Josh Gottheimer
Representative
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-06-19. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | -2.6% | +0.7% | -3.3% |
| 1 month | -6.8% | +1.8% | -8.6% |
| 1 quarter | -1.3% | +13.5% | -14.8% |
| Year to date | -18.0% | +9.8% | -27.8% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-06-19). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| MSFT | 18,434 | $7M | 78.6% |
| HLN | 3,037 | $26.9K | 0.3% |
| ITUB | 2,876 | $22.9K | 0.3% |
| VIAV | 1,525 | $71.9K | 0.8% |
| TLK | 1,296 | $19K | 0.2% |
| PTEN | 1,107 | $11.1K | 0.1% |
| UAL | 1,060 | $125.4K | 1.4% |
| NCLTY | 1,052 | $8.5K | 0.1% |
| OCFC | 1,011 | $18.2K | 0.2% |
| BCRX | 736 | $6.6K | 0.1% |
| RVLV | 712 | $15.5K | 0.2% |
| INTA | 673 | $14.8K | 0.2% |
| PWP | 612 | $9.6K | 0.1% |
| FWRG | 592 | $6.8K | 0.1% |
| ALGM | 569 | $33.6K | 0.4% |
| MTDR | 564 | $28.4K | 0.3% |
| WMT | 532 | $62.3K | 0.7% |
| INSM | 519 | $51.1K | 0.6% |
| IRT | 438 | $7K | 0.1% |
| SSL | 423 | $4.5K | 0.1% |
| TNDM | 421 | $6.5K | 0.1% |
| GTES | 413 | $11.3K | 0.1% |
| MFC | 394 | $15.9K | 0.2% |
| ZTO | 386 | $8.6K | 0.1% |
| GMAB | 379 | $9.6K | 0.1% |
| AGIO | 372 | $12.7K | 0.1% |
| SHOP | 355 | $38.6K | 0.4% |
| MGY | 324 | $8.7K | 0.1% |
| TPH | 321 | — | — |
| VCYT | 300 | $15.4K | 0.2% |
| COCO | 288 | $24.4K | 0.3% |
| HQY | 273 | $23.5K | 0.3% |
| JNJ | 247 | $56.5K | 0.6% |
| RIO | 243 | $24.3K | 0.3% |
| PGR | 243 | $49.3K | 0.6% |
| HMN | 240 | $11.7K | 0.1% |
| IBM | 218 | $54.2K | 0.6% |
| BABA | 209 | $22K | 0.3% |
| CELH | 207 | $6.4K | 0.1% |
| LPRO | 200 | $621 | 0.0% |
| DHI | 191 | $29.1K | 0.3% |
| MTX | 188 | $14.6K | 0.2% |
| ON | 176 | $21.3K | 0.2% |
| DCO | 174 | $28.5K | 0.3% |
| XP | 156 | $2.4K | 0.0% |
| ANET | 149 | $25.3K | 0.3% |
| META | 132 | $76K | 0.9% |
| MMM | 131 | $20.9K | 0.2% |
| AVGO | 121 | $49.9K | 0.6% |
| UMBF | 113 | $15K | 0.2% |
| SUPN | 113 | $4.9K | 0.1% |
| XOM | 113 | $15.5K | 0.2% |
| BAP | 106 | $41.2K | 0.5% |
| TCBI | 104 | $10.3K | 0.1% |
| TEX | 95 | $6.1K | 0.1% |
| V | 92 | $30.2K | 0.3% |
| UNH | 92 | $37K | 0.4% |
| DASH | 87 | $15K | 0.2% |
| NTRA | 83 | $19.3K | 0.2% |
| APPF | 83 | $12.3K | 0.1% |
| KO | 82 | $6.5K | 0.1% |
| VZ | 82 | $3.7K | 0.0% |
| DSGX | 81 | $5.7K | 0.1% |
| HAE | 80 | $5.8K | 0.1% |
| SE | 79 | $7.2K | 0.1% |
| NOC | 75 | $39.2K | 0.4% |
| AMZN | 70 | $17K | 0.2% |
| FSS | 68 | $7.8K | 0.1% |
| RTX | 68 | $12.6K | 0.1% |
| BNTX | 62 | $5.7K | 0.1% |
| NICE | 62 | $5.1K | 0.1% |
| FSLR | 61 | $15.7K | 0.2% |
| WDAY | 59 | $6.9K | 0.1% |
| TWLO | 55 | $10.3K | 0.1% |
| NTES | 55 | $6.6K | 0.1% |
| ICE | 54 | $7.3K | 0.1% |
| ALC | 52 | $3.3K | 0.0% |
| LLY | 49 | $53.7K | 0.6% |
| GTLS | 47 | $9.7K | 0.1% |
| GILD | 44 | $5.4K | 0.1% |
| SPOT | 44 | $20.4K | 0.2% |
| CHRD | 44 | $5.5K | 0.1% |
| SBCF | 44 | $1.3K | 0.0% |
| VRSK | 43 | $7.6K | 0.1% |
| NFLX | 43 | $3.3K | 0.0% |
| SNDR | 43 | $1.5K | 0.0% |
| ADC | 41 | $3.1K | 0.0% |
| GS | 38 | $42.2K | 0.5% |
| SONY | 37 | $745 | 0.0% |
| CVNA | 35 | $2.3K | 0.0% |
| ALLY | 34 | $1.6K | 0.0% |
| MCD | 34 | $9.6K | 0.1% |
| CSW | 33 | $9K | 0.1% |
| ENPH | 33 | $1.7K | 0.0% |
| SYF | 32 | $2.4K | 0.0% |
| ADP | 29 | $6.4K | 0.1% |
| BX | 28 | $3.5K | 0.0% |
| QDEL | 28 | $368 | 0.0% |
| CB | 28 | $9.2K | 0.1% |
| UNP | 28 | $7.2K | 0.1% |
| FN | 25 | $14.4K | 0.2% |
| EW | 21 | $1.8K | 0.0% |
| HALO | 20 | $1.3K | 0.0% |
| ADI | 19 | $8.4K | 0.1% |
| CMI | 15 | $10.7K | 0.1% |
| AORT | 15 | $309 | 0.0% |
| ABT | 14 | $1.2K | 0.0% |
| BIIB | 14 | $2.7K | 0.0% |
| GEV | 11 | $12K | 0.1% |
| MU | 10 | $11.9K | 0.1% |
| TEL | 10 | $2.3K | 0.0% |
| CMP | 9 | $286 | 0.0% |
| APP | 9 | $4.2K | 0.1% |
| LITE | 8 | $7.1K | 0.1% |
| CACI | 8 | $4K | 0.0% |
| STRL | 8 | $6.5K | 0.1% |
| BKNG | 6 | $1.1K | 0.0% |
| SNDK | 6 | $13K | 0.2% |
| SAM | 5 | $889 | 0.0% |
| ITT | 5 | $925 | 0.0% |
| ABG | 5 | $895 | 0.0% |
| GWW | 4 | $5.5K | 0.1% |
| ROKU | 1 | $109 | 0.0% |
| SRPT | 0 | $3 | 0.0% |
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Latest net worth (band)
$4.9M – $60.3M
Reporting year
2024
Disclosed assets
368
Disclosed liabilities
3
Net worth band by reporting year
2021
2022
2023
2024
2025 — not e-filed
| Year | Filed | Net worth band |
|---|---|---|
| 2024 | 2025-08-11 | $4.9M – $60.3M |
| 2023 | 2024-08-13 | $7.1M – $73.8M |
| 2022 | 2023-08-13 | $2.8M – $49.8M |
| 2021 | 2022-08-13 | $8.9M – $80.4M |
Recent stock trades
Disclosed trades
2419
Avg. disclosure lag
28.1 days
Filed past 45-day deadline
1.1%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-05-27 | ABT | Sell | JT | $1K - $15K | 2026-06-03 | 7d |
| 2026-05-22 | INTU | Sell | JT | $1K - $15K | 2026-06-03 | 12d |
| 2026-05-22 | LITE | Buy | JT | $1K - $15K | 2026-06-03 | 12d |
| 2026-05-21 | MU | Buy | JT | $1K - $15K | 2026-06-03 | 13d |
| 2026-05-19 | ADI | Buy | JT | $1K - $15K | 2026-06-03 | 15d |
| 2026-05-19 | MSFT | Sell | JT | $250K - $500K | 2026-06-03 | 15d |
| 2026-05-19 | MSFT | Buy | JT | $250K - $500K | 2026-06-03 | 15d |
| 2026-05-15 | TPH | Sell | JT | $1K - $15K | 2026-06-03 | 19d |
| 2026-05-14 | PANW | Buy | JT | $1K - $15K | 2026-06-03 | 20d |
| 2026-05-07 | SNDK | Buy | JT | $1K - $15K | 2026-06-03 | 27d |
| 2026-05-05 | ABBV | Sell | JT | $1K - $15K | 2026-06-03 | 29d |
| 2026-05-05 | AMD | Buy | JT | $1K - $15K | 2026-06-03 | 29d |
| 2026-05-04 | TWLO | Buy | JT | $1K - $15K | 2026-06-03 | 30d |
| 2026-05-01 | FN | Buy | JT | $1K - $15K | 2026-06-03 | 33d |
| 2026-04-28 | MMM | Sell | JT | $1K - $15K | 2026-05-19 | 21d |
| 2026-04-27 | AMD | Buy | JT | $1K - $15K | 2026-05-19 | 22d |
| 2026-04-24 | IBM | Sell | JT | $1K - $15K | 2026-05-19 | 25d |
| 2026-04-24 | NOW | Sell | JT | $1K - $15K | 2026-05-19 | 25d |
| 2026-04-23 | AMD | Buy | JT | $1K - $15K | 2026-05-19 | 26d |
| 2026-04-16 | GS | Buy | JT | $1K - $15K | 2026-05-19 | 33d |
| 2026-04-15 | FCX | Buy | JT | $1K - $15K | 2026-05-19 | 34d |
| 2026-04-13 | IFNNY | Buy | JT | $1K - $15K | 2026-05-19 | 36d |
| 2026-04-13 | HDB | Sell | JT | $1K - $15K | 2026-05-19 | 36d |
| 2026-04-13 | IFNNY | Buy | JT | $1K - $15K | 2026-05-19 | 36d |
| 2026-04-13 | INTA | Buy | JT | $1K - $15K | 2026-05-19 | 36d |