JG
Josh Gottheimer
Portfolio Range
—
# Trades
122
# Tickers
82
Latest Filing
Jul 08 '26
Monthly Trade Value · Last 12 Months
BUYS SALES
Portfolio Structure (Estimated)
AMD11.1%
FN7.4%
XOM7.4%
NTRA7.4%
LITE3.7%
MU3.7%
ADI3.7%
SNDK3.7%
TWLO3.7%
FCX3.7%
IFNNY3.7%
NTES3.7%
FSS3.7%
CMI3.7%
UNH3.7%
GEV3.7%
MRK3.7%
MNST3.7%
GILD3.7%
Other (3)11.1%
Disclaimer: Stock positions only, option contracts are excluded. Not investment advice; past disclosed activity does not predict future results.
All Disclosed Trades · 122 total
| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| NTDOY | Nintendo Co Ltd | Stock | Sale | $1.0K–$15K | — | Joint | Jun 17 '26 | Jul 08 '26 |
| INSM | INSMED INC | Stock | Sale | $1.0K–$15K | +42.7% | Joint | Jun 10 '26 | Jul 08 '26 |
| BABA | Alibaba Group Holding Ltd | Stock | Sale | $1.0K–$15K | +2.4% | Joint | Jun 01 '26 | Jul 08 '26 |
| NSRGY | Nestle SA, Cham Und Vevey | Stock | Sale | $1.0K–$15K | — | Joint | Jun 01 '26 | Jul 08 '26 |
| BKNG | Booking Holdings Inc | Stock | Sale | $1.0K–$15K | +26.7% | Joint | Jun 01 '26 | Jul 08 '26 |
| NVZMY | Novozymes A/S | Stock | Sale | $1.0K–$15K | — | Self | Jun 01 '26 | Jul 08 '26 |
| ABT | Abbott Laboratories | Stock | Sale | $1.0K–$15K | +25.8% | Joint | May 27 '26 | Jun 04 '26 |
| INTU | Intuit Inc | Stock | Sale | $1.0K–$15K | +1.7% | Joint | May 22 '26 | Jun 04 '26 |
| LITE | Lumentum Holdings Inc | Stock | Buy | $1.0K–$15K | -6.0% | Joint | May 22 '26 | Jun 04 '26 |
| MU | Micron Technology Inc | Stock | Buy | $1.0K–$15K | +15.2% | Joint | May 21 '26 | Jun 04 '26 |
| MSFT | Microsoft Corp | Option | Buy | $500.0K–$1M | +19.8% | Joint | May 19 '26 | Jun 04 '26 |
| ADI | Analog Devices Inc | Stock | Buy | $1.0K–$15K | -5.9% | Joint | May 19 '26 | Jun 04 '26 |
| MSFT | Microsoft Corp | Option | Sale | $250.0K–$500K | +19.8% | Joint | May 19 '26 | Jun 04 '26 |
| MSFT | Microsoft Corp | Option | Sale | $500.0K–$1M | +19.8% | Joint | May 19 '26 | Jun 04 '26 |
| MSFT | Microsoft Corp | Option | Buy | $250.0K–$500K | +19.8% | Joint | May 19 '26 | Jun 04 '26 |
| TPH | Tri Pointe Homes Inc | Stock | Sale | $1.0K–$15K | +0.0% | Joint | May 15 '26 | Jun 04 '26 |
| NSRGY | Nestle SA, Cham Und Vevey | Stock | Sale | $1.0K–$15K | — | Joint | May 14 '26 | Jun 04 '26 |
| PANW | Palo Alto Networks Inc | Stock | Buy | $1.0K–$15K | +52.7% | Joint | May 14 '26 | Jun 04 '26 |
| SNDK | SANDISK CORP | Stock | Buy | $1.0K–$15K | -9.5% | Joint | May 07 '26 | Jun 04 '26 |
| NSRGY | Nestle SA, Cham Und Vevey | Stock | Sale | $1.0K–$15K | — | Joint | May 05 '26 | Jun 04 '26 |
| ABBV | AbbVie Inc | Stock | Sale | $1.0K–$15K | +19.4% | Joint | May 05 '26 | Jun 04 '26 |
| AMD | Advanced Micro Devices Inc | Stock | Buy | $1.0K–$15K | +36.1% | Joint | May 05 '26 | Jun 04 '26 |
| — | Berkshire Hathaway Inc (1) | Stock | Sale | $1.0K–$15K | — | Joint | May 04 '26 | Jun 04 '26 |
| TWLO | Twilio Inc | Stock | Buy | $1.0K–$15K | +27.2% | Joint | May 04 '26 | Jun 04 '26 |
| FN | FABRINET | Stock | Buy | $1.0K–$15K | -20.4% | Self | May 01 '26 | Jun 04 '26 |
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