
Josh Gottheimer
3,632 disclosed transactions · Jan 3, 2017 – Aug 14, 2026
$125.9M – $574.6M
Traded, all time
3,632 transactions · turnover, not holdings
-20.8%
Portfolio vs S&P 500
229 positions · 93% of securities priced
97%
Household trades
spouse, joint or child
8.2%
Filed late
avg 46 days to disclose
Committees
- Financial Services
- Capital Markets
- Digital Assets, Financial Technology, and Artificial Intelligence
- National Security, Illicit Finance, and International Financial Institutions
- House Permanent Select Committee on Intelligence
- Defense Intelligence and Overhead Architecture
- National Security Agency and CyberRanking Member
What they hold
Josh Gottheimer
Stock portfolio
$13.7M – $59.4M in disclosed securities · D-NJ · House · 2024 filing

MSFT
VOOMisc
- MSFT68%
- VOO8.3%
- AAPL2.6%
- SPY1.7%
- VFORX1.2%
- META1.1%
- QQQ0.7%
- WPP0.6%
- Misc16%
Disclosed assets
From the annual financial disclosure. Assets only — liabilities are not included.
$14.9M – $62.4M
Disclosed assets, 2024
368 holdings · filed Aug 11, 2025
- Securities332$37.0M 96%
- Private5$574K 1%
- Retirement7$517K 1%
- Cash17$420K 1%
- Other7$123K 0%
Band is the reported range; the line is its midpoint.
Disclosed portfolio vs the market
What the annual reports say they held, valued from Aug 10, 2023.
-20.8%
vs the S&P 500
Portfolio +59.1% · S&P 500 +80.0% · 229 positions
What they trade
Most traded
Transactions
100 most recent of 144 · last 12 months| Asset | Type | Amount | Traded | Disclosed |
|---|---|---|---|---|
MSFT Microsoft Corporation - Common Stock | Buyjoint | $250K – $500K | Aug 14, 2026 | Sep 14, 2026 |
MSFT Microsoft Corporation - Common Stock | Buyjoint | $500K – $1.0M | Aug 14, 2026 | Sep 14, 2026 |
MSFT Microsoft Corporation - Common Stock | Selljoint | $250K – $500K | Aug 14, 2026 | Sep 14, 2026 |
MSFT Microsoft Corporation - Common Stock | Selljoint | $500K – $1.0M | Aug 14, 2026 | Sep 14, 2026 |
RSG Republic Services, Inc. Common Stock | Buyjoint | $1K – $15K | Aug 6, 2026 | Sep 14, 2026 |
AMAT Applied Materials, Inc. - Common Stock | Buyjoint | $1K – $15K | Aug 6, 2026 | Sep 14, 2026 |
QSR Restaurant Brands International Inc. Common Shares | Buyjoint | $1K – $15K | Aug 6, 2026 | Sep 14, 2026 |
GOOGN Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock | Buyjoint | $1K – $15K | Jul 24, 2026 | Aug 10, 2026 |
GOOGM Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series A Mandatory Convertible Preferred Stock | Buyjoint | $1K – $15K | Jul 24, 2026 | Aug 10, 2026 |
CCI Crown Castle Inc. Common Stock | Selljoint | $1K – $15K | Jul 23, 2026 | Aug 10, 2026 |
GOOGN Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock | Buyjoint | $1K – $15K | Jul 23, 2026 | Aug 10, 2026 |
SAIL SailPoint Technologies Holdings, Inc | Buyjoint | $1K – $15K | Jul 20, 2026 | Aug 10, 2026 |
NICE NICE Ltd - American Depositary Shares each representing one Ordinary Share | Buyjoint | $1K – $15K | Jul 20, 2026 | Aug 10, 2026 |
GTLS Chart Industries, Inc | Selljoint | $1K – $15K | Jul 17, 2026 | Aug 10, 2026 |
MNST Monster Beverage Corporation - Common Stock | Buyjoint | $1K – $15K | Jul 17, 2026 | Aug 10, 2026 |
IBM International Business Machines Corporation Common Stock | Selljoint | $1K – $15K | Jul 16, 2026 | Aug 10, 2026 |
PANW Palo Alto Networks, Inc | Buyjoint | $1K – $15K | Jul 16, 2026 | Aug 10, 2026 |
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | Buyjoint | $1K – $15K | Jul 15, 2026 | Aug 10, 2026 |
IBM International Business Machines Corporation Common Stock | Sell (part)joint | $1K – $15K | Jul 15, 2026 | Aug 10, 2026 |
FN Fabrinet Ordinary Shares | Selljoint | $1K – $15K | Jul 14, 2026 | Aug 10, 2026 |
NTDOY Nintendo Co Ltd ADR | Sell (part)joint | $1K – $15K | Jun 17, 2026 | Jul 7, 2026 |
INSM Insmed Incorporated - Common Stock | Sell (part)joint | $1K – $15K | Jun 10, 2026 | Jul 7, 2026 |
BKNG Booking Holdings Inc. - Common Stock | Selljoint | $1K – $15K | Jun 1, 2026 | Jul 7, 2026 |
BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Selljoint | $1K – $15K | Jun 1, 2026 | Jul 7, 2026 |
NSRGY NESTLE S.A S/ADR | Sell (part)joint | $1K – $15K | Jun 1, 2026 | Jul 7, 2026 |
ADC Agree Realty Corporation Common Stock | Selljoint | $1K – $15K | Jun 1, 2026 | Jul 7, 2026 |
NVZMY NOVONESIS B UNSP/ADR | Selljoint | $1K – $15K | Jun 1, 2026 | Jul 7, 2026 |
ABT Abbott Laboratories Common Stock | Sell (part)joint | $1K – $15K | May 27, 2026 | Jun 3, 2026 |
INTU Intuit Inc. - Common Stock | Sell (part)joint | $1K – $15K | May 22, 2026 | Jun 3, 2026 |
LITE Lumentum Holdings Inc. - Common Stock | Buyjoint | $1K – $15K | May 22, 2026 | Jun 3, 2026 |
MU Micron Technology, Inc. - Common Stock | Buyjoint | $1K – $15K | May 21, 2026 | Jun 3, 2026 |
ADI Analog Devices, Inc. - Common Stock | Buyjoint | $1K – $15K | May 19, 2026 | Jun 3, 2026 |
MSFT Microsoft Corporation - Common Stock | Selljoint | $250K – $500K | May 19, 2026 | Jun 3, 2026 |
MSFT Microsoft Corporation - Common Stock | Selljoint | $500K – $1.0M | May 19, 2026 | Jun 3, 2026 |
MSFT Microsoft Corporation - Common Stock | Buyjoint | $250K – $500K | May 19, 2026 | Jun 3, 2026 |
MSFT Microsoft Corporation - Common Stock | Buyjoint | $500K – $1.0M | May 19, 2026 | Jun 3, 2026 |
TPH Tri Pointe Homes, Inc. Common Stock | Selljoint | $1K – $15K | May 15, 2026 | Jun 3, 2026 |
PANW Palo Alto Networks, Inc | Buyjoint | $1K – $15K | May 14, 2026 | Jun 3, 2026 |
NSRGY NESTLE S.A S/ADR | Sell (part)joint | $1K – $15K | May 14, 2026 | Jun 3, 2026 |
SNDK Sandisk Corporation - Common Stock When-Issued | Buyjoint | $1K – $15K | May 7, 2026 | Jun 3, 2026 |
ABBV AbbVie Inc. Common Stock | Selljoint | $1K – $15K | May 5, 2026 | Jun 3, 2026 |
AMD Advanced Micro Devices, Inc | Buyjoint | $1K – $15K | May 5, 2026 | Jun 3, 2026 |
NSRGY NESTLE S.A S/ADR | Sell (part)joint | $1K – $15K | May 5, 2026 | Jun 3, 2026 |
TWLO Twilio Inc. Class A Common Stock | Buyjoint | $1K – $15K | May 4, 2026 | Jun 3, 2026 |
BRK.B Berkshire Hathaway Inc. New Common Stock | Sell (part)joint | $1K – $15K | May 4, 2026 | Jun 3, 2026 |
BRK.B Berkshire Hathaway Inc. New Common Stock | Sell (part)joint | $1K – $15K | May 4, 2026 | Jun 3, 2026 |
FN Fabrinet Ordinary Shares | Buyjoint | $1K – $15K | May 1, 2026 | Jun 3, 2026 |
MMM 3M Company Common Stock | Sell (part)joint | $1K – $15K | Apr 28, 2026 | May 19, 2026 |
AMD Advanced Micro Devices, Inc | Buyjoint | $1K – $15K | Apr 27, 2026 | May 19, 2026 |
NOW ServiceNow, Inc. Common Stock | Selljoint | $1K – $15K | Apr 24, 2026 | May 19, 2026 |
IBM International Business Machines Corporation Common Stock | Sell (part)joint | $1K – $15K | Apr 24, 2026 | May 19, 2026 |
AMD Advanced Micro Devices, Inc | Buyjoint | $1K – $15K | Apr 23, 2026 | May 19, 2026 |
GS Goldman Sachs Group, Inc | Buyjoint | $1K – $15K | Apr 16, 2026 | May 19, 2026 |
FCX Freeport-McMoRan, Inc. Common Stock | Buyjoint | $1K – $15K | Apr 15, 2026 | May 19, 2026 |
INTA Intapp, Inc. - Common Stock | Buyjoint | $1K – $15K | Apr 13, 2026 | May 19, 2026 |
HDB HDFC Bank Limited Common Stock | Sell (part)joint | $1K – $15K | Apr 13, 2026 | May 19, 2026 |
IFNNY Infineon Technologies AG | Buyjoint | $1K – $15K | Apr 13, 2026 | May 19, 2026 |
GS Goldman Sachs Group, Inc | Selljoint | $15K – $50K | Apr 9, 2026 | May 19, 2026 |
HD Home Depot, Inc | Selljoint | $15K – $50K | Apr 9, 2026 | May 19, 2026 |
DLTR Dollar Tree, Inc. - Common Stock | Selljoint | $1K – $15K | Apr 9, 2026 | May 19, 2026 |
F Ford Motor Company Common Stock | Selljoint | $15K – $50K | Apr 9, 2026 | May 19, 2026 |
DRI Darden Restaurants, Inc. Common Stock | Selljoint | $15K – $50K | Apr 9, 2026 | May 19, 2026 |
T AT&T Inc | Selljoint | $1K – $15K | Apr 9, 2026 | May 19, 2026 |
MKTX MarketAxess Holdings, Inc. - Common Stock | Selljoint | $1K – $15K | Apr 9, 2026 | May 19, 2026 |
MLM Martin Marietta Materials, Inc. Common Stock | Selljoint | $15K – $50K | Apr 9, 2026 | May 19, 2026 |
PFGC Performance Food Group Company Common Stock | Selljoint | $15K – $50K | Apr 9, 2026 | May 19, 2026 |
ALLY Ally Financial Inc. Common Stock | Selljoint | $1K – $15K | Apr 9, 2026 | May 19, 2026 |
SYF Synchrony Financial Common Stock | Selljoint | $15K – $50K | Apr 9, 2026 | May 19, 2026 |
TSCO Tractor Supply Company - Common Stock | Selljoint | $15K – $50K | Apr 9, 2026 | May 19, 2026 |
VLY Valley National Bancorp | Selljoint | $1K – $15K | Apr 9, 2026 | May 19, 2026 |
CBZ CBIZ, Inc. Common Stock | Buyjoint | $1K – $15K | Apr 6, 2026 | May 19, 2026 |
FWRG First Watch Restaurant Group, Inc. - Common Stock | Buyjoint | $1K – $15K | Apr 6, 2026 | May 19, 2026 |
NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | Buyjoint | $1K – $15K | Apr 6, 2026 | May 19, 2026 |
MSFT Microsoft Corporation - Common Stock | Buyjoint | $50K – $100K | Mar 25, 2026 | Apr 8, 2026 |
MSFT Microsoft Corporation - Common Stock | Buyjoint | $500K – $1.0M | Mar 25, 2026 | Apr 8, 2026 |
CCI Crown Castle Inc. Common Stock | Sell (part)joint | $1K – $15K | Mar 24, 2026 | Apr 8, 2026 |
XNGSY EEN ENERGY HLDGS UNSP/ADR | Sell (part)joint | $1K – $15K | Mar 24, 2026 | Apr 8, 2026 |
FN Fabrinet Ordinary Shares | Buyjoint | $1K – $15K | Mar 24, 2026 | Apr 8, 2026 |
HDB HDFC Bank Limited Common Stock | Sell (part)joint | $1K – $15K | Mar 12, 2026 | Apr 8, 2026 |
LZB La-Z-Boy Incorporated Common Stock | Selljoint | $1K – $15K | Mar 12, 2026 | Apr 8, 2026 |
ALC Alcon Inc. Ordinary Shares | Selljoint | $1K – $15K | Mar 12, 2026 | Apr 8, 2026 |
IFNNY Infineon Technologies AG | Selljoint | $1K – $15K | Mar 12, 2026 | Apr 8, 2026 |
INTA Intapp, Inc. - Common Stock | Selljoint | $1K – $15K | Mar 12, 2026 | Apr 8, 2026 |
SE Sea Limited American Depositary Shares, each representing one Class A Ordinary Share | Buyjoint | $1K – $15K | Mar 10, 2026 | Apr 8, 2026 |
NOW ServiceNow, Inc. Common Stock | Buyjoint | $1K – $15K | Mar 6, 2026 | Apr 8, 2026 |
NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | Sell (part)joint | $1K – $15K | Mar 5, 2026 | Apr 8, 2026 |
APD Air Products and Chemicals, Inc. Common Stock | Buyjoint | $1K – $15K | Mar 5, 2026 | Apr 8, 2026 |
CBZ CBIZ, Inc. Common Stock | Selljoint | $1K – $15K | Mar 5, 2026 | Apr 8, 2026 |
COLB Columbia Banking System, Inc. - Common Stock | Selljoint | $1K – $15K | Mar 5, 2026 | Apr 8, 2026 |
FWRG First Watch Restaurant Group, Inc. - Common Stock | Selljoint | $1K – $15K | Mar 5, 2026 | Apr 8, 2026 |
PHR Phreesia, Inc. Common Stock | Selljoint | $1K – $15K | Mar 5, 2026 | Apr 8, 2026 |
PANW Palo Alto Networks, Inc | Selljoint | $1K – $15K | Feb 27, 2026 | Mar 16, 2026 |
IFNNY Infineon Technologies AG | Buyjoint | $1K – $15K | Feb 27, 2026 | Mar 16, 2026 |
FSS Federal Signal Corporation Common Stock | Buyjoint | $1K – $15K | Feb 26, 2026 | Mar 16, 2026 |
INTU Intuit Inc. - Common Stock | Sell (part)joint | $1K – $15K | Feb 20, 2026 | Mar 16, 2026 |
V Visa Inc | Sell (part)joint | $1K – $15K | Feb 18, 2026 | Mar 16, 2026 |
CVNA Carvana Co. Class A Common Stock | Sell (part)joint | $1K – $15K | Feb 18, 2026 | Mar 16, 2026 |
CMI Cummins Inc. Common Stock | Buyjoint | $1K – $15K | Feb 5, 2026 | Mar 16, 2026 |
UNH UnitedHealth Group Incorporated Common Stock | Buyjoint | $1K – $15K | Feb 5, 2026 | Mar 16, 2026 |
GEV GE Vernova Inc. Common Stock | Buyjoint | $1K – $15K | Feb 5, 2026 | Mar 16, 2026 |