WhatInvestorsBuy

Josh Gottheimer: Stock Portfolio, Performance and Latest Trades

Josh Gottheimer

U.S. Representative, NJ-5

D Democrat

Trades disclosed3609
Bought / sold1508 / 2098
Est. volume$349.4M
Typical delay28 days

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Josh Gottheimer's estimated portfolio today

Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
MSFT+ call optionsMicrosoft Corporation
60.7%$480.57+10.2%$529.76Feb 6, 20181
VOOVanguard S&P 500 ETF
10.6%$621.74+14.9%$714.34Held at end of 20210
SPYSPDR S&P 500
3.26%$676.64+14.9%$777.22Held at end of 20210
AAPLApple Inc.
3.15%$271.12+24.2%$336.67May 1, 20170
VFORXVanguard Target Retirement 2040 Fund
1.47%$49.95+9.9%$54.89Held at end of 20230
FXAIXFidelity 500 Index Fund
1.42%$236.42+14.7%$271.10Held at end of 20210
METAMeta Platforms, Inc. - Class A
1.39%$658.40+9.6%$721.31Jan 27, 20230
XCAPXACAP Strategic Fund
1.16%$29.18+1.2%$29.53Held at end of 20210
QQQInvesco QQQ Trust, Series 1
0.91%$612.23+23.8%$757.73Held at end of 20210
IYWiShares U.S. Technology ETF
0.73%$199.51+36.1%$271.51Held at end of 20210
FAMRXFidelity Asset Manager 85%
0.61%$30.27+14.9%$34.77Held at end of 20210
VRNIXVanguard Russell 1000 Index Fd Insti Cl
0.61%$593.59+14.5%$679.77Held at end of 20220
AMZNAmazon.com, Inc.
0.60%$230.82+12.6%$259.92Feb 26, 20200
PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF
0.60%$47.71+11.7%$53.29Held at end of 20210
APDYXArtisan Developing World Fund - Advisor Shares
0.54%$23.21+1.9%$23.66Held at end of 20220
LLYEli Lilly and Company
0.36%$1,069.51+11.1%$1,188.72Mar 16, 20220
DIASPDR Dow Jones Industrial Average ETF
0.35%$475.37+7.5%$511.02Held at end of 20210
NVDANVIDIA Corporation
0.32%$186.07+27.6%$237.47Feb 28, 20200
AGTHXThe Growth Fund of America Class A Shares
0.28%$80.46+12.4%$90.41Held at end of 20210
SCHFSchwab International Equity ETF
0.26%$23.90+14.1%$27.26Held at end of 20210
RSESXU.S. Strategic Equity Fund Class S
0.26%$16.82+13.4%$19.08Held at end of 20210
IJHiShares Core S&P Mid-Cap ETF
0.25%$65.48+11.1%$72.76Held at end of 20210
GOOGAlphabet Inc. - Class C Capital Stock
0.25%$313.19+10.9%$347.37Jul 26, 20190
CRCLCircle Internet Group, Inc. Class A
0.23%$79.30+1.9%$80.84Held at end of 20250
UALUnited Airlines Holdings, Inc.
0.23%$111.82−1.5%$110.17Mar 17, 20200
CSCOCisco Systems, Inc.
0.19%$75.63+55.2%$117.39Held at end of 20210
GLWCorning Incorporated
0.19%$87.10+87.4%$163.25Jan 27, 20250
TXNTexas Instruments Incorporated
0.17%$170.62+69.4%$288.98Nov 27, 20180
JNJJohnson & Johnson
0.16%$203.67+26.9%$258.45Jul 31, 20180
TSMTaiwan Semiconductor Manufacturing Company Ltd.
0.16%$301.52+56.6%$472.20Apr 17, 20200
AMDAdvanced Micro Devices, Inc.
0.14%$330.46+95.4%$645.86Apr 23, 20263
DBSDYDbs Group Holdings Ltd Ord American Depositary Shares
0.14%$169.01+42.5%$240.90Dec 21, 20230
CVXChevron Corporation
0.14%$148.27+38.4%$205.15May 4, 20200
AWSHXWashington Mutual Invs Fd Cl A Shs
0.13%$62.18+7.7%$66.95Held at end of 20210
CAIBXCapital Income Builder Cl A Shs
0.13%$75.56+7.4%$81.16Held at end of 20210
FASTFastenal Company
0.13%$39.48+26.2%$49.83Nov 9, 20180
FEMKXFidelity Emerging Markets Fund
0.12%$49.87+21.3%$60.50Held at end of 20230
WPPWPP plc American Depositary Shares
0.12%$21.85+16.4%$25.43Held at end of 20210
IVViShares Core S&P 500 ETF
0.11%$679.33+14.9%$780.58Held at end of 20210
IWBiShares Russell 1000 ETF
0.11%$370.88+14.4%$424.19Held at end of 20250
FSMDXFidelity Mid Cap Index Fund
0.11%$36.93+13.7%$41.99Held at end of 20230
SBUXStarbucks Corporation
0.11%$82.71+13.1%$93.58Apr 24, 20190
RGESXGlobal Equity Fund Class S
0.11%$11.16+12.5%$12.56Held at end of 20210
VXFVanguard Extended Market ETF
0.11%$207.48+12.5%$233.49Held at end of 20210
VWOVanguard FTSE Emerging Markets ETF
0.11%$53.59+11.7%$59.85Held at end of 20210
RSPInvesco S&P 500 Equal Weight ETF
0.11%$189.30+11.3%$210.60Held at end of 20250
NSCNorfolk Southern Corporation
0.11%$285.08+9.9%$313.20Oct 29, 20180
AVGOBroadcom Inc.
0.11%$344.20+9.4%$376.51May 1, 20230
DDominion Energy, Inc.
0.11%$56.82+8.3%$61.53Jun 10, 20190
RINTXInternational Developed Markets Fund Class S
0.11%$49.29+7.9%$53.20Held at end of 20210
MIEIXMFS Institutional Investors Trust - MFS Institutional International Eq
0.10%$40.58+4.1%$42.23Held at end of 20250
BLKBlackRock, Inc.
0.10%$1,053.05+1.6%$1,069.63Held at end of 20210
CINFCincinnati Financial Corporation
0.10%$160.56+0.7%$161.61Held at end of 20210
MAMastercard Incorporated
0.10%$568.09+0.3%$570.06Jan 12, 20230
PGRProgressive Corporation
0.10%$213.81+0.1%$214.12Jun 24, 20210
SCHWCharles Schwab Corporation
0.10%$98.93−3.4%$95.58Sep 12, 20190
PAYXPaychex, Inc.
0.09%$108.49−6.4%$101.55Held at end of 20210
NOCNorthrop Grumman Corporation
0.08%$563.34−16.0%$473.46Sep 26, 20230
TSLATesla, Inc.
0.08%$449.72−16.0%$377.81Oct 28, 20190
LOWLowe's Companies, Inc.
0.08%$237.47−23.6%$181.54Aug 5, 20190
NFLXNetflix, Inc.
0.07%$93.76−25.7%$69.70Oct 25, 20210
PANWPalo Alto Networks, Inc.
0.07%$284.78+42.4%$405.57May 14, 20263
VIAVViavi Solutions Inc.
0.06%$17.82+160%$46.27May 5, 20200
XOMExxon Mobil Corporation
0.06%$140.04+17.1%$164.05Feb 2, 20262
AIVSXAmerican Funds Investment Co of America A
0.05%$62.07+11.8%$69.40Held at end of 20210
SMCWXAmerican Funds SMALLCAP World A
0.05%$73.29+11.5%$81.74Held at end of 20210
APDAir Products and Chemicals, Inc.
0.05%$254.98+9.1%$278.12Feb 3, 20201
GOOGNAlphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock
0.05%$46.20+6.8%$49.36Jul 23, 20262
MTSIMACOM Technology Solutions Holdings, Inc.
0.05%$171.28+96.1%$335.91Jan 18, 20190
CBZCBIZ, Inc.
0.05%$28.28+93.6%$54.75Apr 6, 20262
LRCXLam Research Corporation
0.05%$170.67+93.1%$329.51Feb 28, 20200
BRK.BBerkshire Hathaway Inc. New
0.05%$502.65+0.7%$506.25Sep 4, 20192
NTDOYNintendo Co Ltd ADR
0.05%$16.86−27.4%$12.24Sep 1, 20201
INTAIntapp, Inc.
0.04%$21.11+78.1%$37.60Apr 13, 20262
STRLSterling Infrastructure, Inc.
0.04%$306.23+74.4%$534.13Jun 27, 20240
DCODucommun Incorporated
0.04%$95.13+74.2%$165.69Oct 11, 20230
NTRANatera, Inc.
0.04%$229.09+72.7%$395.56Nov 20, 20240
SLABSilicon Laboratories, Inc.
0.04%$130.70+69.8%$221.95Feb 21, 20170
ASMLASML Holding N.V. - New York Registry Shares
0.04%$1,064.74+69.5%$1,804.96Oct 15, 20190
PWRQuanta Services, Inc.
0.04%$421.73+66.2%$701.07Nov 27, 20230
ANETArista Networks, Inc.
0.04%$131.03+64.7%$215.83Apr 13, 20200
HALOHalozyme Therapeutics, Inc.
0.04%$67.30+64.6%$110.79Oct 19, 20200
KMTUYKomatsu Ltd Ord American Depositary Shares
0.04%$31.75+53.5%$48.75Nov 6, 20180
SNOWSnowflake Inc.
0.04%$219.36+51.7%$332.85Nov 6, 20200
CHRDChord Energy Corporation
0.04%$90.14+50.9%$136.05Jan 24, 20240
TTNDYTECHTRONIC INDUS LTD ADR
0.04%$56.31+48.1%$83.40Oct 28, 20240
TWLOTwilio Inc. Class A
0.04%$189.67+43.9%$273.00May 4, 20261
MUMicron Technology, Inc.
0.03%$761.98+42.8%$1,088.00May 21, 20261
UNHUnitedHealth Group Incorporated
0.03%$263.34+42.8%$375.98Feb 5, 20261
ALGMAllegro MicroSystems, Inc.
0.03%$26.38+40.4%$37.03Jan 23, 20230
AEISAdvanced Energy Industries, Inc.
0.03%$209.17+39.7%$292.25Jun 27, 20240
BAPCredicorp Ltd.
0.03%$274.05+37.2%$376.11Jun 14, 20230
ETNEaton Corporation, PLC Ordinary Shares
0.03%$315.87+36.6%$431.33Aug 25, 20230
SHELShell PLC American Depositary Shares
0.03%$71.52+35.4%$96.85Jul 5, 20240
GEVGE Vernova Inc.
0.03%$736.71+35.3%$997.09Feb 5, 20261
ATRCAtriCure, Inc.
0.03%$39.56+34.8%$53.31Jul 19, 20240
AVNTAvient Corporation
0.03%$30.56+34.2%$41.00Held at end of 20210
IFNNYInfineon Technologies AG
0.03%$51.19+33.8%$68.48Apr 13, 20263
RHPRyman Hospitality Properties, Inc.
0.03%$91.62+30.2%$119.29Dec 10, 20190
SAILSailPoint Technologies Holdings, Inc.
0.03%$15.22+28.6%$19.58Jul 20, 20261
SYIEYSymrise Ag Unsponsored ADR
0.03%$19.79+28.6%$25.45Held at end of 20210
GTESGates Industrial Corporation plc Ordinary Shares
0.03%$21.47+27.7%$27.41Oct 31, 20240
MTDRMatador Resources Company
0.03%$41.52+27.3%$52.85Jan 18, 20190
SNDKSandisk Corporation
0.03%$1,339.96+26.3%$1,692.42May 7, 20261
DSCSYDISCO CORP UNSP /ADR
0.03%$30.46+26.0%$38.37Oct 25, 20240
GWWW.W. Grainger, Inc.
0.03%$1,003.15+26.0%$1,263.51Oct 30, 20230
KOCoca-Cola Company
0.03%$68.58+25.1%$85.82Jan 31, 20220
CATYCathay General Bancorp
0.03%$47.43+24.6%$59.11Oct 16, 20200
MRKMerck & Company, Inc.
0.03%$115.94+23.2%$142.79Feb 4, 20261
IEMGiShares Core MSCI Emerging Markets ETF
0.03%$66.68+23.0%$82.04Held at end of 20210
RIORio Tinto Plc
0.03%$76.18+22.3%$93.16Apr 10, 20190
TTTrane Technologies plc
0.03%$386.47+20.9%$467.27May 12, 20210
NOVTNovanta Inc.
0.03%$118.99+20.7%$143.64Apr 15, 20190
GBOOYGrupo Financiero Banorte, S.A.B. De C.V Sponsored ADR
0.03%$43.98+19.7%$52.64Jun 12, 20240
FMXFomento Economico Mexicano S.A.B. de C.V.
0.03%$98.13+19.3%$117.11Nov 28, 20180
CNICanadian National Railway Company
0.03%$97.17+19.1%$115.75Held at end of 20210
CENTACentral Garden & Pet Company
0.03%$29.19+19.0%$34.74May 18, 20180
GMABGenmab A/S - American Depositary Shares
0.03%$30.80+19.0%$36.65Jul 19, 20230
MFCManulife Financial Corporation
0.03%$35.30+18.1%$41.67Jun 28, 20220
NWENorthWestern Corporation
0.03%$62.70+18.0%$73.97Held at end of 20210
ATLKYAtlas Copco Ab Sponsored ADR repstg Class A
0.03%$17.64+17.8%$20.79Dec 21, 20180
LITELumentum Holdings Inc.
0.03%$946.90+17.3%$1,111.07May 22, 20261
EPOAYEPIROC AKTIEBOLAG S/ADR A
0.03%$22.41+17.2%$26.25Held at end of 20250
SONVYSonova Holding AG Unsponsored ADR
0.03%$51.69+17.1%$60.52Held at end of 20210
AGIOAgios Pharmaceuticals, Inc.
0.03%$27.22+16.8%$31.79Jan 24, 20240
RLESXU.S. Small Cap Equity Fund Class S
0.03%$25.63+16.2%$29.79Held at end of 20210
ITTITT Inc.
0.03%$172.48+16.2%$200.39Jun 21, 20220
BBVABanco Bilbao Vizcaya Argentaria S.A.
0.03%$22.60+16.1%$26.25Oct 16, 20200
CNSCohen & Steers Inc
0.03%$61.07+15.4%$70.50Held at end of 20210
ALFVYAlfa-Laval Ab Unsponsored ADR
0.03%$49.41+14.9%$56.78Held at end of 20210
NICENICE Ltd - American Depositary Shares each representing one Ordinary Share
0.03%$101.34+14.9%$116.42Jul 20, 20261
LINLinde plc Ordinary Share
0.03%$422.23+14.6%$483.98Nov 29, 20180
FSSNXFidelity Small Cap Index Fund
0.03%$30.89+13.6%$35.10Held at end of 20250
VEUVanguard FTSE All World Ex US ETF
0.03%$72.94+13.6%$82.85Held at end of 20210
IWMiShares Russell 2000 ETF
0.03%$244.50+13.6%$277.70Held at end of 20210
VEAVanguard FTSE Developed Markets ETF
0.03%$61.88+13.5%$70.26Held at end of 20210
MGYMagnolia Oil & Gas Corporation Class A
0.03%$21.47+13.3%$24.33Mar 4, 20210
UMBFUMB Financial Corporation
0.03%$113.83+12.6%$128.21Dec 20, 20230
GOOGLAlphabet Inc. - Class A
0.03%$312.39+12.2%$350.50Held at end of 20210
DGROiShares Core Dividend Growth ETF
0.03%$68.46+11.5%$76.33Held at end of 20240
MCKMcKesson Corporation
0.03%$817.83+11.3%$910.33Nov 13, 20200
FDIVXFidelity Diversified International Fund
0.03%$48.63+11.0%$53.97Held at end of 20210
COSTCostco Wholesale Corporation
0.03%$858.55+9.7%$942.25Oct 11, 20180
INDBIndependent Bank Corp.
0.03%$71.33+9.6%$78.21Held at end of 20210
ICUIICU Medical, Inc.
0.03%$142.67+9.4%$156.03Feb 14, 20220
VIGVanguard Div Appreciation ETF
0.03%$217.14+9.1%$236.99Held at end of 20250
EFAiShares MSCI EAFE ETF
0.03%$94.53+9.1%$103.10Held at end of 20210
BCPCBalchem Corporation
0.03%$153.36+8.5%$166.41Held at end of 20210
CBChubb Limited
0.03%$309.30+8.2%$334.70Jun 13, 20250
RHHBYRoche Holdings AG Basel American Depositary Shares
0.03%$49.99+8.2%$54.07Jan 29, 20190
NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares
0.03%$111.52+8.2%$120.61Apr 6, 20262
AMCPXAMCAP Fund, Class A Shares A
0.03%$42.70+8.1%$46.16Held at end of 20210
ABALXAmerican Balanced Fund, Class A Shs
0.03%$37.18+8.0%$40.16Held at end of 20210
BCRXBioCryst Pharmaceuticals, Inc.
0.03%$7.80+7.7%$8.40Aug 11, 20220
ANWPXNew Perspective Fund, Class A Shares
0.03%$70.61+7.6%$76.01Held at end of 20210
MEDPMedpace Holdings, Inc.
0.03%$561.65+7.6%$604.25Oct 29, 20200
GOOGMAlphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series A Mandatory Convertible Preferred Stock
0.03%$46.23+7.4%$49.66Jul 24, 20261
MTXMinerals Technologies Inc.
0.03%$60.65+7.3%$65.11Sep 24, 20200
SNPSSynopsys, Inc.
0.03%$469.72+7.0%$502.67Mar 12, 20190
ABCBAmeris Bancorp
0.03%$73.73+7.0%$78.87Oct 16, 20200
IDAIDACORP, Inc.
0.03%$124.21+6.3%$132.04Held at end of 20210
SESea Limited American Depositary Shares, each representing one Class A Ordinary Share
0.03%$89.17+6.2%$94.66Mar 10, 20261
GILDGilead Sciences, Inc.
0.03%$138.48+6.0%$146.85Jan 27, 20261
SBGSYSchneider Electric SE Unsponsored ADR
0.03%$54.10+5.4%$57.01Nov 27, 20190
FCXFreeport-McMoRan, Inc.
0.03%$68.53+4.9%$71.86Apr 15, 20261
JPMJP Morgan Chase & Co.
0.03%$317.71+3.7%$329.58Mar 17, 20200
RSGRepublic Services, Inc.
0.03%$208.91+3.5%$216.18Aug 6, 20261
SBCFSeacoast Banking Corporation of Florida
0.03%$30.87+3.3%$31.87Nov 1, 20190
SHOPShopify Inc. Class A Subordinate Voting Shares
0.03%$160.97+3.1%$166.03Feb 17, 20210
VCYTVeracyte, Inc.
0.03%$42.10+2.5%$43.16Dec 6, 20190
RGISXGlobal Infrastructure Fund Class S
0.02%$9.81+2.4%$10.05Held at end of 20210
AIQUYL'Air Liquide Ord American Depositary Shares
0.02%$36.84+2.3%$37.70Sep 21, 20170
TCBITexas Capital Bancshares, Inc.
0.02%$90.17+0.5%$90.58Oct 31, 20240
HQYHealthEquity, Inc.
0.02%$91.61+0.3%$91.90Mar 26, 20200
HMNHorace Mann Educators Corporation
0.02%$45.12−0.1%$45.08Feb 14, 20200
LRLCYL'Oreal Co. American Depositary Shares
0.02%$84.04−0.4%$83.71Sep 16, 20210
ADIAnalog Devices, Inc.
0.02%$411.92−0.4%$410.08May 19, 20261
GSGoldman Sachs Group, Inc.
0.02%$891.68−0.5%$887.21Apr 16, 20262
RRESXGlobal Real Estate Securities Fund Class S
0.02%$29.78−0.5%$29.62Held at end of 20210
RTXRTX Corporation
0.02%$181.43−0.6%$180.26Apr 23, 20250
TXRHTexas Roadhouse, Inc.
0.02%$163.94−0.9%$162.48Held at end of 20210
STAGStag Industrial, Inc.
0.02%$35.63−1.0%$35.28Sep 15, 20220
BACBank of America Corporation
0.02%$54.13−1.1%$53.52Held at end of 20210
AMATApplied Materials, Inc.
0.02%$526.92−1.2%$520.65Aug 6, 20261
GBCIGlacier Bancorp, Inc.
0.02%$43.46−1.6%$42.77Held at end of 20210
IBAFXIntermediate Bond Fund of America, Class F-2 Shs
0.02%$12.36−1.7%$12.15Held at end of 20210
CSWCSW Industrials, Inc.
0.02%$292.66−2.0%$286.70Nov 17, 20250
WMTWalmart Inc.
0.02%$110.70−2.3%$108.16Dec 18, 20240
FSSFederal Signal Corporation
0.02%$117.17−2.4%$114.41Feb 26, 20261
SGIOYShionogi & Co Ltd Unsponsored ADR
0.02%$8.98−2.8%$8.73Feb 14, 20200
VVisa Inc.
0.02%$348.62+6.7%$372.10Jan 23, 20251
CMICummins Inc.
0.02%$535.16−3.3%$517.32Feb 5, 20261
MUBiShares National Muni Bond ETF
0.02%$104.55−3.9%$100.52Held at end of 20230
QSRRestaurant Brands International Inc. Common Shares
0.02%$72.27−3.9%$69.43Aug 6, 20261
VTEBVanguard Tax-Exempt Bond ETF
0.02%$49.02−4.0%$47.06Held at end of 20210
TELTE Connectivity plc Ordinary Shares
0.02%$225.06−4.1%$215.83Jun 25, 20240
SKYChampion Homes, Inc.
0.02%$84.50−4.1%$81.03Sep 24, 20180
COCOThe Vita Coco Company, Inc.
0.02%$53.01−4.5%$50.65Dec 1, 20230
OCFCOceanFirst Financial Corp.
0.02%$17.39−5.4%$16.46Oct 23, 20200
LOPEGrand Canyon Education, Inc.
0.02%$166.31−6.4%$155.68May 6, 20240
DHID.R. Horton, Inc.
0.02%$142.76−6.6%$133.28Dec 11, 20230
MELIMercadoLibre, Inc.
0.02%$2,014.26−7.0%$1,872.78Feb 16, 20210
FWRGFirst Watch Restaurant Group, Inc.
0.02%$11.36−7.6%$10.50Apr 6, 20262
SONYSony Group Corporation American Depositary Shares
0.02%$25.60−8.1%$23.52Dec 6, 20230
DSGXThe Descartes Systems Group Inc.
0.02%$87.66−8.7%$80.07Mar 26, 20200
HLNHaleon plc American Depositary Shares
0.02%$9.91−9.0%$9.02Mar 31, 20230
ASAZYAssa Abloy AB Unsponsored ADR
0.02%$19.14−11.3%$16.97Aug 21, 20230
PWPPerella Weinberg Partners
0.02%$17.10−11.5%$15.13Mar 7, 20240
SPOTSpotify Technology S.A. Ordinary Shares
0.02%$580.71−11.7%$512.92Oct 22, 20200
SLGNSilgan Holdings Inc.
0.02%$39.74−11.8%$35.05Apr 28, 20230
ICEIntercontinental Exchange Inc.
0.02%$173.31−12.0%$152.59Jan 26, 20261
SAPSAP SE ADS
0.02%$238.76−12.0%$210.13Jul 19, 20230
DASTYDassault Systemes, S.A. American Depositary Shares
0.02%$27.54−12.2%$24.19Dec 30, 20190
NHINational Health Investors, Inc.
0.02%$73.57−13.1%$63.96Held at end of 20210
AAGIYAIA Group, Ltd. Sponsored American Depository Receipt
0.02%$40.05−13.4%$34.70Apr 17, 20200
SUPNSupernus Pharmaceuticals, Inc.
0.02%$49.70−13.4%$43.05May 28, 20200
IRTIndependence Realty Trust, Inc.
0.02%$16.89−14.5%$14.44Sep 9, 20240
SPXCSPX Corporation
0.02%$200.06−14.7%$170.62Jul 19, 20210
UFPIUFP Industries, Inc.
0.02%$89.94−15.0%$76.44Held at end of 20210
APPFAppFolio, Inc.
0.02%$232.65−15.3%$196.97Feb 23, 20230
SFStifel Financial Corporation
0.02%$82.35−15.3%$69.71Held at end of 20210
GMEDGlobus Medical, Inc. Class A
0.02%$87.31−15.5%$73.75Jul 26, 20190
DASHDoorDash, Inc.
0.02%$226.48−15.6%$191.24Nov 16, 20230
HSHCYHAIER SMART HOME U/ADR
0.02%$11.81−15.9%$9.94Jul 14, 20230
AZOAutoZone, Inc.
0.02%$3,391.50−16.1%$2,846.27Nov 10, 20210
ARQTArcutis Biotherapeutics, Inc.
0.02%$29.04−16.8%$24.17Jun 15, 20220
PNGAYPING AN INS CO OF CHINA
0.02%$15.90−17.2%$13.17Mar 18, 20190
TDGTransdigm Group Incorporated
0.02%$1,329.85−17.6%$1,096.21Apr 18, 20190
OXMOxford Industries, Inc.
0.02%$32.56−22.7%$25.17Held at end of 20210
MCDMcDonald's Corporation
0.02%$299.75−23.0%$230.88Jul 9, 20240
BXBlackstone Inc.
0.02%$149.45−25.2%$111.83Mar 17, 20200
ORCLOracle Corporation
0.02%$193.05−25.6%$143.56May 19, 20210
CHGCYChugai Pharmaceutical Ltd Unsponsored ADR
0.02%$26.27−26.5%$19.31Feb 19, 20190
ISRGIntuitive Surgical, Inc.
0.02%$566.36−26.8%$414.52Nov 7, 20170
HLIHoulihan Lokey, Inc. Class A
0.02%$171.79−27.1%$125.22Sep 13, 20190
ABGAsbury Automotive Group Inc
0.02%$232.53−27.9%$167.77Jan 24, 20240
TNDMTandem Diabetes Care, Inc.
0.02%$21.98−27.9%$15.84Aug 5, 20240
TCEHYTencent Holdings Limited Unsponsored ADR Representing B Shares
0.02%$75.67−29.3%$53.49Jan 29, 20190
RVLVRevolve Group, Inc. Class A
0.02%$30.19−29.4%$21.30May 13, 20210
BOOTBoot Barn Holdings, Inc.
0.02%$176.47−30.7%$122.34Oct 15, 20200
TLKPT Telekomunikasi Indonesia, Tbk
0.02%$19.43−32.9%$13.04May 20, 20210
PRIMPrimoris Services Corporation
0.02%$123.83−33.7%$82.16Jan 10, 20200
PATKPatrick Industries, Inc.
0.01%$106.89−39.3%$64.92May 5, 20170
AORTArtivion, Inc.
0.01%$45.61−52.6%$21.61Jul 14, 20230
APPApplovin Corporation
0.01%$673.82−58.3%$281.29Nov 11, 20240
NSRGYNestle SA Sponsored ADR representing Registered Shares Series B
0.00%$94.88−4.5%$90.62Nov 27, 20184
SSMXYSysmex Corporation Unsponsored ADR
0.00%$9.75+22.5%$11.94May 2, 20240
EPACEnerpac Tool Group Corp.
0.00%$38.24−8.3%$35.08Oct 25, 20240

Josh Gottheimer's option bets

Disclosed option purchases. Calls bet on a rise, puts on a fall.

StockTypeStrikeExpiresPaidStock todayStatusDisclosed
MSFT
Call · bet on a rise$340Oct 16, 2026$250K–$500K$529.76Open · in the moneySep 14, 2026
MSFT
Call · bet on a rise$330Oct 16, 2026$500K–$1M$529.76Open · in the moneySep 14, 2026
MSFT
Call · bet on a rise$325Jun 18, 2026$250K–$500K$529.76SoldJun 3, 2026
MSFT
Call · bet on a rise$325Jun 18, 2026$500K–$1M$529.76SoldJun 3, 2026
MSFT
Call · bet on a rise$320Jun 18, 2026$500K–$1M$529.76SoldApr 8, 2026
MSFT
Call · bet on a rise$325Jun 18, 2026$50K–$100K$529.76SoldApr 8, 2026
MSFT
Call · bet on a rise$320Jun 18, 2026$50K–$100K$529.76SoldMay 14, 2025
MSFT
Call · bet on a rise$235Jan 16, 2026$1M–$5M$529.76SoldMar 6, 2025
MSFT
Call · bet on a rise$230Jan 16, 2026$1M–$5M$529.76SoldMar 6, 2025
MSFT
Call · bet on a rise$240Dec 19, 2025$1M–$5M$529.76SoldMar 6, 2025
MSFT
Call · bet on a rise$240Dec 19, 2025$500K–$1M$529.76SoldMar 6, 2025
MSFT
Call · bet on a rise$230Dec 19, 2025$1M–$5M$529.76SoldJan 14, 2025
MSFT
Call · bet on a rise$225Dec 19, 2025$1M–$5M$529.76SoldJan 14, 2025
MSFT
Call · bet on a rise$240Sep 19, 2025$1M–$5M$529.76SoldJan 14, 2025
MSFT
Call · bet on a rise$230Sep 19, 2025$1M–$5M$529.76SoldJan 14, 2025
MSFT
Call · bet on a rise$240Jun 20, 2025$1M–$5M$529.76SoldDec 5, 2024
MSFT
Call · bet on a rise$235Jun 20, 2025$1M–$5M$529.76SoldDec 5, 2024
MSFT
Call · bet on a rise$230Jun 20, 2025$1M–$5M$529.76SoldDec 5, 2024

Josh Gottheimer's buys and sells

Jan 3, 2017 to Aug 14, 2026, 298 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
MSFTOptionJointMicrosoft Corporation
Bought$250K–$500KAug 14, 2026Sep 14, 202631 days later
MSFTOptionJointMicrosoft Corporation
Bought$500K–$1MAug 14, 2026Sep 14, 202631 days later
MSFTOptionJointMicrosoft Corporation
Sold$250K–$500KAug 14, 2026Sep 14, 202631 days later
MSFTOptionJointMicrosoft Corporation
Sold$500K–$1MAug 14, 2026Sep 14, 202631 days later
AMATJointApplied Materials, Inc.
Bought$1K–$15KAug 6, 2026Sep 14, 202639 days later
RSGJointRepublic Services, Inc.
Bought$1K–$15KAug 6, 2026Sep 14, 202639 days later
QSRJointRestaurant Brands International Inc. Common Shares
Bought$1K–$15KAug 6, 2026Sep 14, 202639 days later
GOOGMJointAlphabet Inc. Depositary Shares representing a 1/20th Inter…
Bought$1K–$15KJul 24, 2026Aug 10, 202617 days later
GOOGNJointAlphabet Inc. Depositary Shares representing a 1/20th Inter…
Bought$1K–$15KJul 24, 2026Aug 10, 202617 days later
GOOGNJointAlphabet Inc. Depositary Shares representing a 1/20th Inter…
Bought$1K–$15KJul 23, 2026Aug 10, 202618 days later
CCIJointCrown Castle Inc.
Sold$1K–$15KJul 23, 2026Aug 10, 202618 days later
NICEJointNICE Ltd American Depositary Shares each representing one O…
Bought$1K–$15KJul 20, 2026Aug 10, 202621 days later
SAILJointSailPoint Technologies Holdings, Inc.
Bought$1K–$15KJul 20, 2026Aug 10, 202621 days later
GTLSJointChart Industries, Inc.
Sold$1K–$15KJul 17, 2026Aug 10, 202624 days later
MNSTJointMonster Beverage Corporation
Bought$1K–$15KJul 17, 2026Aug 10, 202624 days later
IBMJointInternational Business Machines Corporation
Sold$1K–$15KJul 16, 2026Aug 10, 202625 days later
PANWJointPalo Alto Networks, Inc.
Bought$1K–$15KJul 16, 2026Aug 10, 202625 days later
CRWDJointCrowdStrike Holdings, Inc.
Bought$1K–$15KJul 15, 2026Aug 10, 202626 days later
IBMJointInternational Business Machines Corporation
Sold part$1K–$15KJul 15, 2026Aug 10, 202626 days later
FNJointFabrinet Ordinary Shares
Sold$1K–$15KJul 14, 2026Aug 10, 202627 days later
NTDOYJointNintendo Co Ltd ADR
Sold part$1K–$15KJun 17, 2026Jul 7, 202620 days later
INSMJointInsmed Incorporated
Sold part$1K–$15KJun 10, 2026Jul 7, 202627 days later
ADCJointAgree Realty Corporation
Sold$1K–$15KJun 1, 2026Jul 7, 202636 days later
BABAJointAlibaba Group Holding Limited American Depositary Shares ea…
Sold$1K–$15KJun 1, 2026Jul 7, 202636 days later
BKNGJointBooking Holdings Inc.
Sold$1K–$15KJun 1, 2026Jul 7, 202636 days later
NSRGYJointNESTLE S.A S/ADR
Sold part$1K–$15KJun 1, 2026Jul 7, 202636 days later
NVZMYJointNOVONESIS B UNSP/ADR
Sold$1K–$15KJun 1, 2026Jul 7, 202636 days later
ABTJointAbbott Laboratories
Sold part$1K–$15KMay 27, 2026Jun 3, 20267 days later
INTUJointIntuit Inc.
Sold part$1K–$15KMay 22, 2026Jun 3, 202612 days later
LITEJointLumentum Holdings Inc.
Bought$1K–$15KMay 22, 2026Jun 3, 202612 days later
MUJointMicron Technology, Inc.
Bought$1K–$15KMay 21, 2026Jun 3, 202613 days later
ADIJointAnalog Devices, Inc.
Bought$1K–$15KMay 19, 2026Jun 3, 202615 days later
MSFTOptionJointMicrosoft Corporation
Sold$250K–$500KMay 19, 2026Jun 3, 202615 days later
MSFTOptionJointMicrosoft Corporation
Sold$500K–$1MMay 19, 2026Jun 3, 202615 days later
MSFTOptionJointMicrosoft Corporation
Bought$250K–$500KMay 19, 2026Jun 3, 202615 days later
MSFTOptionJointMicrosoft Corporation
Bought$500K–$1MMay 19, 2026Jun 3, 202615 days later
TPHJointTri Pointe Homes, Inc.
Sold$1K–$15KMay 15, 2026Jun 3, 202619 days later
NSRGYJointNESTLE S.A S/ADR
Sold part$1K–$15KMay 14, 2026Jun 3, 202620 days later
PANWJointPalo Alto Networks, Inc.
Bought$1K–$15KMay 14, 2026Jun 3, 202620 days later
SNDKJointSandisk Corporation
Bought$1K–$15KMay 7, 2026Jun 3, 202627 days later
ABBVJointAbbVie Inc.
Sold$1K–$15KMay 5, 2026Jun 3, 202629 days later
AMDJointAdvanced Micro Devices, Inc.
Bought$1K–$15KMay 5, 2026Jun 3, 202629 days later
NSRGYJointNESTLE S.A S/ADR
Sold part$1K–$15KMay 5, 2026Jun 3, 202629 days later
BRK.BJointBerkshire Hathaway Inc. New
Sold part$1K–$15KMay 4, 2026Jun 3, 202630 days later
BRK.BJointBerkshire Hathaway Inc. New
Sold part$1K–$15KMay 4, 2026Jun 3, 202630 days later
TWLOJointTwilio Inc. Class A
Bought$1K–$15KMay 4, 2026Jun 3, 202630 days later
FNJointFabrinet Ordinary Shares
Bought$1K–$15KMay 1, 2026Jun 3, 202633 days later
MMMJoint3M Company
Sold part$1K–$15KApr 28, 2026May 19, 202621 days later
AMDJointAdvanced Micro Devices, Inc.
Bought$1K–$15KApr 27, 2026May 19, 202622 days later
IBMJointInternational Business Machines Corporation
Sold part$1K–$15KApr 24, 2026May 19, 202625 days later
NOWJointServiceNow, Inc.
Sold$1K–$15KApr 24, 2026May 19, 202625 days later
AMDJointAdvanced Micro Devices, Inc.
Bought$1K–$15KApr 23, 2026May 19, 202626 days later
GSJointGoldman Sachs Group, Inc.
Bought$1K–$15KApr 16, 2026May 19, 202633 days later
FCXJointFreeport-McMoRan, Inc.
Bought$1K–$15KApr 15, 2026May 19, 202634 days later
HDBJointHDFC Bank Limited
Sold part$1K–$15KApr 13, 2026May 19, 202636 days later
IFNNYJointInfineon Technologies AG
Bought$1K–$15KApr 13, 2026May 19, 202636 days later
INTAJointIntapp, Inc.
Bought$1K–$15KApr 13, 2026May 19, 202636 days later
ALLYJointAlly Financial Inc.
Sold$1K–$15KApr 9, 2026May 19, 202640 days later
TJointAT&T Inc.
Sold$1K–$15KApr 9, 2026May 19, 202640 days later
DRIJointDarden Restaurants, Inc.
Sold$15K–$50KApr 9, 2026May 19, 202640 days later
DLTRJointDollar Tree, Inc.
Sold$1K–$15KApr 9, 2026May 19, 202640 days later
FJointFord Motor Company
Sold$15K–$50KApr 9, 2026May 19, 202640 days later
GSJointGoldman Sachs Group, Inc.
Sold$15K–$50KApr 9, 2026May 19, 202640 days later
HDJointHome Depot, Inc.
Sold$15K–$50KApr 9, 2026May 19, 202640 days later
MKTXJointMarketAxess Holdings, Inc.
Sold$1K–$15KApr 9, 2026May 19, 202640 days later
MLMJointMartin Marietta Materials, Inc.
Sold$15K–$50KApr 9, 2026May 19, 202640 days later
PFGCJointPerformance Food Group Company
Sold$15K–$50KApr 9, 2026May 19, 202640 days later
SYFJointSynchrony Financial
Sold$15K–$50KApr 9, 2026May 19, 202640 days later
TSCOJointTractor Supply Company
Sold$15K–$50KApr 9, 2026May 19, 202640 days later
VLYJointValley National Bancorp
Sold$1K–$15KApr 9, 2026May 19, 202640 days later
CBZJointCBIZ, Inc.
Bought$1K–$15KApr 6, 2026May 19, 202643 days later
FWRGJointFirst Watch Restaurant Group, Inc.
Bought$1K–$15KApr 6, 2026May 19, 202643 days later
NTESJointNetEase, Inc. American Depositary Shares, each representing…
Bought$1K–$15KApr 6, 2026May 19, 202643 days later
MSFTOptionJointMicrosoft Corporation
Bought$50K–$100KMar 25, 2026Apr 8, 202614 days later
MSFTOptionJointMicrosoft Corporation
Bought$500K–$1MMar 25, 2026Apr 8, 202614 days later
CCIJointCrown Castle Inc.
Sold part$1K–$15KMar 24, 2026Apr 8, 202615 days later
XNGSYJointEEN ENERGY HLDGS UNSP/ADR
Sold part$1K–$15KMar 24, 2026Apr 8, 202615 days later
FNJointFabrinet Ordinary Shares
Bought$1K–$15KMar 24, 2026Apr 8, 202615 days later
ALCJointAlcon Inc. Ordinary Shares
Sold$1K–$15KMar 12, 2026Apr 8, 202627 days later
HDBJointHDFC Bank Limited
Sold part$1K–$15KMar 12, 2026Apr 8, 202627 days later
IFNNYJointInfineon Technologies AG
Sold$1K–$15KMar 12, 2026Apr 8, 202627 days later
INTAJointIntapp, Inc.
Sold$1K–$15KMar 12, 2026Apr 8, 202627 days later
LZBJointLa-Z-Boy Incorporated
Sold$1K–$15KMar 12, 2026Apr 8, 202627 days later
SEJointSea Limited American Depositary Shares, each representing o…
Bought$1K–$15KMar 10, 2026Apr 8, 202629 days later
NOWJointServiceNow, Inc.
Bought$1K–$15KMar 6, 2026Apr 8, 202633 days later
APDJointAir Products and Chemicals, Inc.
Bought$1K–$15KMar 5, 2026Apr 8, 202634 days later
CBZJointCBIZ, Inc.
Sold$1K–$15KMar 5, 2026Apr 8, 202634 days later
COLBJointColumbia Banking System, Inc.
Sold$1K–$15KMar 5, 2026Apr 8, 202634 days later
FWRGJointFirst Watch Restaurant Group, Inc.
Sold$1K–$15KMar 5, 2026Apr 8, 202634 days later
NTESJointNetEase, Inc. American Depositary Shares, each representing…
Sold part$1K–$15KMar 5, 2026Apr 8, 202634 days later
PHRJointPhreesia, Inc.
Sold$1K–$15KMar 5, 2026Apr 8, 202634 days later
IFNNYJointInfineon Technologies AG
Bought$1K–$15KFeb 27, 2026Mar 16, 202617 days later
PANWJointPalo Alto Networks, Inc.
Sold$1K–$15KFeb 27, 2026Mar 16, 202617 days later
FSSJointFederal Signal Corporation
Bought$1K–$15KFeb 26, 2026Mar 16, 202618 days later
INTUJointIntuit Inc.
Sold part$1K–$15KFeb 20, 2026Mar 16, 202624 days later
CVNAJointCarvana Co. Class A
Sold part$1K–$15KFeb 18, 2026Mar 16, 202626 days later
VJointVisa Inc.
Sold part$1K–$15KFeb 18, 2026Mar 16, 202626 days later
CMIJointCummins Inc.
Bought$1K–$15KFeb 5, 2026Mar 16, 202639 days later
GEVJointGE Vernova Inc.
Bought$1K–$15KFeb 5, 2026Mar 16, 202639 days later
UNHJointUnitedHealth Group Incorporated
Bought$1K–$15KFeb 5, 2026Mar 16, 202639 days later
NETJointCloudflare, Inc. Class A
Sold$1K–$15KFeb 4, 2026Mar 16, 202640 days later
XOMJointExxon Mobil Corporation
Bought$1K–$15KFeb 4, 2026Mar 16, 202640 days later
FICOJointFair Isaac Corporation
Sold$1K–$15KFeb 4, 2026Mar 16, 202640 days later
MRKJointMerck & Company, Inc.
Bought$1K–$15KFeb 4, 2026Mar 16, 202640 days later
XOMJointExxon Mobil Corporation
Bought$1K–$15KFeb 2, 2026Mar 16, 202642 days later
MSFTJointMicrosoft Corporation
Sold part$1K–$15KFeb 2, 2026Mar 16, 202642 days later
MNSTJointMonster Beverage Corporation
Bought$1K–$15KFeb 2, 2026Mar 16, 202642 days later
NOWJointServiceNow, Inc.
Sold$1K–$15KJan 30, 2026Feb 26, 202627 days later
UBERJointUber Technologies, Inc.
Sold part$1K–$15KJan 30, 2026Feb 26, 202627 days later
GILDJointGilead Sciences, Inc.
Bought$1K–$15KJan 27, 2026Feb 26, 202630 days later
ICEJointIntercontinental Exchange Inc.
Bought$1K–$15KJan 26, 2026Feb 26, 202631 days later
NSRGYJointNESTLE S.A S/ADR
Sold part$1K–$15KJan 26, 2026Feb 26, 202631 days later
SNDRJointSchneider National, Inc.
Sold$1K–$15KJan 26, 2026Feb 26, 202631 days later
NOWJointServiceNow, Inc.
Sold part$1K–$15KDec 17, 2025Jan 14, 202628 days later
LNGJointCheniere Energy, Inc.
Sold$1K–$15KDec 12, 2025Jan 14, 202633 days later
UBERJointUber Technologies, Inc.
Sold part$1K–$15KDec 11, 2025Jan 14, 202634 days later
APDJointAir Products and Chemicals, Inc.
Sold part$15K–$50KDec 8, 2025Jan 14, 202637 days later
UTZJointUtz Brands Inc Class A
Sold$1K–$15KDec 8, 2025Jan 14, 202637 days later
CVLTJointCommvault Systems, Inc.
Sold$1K–$15KDec 5, 2025Jan 14, 202640 days later
MTHRYJointM3 INC UNSP/ADR
Sold$1K–$15KDec 5, 2025Jan 14, 202640 days later
SEJointSea Limited American Depositary Shares, each representing o…
Sold$1K–$15KDec 5, 2025Jan 14, 202640 days later
SSMXYJointSYSMEX CORP UNSP/ASDR
Sold part$1K–$15KDec 5, 2025Jan 14, 202640 days later
DASTYJointDASSAULT SYSTEMES SA ADR
Sold part$1K–$15KNov 21, 2025Dec 29, 202538 days later
BHPJointBHP Group Limited American Depositary Shares
Sold$1K–$15KNov 19, 2025Dec 29, 202540 days later
EWJointEdwards Lifesciences Corporation
Sold$1K–$15KNov 19, 2025Dec 29, 202540 days later
FISJointFidelity National Information Services, Inc.
Sold$15K–$50KNov 19, 2025Dec 29, 202540 days later
HDJointHome Depot, Inc.
Sold$1K–$15KNov 19, 2025Dec 29, 202540 days later
HUBSJointHubSpot, Inc.
Sold$1K–$15KNov 19, 2025Dec 29, 202540 days later
KKRJointKKR & Co. Inc.
Sold$1K–$15KNov 19, 2025Dec 29, 202540 days later
CSWJointCSW Industrials, Inc.
Bought$1K–$15KNov 17, 2025Dec 29, 202542 days later
MMMJoint3M Company
Sold part$1K–$15KOct 20, 2025Nov 17, 202528 days later
NTESJointNetEase, Inc. American Depositary Shares, each representing…
Bought$1K–$15KOct 17, 2025Nov 17, 202531 days later
NICEJointNICE Ltd American Depositary Shares each representing one O…
Bought$1K–$15KOct 17, 2025Nov 17, 202531 days later
ICEJointIntercontinental Exchange Inc.
Sold$1K–$15KOct 16, 2025Nov 17, 202532 days later
MTHRYJointM3 INC UNSP/ADR
Bought$1K–$15KSep 30, 2025Oct 15, 202515 days later
CVLTJointCommvault Systems, Inc.
Bought$1K–$15KSep 23, 2025Oct 15, 202522 days later
BWINJointThe Baldwin Insurance Group, Inc.
Sold$1K–$15KSep 23, 2025Oct 15, 202522 days later
DEOJointDiageo plc
Sold$1K–$15KSep 22, 2025Oct 15, 202523 days later
IRTJointIndependence Realty Trust, Inc.
Bought$1K–$15KSep 22, 2025Oct 15, 202523 days later
NTRAJointNatera, Inc.
Bought$1K–$15KSep 22, 2025Oct 15, 202523 days later
SSMXYJointSYSMEX CORP UNSP/ASDR
Bought$1K–$15KSep 22, 2025Oct 15, 202523 days later
TNDMJointTandem Diabetes Care, Inc.
Bought$1K–$15KSep 22, 2025Oct 15, 202523 days later
TTDJointThe Trade Desk, Inc.
Sold$1K–$15KSep 11, 2025Oct 15, 202534 days later
ISRGJointIntuitive Surgical, Inc.
Sold part$1K–$15KSep 3, 2025Oct 15, 202542 days later
NTRAJointNatera, Inc.
Bought$1K–$15KAug 22, 2025Sep 5, 202514 days later
SSMXYJointSYSMEX CORP UNSP/ASDR
Sold part$1K–$15KAug 21, 2025Sep 5, 202515 days later
IBMJointInternational Business Machines Corporation
Sold part$1K–$15KAug 12, 2025Sep 5, 202524 days later
VJointVisa Inc.
Sold part$1K–$15KAug 12, 2025Sep 5, 202524 days later
VJointVisa Inc.
Sold part$1K–$15KAug 1, 2025Sep 5, 202535 days later
WMTJointWalmart Inc.
Sold part$1K–$15KJul 28, 2025Aug 11, 202514 days later
IBMJointInternational Business Machines Corporation
Sold part$1K–$15KJul 25, 2025Aug 11, 202517 days later
NTRAJointNatera, Inc.
Sold part$1K–$15KJul 22, 2025Aug 11, 202520 days later
ABTJointAbbott Laboratories
Sold part$1K–$15KJul 18, 2025Aug 11, 202524 days later
IRTJointIndependence Realty Trust, Inc.
Sold$1K–$15KJul 16, 2025Aug 11, 202526 days later
VJointVisa Inc.
Sold part$1K–$15KJul 14, 2025Aug 11, 202528 days later
SWTXJointSpringWorks Therapeutics, Inc.
Sold$1K–$15KJul 2, 2025Aug 11, 202540 days later
VJointVisa Inc.
Sold part$1K–$15KJun 26, 2025Jul 16, 202520 days later
AVGOJointBroadcom Inc.
Bought$1K–$15KJun 25, 2025Jul 16, 202521 days later
VJointVisa Inc.
Sold part$1K–$15KJun 25, 2025Jul 16, 202521 days later
COPJointConocoPhillips
Sold part$1K–$15KJun 24, 2025Jul 16, 202522 days later
NVDAJointNVIDIA Corporation
Bought$1K–$15KJun 24, 2025Jul 16, 202522 days later
VJointVisa Inc.
Sold part$1K–$15KJun 24, 2025Jul 16, 202522 days later
CVNAJointCarvana Co. Class A
Bought$1K–$15KJun 20, 2025Jul 16, 202526 days later
NETJointCloudflare, Inc. Class A
Bought$1K–$15KJun 20, 2025Jul 16, 202526 days later
MCDJointMcDonald's Corporation
Sold part$1K–$15KJun 20, 2025Jul 16, 202526 days later
VJointVisa Inc.
Sold part$1K–$15KJun 20, 2025Jul 16, 202526 days later
INSMJointInsmed Incorporated
Bought$1K–$15KJun 16, 2025Jul 16, 202530 days later
CBJointChubb Limited
Bought$1K–$15KJun 13, 2025Jul 16, 202533 days later
TSLAJointTesla, Inc.
Sold part$1K–$15KJun 5, 2025Jul 16, 202541 days later
CRMJointSalesforce, Inc.
Sold$1K–$15KJun 4, 2025Jul 16, 202542 days later
UNPJointUnion Pacific Corporation
Sold$1K–$15KJun 4, 2025Jul 16, 202542 days later
AKAMJointAkamai Technologies, Inc.
Sold$1K–$15KJun 3, 2025Jul 16, 202543 days later
FISJointFidelity National Information Services, Inc.
Sold$1K–$15KJun 3, 2025Jul 16, 202543 days later
PFEJointPfizer, Inc.
Sold$1K–$15KJun 3, 2025Jul 16, 202543 days later
TSLAJointTesla, Inc.
Bought$1K–$15KMay 29, 2025Jun 11, 202513 days later
APPJointApplovin Corporation
Bought$1K–$15KMay 28, 2025Jun 11, 202514 days later
GLWJointCorning Incorporated
Bought$1K–$15KMay 28, 2025Jun 11, 202514 days later
UPSJointUnited Parcel Service, Inc.
Sold part$1K–$15KMay 28, 2025Jun 11, 202514 days later
TSLAJointTesla, Inc.
Bought$1K–$15KMay 27, 2025Jun 11, 202515 days later
SEJointSea Limited American Depositary Shares, each representing o…
Bought$1K–$15KMay 23, 2025Jun 11, 202519 days later
ZTOJointZTO Express
Sold$1K–$15KMay 23, 2025Jun 11, 202519 days later
ABBVJointAbbVie Inc.
Bought$1K–$15KMay 22, 2025Jun 11, 202520 days later
ASMLJointASML Holding N.V. New York Registry Shares
Bought$1K–$15KMay 22, 2025Jun 11, 202520 days later
GLWJointCorning Incorporated
Bought$1K–$15KMay 22, 2025Jun 11, 202520 days later
MSFTJointMicrosoft Corporation
Bought$1K–$15KMay 22, 2025Jun 11, 202520 days later
CRMJointSalesforce, Inc.
Bought$1K–$15KMay 22, 2025Jun 11, 202520 days later
TELJointTE Connectivity plc Ordinary Shares
Bought$1K–$15KMay 22, 2025Jun 11, 202520 days later
MSFTJointMicrosoft Corporation
Bought$1K–$15KMay 21, 2025Jun 11, 202521 days later
TSLAJointTesla, Inc.
Bought$1K–$15KMay 16, 2025Jun 11, 202526 days later
TSLAJointTesla, Inc.
Bought$1K–$15KMay 15, 2025Jun 11, 202527 days later
UBERJointUber Technologies, Inc.
Bought$1K–$15KMay 15, 2025Jun 11, 202527 days later
CLPBYJointCOLOPLAST AS SP/ADR
Sold$1K–$15KMay 14, 2025Jun 11, 202528 days later
FIJointFiserv, Inc.
Sold$1K–$15KMay 14, 2025Jun 11, 202528 days later
GILDJointGilead Sciences, Inc.
Sold$1K–$15KMay 14, 2025Jun 11, 202528 days later
UNICYJointUNICHARM CORP S/ADR
Sold part$1K–$15KMay 14, 2025Jun 11, 202528 days later
LLYJointEli Lilly and Company
Sold part$1K–$15KMay 13, 2025Jun 11, 202529 days later
GOOGJointAlphabet Inc. Class C Capital Stock
Sold part$1K–$15KMay 8, 2025Jun 11, 202534 days later
LLYJointEli Lilly and Company
Bought$1K–$15KMay 1, 2025Jun 11, 202541 days later
RTXJointRTX Corporation
Bought$1K–$15KApr 23, 2025May 14, 202521 days later
LNGJointCheniere Energy, Inc.
Bought$1K–$15KApr 22, 2025May 14, 202522 days later
DHIJointD.R. Horton, Inc.
Bought$1K–$15KApr 21, 2025May 14, 202523 days later
HDJointHome Depot, Inc.
Bought$1K–$15KApr 21, 2025May 14, 202523 days later
KKRJointKKR & Co. Inc.
Sold part$1K–$15KApr 21, 2025May 14, 202523 days later
TLKJointPT Telekomunikasi Indonesia, Tbk
Bought$1K–$15KApr 21, 2025May 14, 202523 days later
TTNDYJointTECHTRONIC INDUS LTD ADR
Bought$1K–$15KApr 21, 2025May 14, 202523 days later
TPHJointTri Pointe Homes, Inc.
Bought$1K–$15KApr 21, 2025May 14, 202523 days later
ABBVJointAbbVie Inc.
Sold$1K–$15KApr 17, 2025May 14, 202527 days later
AEISJointAdvanced Energy Industries, Inc.
Sold$1K–$15KApr 17, 2025May 14, 202527 days later
ASMLJointASML Holding N.V. New York Registry Shares
Sold$1K–$15KApr 17, 2025May 14, 202527 days later
CDREJointCadre Holdings, Inc.
Sold$1K–$15KApr 17, 2025May 14, 202527 days later
GLWJointCorning Incorporated
Sold$15K–$50KApr 17, 2025May 14, 202527 days later
EPACJointEnerpac Tool Group Corp.
Sold$1K–$15KApr 17, 2025May 14, 202527 days later
HLMNJointHillman Solutions Corp.
Sold$1K–$15KApr 17, 2025May 14, 202527 days later
PARJointPAR Technology Corporation
Sold$1K–$15KApr 17, 2025May 14, 202527 days later
CRMJointSalesforce, Inc.
Sold$1K–$15KApr 17, 2025May 14, 202527 days later
SBUXJointStarbucks Corporation
Sold part$1K–$15KApr 17, 2025May 14, 202527 days later
TELJointTE Connectivity plc Ordinary Shares
Sold$15K–$50KApr 17, 2025May 14, 202527 days later
THRJointThermon Group Holdings, Inc.
Sold$1K–$15KApr 17, 2025May 14, 202527 days later
TWLOJointTwilio Inc. Class A
Sold$1K–$15KApr 17, 2025May 14, 202527 days later
USPHJointU.S. Physical Therapy, Inc.
Sold$1K–$15KApr 17, 2025May 14, 202527 days later
UNPJointUnion Pacific Corporation
Sold part$1K–$15KApr 17, 2025May 14, 202527 days later
APPJointApplovin Corporation
Sold$1K–$15KApr 16, 2025May 14, 202528 days later
APPJointApplovin Corporation
Sold$1K–$15KApr 14, 2025May 14, 202530 days later
BXJointBlackstone Inc.
Sold part$1K–$15KApr 14, 2025May 14, 202530 days later
KKRJointKKR & Co. Inc.
Sold part$1K–$15KApr 14, 2025May 14, 202530 days later
SMNNYJointSHIMANO INC UNSP/ADR
Sold$1K–$15KApr 11, 2025May 14, 202533 days later
ADCJointAgree Realty Corporation
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
APDJointAir Products and Chemicals, Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
ALIZYJointALLIANZ SE UNSP/ADR
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
GOOGJointAlphabet Inc. Class C Capital Stock
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
ABCBJointAmeris Bancorp
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
APPFJointAppFolio, Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
AAPLJointApple Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
ABGJointAsbury Automotive Group Inc
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
ATLKYJointATLAS COPCO AB A S/ADR
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
BCPCJointBalchem Corporation
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
BRK.BJointBerkshire Hathaway Inc. New
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
BHPJointBHP Group Limited American Depositary Shares
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
BLKJointBlackRock, Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
CATYJointCathay General Bancorp
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
CBZJointCBIZ, Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
CENTAJointCentral Garden & Pet Company
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
SKYJointChampion Homes, Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
CVXJointChevron Corporation
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
CHGCYJointCHUGAI PHARM UNSP/ADR
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
CINFJointCincinnati Financial Corporation
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
CSCOJointCisco Systems, Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
KOJointCoca-Cola Company
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
GLWJointCorning Incorporated
Sold$1K–$15KApr 9, 2025May 14, 202535 days later
CCIJointCrown Castle Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
DASTYJointDASSAULT SYSTEMES SA ADR
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
DBSDYJointDBS GROUP HLDGS LTD S/ADR
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
DJointDominion Energy, Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
DASHJointDoorDash, Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
LLYJointEli Lilly and Company
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
FASTJointFastenal Company
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
FISJointFidelity National Information Services, Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
FMXJointFomento Economico Mexicano S.A.B. de C.V.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
GMEDJointGlobus Medical, Inc. Class A
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
HLNJointHaleon plc American Depositary Shares
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
HDBJointHDFC Bank Limited
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
HMNJointHorace Mann Educators Corporation
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
HLIJointHoulihan Lokey, Inc. Class A
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
IDAJointIDACORP, Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
INSMJointInsmed Incorporated
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
INTAJointIntapp, Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
ISRGJointIntuitive Surgical, Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
JNJJointJohnson & Johnson
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
LRLCYJointL'Oreal Co. American Depositary Shares
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
LOWJointLowe's Companies, Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
MTSIJointMACOM Technology Solutions Holdings, Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
MGYJointMagnolia Oil & Gas Corporation Class A
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
MFCJointManulife Financial Corporation
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
MAJointMastercard Incorporated
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
MCKJointMcKesson Corporation
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
METAJointMeta Platforms, Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
NSRGYJointNESTLE S.A S/ADR
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
NFLXJointNetflix, Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
NTDOYJointNintendo Co Ltd ADR
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
NSCJointNorfolk Southern Corporation
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
NOCJointNorthrop Grumman Corporation
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
NVDAJointNVIDIA Corporation
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
PATKJointPatrick Industries, Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
PAYXJointPaychex, Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
PGRJointProgressive Corporation
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
RBCJointRBC Bearings Incorporated
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
RIOJointRio Tinto Plc
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
RHHBYJointROCHE HOLDING LTD S/ADR
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
SAPJointSAP SE ADS
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
SHELJointShell PLC American Depositary Shares
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
SLGNJointSilgan Holdings Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
SONYJointSony Group Corporation American Depositary Shares
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
SPXCJointSPX Technologies, Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
STAGJointStag Industrial, Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
SBUXJointStarbucks Corporation
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
STRLJointSterling Infrastructure, Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
SFJointStifel Financial Corporation
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
SSMXYJointSYSMEX CORP UNSP/ASDR
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
TSMJointTaiwan Semiconductor Manufacturing Company Ltd.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
TELJointTE Connectivity plc Ordinary Shares
Sold$1K–$15KApr 9, 2025May 14, 202535 days later
TCEHYJointTENCENT HLDGS UNSP/ADR
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
TXNJointTexas Instruments Incorporated
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
DSGXJointThe Descartes Systems Group Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
UFPIJointUFP Industries, Inc.
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
UMBFJointUMB Financial Corporation
Sold part$1K–$15KApr 9, 2025May 14, 202535 days later
CHXJointChampionX Corporation
Sold$1K–$15KApr 7, 2025May 14, 202537 days later
SCHWJointCharles Schwab Corporation
Bought$1K–$15KApr 7, 2025May 14, 202537 days later
MMMJoint3M Company
Bought$1K–$15KApr 5, 2025May 14, 202539 days later
BABAJointAlibaba Group Holding Limited American Depositary Shares ea…
Bought$1K–$15KApr 4, 2025May 14, 202540 days later
FIJointFiserv, Inc.
Bought$1K–$15KApr 4, 2025May 14, 202540 days later
MSFTOptionJointMicrosoft Corporation
Bought$50K–$100KApr 4, 2025May 14, 202540 days later
ABBVJointAbbVie Inc.
Bought$1K–$15KApr 3, 2025May 14, 202541 days later
ITCIJointIntra-Cellular Therapies Inc.
Sold$1K–$15KApr 3, 2025May 14, 202541 days later
ABBVJointAbbVie Inc.
Bought$1K–$15KApr 1, 2025May 14, 202543 days later
BRK.BJointBerkshire Hathaway Inc. New
Sold part$1K–$15KApr 1, 2025May 14, 202543 days later
BLKJointBlackRock, Inc.
Sold part$1K–$15KApr 1, 2025May 14, 202543 days later
SPOTJointSpotify Technology S.A. Ordinary Shares
Sold part$1K–$15KMar 24, 2025Apr 10, 202517 days later
VJointVisa Inc.
Bought$1K–$15KMar 24, 2025Apr 10, 202517 days later
AZTAJointAzenta, Inc.
Sold$1K–$15KMar 19, 2025Apr 10, 202522 days later
AVGOJointBroadcom Inc.
Sold part$1K–$15KMar 19, 2025Apr 10, 202522 days later
CHRDJointChord Energy Corporation
Sold part$1K–$15KMar 19, 2025Apr 10, 202522 days later
CRNXJointCrinetics Pharmaceuticals, Inc.
Sold$1K–$15KMar 19, 2025Apr 10, 202522 days later
DHIJointD.R. Horton, Inc.
Sold$1K–$15KMar 19, 2025Apr 10, 202522 days later
DEOJointDiageo plc
Sold part$1K–$15KMar 19, 2025Apr 10, 202522 days later
DSCSYJointDISCO CORP UNSP /ADR
Sold$1K–$15KMar 19, 2025Apr 10, 202522 days later
DAVAJointEndava plc American Depositary Shares
Sold$1K–$15KMar 19, 2025Apr 10, 202522 days later
FLYWJointFlywire Corporation Voting
Sold$1K–$15KMar 19, 2025Apr 10, 202522 days later
HDJointHome Depot, Inc.
Sold$1K–$15KMar 19, 2025Apr 10, 202522 days later
PPBIJointPacific Premier Bancorp Inc
Sold part$1K–$15KMar 19, 2025Apr 10, 202522 days later
TLKJointPT Telekomunikasi Indonesia, Tbk
Sold$1K–$15KMar 19, 2025Apr 10, 202522 days later
NOWJointServiceNow, Inc.
Sold part$1K–$15KMar 19, 2025Apr 10, 202522 days later
SHOPJointShopify Inc. Class A Subordinate Voting Shares
Sold part$1K–$15KMar 19, 2025Apr 10, 202522 days later
SNOWJointSnowflake Inc. Class A
Sold$1K–$15KMar 19, 2025Apr 10, 202522 days later
TNDMJointTandem Diabetes Care, Inc.
Sold$1K–$15KMar 19, 2025Apr 10, 202522 days later
TTNDYJointTECHTRONIC INDUS LTD ADR
Sold$1K–$15KMar 19, 2025Apr 10, 202522 days later
TSLAJointTesla, Inc.
Sold part$1K–$15KMar 19, 2025Apr 10, 202522 days later
TPHJointTri Pointe Homes, Inc.
Sold$1K–$15KMar 19, 2025Apr 10, 202522 days later
ITCIJointIntra-Cellular Therapies Inc.
Sold part$1K–$15KMar 17, 2025Apr 10, 202524 days later
WMTJointWalmart Inc.
Bought$1K–$15KMar 17, 2025Apr 10, 202524 days later
IFNNYJointInfineon Technologies AG
Sold part$1K–$15KMar 14, 2025Apr 10, 202527 days later
APPJointApplovin Corporation
Bought$1K–$15KMar 13, 2025Apr 10, 202528 days later
BBVAJointBanco Bilbao Vizcaya Argentaria S.A.
Sold part$1K–$15KMar 13, 2025Apr 10, 202528 days later
DASHJointDoorDash, Inc.
Bought$1K–$15KMar 13, 2025Apr 10, 202528 days later
IFNNYJointInfineon Technologies AG
Sold$1K–$15KMar 13, 2025Apr 10, 202528 days later
ASMLJointASML Holding N.V. New York Registry Shares
Bought$1K–$15KMar 12, 2025Apr 10, 202529 days later
WMTJointWalmart Inc.
Bought$1K–$15KMar 11, 2025Apr 10, 202530 days later
LLYJointEli Lilly and Company
Sold part$1K–$15KMar 10, 2025Apr 10, 202531 days later
FIJointFiserv, Inc.
Bought$1K–$15KMar 10, 2025Apr 10, 202531 days later
IBMJointInternational Business Machines Corporation
Bought$1K–$15KMar 10, 2025Apr 10, 202531 days later
APDJointAir Products and Chemicals, Inc.
Sold part$1K–$15KMar 7, 2025Apr 10, 202534 days later
GILDJointGilead Sciences, Inc.
Bought$1K–$15KMar 7, 2025Apr 10, 202534 days later
JNJJointJohnson & Johnson
Sold part$1K–$15KMar 7, 2025Apr 10, 202534 days later
ABTJointAbbott Laboratories
Sold part$1K–$15KMar 6, 2025Apr 10, 202535 days later
AAPLJointApple Inc.
Sold part$1K–$15KMar 6, 2025Apr 10, 202535 days later
MAJointMastercard Incorporated
Sold part$1K–$15KMar 6, 2025Apr 10, 202535 days later
AAPLJointApple Inc.
Sold part$1K–$15KMar 5, 2025Apr 10, 202536 days later
BKNGJointBooking Holdings Inc.
Bought$1K–$15KMar 5, 2025Apr 10, 202536 days later
METAJointMeta Platforms, Inc.
Bought$1K–$15KMar 5, 2025Apr 10, 202536 days later
VJointVisa Inc.
Bought$1K–$15KMar 5, 2025Apr 10, 202536 days later
BKNGJointBooking Holdings Inc.
Bought$1K–$15KMar 4, 2025Apr 10, 202537 days later
TSMJointTaiwan Semiconductor Manufacturing Company Ltd.
Sold part$1K–$15KMar 4, 2025Apr 10, 202537 days later
PYPLJointPayPal Holdings, Inc.
Sold$1K–$15KMar 3, 2025Apr 10, 202538 days later
VJointVisa Inc.
Bought$1K–$15KMar 3, 2025Apr 10, 202538 days later
GSJointGoldman Sachs Group, Inc.
Sold part$1K–$15KFeb 28, 2025Mar 6, 20256 days later
VJointVisa Inc.
Bought$1K–$15KFeb 28, 2025Mar 6, 20256 days later
BXJointBlackstone Inc.
Sold part$1K–$15KFeb 27, 2025Mar 6, 20257 days later
XYZJointBlock, Inc. Class A Common Stock,
Sold$1K–$15KFeb 27, 2025Mar 6, 20257 days later
KKRJointKKR & Co. Inc.
Sold part$1K–$15KFeb 27, 2025Mar 6, 20257 days later
FNAJointParagon 28, Inc.
Sold$1K–$15KFeb 27, 2025Mar 6, 20257 days later
BXJointBlackstone Inc.
Sold part$1K–$15KFeb 26, 2025Mar 6, 20258 days later
FIJointFiserv, Inc.
Bought$1K–$15KFeb 26, 2025Mar 6, 20258 days later
KKRJointKKR & Co. Inc.
Sold part$1K–$15KFeb 26, 2025Mar 6, 20258 days later
VRTJointVertiv Holdings, LLC Class A
Sold$1K–$15KFeb 25, 2025Mar 6, 20259 days later
AAPLJointApple Inc.
Sold part$1K–$15KFeb 24, 2025Mar 6, 202510 days later
HDJointHome Depot, Inc.
Sold part$1K–$15KFeb 24, 2025Mar 6, 202510 days later
MSFTJointMicrosoft Corporation
Sold part$1K–$15KFeb 24, 2025Mar 6, 202510 days later
AAPLJointApple Inc.
Sold part$1K–$15KFeb 21, 2025Mar 6, 202513 days later
BRK.BJointBerkshire Hathaway Inc. New
Sold part$1K–$15KFeb 21, 2025Mar 6, 202513 days later
SCHWJointCharles Schwab Corporation
Sold part$1K–$15KFeb 21, 2025Mar 6, 202513 days later
CSCOJointCisco Systems, Inc.
Sold part$1K–$15KFeb 21, 2025Mar 6, 202513 days later
DASTYJointDASSAULT SYSTEMES SA ADR
Sold part$1K–$15KFeb 21, 2025Mar 6, 202513 days later
FIJointFiserv, Inc.
Bought$1K–$15KFeb 21, 2025Mar 6, 202513 days later
IFNNYJointInfineon Technologies AG
Sold part$1K–$15KFeb 21, 2025Mar 6, 202513 days later
MSFTJointMicrosoft Corporation
Sold part$1K–$15KFeb 21, 2025Mar 6, 202513 days later
NTDOYJointNintendo Co Ltd ADR
Sold part$1K–$15KFeb 21, 2025Mar 6, 202513 days later
PAYXJointPaychex, Inc.
Sold part$1K–$15KFeb 21, 2025Mar 6, 202513 days later
SNOWJointSnowflake Inc. Class A
Bought$1K–$15KFeb 21, 2025Mar 6, 202513 days later
SPOTJointSpotify Technology S.A. Ordinary Shares
Sold part$1K–$15KFeb 21, 2025Mar 6, 202513 days later
LLYJointEli Lilly and Company
Sold part$1K–$15KFeb 19, 2025Mar 6, 202515 days later
ICFIJointICF International, Inc.
Sold$1K–$15KFeb 19, 2025Mar 6, 202515 days later
MSFTOptionJointMicrosoft Corporation
Bought$1M–$5MFeb 14, 2025Mar 6, 202520 days later
MSFTOptionJointMicrosoft Corporation
Bought$500K–$1MFeb 14, 2025Mar 6, 202520 days later
MSFTOptionJointMicrosoft Corporation
Bought$1M–$5MFeb 14, 2025Mar 6, 202520 days later
MSFTOptionJointMicrosoft Corporation
Bought$1M–$5MFeb 14, 2025Mar 6, 202520 days later
MSFTOptionJointMicrosoft Corporation
Sold$500K–$1MFeb 14, 2025Mar 6, 202520 days later
MSFTOptionJointMicrosoft Corporation
Sold$250K–$500KFeb 14, 2025Mar 6, 202520 days later
MSFTOptionJointMicrosoft Corporation
Sold$1M–$5MFeb 14, 2025Mar 6, 202520 days later
MSFTJointMicrosoft Corporation
Sold part$1M–$5MFeb 14, 2025Mar 6, 202520 days later
TSLAJointTesla, Inc.
Sold part$1K–$15KFeb 14, 2025Mar 6, 202520 days later
ABTJointAbbott Laboratories
Bought$1K–$15KFeb 13, 2025Mar 6, 202521 days later
DHIJointD.R. Horton, Inc.
Sold part$1K–$15KFeb 13, 2025Mar 6, 202521 days later
PYPLJointPayPal Holdings, Inc.
Sold part$1K–$15KFeb 13, 2025Mar 6, 202521 days later
TSLAJointTesla, Inc.
Sold part$1K–$15KFeb 13, 2025Mar 6, 202521 days later
VJointVisa Inc.
Bought$1K–$15KFeb 13, 2025Mar 6, 202521 days later
BABAJointAlibaba Group Holding Limited American Depositary Shares ea…
Bought$1K–$15KFeb 12, 2025Mar 6, 202522 days later
SHOPJointShopify Inc. Class A Subordinate Voting Shares
Bought$1K–$15KFeb 12, 2025Mar 6, 202522 days later
DSCSYJointDISCO CORP UNSP /ADR
Bought$1K–$15KFeb 10, 2025Mar 6, 202524 days later
XNGSYJointEEN ENERGY HLDGS UNSP/ADR
Sold part$1K–$15KFeb 10, 2025Mar 6, 202524 days later
ABEVJointAmbev S.A. American Depositary Shares
Sold$1K–$15KFeb 7, 2025Mar 6, 202527 days later
DSCSYJointDISCO CORP UNSP /ADR
Bought$1K–$15KFeb 7, 2025Mar 6, 202527 days later
XNGSYJointEEN ENERGY HLDGS UNSP/ADR
Sold part$1K–$15KFeb 7, 2025Mar 6, 202527 days later
ABEVJointAmbev S.A. American Depositary Shares
Sold part$1K–$15KFeb 6, 2025Mar 6, 202528 days later
AVGOJointBroadcom Inc.
Bought$1K–$15KFeb 6, 2025Mar 6, 202528 days later
PYPLJointPayPal Holdings, Inc.
Sold part$1K–$15KFeb 6, 2025Mar 6, 202528 days later
TWLOJointTwilio Inc. Class A
Bought$1K–$15KFeb 6, 2025Mar 6, 202528 days later
TSLAJointTesla, Inc.
Bought$1K–$15KFeb 5, 2025Mar 6, 202529 days later
TDGJointTransdigm Group Incorporated
Sold part$1K–$15KFeb 4, 2025Mar 6, 202530 days later
AAPLJointApple Inc.
Sold part$1K–$15KFeb 3, 2025Mar 6, 202531 days later
XYZJointBlock, Inc. Class A Common Stock,
Bought$1K–$15KFeb 3, 2025Mar 6, 202531 days later
SHOPJointShopify Inc. Class A Subordinate Voting Shares
Bought$1K–$15KFeb 3, 2025Mar 6, 202531 days later
SBUXJointStarbucks Corporation
Bought$1K–$15KFeb 3, 2025Mar 6, 202531 days later
UNPJointUnion Pacific Corporation
Bought$1K–$15KFeb 3, 2025Mar 6, 202531 days later
WMTJointWalmart Inc.
Bought$1K–$15KFeb 3, 2025Mar 6, 202531 days later
BABAJointAlibaba Group Holding Limited American Depositary Shares ea…
Bought$1K–$15KJan 31, 2025Feb 10, 202510 days later
ANETJointArista Networks, Inc.
Sold part$1K–$15KJan 31, 2025Feb 10, 202510 days later
ICFIJointICF International, Inc.
Sold part$1K–$15KJan 31, 2025Feb 10, 202510 days later
MAJointMastercard Incorporated
Bought$1K–$15KJan 31, 2025Feb 10, 202510 days later
MSFTJointMicrosoft Corporation
Sold part$1K–$15KJan 31, 2025Feb 10, 202510 days later
TSLAJointTesla, Inc.
Bought$1K–$15KJan 31, 2025Feb 10, 202510 days later
TWLOJointTwilio Inc. Class A
Bought$1K–$15KJan 31, 2025Feb 10, 202510 days later
VJointVisa Inc.
Bought$1K–$15KJan 31, 2025Feb 10, 202510 days later
MMMJoint3M Company
Bought$1K–$15KJan 30, 2025Feb 10, 202511 days later
GLWJointCorning Incorporated
Bought$1K–$15KJan 30, 2025Feb 10, 202511 days later
MAJointMastercard Incorporated
Bought$1K–$15KJan 30, 2025Feb 10, 202511 days later
TSLAJointTesla, Inc.
Bought$1K–$15KJan 30, 2025Feb 10, 202511 days later
TTJointTrane Technologies plc
Sold part$1K–$15KJan 30, 2025Feb 10, 202511 days later
VJointVisa Inc.
Bought$1K–$15KJan 30, 2025Feb 10, 202511 days later
ABTJointAbbott Laboratories
Bought$1K–$15KJan 29, 2025Feb 10, 202512 days later
AVGOJointBroadcom Inc.
Sold part$1K–$15KJan 29, 2025Feb 10, 202512 days later
ETNJointEaton Corporation, PLC Ordinary Shares
Sold part$1K–$15KJan 29, 2025Feb 10, 202512 days later
ISRGJointIntuitive Surgical, Inc.
Sold part$1K–$15KJan 29, 2025Feb 10, 202512 days later
NVDAJointNVIDIA Corporation
Sold part$1K–$15KJan 29, 2025Feb 10, 202512 days later
PWRJointQuanta Services, Inc.
Sold part$1K–$15KJan 29, 2025Feb 10, 202512 days later
CRMJointSalesforce, Inc.
Bought$1K–$15KJan 29, 2025Feb 10, 202512 days later
UBERJointUber Technologies, Inc.
Sold part$1K–$15KJan 29, 2025Feb 10, 202512 days later
UNPJointUnion Pacific Corporation
Bought$1K–$15KJan 29, 2025Feb 10, 202512 days later
ABTJointAbbott Laboratories
Bought$1K–$15KJan 28, 2025Feb 10, 202513 days later
ANETJointArista Networks, Inc.
Sold part$1K–$15KJan 28, 2025Feb 10, 202513 days later
AVGOJointBroadcom Inc.
Sold part$1K–$15KJan 28, 2025Feb 10, 202513 days later
NVDAJointNVIDIA Corporation
Sold part$1K–$15KJan 28, 2025Feb 10, 202513 days later
ORCLJointOracle Corporation
Sold part$1K–$15KJan 28, 2025Feb 10, 202513 days later
TSMJointTaiwan Semiconductor Manufacturing Company Ltd.
Sold part$1K–$15KJan 28, 2025Feb 10, 202513 days later
TSLAJointTesla, Inc.
Bought$1K–$15KJan 28, 2025Feb 10, 202513 days later
VJointVisa Inc.
Bought$1K–$15KJan 28, 2025Feb 10, 202513 days later
ABEVJointAmbev S.A. American Depositary Shares
Bought$1K–$15KJan 27, 2025Feb 10, 202514 days later
CDREJointCadre Holdings, Inc.
Bought$1K–$15KJan 27, 2025Feb 10, 202514 days later
CLPBYJointCOLOPLAST AS SP/ADR
Bought$1K–$15KJan 27, 2025Feb 10, 202514 days later
GLWJointCorning Incorporated
Bought$1K–$15KJan 27, 2025Feb 10, 202514 days later
FICOJointFair Isaac Corporation
Sold part$1K–$15KJan 27, 2025Feb 10, 202514 days later
GBOOYJointGrupo Financiero Banorte, S.A.B. De C.V Sponsored ADR
Bought$1K–$15KJan 27, 2025Feb 10, 202514 days later
MELIJointMercadoLibre, Inc.
Sold part$1K–$15KJan 27, 2025Feb 10, 202514 days later
MRKJointMerck & Company, Inc.
Sold$15K–$50KJan 27, 2025Feb 10, 202514 days later
ITCIJointIntra-Cellular Therapies Inc.
Sold part$1K–$15KJan 24, 2025Feb 10, 202517 days later
JNJJointJohnson & Johnson
Bought$1K–$15KJan 24, 2025Feb 10, 202517 days later
REGNJointRegeneron Pharmaceuticals, Inc.
Sold$1K–$15KJan 24, 2025Feb 10, 202517 days later
VJointVisa Inc.
Bought$1K–$15KJan 24, 2025Feb 10, 202517 days later
ETNJointEaton Corporation, PLC Ordinary Shares
Sold part$1K–$15KJan 23, 2025Feb 10, 202518 days later
TELJointTE Connectivity plc Ordinary Shares
Bought$1K–$15KJan 23, 2025Feb 10, 202518 days later
TTJointTrane Technologies plc
Sold part$1K–$15KJan 23, 2025Feb 10, 202518 days later
UBERJointUber Technologies, Inc.
Sold part$1K–$15KJan 23, 2025Feb 10, 202518 days later
VJointVisa Inc.
Bought$1K–$15KJan 23, 2025Feb 10, 202518 days later
NFLXJointNetflix, Inc.
Sold part$1K–$15KJan 22, 2025Feb 10, 202519 days later
ORCLJointOracle Corporation
Sold part$1K–$15KJan 22, 2025Feb 10, 202519 days later
WMTJointWalmart Inc.
Bought$1K–$15KJan 22, 2025Feb 10, 202519 days later
MMMJoint3M Company
Bought$1K–$15KJan 21, 2025Feb 10, 202520 days later
KOJointCoca-Cola Company
Bought$1K–$15KJan 21, 2025Feb 10, 202520 days later
ISRGJointIntuitive Surgical, Inc.
Sold part$1K–$15KJan 21, 2025Feb 10, 202520 days later
JNJJointJohnson & Johnson
Bought$1K–$15KJan 21, 2025Feb 10, 202520 days later
MSFTJointMicrosoft Corporation
Sold part$1K–$15KJan 21, 2025Feb 10, 202520 days later
ORCLJointOracle Corporation
Sold part$1K–$15KJan 21, 2025Feb 10, 202520 days later
PWRJointQuanta Services, Inc.
Sold part$1K–$15KJan 21, 2025Feb 10, 202520 days later
INTAJointIntapp, Inc.
Sold part$1K–$15KJan 17, 2025Feb 10, 202524 days later
NVDAJointNVIDIA Corporation
Sold part$1K–$15KJan 17, 2025Feb 10, 202524 days later
PARJointPAR Technology Corporation
Bought$1K–$15KJan 17, 2025Feb 10, 202524 days later
BABAJointAlibaba Group Holding Limited American Depositary Shares ea…
Bought$1K–$15KJan 16, 2025Feb 10, 202525 days later
GOOGJointAlphabet Inc. Class C Capital Stock
Sold part$1K–$15KJan 16, 2025Feb 10, 202525 days later
BRK.BJointBerkshire Hathaway Inc. New
Bought$1K–$15KJan 16, 2025Feb 10, 202525 days later
KOJointCoca-Cola Company
Bought$1K–$15KJan 16, 2025Feb 10, 202525 days later
DHIJointD.R. Horton, Inc.
Bought$1K–$15KJan 16, 2025Feb 10, 202525 days later
DJointDominion Energy, Inc.
Bought$1K–$15KJan 16, 2025Feb 10, 202525 days later
GMABJointGenmab A/S American Depositary Shares
Bought$1K–$15KJan 16, 2025Feb 10, 202525 days later
JNJJointJohnson & Johnson
Bought$1K–$15KJan 16, 2025Feb 10, 202525 days later
MAJointMastercard Incorporated
Sold part$1K–$15KJan 16, 2025Feb 10, 202525 days later
METAJointMeta Platforms, Inc.
Sold part$1K–$15KJan 16, 2025Feb 10, 202525 days later
MSFTJointMicrosoft Corporation
Sold part$1K–$15KJan 16, 2025Feb 10, 202525 days later
NSRGYJointNESTLE S.A S/ADR
Bought$1K–$15KJan 16, 2025Feb 10, 202525 days later
NVDAJointNVIDIA Corporation
Sold part$1K–$15KJan 16, 2025Feb 10, 202525 days later
PANWJointPalo Alto Networks, Inc.
Sold part$1K–$15KJan 16, 2025Feb 10, 202525 days later
TLKJointPT Telekomunikasi Indonesia, Tbk
Bought$1K–$15KJan 16, 2025Feb 10, 202525 days later
SHELJointShell PLC American Depositary Shares
Bought$1K–$15KJan 16, 2025Feb 10, 202525 days later

Josh Gottheimer's portfolio by sector

Share of the estimated stock portfolio.

66%Technology
SectorShareValueHoldings
Technology66%~$21.6M36
Other26%~$8.7M79
Communication Services1.6%~$538.6K6
Financials1.3%~$438.5K30
Consumer Discretionary1.3%~$413.5K18
Industrials1.3%~$409.6K30
Health Care1.0%~$316.1K19
Materials0.5%~$156K11
Energy0.4%~$113.8K6
Utilities0.2%~$61.4K4
Consumer Staples0.2%~$51.1K6
Real Estate0.1%~$32.1K4

Portfolio performance: Josh Gottheimer vs. benchmarks

Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since Aug 17, 2018.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−60%−40%−20%0%+20%+40%+60%+80%+100%+120%OctJulApr2024OctJulApr+117%Nasdaq-100+91%S&P 500−43%You, copying
Oct 1, 2021 to Oct 7, 2026, buying on disclosure dates; call options valued with their leverage (strike and expiry from the disclosure); prices adjusted for dividends and splits.
Total returnPer year
You, copying after each disclosure – estimated value−43.1%−10.6%
S&P 500+91.4%+13.8%
Nasdaq-100+116.8%+16.7%

Josh Gottheimer's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
MSFTMicrosoft Corporation
142173
AAPLApple Inc.
3541
GOOGalphabet Inc. - Class C Capital Stock (GooG)
2833
TSLATesla, Inc.
2734
LLYEli Lilly and Company
1826
NVDANVIDIA Corporation
1429
AMDAdvanced Micro devices, Inc. (AMd)
1514
PYPLPayPal Holdings, Inc.
622
MAMastercard Incorporated (Ma)
1116
CRMSalesforce, Inc.
1214
UBERUber Technologies, Inc. (UbER)
815
SCHWCharles Schwab Corporation
1013

Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.