Skip to content
Shameless Cloning

Search Shameless Cloning

Search superinvestors, stocks, insiders and members of Congress

Home/Congress Dashboard/Josh Gottheimer
HOUSE · NJ-5 · SINCE 2017

Josh Gottheimer portfolio

Josh Gottheimer has represented NJ's 5th district in the House since 2017. Committee seats: Permanent Select Committee on Intelligence, Financial Services. Josh Gottheimer has disclosed 3610 trades (1507 purchases, 2100 sales); the latest was on Sep 25, 2026. Over the past year the disclosed stock holdings returned +3.0%, against +11.8% for the S&P 500.

DDemocratParty
Member of HouseRepresents NJ
$3.7MEst. portfolio value
1 month agoLast trade
+3.0%1Y return, from filings
1M return+0.7%S&P 500 -0.3% · 158 positionsOn their trade dates: -0.4%
3M return+1.9%S&P 500 +1.7% · 160 positionsOn their trade dates: +1.4%
YTD return+3.3%S&P 500 +11.4% · 186 positionsOn their trade dates: +4.4%
1Y return+3.0%S&P 500 +11.8% · 188 positionsOn their trade dates: +4.4%
3Y return+58.7%S&P 500 +81.7% · 269 positionsOn their trade dates: +63.8%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

Est. value $2.8M across 163 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Josh Gottheimer
InvestmentEst. holding valueLast transactionTotal boughtAvg. costSince filedCurrent priceTrades
NVDANVIdIa Corporation$183KJun 24, 2025Purchase$14K–210K14 purchases$20.91+849.02%$206.8943
UALUnited Airlines Holdings, Inc.$109KMar 17, 2020Purchase$15K–50K1 purchase$30.67+226.73%$102.921
JNJJohnson & Johnson$96KApr 9, 2025Sale (partial)$10K–150K10 purchases$146.06+86.83%$276.9315
TSLATesla, Inc.$93KJun 5, 2025Sale (partial)$27K–405K27 purchases$151.24+165.86%$402.1861
SHOPShopify Inc. Class A Subordina teVoting Shares$80KMar 19, 2025Sale (partial)$8K–120K8 purchases$63.86+154.54%$158.1714
URIUnited Rentals, Inc.$73KFeb 21, 2017Purchase$1K–15K1 purchase$128.93+697.62%$1,181.921
METAMeta Platforms, Inc. - Class A$72KApr 9, 2025Sale (partial)$8K–120K8 purchases$234.55+149.73%$624.4117
WMTWalmart Inc.$65KJul 28, 2025Sale (partial)$7K–105K7 purchases$92.25+32.57%$123.089
MAMastercard Incorporated$62KApr 9, 2025Sale (partial)$11K–165K11 purchases$435.06+48.07%$638.5127
PGRProgressive Corporation$49KApr 9, 2025Sale (partial)$15K–50K1 purchase$95.69+144.01%$231.694
VIAVViavi Solutions Inc.$46KJul 19, 2024Purchase$4K–60K4 purchases$9.41+206.49%$30.446
NFLXNetflix, Inc.$45KApr 9, 2025Sale (partial)$7K–105K7 purchases$35.56+81.30%$62.8223
GLWCorning Incorporated Common Stock$40KMay 28, 2025Purchase$2K–30K2 purchases$49.00+145.54%$123.886
NOCNorthrop Grumman Corporation$40KApr 9, 2025Sale (partial)$17K–80K3 purchases$455.63+16.74%$558.546
NTRANatera, Inc. - Common Stock$39KSep 22, 2025Purchase$3K–45K3 purchases$170.69+146.30%$423.644
TXNTexas Instruments Incorporated$39KApr 9, 2025Sale (partial)$8K–120K8 purchases$120.38+157.61%$302.9817
GOOG# 1 alphabet Inc. - Class C Capital Stock$38KMay 8, 2025Sale (partial)$28K–420K28 purchases$97.25+180.30%$279.9061
AMD# 2 advanced Micro devices, Inc.$38KMay 5, 2026Purchase$3K–45K3 purchases$330.46+15.01%$517.0132
AVGO# 1 broadcom Inc.$37KJun 25, 2025Purchase$6K–90K6 purchases$110.63+173.35%$328.0815
KMTUYKomatsu Ltd ord american depositary Shares$32KApr 13, 2020Purchase$3K–45K3 purchases$21.77+84.76%$38.904
MTDRResources Company$31KJun 21, 2024Sale (partial)$3K–45K3 purchases$22.59+217.85%$60.456
DCODucommun Incorporated$29KOct 11, 2023Purchase$1K–15K1 purchase$45.95+242.89%$163.801
SBUXStarbucks Corporation$29KApr 17, 2025Sale (partial)$34K–160K6 purchases$89.60+22.19%$103.0018
MELIMercadoLibre, Inc.$28KJan 27, 2025Sale (partial)$7K–105K7 purchases$1,278.09+25.31%$1,635.0020
HQYHealthEquity, Inc.$28KNov 7, 2024Sale (partial)$4K–60K4 purchases$49.94+96.73%$101.337
AAPLapple Inc.$27KApr 9, 2025Sale (partial)$47K–355K19 purchases$168.27+105.34%$347.3276
SPOTSpotify Technology S.A. Ordin aryShares$27KMar 24, 2025Sale (partial)$2K–30K2 purchases$223.95+210.23%$589.898
HLNHaleon plc American Depositary Shares$25KApr 9, 2025Sale (partial)$5K–75K5 purchases$8.58+3.64%$8.777
SBGSYSchneider Electric SE Unsponsored adR$25KJun 21, 2024Sale (partial)$2K–30K2 purchases$18.76+189.45%$53.354
ABTabbott Laboratories$24KMay 27, 2026Sale (partial)$7K–105K7 purchases$104.15-1.02%$105.8311
MMM3M Company Common Stock$22KApr 28, 2026Sale (partial)$4K–60K4 purchases$137.80+23.22%$176.126
GMABGenmab A/S - American Depositary Shares$22KJan 16, 2025Purchase$1K–15K1 purchase$21.22+211.29%$58.188
PANWPalo Alto Networks, Inc.$21KJul 16, 2026Purchase$2K–30K2 purchases$284.78+14.99%$373.176
XOMExxon Mobil Corporation$21KFeb 4, 2026Purchase$2K–30K2 purchases$142.85+17.57%$184.863
ATRCAtriCure, Inc.$20KJul 19, 2024Purchase$1K–15K1 purchase$24.17+155.96%$61.203
MTSIMaCoM Technology Solutions Holdings, Inc.$19KApr 9, 2025Sale (partial)$1K–15K1 purchase$16.67+1196.06%$233.686
BAPCredicorp Ltd.$19KJan 11, 2024Purchase$1K–15K1 purchase$147.84+109.53%$354.134
AIRP aaR Corp.$19KMar 2, 2018Purchase$1K–15K1 purchase$42.49+123.69%$101.421
VCYTVeracyte, Inc.$19KOct 16, 2023Purchase$2K–30K2 purchases$24.61+111.51%$50.634
VVisa Inc.$18KFeb 18, 2026Sale (partial)$10K–150K10 purchases$345.04+21.31%$414.2021
ASAZYAssa Abloy AB Unsponsored ADR$18KJun 21, 2024Sale (partial)$2K–30K2 purchases$10.96+88.64%$19.923
APPFAppFolio, Inc. - Class A$17KApr 9, 2025Sale (partial)$3K–45K3 purchases$125.78+62.23%$209.706
ASML# 1 aSML Holding N.V. - New YorkRegistry Shares$17KMay 22, 2025Purchase$1K–15K1 purchase$740.70+103.82%$1,598.1112
MNSTMonster beverage Corporat ion$17KJul 17, 2026Purchase$2K–30K2 purchases$44.27+12.19%$46.9116
COCOThe Vita Coco Company, Inc.$17KDec 1, 2023Purchase$1K–15K1 purchase$27.79+133.64%$57.571
NTDOYNintendo Co Ltd AdR$16KJun 17, 2026Sale (partial)$32K–130K4 purchases$12.45+7.20%$13.1310
RVLVRevolve Group, Inc. Class A$16KOct 16, 2023Purchase$2K–30K2 purchases$22.49+7.86%$22.892
RIORio Tinto Plc$16KApr 9, 2025Sale (partial)$3K–45K3 purchases$51.95+64.95%$81.825
LUKOYLukoil Co Sponsored adR$16KFeb 4, 2021Purchase$3K–45K3 purchases$69.70——4
BRKS# 1 brooks Automation, I nc.$16KJan 5, 2021Purchase$2K–30K2 purchases$69.50——2
PCLNThe Priceline Group Inc.$16KFeb 7, 2018Purchase$2K–30K2 purchasesNo data—$30.012
NICENICE Ltd - American Depositary Shares each representing one Ordinary Share$16KJul 20, 2026Purchase$2K–30K2 purchases$113.85+2.45%$113.682
DASHDoorDash, Inc.$16KApr 9, 2025Sale (partial)$2K–30K2 purchases$124.03+42.42%$182.583
INTAIntapp, Inc.$16KApr 13, 2026Purchase$1K–15K1 purchase$21.11+100.71%$41.1510
CBZCBIZ, Inc.$16KApr 6, 2026Purchase$1K–15K1 purchase$28.28+77.87%$54.985
SBCFSeacoast banking Corporation of Florida$15KMar 29, 2023Sale (partial)$3K–45K3 purchases$22.76+42.56%$33.145
UMBFUMB Financial Corporation$14KApr 9, 2025Sale (partial)$2K–30K2 purchases$82.95+65.38%$134.113
OCFCOceanFirst Financi al Corp.$14KApr 15, 2024Purchase$4K–60K4 purchases$17.23+4.12%$17.866
GOOGNShare of Series B Mandatory Convertible Preferred Stock$14KJul 24, 2026Purchase$2K–30K2 purchases$46.77-17.66%$41.462
TTNDYTECHTRONIC INDUS LTD ADR$14KApr 21, 2025Purchase$1K–15K1 purchase$48.21+41.15%$85.144
KOCoca-Cola Company$13KApr 9, 2025Sale (partial)$2K–30K2 purchases$62.33+46.13%$94.3321
RTXRTX Corporation Common Stock$13KApr 23, 2025Purchase$1K–15K1 purchase$120.28+53.25%$200.441
SLABLaboratories, I nc.$13KFeb 26, 2021Sale (partial)$1K–15K1 purchase$72.75+130.60%$221.732
LLYEli Lilly and Company$13KMay 13, 2025Sale (partial)$18K–270K18 purchases$415.94+234.52%$1,431.2544
GBOOYGrupo Financiero banorte, S.a.b. de C.V Sponsored adR$12KJan 27, 2025Purchase$1K–15K1 purchase$36.26+55.61%$55.665
PNGAYPing an Insurance$12KJan 11, 2024Purchase$1K–15K1 purchase$8.33+48.14%$12.7711
ALGMAllegro MicroSystems, Inc.$12KOct 17, 2024Purchase$1K–15K1 purchase$20.62+42.34%$31.336
UNHUnitedHealth Group Incorporated Common Stock$12KFeb 5, 2026Purchase$1K–15K1 purchase$268.55+42.63%$407.2016
ANET# 1 arista Networks, Inc.$12KJan 31, 2025Sale (partial)$2K–30K2 purchases$50.90+220.05%$172.107
AORTArtivion, Inc.$12KJul 14, 2023Purchase$1K–15K1 purchase$15.65+40.34%$23.032
MTXMinerals Technologi es Inc.$12KJun 21, 2024Sale (partial)$2K–30K2 purchases$57.69+0.30%$64.463
TNDMTandem Diabetes Care, Inc. - Common Stock$12KSep 22, 2025Purchase$1K–15K1 purchase$13.06+29.69%$19.133
AGIOAgios Pharmaceuticals, Inc. - Common Stock$11KJan 24, 2024Purchase$1K–15K1 purchase$21.51+14.44%$30.671
BCRXBioCryst Pharmaceuticals, Inc.$11KOct 16, 2023Purchase$1K–15K1 purchase$5.94+69.28%$8.433
SAILSailPoint Technologies Holdings, Inc.$11KJul 20, 2026Purchase$1K–15K1 purchase$15.22+9.20%$21.201
SCHWCharles Schwab Corporation$11KApr 7, 2025Purchase$10K–150K10 purchases$56.81+51.30%$88.6123
SONYSony Group Corporation American Depositary Shares$11KJul 19, 2024Purchase$1K–15K1 purchase$18.57+43.29%$25.353
SGIOYShionogi & Co Ltd UnsponsoredAdR$11KJul 19, 2024Purchase$1K–15K1 purchase$7.06+32.81%$9.587
TELTE Connectivity Ltd. New Switzerland Registered Shares$11KMay 22, 2025Purchase$1K–15K1 purchase$158.91+29.54%$214.718
TCBITexas Capital bancshares, Inc.$11KOct 31, 2024Purchase$1K–15K1 purchase$76.95+19.81%$102.412
PTENPatterson-UTI Energy, Inc.$10KJan 11, 2024Purchase$3K–45K3 purchases$13.14-5.00%$13.115
GTESGates Industrial Corporation plc Ordinary Shares$10KOct 31, 2024Purchase$1K–15K1 purchase$19.35+15.60%$24.681
CBChubb Limited Common Stock$10KJun 13, 2025Purchase$1K–15K1 purchase$286.79+31.64%$365.421
MRKMerck & Company, Inc. Common Stock$10KFeb 4, 2026Purchase$1K–15K1 purchase$118.33+28.50%$148.334
CRWDCrowdStrike Holdings, Inc. - Class A Common Stock$10KJul 15, 2026Purchase$1K–15K1 purchase$206.77+12.99%$254.411
CSWCSW Industrials, Inc. Common Stock$10KNov 17, 2025Purchase$1K–15K1 purchase$241.31-4.02%$293.291
GILDGilead Sciences, Inc.$10KJan 27, 2026Purchase$1K–15K1 purchase$140.97+19.06%$171.175
DHID.R. Horton, Inc.$10KApr 21, 2025Purchase$1K–15K1 purchase$120.76+19.25%$145.5712
ADYEYADYEN NV UNSP/ADR$10KOct 16, 2023Purchase$1K–15K1 purchase$7.65-8.78%$9.145
MUMicron Technology, Inc. - Common Stock$9KMay 21, 2026Purchase$1K–15K1 purchase$762.10-17.09%$895.101
GEVGE Vernova Inc. Common Stock$9KFeb 5, 2026Purchase$1K–15K1 purchase$737.53+4.41%$863.841
CATYancorp$9KApr 9, 2025Sale (partial)$1K–15K1 purchase$23.36+171.86%$64.924
APDair Products and Chem icals, Inc.$9KMar 5, 2026Purchase$9K–135K9 purchases$247.32+42.92%$311.7716
TMOThermo Fisher Scientific Inc$9KSep 10, 2024Purchase$1K–15K1 purchase$624.21+16.32%$699.005
FWRGFirst Watch Restaurant Group, Inc. - Common Stock$9KApr 6, 2026Purchase$1K–15K1 purchase$11.36+16.07%$12.643
IFNNYInfineon Technolog ies aG$9KApr 13, 2026Purchase$1K–15K1 purchase$51.19-24.55%$56.7119
LOPECanyon Education, Inc.$9KMay 6, 2024Purchase$1K–15K1 purchase$138.31+6.92%$152.815
SHLSShoals Technologies Group, Inc. - Class A$9KJul 19, 2024Purchase$1K–15K1 purchase$6.59+35.50%$7.2010
PWPPerella Weinberg Partners - Class A Common Stock$9KMar 7, 2024Purchase$1K–15K1 purchase$13.44-4.76%$14.521
BRK.Bberkshire Hathaway Inc. New$9KMay 4, 2026Sale (partial)$6K–90K6 purchases$285.23+83.46%$544.4014
MSFTP Microsoft Corporation$9KFeb 2, 2026Sale (partial)$573K–1.2M21 purchases$267.01+94.28%$522.5373
TWLOTwilio Inc. Class a$8KMay 4, 2026Purchase$1K–15K1 purchase$189.67-11.34%$201.488
NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares$8KApr 6, 2026Purchase$2K–30K2 purchases$127.99-8.95%$113.853
ADIAnalog Devices, Inc. - Common Stock$8KMay 19, 2026Purchase$1K–15K1 purchase$414.31-4.69%$417.131
GS# 1Goldman Sachs Group, Inc.$8KApr 16, 2026Purchase$1K–15K1 purchase$900.00-2.88%$901.978
SQSquare, Inc. Class a$8KDec 30, 2024Purchase$1K–15K1 purchase$87.48——14
TWKSThoughtworks Holding, Inc.$8KOct 16, 2023Purchase$1K–15K1 purchase$3.89——8
EBSBnc.$8KOct 16, 2020Purchase$1K–15K1 purchase$11.76——3
CRYCryoLife, Inc.$8KOct 16, 2020Purchase$1K–15K1 purchaseNo data—$14.523
RDS.BRoyal dutch Shell PLC Royal dutch Shell PLC american depositary Shares$8KJul 16, 2020Purchase$2K–30K2 purchases$33.60——4
WPXWPX Energy, Inc.$8KSep 13, 2019Purchase$1K–15K1 purchase$10.98——1
POL# 1Polyone Corporation$8KJan 18, 2019Purchase$1K–15K1 purchaseNo data——3
TUPTupperware brands Corporation$8KJan 11, 2019Purchase$1K–15K1 purchase$37.12——2
DPLO# 2 diplomat Pharmacy, I nc.$8KJan 11, 2019Purchase$1K–15K1 purchase$12.88——2
HIBBMorgan Stanley > UMa active assets acco untHibbett Sports, Inc.$8KJan 18, 2018Purchase$1K–15K1 purchase$24.95——1
IPXLInc.$8KOct 31, 2017Purchase$1K–15K1 purchase$18.15——1
SNHYSNHY$8KMay 5, 2017Purchase$1K–15K1 purchase$40.15——1
QSRRestaurant Brands International Inc. Common Shares$8KAug 6, 2026Purchase$1K–15K1 purchase$72.92-7.85%$72.701
CHGCYChugai Pharmaceutical Ltd Unsponsored adR$8KApr 9, 2025Sale (partial)$3K–45K3 purchases$11.80+73.77%$21.707
CGNX# 2Cognex Corporation$8KFeb 14, 2018Purchase$1K–15K1 purchase$58.05+0.37%$56.323
FMXFomento Economico Mexicano S.a.b. de C.V.$8KApr 9, 2025Sale (partial)$4K–60K4 purchases$80.37+60.35%$126.158
ICEIntercontinental Exchange Inc.$8KJan 26, 2026Purchase$1K–15K1 purchase$175.10+3.47%$168.545
HMNHorace Mann Educators Corporation$8KApr 9, 2025Sale (partial)$4K–60K4 purchases$37.44+44.31%$46.627
FSSFederal Signal Corporation Common Stock$8KFeb 26, 2026Purchase$1K–15K1 purchase$117.63+4.93%$112.201
APNHY# 2 aspen Pharmacare Hold ings plcUnsponsored adR$8KJan 11, 2019Purchase$1K–15K1 purchase$10.15-12.45%$9.632
CMICummins Inc. Common Stock$8KFeb 5, 2026Purchase$1K–15K1 purchase$540.65-6.26%$510.941
DSGXThe descartes Systems Group Inc.$7KApr 9, 2025Sale (partial)$1K–15K1 purchase$32.80+148.04%$91.553
FCXFreeport-McMoRan, Inc.$7KApr 15, 2026Purchase$1K–15K1 purchase$68.70+8.45%$63.6614
SNDKSandisk Corporation - Common Stock When-Issued$7KMay 7, 2026Purchase$1K–15K1 purchase$1,339.96-34.42%$1,201.101
GOOGMShare of Series A Mandatory Convertible Preferred Stock$7KJul 24, 2026Purchase$1K–15K1 purchase$46.81-18.23%$41.411
LITELumentum Holdings Inc. - Common Stock$7KMay 22, 2026Purchase$1K–15K1 purchase$946.90-11.58%$829.371
IRTIndependence Realty Trust, Inc. Common Stock$7KSep 22, 2025Purchase$1K–15K1 purchase$17.03-8.42%$14.753
MGYMagnolia Oil & Gas CorporationClass A$7KApr 9, 2025Sale (partial)$2K–30K2 purchases$11.72+144.77%$26.465
SESea Limited American Depositary Shares, each representing one Class A Ordinary Share$7KMar 10, 2026Purchase$1K–15K1 purchase$89.17-12.38%$74.753
SSLSasol Ltd. american depositary Shares$6KJan 10, 2020Purchase$1K–15K1 purchase$21.57+16.60%$17.222
MTCHMatch Group, Inc.$6KJan 31, 2023Purchase$1K–15K1 purchase$54.12-4.08%$41.857
SSMXYSysmex Corporation Unsponsored adR$6KDec 5, 2025Sale (partial)$5K–75K5 purchases$16.68-24.77%$12.259
ALB# 1 albemarle Corporation$6KAug 7, 2017Purchase$1K–15K1 purchase$123.08-4.19%$91.631
TLKPT Telekomunikasi Indonesia, Tbk$6KApr 21, 2025Purchase$1K–15K1 purchase$15.28-28.78%$11.268
PRAAPRa Group, Inc.$6KJan 11, 2019Purchase$1K–15K1 purchase$28.48-33.16%$19.732
GWWW.W. Grainger, Inc.$6KDec 12, 2024Sale (partial)$1K–15K1 purchase$726.06+72.00%$1,362.702
BBVA# 3 banco bilbao Vizcaya argentaria S.a.$5KMar 13, 2025Sale (partial)$4K–60K4 purchases$4.53+405.31%$23.7511
NOVTNovanta Inc. - Common Shares$5KJul 25, 2022Sale (partial)$1K–15K1 purchase$88.74+81.50%$146.312
SUPNSupernus Pharmaceuticals, Inc.$5KDec 23, 2022Sale (partial)$1K–15K1 purchase$24.50+83.11%$43.362
APPApplovin Corporation - Class A Common Stock$5KMay 28, 2025Purchase$1K–15K1 purchase$390.26-38.44%$236.035
GLOBGlobant S.a. Common Shares$5KApr 18, 2019Purchase$1K–15K1 purchase$78.60-46.88%$44.951
TDGTransdigm Group Incorporated Transdigm Group Inc.$3KFeb 4, 2025Sale (partial)$2K–30K2 purchases$593.48+102.59%$1,164.716
STRLSterling Infrastructure, Inc. - Common Stock$3KApr 9, 2025Sale (partial)$1K–15K1 purchase$119.33+221.89%$357.562
GMEDGlobus Medical, Inc. Class a$3KApr 9, 2025Sale (partial)$2K–30K2 purchases$49.84+48.88%$79.616
HALOHalozyme Therapeutics, Inc.$3KSep 9, 2024Sale (partial)$2K–30K2 purchases$33.77+258.79%$131.355
PATK# 1Patrick Industries, Inc.$2KApr 9, 2025Sale (partial)$1K–15K1 purchase$25.97+188.53%$76.756
FETnc.$2KJan 18, 2018Purchase$1K–15K1 purchase$340.00-60.14%$84.512
XPXP Inc. - Class A$2KJun 18, 2024Sale (partial)$3K–45K3 purchases$24.03-41.85%$14.515
SRPTSarepta Therapeutics, I nc.$1KJul 14, 2023Purchase$1K–15K1 purchase$107.84-83.50%$18.775
INSMInsmed Incorporated$1KJun 10, 2026Sale (partial)$2K–30K2 purchases$31.98+247.12%$113.866
SLGNSilgan Holdings Inc.$1KApr 9, 2025Sale (partial)$2K–30K2 purchases$44.96-9.49%$39.836
CVNACarvana Co. Class A$974.36Feb 18, 2026Sale (partial)$1K–15K1 purchase$63.98-3.91%$67.6510
ABGAsbury Automotive Group Inc Common Stock$939.81Apr 9, 2025Sale (partial)$1K–15K1 purchase$205.07-9.80%$199.642
APH# 1 amphenol Corporation$359.91Sep 27, 2024Sale (partial)$2K–30K2 purchases$13.33+461.41%$78.876
ITTITT Inc.$348.21Oct 31, 2024Sale (partial)$1K–15K1 purchase$66.45+184.42%$200.663
STAGStag Industrial, Inc.$331.84Apr 9, 2025Sale (partial)$1K–15K1 purchase$31.03+33.38%$36.953
DDominion Energy, Inc.$329.37Apr 9, 2025Sale (partial)$3K–45K3 purchases$51.05+27.88%$66.2711
LUVSouthwest airlines Company$67.64Mar 22, 2018Sale (partial)$1K–15K1 purchase$56.36-27.87%$42.442

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.