Inc. | Technology | $58.60K | 0.3% | -21.9% | 61 | 28 | 33 | $224.01K | $264.02K | +91.7% | May 8, 2025 |
| JNJJohnson & Johnson | Healthcare | $41.86K | 0.2% | +3.4% | 15 | 10 | 5 | $80.01K | $40.00K | +11.3% | Apr 9, 2025 |
| TSLATesla, Inc. | Consumer Discretionary | $39.66K | 0.2% | +22.0% | 61 | 27 | 34 | $216.01K | $272.02K | +115.9% | Jun 5, 2025 |
| HDHome Depot, Inc. | Consumer Discretionary | $39.39K | 0.2% | -2.8% | 13 | 2 | 11 | $16.00K | $112.51K | -48.8% | Apr 9, 2026 |
| CVXChevron Corp | Energy | $38.00K | 0.2% | +16.9% | 6 | 2 | 4 | $16.00K | $32.00K | +40.1% | Apr 9, 2025 |
| MAMastercard Inc | Financial Services | $38.00K | 0.2% | +16.9% | 27 | 11 | 16 | $88.01K | $128.01K | -6.2% | Apr 9, 2025 |
| PGRProgressive Corp/Oh/ | Financial Services | $35.56K | 0.2% | +9.4% | 4 | 1 | 3 | $32.50K | $24.00K | +67.7% | Apr 9, 2025 |
| GSGoldman Sachs Group Inc | Financial Services | $35.18K | 0.2% | -13.1% | 8 | 5 | 3 | $64.50K | $73.00K | +76.3% | Apr 16, 2026 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AMATApplied Materials, Inc. - Common Stock | Joint | Sell | $1K–$15K | Sep 15, 2026 | Oct 7, 2026 | 22d | -11.1% | -10.4% | |
| MCDMcDonald's Corporation Common Stock | Joint | Sell (Partial) | $1K–$15K | Sep 25, 2026 | Oct 7, 2026 | 12d | +12.3% | +14.8% | |
| AMATApplied Materials, Inc. - Common Stock | Joint | Buy | $1K–$15K | Aug 6, 2026 | Sep 14, 2026 | 39d | -29.0% | -26.9% | |
| MSFTMicrosoft Corporation - Common StockOption | Joint | Buy | $250K–$500K | Aug 14, 2026 | Sep 14, 2026 | 31d | – | – | |
| MSFTMicrosoft Corporation - Common StockOption | Joint | Buy | $500K–$1M | Aug 14, 2026 | Sep 14, 2026 | 31d | – | – | |
| MSFTMicrosoft Corporation - Common StockOption | Joint | Sell | $250K–$500K | Aug 14, 2026 | Sep 14, 2026 | 31d | – | – | |
| MSFTMicrosoft Corporation - Common StockOption | Joint | Sell | $500K–$1M | Aug 14, 2026 | Sep 14, 2026 | 31d | – | – | |
| RSGRepublic Services, Inc. Common Stock | Joint | Buy | $1K–$15K | Aug 6, 2026 | Sep 14, 2026 | 39d | +17.4% | +19.5% | |
| QSRRestaurant Brands International Inc. Common Shares | Joint | Buy | $1K–$15K | Aug 6, 2026 | Sep 14, 2026 | 39d | +2.3% | +4.5% | |
| GOOGMAlphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series A Mandatory Convertible Preferred Stock | Joint | Buy | $1K–$15K | Jul 24, 2026 | Aug 10, 2026 | 17d | -12.1% | -13.9% | |
| MNSTMonster Beverage Corporation - Common Stock | Joint | Buy | $1K–$15K | Jul 17, 2026 | Aug 10, 2026 | 24d | -1.5% | -2.7% | |
| NICENICE Ltd - American Depositary Shares each representing one Ordinary Share | Joint | Buy | $1K–$15K | Jul 20, 2026 | Aug 10, 2026 | 21d | +10.9% | +9.5% | |
| PANWPalo Alto Networks, Inc. | Joint | Buy | $1K–$15K | Jul 16, 2026 | Aug 10, 2026 | 25d | -0.6% | -0.8% | |
| SAILSailPoint Technologies Holdings, Inc. | Joint | Buy | $1K–$15K | Jul 20, 2026 | Aug 10, 2026 | 21d | +26.1% | +24.7% | |
| GOOGNAlphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock | Joint | Buy | $1K–$15K | Jul 23, 2026 | Aug 10, 2026 | 18d | -11.9% | -13.8% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Josh Gottheimer (D-NJ-5), a current Democratic member of the House, has disclosed 3,634 trades since 2017: 1,526 purchases worth about $172.63M and 2,105 sales worth about $178.82M, in 548 stocks. Most traded: MSFT, AAPL, GOOG. As a portfolio, their stock holdings and trades returned +308.5% from Jan 2017, against +232.0% for the S&P 500. Trades took a median 28 days to be disclosed; 298 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Josh Gottheimer still holds 170 stocks; the largest are MSFT (about $18.11M), AAPL (about $914.23K), META (about $423.75K), AMZN (about $154.57K), LLY (about $85.98K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +308.5% from January 2017 to November 2026, against +232.0% for the S&P 500, with a largest fall of -35.8%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 28 days to be disclosed. 298 of 3,634 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.