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Lois Frankel

Lois Frankel

DEM
House · FL
Data as of 5:30 PM UTC
CAGR
+4.2%
Trades
1354
Win Rate
57%
Sharpe
0.02
Beta
0.64
Max DD
(100.0%)
CAGR
+4.2%
Trades
1354
Win Rate
57%
Sharpe
0.02
Beta
0.64
Max DD
(100.0%)

Lois Frankel portfolio vs S&P 500

Hypothetical $10,000 invested at their first disclosed trade date. · log scale

Loading portfolio history...

Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.

TickerActionDescriptionAmountTradedFiledShare
AOSSellA.O. Smith Corporation$1K - $15KSep 8, 2023Oct 6, 2023
ABBVSellAbbVie Inc.$1K - $15KSep 8, 2023Oct 6, 2023
ACNSellAccenture plc Class A Ordina$1K - $15KSep 8, 2023Oct 6, 2023
ARESellAlexandria Real Estate Equit$1K - $15KSep 8, 2023Oct 6, 2023
LNTSellAlliant Energy Corporation$1K - $15KSep 8, 2023Oct 6, 2023
AXPSellAmerican Express Company$1K - $15KSep 8, 2023Oct 6, 2023
COLDSellAmericold Realty Trust, Inc.$1K - $15KSep 8, 2023Oct 6, 2023
ADISellAnalog Devices, Inc.$1K - $15KSep 8, 2023Oct 6, 2023
AONSellAon plc Class A Ordinary Sha$15K - $50KSep 8, 2023Oct 6, 2023
ADSKSellAutodesk, Inc.$1K - $15KSep 8, 2023Oct 6, 2023
100 trades
…

Lois Frankel (D-FL) Stock Trades & Portfolio

Lois Frankel is a United States Representative from FL affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 1,354 disclosed stock trades from Lois Frankel, filed under the STOCK Act. The portfolio compounds at 4.2% annualized — 0.3% below the S&P 500 benchmark over the same period, with a 56% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Lois Frankel (D-FL) has disclosed 1,354 trades under the STOCK Act; portfolio CAGR of 4.2% (-0.3% vs. the S&P 500); top tickers traded: ABBV, PCAR, MRK.

Lois Frankel's most recent trades

Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.

Top holdings & sectors

Most-traded tickers: ABBV, PCAR, MRK. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 4.2% CAGR, -0.3% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Lois Frankel's disclosed portfolio value & net worth

Lois Frankel's disclosed stock portfolio is valued at approximately $7.3M across 160 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on Lois Frankel's total net worth, not a complete measure of it.