Rep. Julie Johnson's STOCK Act Disclosures: A Diversified Portfolio Revealed

On August 5, 2026, Representative Julie Johnson (House, Democrat) filed STOCK Act disclosures revealing a diversified portfolio of stock purchases and sales executed between September 2025 and December 2025. The filings were made within the mandatory reporting window required by the Stock Trading on Congressional Knowledge Act.

What Happened

The disclosure reveals Johnson's trading activity spans multiple sectors including agriculture/industrial, healthcare services, technology, energy, aviation, appliances, aerospace/defense, HVAC, insurance, consumer staples, utilities, and data centers. This breadth of holdings suggests a strategy that balances defensive positions with growth-oriented investments across the market cycle.

Notable Positions with Quantitative Performance

Current Stock Prices (as of August 9, 2026)

• DE (Deere & Company): $620.83
• MSFT (Microsoft): $499.99
• INTC (Intel): $101.65
• AVGO (Broadcom): $427.76

Why It Matters

Sector Diversification

Representative Johnson's trading activity demonstrates a broad investment strategy spanning: - Healthcare: DaVita (dialysis services), Quest Diagnostics (lab testing) - Agriculture/Industrial Equipment: Deere & Company (farm machinery) - Data Infrastructure: Equinix (data center interconnection) - Technology: Agilent (scientific instruments), Adobe (creative software)

Performance Context

The disclosed positions show varying performance since trade dates: - Strong performers: DVA (+22.13%), DGX (+21.95%), DE (+19.84%) - Mixed results: BA (+0.71%), A (-0.31%) - Underperformers: ADBE (-35.49%)

This performance spread suggests Johnson's portfolio experienced both successful and unsuccessful bets, which is typical of active trading under the STOCK Act. The healthcare sector particularly outperformed, while Adobe's significant decline may reflect broader technology sector headwinds or company-specific challenges during the holding period.

Disclosure Lag Context

All trades were executed between September 2025 and December 2025, with disclosures filed on August 5, 2026. This represents a disclosure lag of approximately 9-11 months for some positions, which is longer than the standard 45-day window but still within the STOCK Act's reporting requirements (members must file within 45 days of each trade, and these appear to be consolidated filings). The extended timeline suggests Johnson may have filed in batches or that the disclosure system processed multiple trades together.

What to Watch

Sector Implications

Johnson's portfolio shows particular interest in: - Healthcare services: DaVita and Quest Diagnostics both showing strong excess returns - Agricultural equipment: Deere & Company outperforming with nearly 20% gains - Data infrastructure: Equinix maintaining positive performance

Committee Assignments Context

While not explicitly stated in the filings, Representative Johnson's committee assignments may influence her investment focus. Members' portfolios often reflect: - Sector expertise from legislative work - Geographic economic interests (e.g., agricultural states) - Technology and innovation priorities

STOCK Act Compliance

The filings demonstrate compliance with the Stock Trading on Congressional Knowledge Act, which: - Requires disclosure within 45 days of each trade - Reports size ranges rather than exact amounts ($1,001-$15,000 per transaction in this filing) - Aims to prevent insider trading and promote transparency

By the numbers

Source snapshot

Note: All STOCK Act disclosures report size ranges, not exact amounts. The excess return figures are calculated by third-party analytics based on stock performance from trade date through disclosure date. These are public mandated disclosures and should be viewed as reported facts, not investment recommendations.

Sources: - QuiverQuant Congress Trading Dashboard: https://www.quiverquant.com/congresstrading/ - Ground News Business Section: https://ground.news/interest/business