Zoe Lofgren (D-CA-18), a current Democratic member of the House, has disclosed 463 trades since 2013: 234 purchases worth about $2.38M and 224 sales worth about $2.30M, in 152 stocks. Most traded: UNH, ADBE, GIS. As a portfolio, their stock holdings and trades returned +69.5% from Feb 2014, against +306.9% for the S&P 500. Trades took a median 21 days to be disclosed; 8 came late.
Zoe Lofgren’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since February 2014: +69.5%, against +306.9% for SPY; the largest fall on the way was -35.2%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Zoe Lofgren | Nov 2025 | 0.0% | +10.1% | -10.1% | – | 0.0% | – | 0.00 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Zoe Lofgren | Nov 2023 | +20.8% | +72.6% | -51.8% | +6.5% | -6.0% | 1.19 | 0.11 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Zoe Lofgren | Nov 2021 | +1.4% | +61.1% | -59.7% | +0.3% | -26.6% | 0.09 | 0.53 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Zoe Lofgren | Jan 2026 | 0.0% | +10.1% | -10.1% | – | 0.0% | – | 0.00 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Zoe Lofgren | Feb 2014 | +69.5% | +306.9% | -237.4% | +4.2% | -35.2% | 0.33 | 0.76 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UNPUnion Pacific Corp | Industrials | Closed | – | – | 3 | 1 | 2 | $32.50K | $40.50K | – | May 26, 2023 |
| BACBank Of America Corp /De/ | Financial Services | Closed | – | – | 5 | 2 | 3 | $16.00K | $48.50K | -70.6% | May 26, 2023 |
| UNHUnitedhealth Group Inc | Healthcare | Closed | – | – | 8 | 4 | 4 | $32.00K | $32.00K | -76.9% | May 26, 2023 |
| AMATApplied Materials Inc /De | Technology | Closed | – | – | 4 | 2 | 2 | $40.50K | $16.00K | +115.7% | May 26, 2023 |
| ADBEAdobe Inc. | Technology | Closed | – | – | 6 | 3 | 3 | $24.00K | $24.00K | -128.0% | May 25, 2023 |
| GISGeneral Mills Inc | Consumer Staples | Closed | – | – | 6 | 3 | 3 | $24.00K | $24.00K | -183.6% | May 25, 2023 |
| MAMastercard Inc | Financial Services | Closed | – | – | 6 | 3 | 3 | $24.00K | $24.00K | +85.1% | May 25, 2023 |
| VVisa Inc. | Financial Services | Closed | – | – | 6 | 3 | 3 | $24.00K | $24.00K | +58.1% | May 25, 2023 |
| VZVerizon Communications Inc | Communication Services | Closed | – | – | 6 | 3 | 3 | $24.00K | $24.00K | -151.8% | May 26, 2023 |
| ZTSZoetis Inc. | Healthcare | Closed | – | – | 6 | 3 | 3 | $24.00K | $24.00K | -143.3% | May 25, 2023 |
| TSLATesla, Inc. | Consumer Discretionary | Closed | – | – | 2 | 1 | 1 | $8.00K | $32.50K | +4,582.5% | Sep 21, 2018 |
| AEPAmerican Electric Power Co Inc | Utilities | Closed | – | – | 5 | 2 | 3 | $16.00K | $24.00K | -71.3% | May 26, 2023 |
| CSCOCisco Systems, Inc. | Technology | Closed | – | – | 5 | 2 | 3 | $16.00K | $24.00K | -5.2% | May 26, 2023 |
| CTASCintas Corp | Industrials | Closed | – | – | 5 | 3 | 2 | $24.00K | $16.00K | +171.6% | May 25, 2023 |
| DISWalt Disney Co | Communication Services | Closed | – | – | 5 | 3 | 2 | $24.00K | $16.00K | -129.5% | May 25, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| California State Public Works Board Lease Revenue Bonds, Ser. DBond | Joint | Sell | $1K–$15K | Dec 11, 2025 | Jan 6, 2026 | 26d | – | – | |
| Lynwood Unified School District GO BondsBond | Joint | Sell | $100K–$250K | Dec 11, 2025 | Jan 6, 2026 | 26d | – | – | |
| ABBVAbbVie Inc.Bond | Spouse | Sell | $1K–$15K | May 26, 2023 | Jun 6, 2023 | 11d | – | – | |
| BUDAnheuser-Busch Inbev SA Sponsored ADR (Belgium)Bond | Spouse | Sell | $1K–$15K | May 26, 2023 | Jun 6, 2023 | 11d | – | – | |
| AONAon plc Class A Ordinary Shares | Spouse | Sell | $1K–$15K | May 25, 2023 | Jun 6, 2023 | 12d | +7.1% | -74.3% | |
| AMATApplied Materials, Inc.Bond | Spouse | Sell | $1K–$15K | May 26, 2023 | Jun 6, 2023 | 11d | – | – | |
| ARCCAres Capital Corporation - Closed End Fund | Spouse | Sell | $1K–$15K | May 25, 2023 | Jun 6, 2023 | 12d | +4.0% | -77.4% | |
| ASMLASML Holding N.V. - New York Registry Shares | Spouse | Sell | $1K–$15K | May 25, 2023 | Jun 6, 2023 | 12d | +115.4% | +34.0% | |
| TAT&T Inc. | Spouse | Sell | $1K–$15K | May 25, 2023 | Jun 6, 2023 | 12d | +41.5% | -39.9% | |
| AGRAvangrid, Inc. | Spouse | Sell | $1K–$15K | May 25, 2023 | Jun 6, 2023 | 12d | – | – | |
| BACBank of America Corporation | Spouse | Sell | $1K–$15K | May 25, 2023 | Jun 6, 2023 | 12d | +75.9% | -5.5% | |
| BACBank of America CorporationBond | Spouse | Sell | $15K–$50K | May 26, 2023 | Jun 6, 2023 | 11d | – | – | |
| BMOBank Of MontrealBond | Spouse | Sell | $1K–$15K | May 26, 2023 | Jun 6, 2023 | 11d | – | – | |
| ACNAccenture plc Class A Ordinary Shares | Spouse | Sell | $1K–$15K | May 25, 2023 | Jun 6, 2023 | 12d | -10.5% | -91.9% | |
| BCEBCE, Inc. | Spouse | Sell | $1K–$15K | May 25, 2023 | Jun 6, 2023 | 12d | -54.1% | -135.5% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Zoe Lofgren (D-CA-18), a current Democratic member of the House, has disclosed 463 trades since 2013: 234 purchases worth about $2.38M and 224 sales worth about $2.30M, in 152 stocks. Most traded: UNH, ADBE, GIS. As a portfolio, their stock holdings and trades returned +69.5% from Feb 2014, against +306.9% for the S&P 500. Trades took a median 21 days to be disclosed; 8 came late.
None of the stocks Zoe Lofgren disclosed is still held in their latest annual report and the trades on file since.
As a portfolio, their stock holdings and trades returned +69.5% from February 2014 to November 2026, against +306.9% for the S&P 500, with a largest fall of -35.2%. 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 21 days to be disclosed. 8 of 463 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.