Market Commentary

The Steady Rise of Jared Moskowitz’s Top Stock Picks

Turra Rasheed
26 Nov 2025 · 2 minutes read

Watching the intersection of public service and personal investing can be fascinating, and Rep. Jared Moskowitz offers a compelling example. With seats on the Foreign Affairs and Judiciary Committees, his policy work centers on national security, global diplomacy, and federal oversight. While these committees do not directly mirror the sectors he invests in, his portfolio reflects strategic timing and consistent alignment with some of the market’s strongest performers.

From major tech players like Alphabet (GOOGL:US), Broadcom (AVGO:US), NVIDIA (NVDA:US), and Microsoft (MSFT:US) to industrial and healthcare leaders including Cummins (CMI:US), Caterpillar (CAT:US), Eli Lilly (LLY:US), and Johnson & Johnson (JNJ:US), Moskowitz has built a portfolio that spans several high performing sectors. These investments have delivered impressive gains. Alphabet on certain buys has climbed more than 150 percent, while Broadcom and Cummins trades have more than doubled in value.

It is not just the tech giants making an impact. Healthcare and financials also feature prominently. Eli Lilly has surged more than 80 percent since Moskowitz first added it, and positions in Goldman Sachs (GS:US), S&P Global (SPGI:US), and Mastercard (MA:US) have similarly appreciated. These moves highlight a clear focus on long term growth and durable business models.

The breadth of his holdings stands out. From consumer staples like Costco (COST:US) and Dollar General (DG:US) to energy and utilities such as Atmos Energy (ATO:US) and NextEra Energy (NEE:US), his investments span industries tied to everyday economic activity. Even in cases where he trimmed positions, such as Pfizer (PFE:US) or Nike (NKE:US), the pattern reflects careful portfolio management rather than reactive trading.

Whether one views these disclosures as a window into legislative market instincts or simply an example of disciplined investing, it is clear that Rep. Moskowitz has constructed a portfolio marked by consistency and strong sector selection. His filings offer a useful lens into how committee experience, personal strategy, and long term patience can converge in a public servant’s financial decisions.

For those tracking insider activity, Moskowitz’s trades remain a compelling case study in strategic stock selection backed by steady performance.