Hypothetical $10,000 invested at their first disclosed trade date. · log scale
Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.
| Ticker | Action | Description | Traded |
|---|---|---|---|
| AOS | Sell | A.O. Smith Corporation | Sep 8, 2023 |
| ABBV | Sell | AbbVie Inc. | Sep 8, 2023 |
| ACN | Sell | Accenture plc Class A Ordina | Sep 8, 2023 |
| ARE | Sell | Alexandria Real Estate Equit | Sep 8, 2023 |
| LNT | Sell | Alliant Energy Corporation | Sep 8, 2023 |
| AXP | Sell | American Express Company | Sep 8, 2023 |
| COLD | Sell | Americold Realty Trust, Inc. | Sep 8, 2023 |
| ADI | Sell | Analog Devices, Inc. | Sep 8, 2023 |
| AON | Sell | Aon plc Class A Ordinary Sha | Sep 8, 2023 |
| ADSK | Sell | Autodesk, Inc. | Sep 8, 2023 |
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.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: ABBV, PCAR, MRK. Sector allocation and portfolio weighting appear in the Holdings panel.
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 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.