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Josh Gottheimer

Josh Gottheimer

DEM
House · NJ
Data as of 5:27 PM UTC
CAGR
+4.9%
Trades
3256
Win Rate
56%
Sharpe
-0.04
Beta
-0.08
Max DD
(100.0%)
CAGR
+4.9%
Trades
3256
Win Rate
56%
Sharpe
-0.04
Beta
-0.08
Max DD
(100.0%)

Josh Gottheimer portfolio vs S&P 500

Hypothetical $10,000 invested at their first disclosed trade date. · log scale

Loading portfolio history...

Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.

TickerActionDescriptionAmountTradedFiledShare
NTDOYSellNintendo Co Ltd ADR [Morgan $1K - $15KJun 17, 2026Jul 7, 2026
INSMSellInsmed Incorporated$1K - $15KJun 10, 2026Jul 7, 2026
ADCSellAgree Realty Corporation Com$1K - $15KJun 1, 2026Jul 7, 2026
BABASellAlibaba Group Holding Limite$1K - $15KJun 1, 2026Jul 7, 2026
BKNGSellBooking Holdings Inc.$1K - $15KJun 1, 2026Jul 7, 2026
NSRGYSellNESTLE S.A S/ADR [Morgan Sta$1K - $15KJun 1, 2026Jul 7, 2026
NVZMYSellNOVONESIS B UNSP/ADR [Morgan$1K - $15KJun 1, 2026Jul 7, 2026
ABTSellAbbott Laboratories Common S$1K - $15KMay 27, 2026Jun 3, 2026
INTUSellIntuit Inc.$1K - $15KMay 22, 2026Jun 3, 2026
LITEBuyLumentum Holdings Inc.$1K - $15KMay 22, 2026Jun 3, 2026
100 trades
…

Josh Gottheimer (D-NJ) Stock Trades & Portfolio

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.

Josh Gottheimer'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: MSFT, NSRGY, NOW. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

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 portfolio value & net worth

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.