Hypothetical $10,000 invested at their first disclosed trade date. · log scale
Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.
| Ticker | Action | Description | Traded |
|---|---|---|---|
| NTDOY | Sell | Nintendo Co Ltd ADR [Morgan | Jun 17, 2026 |
| INSM | Sell | Insmed Incorporated | Jun 10, 2026 |
| ADC | Sell | Agree Realty Corporation Com | Jun 1, 2026 |
| BABA | Sell | Alibaba Group Holding Limite | Jun 1, 2026 |
| BKNG | Sell | Booking Holdings Inc. | Jun 1, 2026 |
| NSRGY | Sell | NESTLE S.A S/ADR [Morgan Sta | Jun 1, 2026 |
| NVZMY | Sell | NOVONESIS B UNSP/ADR [Morgan | Jun 1, 2026 |
| ABT | Sell | Abbott Laboratories Common S | May 27, 2026 |
| INTU | Sell | Intuit Inc. | May 22, 2026 |
| LITE | Buy | Lumentum Holdings Inc. | May 22, 2026 |
Josh Gottheimer is a United States Representative from NJ affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 3,256 disclosed stock trades from Josh Gottheimer, filed under the STOCK Act. The portfolio compounds at 4.9% annualized — 1.3% below the S&P 500 benchmark over the same period, with a 50% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
Josh Gottheimer (D-NJ) has disclosed 3,256 trades under the STOCK Act; portfolio CAGR of 4.9% (-1.3% vs. the S&P 500); top tickers traded: MSFT, NSRGY, NOW.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: MSFT, NSRGY, NOW. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 4.9% CAGR, -1.3% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
Josh Gottheimer's disclosed stock portfolio is valued at approximately $9.8M across 195 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 Josh Gottheimer's total net worth, not a complete measure of it.