Mikie Sherrill (D-NJ) Stock Trades & Portfolio

Mikie Sherrill is a United States Representative from NJ affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 151 disclosed stock trades from Mikie Sherrill, filed under the STOCK Act. The portfolio compounds at 9.1% annualized — 27.0% above the S&P 500 benchmark over the same period, with a 68% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Mikie Sherrill (D-NJ) has disclosed 151 trades under the STOCK Act; portfolio CAGR of 9.1% (+27.0% vs. the S&P 500); top tickers traded: UBS, BMY, DD.

Mikie Sherrill's most recent trades

Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.

Top holdings & sectors

Most-traded tickers: UBS, BMY, DD. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 9.1% CAGR, +27.0% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Mikie Sherrill's disclosed portfolio value & net worth

Mikie Sherrill's disclosed stock portfolio is valued at approximately $178K across 14 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on Mikie Sherrill's total net worth, not a complete measure of it.