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Congress trades · Members · Holdings

Rep. Donald Norcross D-NJ01

Estimated current holdings · House. ← Back to the member's trades and hit rate

Base report: annual report CY2025 · (no PTR trades after report date)

Estimated total: $2.6M–open-ended (some lines have no upper bound) across 47 positions.

Based on the annual report CY2025 and trades reported after it, Rep. Donald Norcross holds an estimated 47 positions worth $2.6M–open-ended (some lines have no upper bound) in total. The largest estimated holding is IBEW Local 351 Surety Plan Fixed Interest Fund ($1M–$5M). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.

AssetTypeEstimated rangeConfidenceCame from
IBEW Local 351 Surety Plan Fixed Interest FundPension$1M–$5MHighReport
Fidelity ContrafundPension$500K–$1MHighReport
TCHP T. Rowe Price Blue Chip Growth ETF (TCHP)Pension$250K–$500KHighReport
Guaranteed Deposit FundAnnuity$100K–$250KHighReport
Lazard International Equity FdPension$100K–$250KHighReport
MassMutual Diversified Bond FdPension$100K–$250KHighReport
TD Toronto Dominion Bank (TD)Stock$51K–$115KHighReport
Ameriprise Cert. Co.Cash$50K–$100KHighReport
IShares Core S&P 500 ETFFund/ETF$50K–$100KHighReport
Neuberger Berman Large Cap Value InstlFund/ETF$50K–$100KHighReport
Principal Real Estate Secs FdPension$50K–$100KHighReport
Goldman Sachs GQG Partners Intl Opptys Investor CLFund/ETF$30K–$100KHighReport
IShares Core S&P Small Cap ETFFund/ETF$30K–$100KHighReport
Ameriprise Insured Money MarketCash$5K–$75KHighReport
Allspring Spectrum Growth CL CFund/ETF$15K–$50KHighReport
Allspring Spectrum Moderate Growth CL CFund/ETF$15K–$50KHighReport
Calvert Bond Instl CLFund/ETF$15K–$50KHighReport
Col VP Disc Core Cl3Fund/ETF$15K–$50KHighReport
Col VP Divnd Opp Cl3Fund/ETF$15K–$50KHighReport
Columbia Convertible Securities Instl CLFund/ETF$15K–$50KHighReport
Columbia Seligman Technology & Information Instl CLFund/ETF$15K–$50KHighReport
CTIVP LoomisSylsGr C1Fund/ETF$15K–$50KHighReport
Fid VIP MidCap CL2Fund/ETF$15K–$50KHighReport
Fidelity Advisor Growth Opptys CL IFund/ETF$15K–$50KHighReport
Franklin Small Cap Growth Advisor CLFund/ETF$15K–$50KHighReport
New Jersey Defined Contribution Retirement planPension$15K–$50KHighReport
TD BankCash$15K–$50KHighReport
Truist BankCash$15K–$50KHighReport
Congressional Federal Credit UnionCash$1K–$15KHighReport
IBEW Local 351 Pension Benefit FundPension$0–open-endedLowReport
National Electrical Benefit FundPension$0–open-endedLowReport
16 small positions (each ≤ $15K), total $14K–$212K, 0 from later trades. Click to expand.
AssetTypeEstimated rangeConfidenceCame from
Allsp VT SmCpGrw Cl2Fund/ETF$1K–$15KHighReport
Calamos Market Neutral Income CL IFund/ETF$1K–$15KHighReport
CI Cigna Corporation (CI)Stock$1K–$15KHighReport
Col VP Hgh Yld Bd CL3Fund/ETF$1K–$15KHighReport
Col VP Intmd Bnd Cl3Fund/ETF$1K–$15KHighReport
Col VP MidCap Gr Cl3Fund/ETF$1K–$15KHighReport
Col VP Ovrseas Core 3Fund/ETF$1K–$15KHighReport
Fidelity Advisor Strategic Income CL IFund/ETF$1K–$15KHighReport
Fidelity Advisor Total Bond CL IFund/ETF$1K–$15KHighReport
MFS Diversified Income CL AFund/ETF$1K–$15KHighReport
MFS Emerging Markets Debt CL 1Fund/ETF$1K–$15KHighReport
MFS Intl Intrinsic Value CL IFund/ETF$1K–$15KHighReport
Value Line Asset Alloc Instl CLFund/ETF$1K–$15KHighReport
Wanger USAFund/ETF$1K–$15KHighReport
Vanguard Mid Cap Index FundPension$1–$1KHighReport
Vanguard Small Cap Index FundPension$1–$1KHighReport
Education, not investment advice. This is an estimate, not a holdings report. We start from the value ranges in the member's most recent financial disclosure and add or subtract later periodic transaction reports (PTRs). Disclosures give ranges, not exact values, and the result can be wrong: valuation dates differ, some trades can't be matched to a holding, and assets may have moved since. Confidence: High = taken directly from the report; Medium = changed by later trades or matched by name; Low = no stated value or unclear match.

Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.