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 2026-07-08. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | -0.3% | +0.3% | -0.6% |
| 1 month | +4.8% | +1.2% | +3.6% |
| 1 quarter | +5.9% | +10.6% | -4.7% |
| Year to date | +3.4% | +10.0% | -6.5% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-07-08). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| HLN | 3,037 | $29.6K | 1.5% |
| ITUB | 2,906 | $23.9K | 1.2% |
| VIAV | 1,525 | $61.3K | 3.1% |
| TLK | 1,296 | $18.1K | 0.9% |
| PTEN | 1,107 | $10.1K | 0.5% |
| UAL | 1,060 | $133.8K | 6.8% |
| NCLTY | 1,052 | $7.9K | 0.4% |
| OCFC | 1,011 | $18.9K | 1.0% |
| BCRX | 736 | $8.1K | 0.4% |
| RVLV | 712 | $16K | 0.8% |
| INTA | 673 | $18.3K | 0.9% |
| PWP | 612 | $10K | 0.5% |
| FWRG | 592 | $7.6K | 0.4% |
| ALGM | 569 | $29.3K | 1.5% |
| MTDR | 564 | $29.4K | 1.5% |
| WMT | 533 | $59.4K | 3.0% |
| IRT | 438 | $7.6K | 0.4% |
| INSM | 432 | $50.4K | 2.6% |
| SSL | 423 | $4.2K | 0.2% |
| TNDM | 421 | $6.5K | 0.3% |
| GTES | 413 | $10.8K | 0.6% |
| MFC | 394 | $16.3K | 0.8% |
| ZTO | 386 | $8.9K | 0.5% |
| GMAB | 379 | $11.1K | 0.6% |
| AGIO | 372 | $16.4K | 0.8% |
| SHOP | 355 | $42.3K | 2.2% |
| MGY | 324 | $8.3K | 0.4% |
| TPH | 321 | — | — |
| VCYT | 300 | $16.8K | 0.9% |
| COCO | 288 | $18.9K | 1.0% |
| HQY | 273 | $26.4K | 1.4% |
| JNJ | 247 | $66.1K | 3.4% |
| RIO | 243 | $22.2K | 1.1% |
| PGR | 243 | $56.5K | 2.9% |
| HMN | 240 | $12.9K | 0.7% |
| IBM | 220 | $67.3K | 3.4% |
| CELH | 207 | $6.6K | 0.3% |
| LPRO | 200 | $626 | 0.0% |
| DHI | 191 | $28.3K | 1.5% |
| MTX | 188 | $13.5K | 0.7% |
| CVNA | 176 | $11.7K | 0.6% |
| ON | 176 | $16K | 0.8% |
| DCO | 174 | $31.3K | 1.6% |
| XP | 156 | $2.5K | 0.1% |
| ANET | 149 | $24.8K | 1.3% |
| BABA | 145 | $14.2K | 0.7% |
| MMM | 132 | $20.8K | 1.1% |
| META | 132 | $81.1K | 4.1% |
| AVGO | 121 | $45K | 2.3% |
| UMBF | 113 | $16.1K | 0.8% |
| SUPN | 113 | $5.4K | 0.3% |
| BKNG | 108 | $19.7K | 1.0% |
| BAP | 106 | $41.1K | 2.1% |
| TCBI | 104 | $10.5K | 0.5% |
| TEX | 95 | $6.1K | 0.3% |
| V | 92 | $32.5K | 1.7% |
| UNH | 92 | $39.5K | 2.0% |
| DASH | 87 | $16.9K | 0.9% |
| NTRA | 83 | $23.5K | 1.2% |
| APPF | 83 | $14.6K | 0.8% |
| KO | 82 | $6.9K | 0.4% |
| VZ | 82 | $3.5K | 0.2% |
| DSGX | 81 | $5.9K | 0.3% |
| HAE | 80 | $6K | 0.3% |
| SE | 79 | $8.3K | 0.4% |
| NOC | 75 | $41K | 2.1% |
| AMZN | 70 | $17.1K | 0.9% |
| FSS | 68 | $8.6K | 0.4% |
| RTX | 68 | $13.6K | 0.7% |
| BNTX | 62 | $5.8K | 0.3% |
| NICE | 62 | $6.1K | 0.3% |
| FSLR | 61 | $14K | 0.7% |
| WDAY | 59 | $8.5K | 0.4% |
| NTES | 55 | $7.4K | 0.4% |
| TWLO | 55 | $11.7K | 0.6% |
| ICE | 54 | $7.4K | 0.4% |
| ALC | 52 | $3.5K | 0.2% |
| LLY | 49 | $60.3K | 3.1% |
| GTLS | 47 | $9.8K | 0.5% |
| GILD | 44 | $6K | 0.3% |
| SPOT | 44 | $21.6K | 1.1% |
| CHRD | 44 | $5.3K | 0.3% |
| SBCF | 44 | $1.4K | 0.1% |
| VRSK | 43 | $8.4K | 0.4% |
| NFLX | 43 | $3.3K | 0.2% |
| SNDR | 43 | $1.5K | 0.1% |
| GS | 38 | $39.6K | 2.0% |
| SONY | 37 | $784 | 0.0% |
| ALLY | 34 | $1.5K | 0.1% |
| MCD | 34 | $9.6K | 0.5% |
| CSW | 33 | $9K | 0.5% |
| ENPH | 33 | $1.4K | 0.1% |
| SYF | 32 | $2.4K | 0.1% |
| ADP | 29 | $7.2K | 0.4% |
| BX | 28 | $3.4K | 0.2% |
| QDEL | 28 | $477 | 0.0% |
| CB | 28 | $10.1K | 0.5% |
| UNP | 28 | $7.9K | 0.4% |
| FN | 25 | $11.5K | 0.6% |
| EW | 21 | $2K | 0.1% |
| HALO | 20 | $1.6K | 0.1% |
| ADI | 19 | $7.4K | 0.4% |
| CMI | 15 | $9.8K | 0.5% |
| AORT | 15 | $357 | 0.0% |
| ABT | 14 | $1.3K | 0.1% |
| BIIB | 14 | $2.7K | 0.1% |
| GEV | 11 | $11.6K | 0.6% |
| MU | 10 | $9.9K | 0.5% |
| TEL | 10 | $2.1K | 0.1% |
| CMP | 9 | $265 | 0.0% |
| APP | 9 | $4.8K | 0.3% |
| LITE | 8 | $5.9K | 0.3% |
| CACI | 8 | $4K | 0.2% |
| STRL | 8 | $5.1K | 0.3% |
| SNDK | 6 | $9.7K | 0.5% |
| SAM | 5 | $947 | 0.1% |
| ITT | 5 | $894 | 0.1% |
| ABG | 5 | $982 | 0.1% |
| GWW | 4 | $5.7K | 0.3% |
| ROKU | 1 | $112 | 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
2475
Avg. disclosure lag
28.1 days
Filed past 45-day deadline
1.1%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-06-10 | INSM | Sell | JT | $1K - $15K | 2026-07-07 | 27d |
| 2026-06-01 | BKNG | Sell | JT | $1K - $15K | 2026-07-07 | 36d |
| 2026-06-01 | BABA | Sell | JT | $1K - $15K | 2026-07-07 | 36d |
| 2026-06-01 | ADC | Sell | JT | $1K - $15K | 2026-07-07 | 36d |
| 2026-05-27 | ABT | Sell | JT | $1K - $15K | 2026-06-03 | 7d |
| 2026-05-22 | LITE | Buy | JT | $1K - $15K | 2026-06-03 | 12d |
| 2026-05-22 | INTU | Sell | 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 |
| 2026-05-19 | MSFT | Buy | JT | $500K - $1M | 2026-06-03 | 15d |
| 2026-05-19 | MSFT | Sell | JT | $500K - $1M | 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 |