All House members

Josh Gottheimer

DHouse · NJ-5

STOCK Act filings · simulated, not advice.

annual holdings (15)

Holdings change on the next session after the Clerk filing date. Sales reduce the book and do not open a short. Shares use the range midpoint divided by the entry price. A text-layer annual common-stock list reseeds the book at those midpoints. All · 08/14/2018 → 11/03/2026.

Simulated portfolio
+78.3%
SPY
+200.9%
vs SPY
-122.5%
Simulated portfolioSPYBuySell
Trades
3611
Last traded
09/25/2026
Disclosed (est.)
$348.1M
File lag
28 days
AssetTypeAmount rangeTradedFiledTrade → latestFiled+1 → latestFiling
MCD
McDonald's Corporation Common Stock (MCD)
Sale (partial)
Owner: Joint
$1,001 - $15,00009/25/202610/07/2026
-11.2%
vs SPY -13.4%
-11.0%
vs SPY -13.6%
20035590
AMAT
Applied Materials, Inc. - Common Stock (AMAT)
Sale
Owner: Joint
$1,001 - $15,00009/15/202610/07/2026
+9.3%
vs SPY +9.2%
+25.1%
vs SPY +22.5%
20035590
MSFT
Microsoft Corporation - Common Stock (MSFT)
Sale
Owner: Joint
$500,001 - $1,000,00008/14/202609/14/2026
-5.4%
vs SPY -8.0%
-4.8%
vs SPY -5.0%
20035455
MSFT
Microsoft Corporation - Common Stock (MSFT)
Sale
Owner: Joint
$250,001 - $500,00008/14/202609/14/2026
-5.4%
vs SPY -8.0%
-4.8%
vs SPY -5.0%
20035455
MSFT
Microsoft Corporation - Common Stock (MSFT)
Purchase
Owner: Joint
$500,001 - $1,000,00008/14/202609/14/2026
+5.4%
vs SPY +8.0%
+4.8%
vs SPY +5.0%
20035455
MSFT
Microsoft Corporation - Common Stock (MSFT)
Purchase
Owner: Joint
$250,001 - $500,00008/14/202609/14/2026
+5.4%
vs SPY +8.0%
+4.8%
vs SPY +5.0%
20035455
QSR
Restaurant Brands International Inc. Common Shares (QSR)
Purchase
Owner: Joint
$1,001 - $15,00008/06/202609/14/2026
+2.8%
vs SPY +4.4%
-0.7%
vs SPY -0.5%
20035455
Unmapped
Republic Services, Inc. Common
Purchase
Owner: Joint
$1,001 - $15,00008/06/202609/14/2026n/an/a20035455
AMAT
Applied Materials, Inc. - Common Stock (AMAT)
Purchase
Owner: Joint
$1,001 - $15,00008/06/202609/14/2026
-27.5%
vs SPY -25.9%
-9.3%
vs SPY -9.2%
20035455
GOOGN
Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock (GOOGN)
Purchase
Owner: Joint
$1,001 - $15,00007/24/202608/10/2026
-9.1%
vs SPY -11.5%
-14.5%
vs SPY -12.6%
20035186
GOOGM
Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series A Mandatory Convertible Preferred Stock (GOOGM)
Purchase
Owner: Joint
$1,001 - $15,00007/24/202608/10/2026
-9.3%
vs SPY -11.6%
-14.8%
vs SPY -12.9%
20035186
CCI
Crown Castle Inc. Common Stock (CCI)
Sale
Owner: Joint
$1,001 - $15,00007/23/202608/10/2026
-17.8%
vs SPY -15.3%
-19.3%
vs SPY -21.1%
20035186
GOOGN
Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock (GOOGN)
Purchase
Owner: Joint
$1,001 - $15,00007/23/202608/10/2026
-9.3%
vs SPY -11.7%
-14.5%
vs SPY -12.6%
20035186
SAIL
SailPoint Technologies Holdings, Inc. (SAIL)
Purchase
Owner: Joint
$1,001 - $15,00007/20/202608/10/2026
+24.8%
vs SPY +22.9%
-0.4%
vs SPY +1.5%
20035186
NICE
NICE Ltd - American Depositary Shares each representing one Ordinary Share (NICE)
Purchase
Owner: Joint
$1,001 - $15,00007/20/202608/10/2026
+4.9%
vs SPY +3.0%
+4.7%
vs SPY +6.5%
20035186
MNST
Monster Beverage Corporation - Common Stock (MNST)
Purchase
Owner: Joint
$1,001 - $15,00007/17/202608/10/2026
-3.2%
vs SPY -5.0%
+3.6%
vs SPY +5.5%
20035186
GTLS
Chart Industries, Inc. (GTLS)
Sale
Owner: Joint
$1,001 - $15,00007/17/202608/10/2026n/an/a20035186
IBM
International Business Machines Corporation Common Stock (IBM)
Sale
Owner: Joint
$1,001 - $15,00007/16/202608/10/2026
-15.0%
vs SPY -14.2%
-4.9%
vs SPY -6.7%
20035186
PANW
Palo Alto Networks, Inc. (PANW)
Purchase
Owner: Joint
$1,001 - $15,00007/16/202608/10/2026
-1.1%
vs SPY -1.8%
-8.8%
vs SPY -6.9%
20035186
IBM
International Business Machines Corporation Common Stock (IBM)
Sale (partial)
Owner: Joint
$1,001 - $15,00007/15/202608/10/2026
-19.2%
vs SPY -19.1%
-4.9%
vs SPY -6.7%
20035186
CRWD
CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)
Purchase
Owner: Joint
$1,001 - $15,00007/15/202608/10/2026
+18.3%
vs SPY +18.1%
+10.3%
vs SPY +12.1%
20035186
FN
Fabrinet Ordinary Shares (FN)
Sale
Owner: Joint
$1,001 - $15,00007/14/202608/10/2026
+24.7%
vs SPY +25.3%
+30.9%
vs SPY +29.0%
20035186
NTDOY
Nintendo Co Ltd ADR (NTDOY)
Sale (partial)
Owner: Joint
$1,001 - $15,00006/17/202607/07/2026
-15.5%
vs SPY -13.2%
-18.8%
vs SPY -17.3%
20034938
INSM
Insmed Incorporated - Common Stock (INSM)
Sale (partial)
Owner: Joint
$1,001 - $15,00006/10/202607/07/2026
-13.7%
vs SPY -9.2%
+10.4%
vs SPY +11.8%
20034938
NVZMY
NOVONESIS B UNSP/ADR (NVZMY)
Sale
Owner: Joint
$1,001 - $15,00006/01/202607/07/2026
-18.1%
vs SPY -18.1%
-7.2%
vs SPY -5.7%
20034938
NSRGY
NESTLE S.A S/ADR (NSRGY)
Sale (partial)
Owner: Joint
$1,001 - $15,00006/01/202607/07/2026
-4.0%
vs SPY -4.1%
+1.1%
vs SPY +2.5%
20034938
BKNG
Booking Holdings Inc. - Common Stock (BKNG)
Sale
Owner: Joint
$1,001 - $15,00006/01/202607/07/2026
+7.6%
vs SPY +7.5%
+10.5%
vs SPY +11.9%
20034938
BABA
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)
Sale
Owner: Joint
$1,001 - $15,00006/01/202607/07/2026
+19.2%
vs SPY +19.2%
+7.9%
vs SPY +9.4%
20034938
ADC
Agree Realty Corporation Common Stock (ADC)
Sale
Owner: Joint
$1,001 - $15,00006/01/202607/07/2026
+3.2%
vs SPY +3.2%
+10.3%
vs SPY +11.7%
20034938
ABT
Abbott Laboratories Common Stock (ABT)
Sale (partial)
Owner: Joint
$1,001 - $15,00005/27/202606/03/2026
-29.4%
vs SPY -28.4%
-22.1%
vs SPY -22.0%
20034693
LITE
Lumentum Holdings Inc. - Common Stock (LITE)
Purchase
Owner: Joint
$1,001 - $15,00005/22/202606/03/2026
-28.2%
vs SPY -29.9%
-28.0%
vs SPY -28.2%
20034693
INTU
Intuit Inc. - Common Stock (INTU)
Sale (partial)
Owner: Joint
$1,001 - $15,00005/22/202606/03/2026
-8.7%
vs SPY -7.0%
-15.2%
vs SPY -15.1%
20034693
MU
Micron Technology, Inc. - Common Stock (MU)
Purchase
Owner: Joint
$1,001 - $15,00005/21/202606/03/2026
+12.2%
vs SPY +10.2%
-14.1%
vs SPY -14.3%
20034693
ADI
Analog Devices, Inc. - Common Stock (ADI)
Purchase
Owner: Joint
$1,001 - $15,00005/19/202606/03/2026
+1.9%
vs SPY -1.4%
-1.8%
vs SPY -1.9%
20034693
MSFT
Microsoft Corporation - Common Stock (MSFT)
Purchase
Owner: Joint
$500,001 - $1,000,00005/19/202606/03/2026
+25.3%
vs SPY +22.0%
+21.9%
vs SPY +21.8%
20034693
MSFT
Microsoft Corporation - Common Stock (MSFT)
Purchase
Owner: Joint
$250,001 - $500,00005/19/202606/03/2026
+25.3%
vs SPY +22.0%
+21.9%
vs SPY +21.8%
20034693
MSFT
Microsoft Corporation - Common Stock (MSFT)
Sale
Owner: Joint
$500,001 - $1,000,00005/19/202606/03/2026
-25.3%
vs SPY -22.0%
-21.9%
vs SPY -21.8%
20034693
MSFT
Microsoft Corporation - Common Stock (MSFT)
Sale
Owner: Joint
$250,001 - $500,00005/19/202606/03/2026
-25.3%
vs SPY -22.0%
-21.9%
vs SPY -21.8%
20034693
TPH
Tri Pointe Homes, Inc. Common Stock (TPH)
Sale
Owner: Joint
$1,001 - $15,00005/15/202606/03/2026n/an/a20034693
PANW
Palo Alto Networks, Inc. (PANW)
Purchase
Owner: Joint
$1,001 - $15,00005/14/202606/03/2026
+47.0%
vs SPY +45.7%
+25.4%
vs SPY +25.3%
20034693
NSRGY
NESTLE S.A S/ADR (NSRGY)
Sale (partial)
Owner: Joint
$1,001 - $15,00005/14/202606/03/2026
-4.5%
vs SPY -3.2%
-5.8%
vs SPY -5.6%
20034693
SNDK
Sandisk Corporation - Common Stock When-Issued (SNDK)
Purchase
Owner: Joint
$1,001 - $15,00005/07/202606/03/2026
-15.9%
vs SPY -19.6%
-36.0%
vs SPY -36.1%
20034693
AMD
Advanced Micro Devices, Inc. (AMD)
Purchase
Owner: Joint
$1,001 - $15,00005/05/202606/03/2026
+36.2%
vs SPY +31.5%
-7.5%
vs SPY -7.7%
20034693
NSRGY
NESTLE S.A S/ADR (NSRGY)
Sale (partial)
Owner: Joint
$1,001 - $15,00005/05/202606/03/2026
-3.0%
vs SPY +1.8%
-5.8%
vs SPY -5.6%
20034693
ABBV
AbbVie Inc. Common Stock (ABBV)
Sale
Owner: Joint
$1,001 - $15,00005/05/202606/03/2026
-40.6%
vs SPY -35.9%
-28.8%
vs SPY -28.7%
20034693
BRK-B
Berkshire Hathaway Inc. New Common Stock (BRK.B)
Sale (partial)
Owner: Joint
$1,001 - $15,00005/04/202606/03/2026
-18.9%
vs SPY -13.3%
-16.4%
vs SPY -16.2%
20034693
BRK-B
Berkshire Hathaway Inc. New Common Stock (BRK.B)
Sale (partial)
Owner: Joint
$1,001 - $15,00005/04/202606/03/2026
-18.9%
vs SPY -13.3%
-16.4%
vs SPY -16.2%
20034693
TWLO
Twilio Inc. Class A Common Stock (TWLO)
Purchase
Owner: Joint
$1,001 - $15,00005/04/202606/03/2026
+12.7%
vs SPY +7.1%
-9.7%
vs SPY -9.8%
20034693
FN
Fabrinet Ordinary Shares (FN)
Purchase
Owner: Joint
$1,001 - $15,00005/01/202606/03/2026
-48.6%
vs SPY -53.8%
-49.2%
vs SPY -49.3%
20034693
MMM
3M Company Common Stock (MMM)
Sale (partial)
Owner: Joint
$1,001 - $15,00004/28/202605/19/2026
-22.4%
vs SPY -15.9%
-19.3%
vs SPY -17.1%
20034585
AMD
Advanced Micro Devices, Inc. (AMD)
Purchase
Owner: Joint
$1,001 - $15,00004/27/202605/19/2026
+44.6%
vs SPY +38.6%
+8.1%
vs SPY +5.8%
20034585
NOW
ServiceNow, Inc. Common Stock (NOW)
Sale
Owner: Joint
$1,001 - $15,00004/24/202605/19/2026
-21.1%
vs SPY -14.9%
-5.7%
vs SPY -3.4%
20034585
IBM
International Business Machines Corporation Common Stock (IBM)
Sale (partial)
Owner: Joint
$1,001 - $15,00004/24/202605/19/2026
-9.4%
vs SPY -3.2%
-11.9%
vs SPY -9.6%
20034585
AMD
Advanced Micro Devices, Inc. (AMD)
Purchase
Owner: Joint
$1,001 - $15,00004/23/202605/19/2026
+58.5%
vs SPY +51.5%
+8.1%
vs SPY +5.8%
20034585
Unmapped
Goldman Sachs Group, Inc. (GS)
Purchase
Owner: Joint
$1,001 - $15,00004/16/202605/19/2026n/an/a20034585
FCX
Freeport-McMoRan, Inc. Common Stock (FCX)
Purchase
Owner: Joint
$1,001 - $15,00004/15/202605/19/2026
-9.7%
vs SPY -18.0%
+1.9%
vs SPY -0.3%
20034585
INTA
Intapp, Inc. - Common Stock (INTA)
Purchase
Owner: Joint
$1,001 - $15,00004/13/202605/19/2026
+112.2%
vs SPY +101.7%
+113.7%
vs SPY +111.5%
20034585
IFNNY
Infineon Technologies AG (IFNNY)
Purchase
Owner: Joint
$1,001 - $15,00004/13/202605/19/2026
+14.9%
vs SPY +4.4%
-26.4%
vs SPY -28.7%
20034585
HDB
HDFC Bank Limited Common Stock (HDB)
Sale (partial)
Owner: Joint
$1,001 - $15,00004/13/202605/19/2026
+14.0%
vs SPY +24.5%
+6.4%
vs SPY +8.7%
20034585
F
Ford Motor Company Common Stock (F)
Sale
Owner: Joint
$15,001 - $50,00004/09/202605/19/2026
-2.9%
vs SPY +8.6%
+5.9%
vs SPY +8.2%
20034585
DLTR
Dollar Tree, Inc. - Common Stock (DLTR)
Sale
Owner: Joint
$1,001 - $15,00004/09/202605/19/2026
-30.7%
vs SPY -19.2%
-43.4%
vs SPY -41.1%
20034585
DRI
Darden Restaurants, Inc. Common Stock (DRI)
Sale
Owner: Joint
$15,001 - $50,00004/09/202605/19/2026
-14.4%
vs SPY -2.9%
-13.0%
vs SPY -10.7%
20034585
T
AT&T Inc. (T)
Sale
Owner: Joint
$1,001 - $15,00004/09/202605/19/2026
+17.5%
vs SPY +29.0%
+12.1%
vs SPY +14.4%
20034585
ALLY
Ally Financial Inc. Common Stock (ALLY)
Sale
Owner: Joint
$1,001 - $15,00004/09/202605/19/2026
+7.2%
vs SPY +18.7%
+9.6%
vs SPY +11.9%
20034585
VLY
Valley National Bancorp (VLY)
Sale
Owner: Joint
$1,001 - $15,00004/09/202605/19/2026
-9.4%
vs SPY +2.1%
-8.5%
vs SPY -6.2%
20034585
TSCO
Tractor Supply Company - Common Stock (TSCO)
Sale
Owner: Joint
$15,001 - $50,00004/09/202605/19/2026
+21.9%
vs SPY +33.4%
-12.4%
vs SPY -10.1%
20034585
SYF
Synchrony Financial Common Stock (SYF)
Sale
Owner: Joint
$15,001 - $50,00004/09/202605/19/2026
-4.6%
vs SPY +6.9%
-4.8%
vs SPY -2.5%
20034585
PFGC
Performance Food Group Company Common Stock (PFGC)
Sale
Owner: Joint
$15,001 - $50,00004/09/202605/19/2026
-8.7%
vs SPY +2.8%
-2.0%
vs SPY +0.3%
20034585
MLM
Martin Marietta Materials, Inc. Common Stock (MLM)
Sale
Owner: Joint
$15,001 - $50,00004/09/202605/19/2026
+12.8%
vs SPY +24.3%
-0.6%
vs SPY +1.6%
20034585
MKTX
MarketAxess Holdings, Inc. - Common Stock (MKTX)
Sale
Owner: Joint
$1,001 - $15,00004/09/202605/19/2026
+3.1%
vs SPY +14.6%
-20.8%
vs SPY -18.5%
20034585
HD
Home Depot, Inc. (HD)
Sale
Owner: Joint
$15,001 - $50,00004/09/202605/19/2026
+0.3%
vs SPY +11.8%
-9.0%
vs SPY -6.8%
20034585
Unmapped
Goldman Sachs Group, Inc. (GS)
Sale
Owner: Joint
$15,001 - $50,00004/09/202605/19/2026n/an/a20034585
FWRG
First Watch Restaurant Group, Inc. - Common Stock (FWRG)
Purchase
Owner: Joint
$1,001 - $15,00004/06/202605/19/2026
+20.0%
vs SPY +4.9%
+24.2%
vs SPY +22.0%
20034585
CBZ
CBIZ, Inc. Common Stock (CBZ)
Purchase
Owner: Joint
$1,001 - $15,00004/06/202605/19/2026
0.0%
vs SPY 0.0%
0.0%
vs SPY 0.0%
20034585
NTES
NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares (NTES)
Purchase
Owner: Joint
$1,001 - $15,00004/06/202605/19/2026
+4.2%
vs SPY -10.8%
+0.5%
vs SPY -1.8%
20034585
MSFT
Microsoft Corporation - Common Stock (MSFT)
Purchase
Owner: Joint
$500,001 - $1,000,00003/25/202604/08/2026
+41.0%
vs SPY +25.6%
+40.2%
vs SPY +28.7%
20034305
MSFT
Microsoft Corporation - Common Stock (MSFT)
Purchase
Owner: Joint
$50,001 - $100,00003/25/202604/08/2026
+41.0%
vs SPY +25.6%
+40.2%
vs SPY +28.7%
20034305
FN
Fabrinet Ordinary Shares (FN)
Purchase
Owner: Joint
$1,001 - $15,00003/24/202604/08/2026
-39.5%
vs SPY -55.6%
-41.2%
vs SPY -52.7%
20034305
XNGSY
EEN ENERGY HLDGS UNSP/ADR (XNGSY)
Sale (partial)
Owner: Joint
$1,001 - $15,00003/24/202604/08/2026
+17.8%
vs SPY +33.8%
+20.6%
vs SPY +32.2%
20034305
CCI
Crown Castle Inc. Common Stock (CCI)
Sale (partial)
Owner: Joint
$1,001 - $15,00003/24/202604/08/2026
-13.1%
vs SPY +3.0%
-2.6%
vs SPY +8.9%
20034305
Methodology

These pages archive public House periodic transaction reports and annual financial disclosures filed under the STOCK Act and posted by the Clerk of the House. Amounts are statutory ranges, not exact sizes. The chart is a simulated long-only common-stock book: a purchase adds shares, and a sale, including a partial sale, reduces or closes that holding. A sale does not open a short. The default size is the midpoint of the disclosed range, divided by the entry price. An open-ended Over band uses its disclosed floor. An equal-dollar curve is optional: each purchase is one dollar, a partial sale sells one dollar, and a full sale closes that name. When an annual report, an amendment, or a new-filer report has a text layer, its Schedule A common stock reseeds the book and clears cash. Spouse and dependent lines are included. The same ticker is summed. Options, preferred shares, funds, partnerships, bank accounts, and real estate in that report stay out. Scanned annual filings are not guessed. A later filing of an older year does not replace a newer list already in the book. Between reports, cash from sales stays in the book. Options are excluded when the filing shows option language, a strike, or an expiration date, and the page counts them. Exchanges, warrants, unmapped names, and private vehicles stay out. SPY is buy-and-hold from the same first session. The trade-date clock uses the session close on the trade date, or the next session if the market was closed, and reseeds an annual list on the first session of the year after the year the report covers. The filed clock enters on the next session after the Clerk filing date, so a copy-after-filing view does not use that day’s price. Public posting can be later than the filing date. Stock logos mark buys and sells on the selected clock. This is not the filer’s brokerage account and it is not investment advice. Senate disclosures are not included.