HOUSE · NJ-11 · 2019–2025

Mikie Sherrill portfolio

Mikie Sherrill represented NJ in the House until 2025. Trades below come from filings made while in office. Mikie Sherrill has disclosed 299 trades (38 purchases, 261 sales); the latest was on Mar 7, 2025. Over the past year the disclosed stock holdings returned +8.0%, against +11.8% for the S&P 500.

DDemocratParty

Former member of HouseRepresents NJ

$1.9MEst. portfolio value

2 years agoLast trade

+8.0%1Y return, from filings

1M return-0.9%S&P 500 -0.3% · 8 positionsOn their trade dates: -0.9%

3M return+2.4%S&P 500 +1.7% · 8 positionsOn their trade dates: +2.4%

YTD return+11.3%S&P 500 +11.4% · 8 positionsOn their trade dates: +11.2%

1Y return+8.0%S&P 500 +11.8% · 8 positionsOn their trade dates: +7.6%

3Y return+74.8%S&P 500 +81.7% · 8 positionsOn their trade dates: +74.4%

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 $1.9M across 8 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Mikie Sherrill
Investment	Est. holding value	Last transaction	Total bought	Avg. cost	Since filed	Current price	Trades
SPYGSPDR Series Trust SPDR Portfolio S&P 500 growth ETF	$460K	Feb 21, 2020Purchase	$100K–250K1 purchase	$44.64	+240.64%	$117.32	1
NULGNuveen ESg large-Cap growth ETF	$415K	Feb 21, 2020Purchase	$100K–250K1 purchase	$45.54	+223.56%	$108.10	1
IGViShares Expanded T ech-SoftwareSector ETF	$357K	Feb 21, 2020Purchase	$100K–250K1 purchase	$51.66	+166.39%	$105.46	1
FDRRFidelity Dividend ETF for Rising Rates	$334K	Feb 21, 2020Purchase	$100K–250K1 purchase	$35.90	+170.67%	$68.56	1
SCHDSchwab uS Dividend Equity E TF	$323K	Feb 21, 2020Purchase	$100K–250K1 purchase	$19.40	+142.47%	$35.81	1
LLDTFOrdinary Shares	$12K	Apr 16, 2019Purchase	$1K–15K1 purchase	$0.87	+69.74%	$1.29	1
SFTBFSale of 86 shares in NTT Docomo Inc. Softbank Corp Ordinary Shares	$5K	Apr 10, 2019Purchase	$1K–15K1 purchase	$49.30	-39.14%	$28.97	1
UNCHFOTC purchase of 29 shares in So ftBank group Corp.Unicharm Corp Ordinary Shares	$2K	Apr 10, 2019Purchase	$1K–15K1 purchase	$31.19	-78.78%	$6.68	1

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.