Lois Frankel (D-FL-22), a current Democratic member of the House, has disclosed 1,588 trades since 2013: 694 purchases worth about $5.55M and 893 sales worth about $7.36M, in 355 stocks. Most traded: JCI, MRK, PFE. As a portfolio, their stock holdings and trades returned +172.6% from Dec 2013, against +314.3% for the S&P 500. Trades took a median 26 days to be disclosed; 21 came late.
Lois Frankel’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since December 2013: +172.6%, against +314.3% for SPY; the largest fall on the way was -39.6%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lois Frankel | Nov 2025 | -0.4% | +10.1% | -10.5% | – | -25.1% | 0.11 | 0.87 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lois Frankel | Nov 2023 | +38.9% | +72.6% | -33.7% | +11.6% | -27.6% | 0.64 | 0.88 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lois Frankel | Nov 2021 | +33.1% | +61.1% | -27.9% | +5.9% | -27.6% | 0.39 | 0.89 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lois Frankel | Jan 2026 | +5.4% | +10.1% | -4.7% | – | -22.3% | 0.36 | 0.90 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Lois Frankel | Dec 2013 | +172.6% | +314.3% | -141.7% | +8.1% | -39.6% | 0.51 | 0.96 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Technology | $217.64K | 72.0% | +24.4% | 2 | 1 | 1 | $8.00K | $8.00K | +855.8% | Jun 12, 2014 |
| PRUPrudential Financial Inc | Financial Services | $37.48K | 12.4% | +15.3% | 1 | 0 | 1 | $0.00 | $8.00K | – | Jul 27, 2016 |
| IBMInternational Business Machines Corp | Technology | $37.45K | 12.4% | +15.2% | 2 | 0 | 2 | $0.00 | $16.00K | – | Jun 8, 2016 |
| XOMExxonMobil Holdings Corp | Energy | $9.55K | 3.2% | +19.3% | 6 | 0 | 6 | $0.00 | $48.00K | – | Oct 14, 2015 |
| JCIJohnson Controls International plc | Industrials | Closed | – | – | 24 | 12 | 12 | $96.01K | $96.01K | +14.6% | Sep 6, 2023 |
| MRKMerck & Co., Inc. | Healthcare | Closed | – | – | 23 | 13 | 10 | $104.01K | $80.01K | -79.3% | Sep 8, 2023 |
| CICigna Group | Healthcare | Closed | – | – | 17 | 11 | 6 | $88.01K | $72.50K | -101.1% | Sep 8, 2023 |
| PFEPfizer Inc | Healthcare | Closed | – | – | 19 | 8 | 11 | $64.00K | $88.01K | -135.5% | Sep 8, 2023 |
| NOCNorthrop Grumman Corp /De/ | Industrials | Closed | – | – | 17 | 8 | 9 | $64.00K | $72.00K | -23.2% | Sep 8, 2023 |
| AXPAmerican Express Co | Financial Services | Closed | – | – | 16 | 9 | 7 | $72.00K | $56.00K | +56.3% | Sep 8, 2023 |
| ETNEaton Corp plc | Industrials | Closed | – | – | 16 | 7 | 9 | $56.00K | $72.00K | +160.4% | Sep 8, 2023 |
| ACNAccenture plc | Industrials | Closed | – | – | 15 | 4 | 11 | $32.00K | $88.01K | -87.4% | Sep 8, 2023 |
| CCitigroup Inc | Financial Services | Closed | – | – | 15 | 9 | 6 | $72.00K | $48.00K | -60.7% | Sep 8, 2023 |
| DDDuPont de Nemours, Inc. | Basic Materials | Closed | – | – | 15 | 10 | 5 | $80.01K | $40.00K | -52.6% | Sep 8, 2023 |
| PPGPpg Industries Inc | Basic Materials | Closed | – | – | 15 | 7 | 8 | $56.00K | $64.00K | -194.8% | Apr 26, 2023 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| JCIJohnson Controls International plc Ordinary Share | Self | Sell (Partial) | $1K–$15K | May 24, 2023 | May 14, 2024 | 356d late | +141.1% | +58.1% | |
| AOSA.O. Smith Corporation | Self | Sell | $1K–$15K | Sep 8, 2023 | Oct 10, 2023 | 32d | -6.8% | -75.6% | |
| ADIAnalog Devices, Inc. | Self | Sell | $1K–$15K | Sep 8, 2023 | Oct 10, 2023 | 32d | +132.6% | +63.8% | |
| WRBW.R. Berkley Corporation | Self | Sell | $1K–$15K | Sep 8, 2023 | Oct 10, 2023 | 32d | +82.0% | +13.2% | |
| WATWaters Corporation | Self | Sell | $1K–$15K | Sep 8, 2023 | Oct 10, 2023 | 32d | +70.4% | +1.6% | |
| WSOWatsco, Inc. | Self | Sell | $1K–$15K | Sep 8, 2023 | Oct 10, 2023 | 32d | -9.4% | -78.2% | |
| XELXcel Energy Inc. | Self | Sell | $1K–$15K | Sep 8, 2023 | Oct 10, 2023 | 32d | +39.0% | -29.8% | |
| AONAon plc Class A Ordinary Shares | Self | Sell | $15K–$50K | Sep 8, 2023 | Oct 10, 2023 | 32d | 0.0% | -68.8% | |
| ADSKAutodesk, Inc. | Self | Sell | $1K–$15K | Sep 8, 2023 | Oct 10, 2023 | 32d | +17.6% | -51.2% | |
| AVYAvery Dennison Corporation | Self | Sell | $1K–$15K | Sep 8, 2023 | Oct 10, 2023 | 32d | +3.2% | -65.7% | |
| BIOBio-Rad Laboratories, Inc. Class A | Self | Sell | $1K–$15K | Sep 8, 2023 | Oct 10, 2023 | 32d | +2.3% | -66.5% | |
| BAHBooz Allen Hamilton Holding Corporation | Self | Sell | $1K–$15K | Sep 8, 2023 | Oct 10, 2023 | 32d | -21.4% | -90.2% | |
| BSXBoston Scientific Corporation | Self | Sell | $1K–$15K | Sep 8, 2023 | Oct 10, 2023 | 32d | -17.7% | -86.5% | |
| BSXBoston Scientific Corporation | Self | Sell | $1K–$15K | Sep 8, 2023 | Oct 10, 2023 | 32d | -17.7% | -86.5% | |
| BRBroadridge Financial Solutions, Inc. | Self | Sell | $1K–$15K | Sep 8, 2023 | Oct 10, 2023 | 32d | -1.9% | -70.7% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Lois Frankel (D-FL-22), a current Democratic member of the House, has disclosed 1,588 trades since 2013: 694 purchases worth about $5.55M and 893 sales worth about $7.36M, in 355 stocks. Most traded: JCI, MRK, PFE. As a portfolio, their stock holdings and trades returned +172.6% from Dec 2013, against +314.3% for the S&P 500. Trades took a median 26 days to be disclosed; 21 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Lois Frankel still holds 4 stocks; the largest are MSFT (about $217.64K), PRU (about $37.48K), IBM (about $37.45K), XOM (about $9.55K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +172.6% from December 2013 to November 2026, against +314.3% for the S&P 500, with a largest fall of -39.6%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 26 days to be disclosed. 21 of 1,588 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.