Alan S. Lowenthal
Representative
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing
window, versus the S&P 500 (SPY), as of 2026-07-08. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
+2.4% |
+0.3% |
+2.2% |
| 1 month |
+0.9% |
+1.2% |
-0.3% |
| 1 quarter |
-1.5% |
+10.6% |
-12.1% |
| Year to date |
-6.7% |
+10.0% |
-16.7% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-07-08). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
| Stock |
Est. shares |
Est. value |
Weight |
|
BIPC
Brookfield Infrastructure Corp
|
1,730 |
$68.1K |
7.3% |
|
NVDA
Nvidia Corp
|
904 |
$177.9K |
19.1% |
|
NEE
Nextera Energy Inc
|
854 |
$75.6K |
8.1% |
|
KTOS
Kratos Defense & Security Solutions, Inc.
|
586 |
$29.5K |
3.2% |
|
UBER
Uber Technologies, Inc
|
503 |
$37.4K |
4.0% |
|
VRSK
Verisk Analytics, Inc.
|
405 |
$77.9K |
8.4% |
|
AZN
Astrazeneca PLC
|
379 |
$73.1K |
7.9% |
|
GTLS
Chart Industries Inc
|
346 |
$72.3K |
7.8% |
|
MDT
Medtronic plc
|
270 |
$22.6K |
2.4% |
|
TMUS
T-Mobile US, Inc.
|
253 |
$46.7K |
5.0% |
|
DECK
Deckers Outdoor Corp
|
220 |
$22.5K |
2.4% |
|
SPGI
S&P Global Inc.
|
183 |
$78.7K |
8.5% |
|
BX
Blackstone Inc.
|
160 |
$19.4K |
2.1% |
|
SCI
Service Corp International
|
158 |
$12.4K |
1.3% |
|
ZTS
Zoetis Inc.
|
153 |
$11.7K |
1.3% |
|
CRM
Salesforce, Inc.
|
128 |
$21.7K |
2.3% |
|
ADSK
Autodesk, Inc.
|
108 |
$23K |
2.5% |
|
WCN
Waste Connections, Inc.
|
104 |
$18K |
1.9% |
|
DD
DuPont de Nemours, Inc.
|
90 |
$12.5K |
1.4% |
|
LZ
Legalzoom.Com, Inc.
|
63 |
$460 |
0.1% |
|
AMZN
Amazon Com Inc
|
62 |
$15.3K |
1.7% |
|
BA
Boeing Co
|
61 |
$13.7K |
1.5% |
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the
sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less
liability minimums. Only electronically filed reports are read — a missing year means no
electronic filing, not zero net worth.
Latest net worth (band)
$1.4M – $6M
Net worth band by reporting year
2021
2022 — not e-filed
2023 — not e-filed
2024 — not e-filed
2025 — not e-filed
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2021 |
2022-07-22 |
$1.4M – $6M |
169 |
1 |
Recent stock trades
Avg. disclosure lag
15.2 days
Filed past 45-day deadline
2%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2022-12-09 |
GTLS
Chart Industries Inc
|
Buy |
SP |
$15K - $50K |
2022-12-21 |
12d
|
| 2022-12-09 |
GTLS
Chart Industries Inc
|
Buy |
JT |
$1K - $15K |
2022-12-21 |
12d
|
| 2022-12-08 |
CRM
Salesforce, Inc.
|
Sell |
SP |
$1K - $15K |
2022-12-21 |
13d
|
| 2022-12-08 |
CRM
Salesforce, Inc.
|
Sell |
JT |
$1K - $15K |
2022-12-21 |
13d
|
| 2022-11-14 |
BX
Blackstone Inc.
|
Sell |
SP |
$1K - $15K |
2022-11-23 |
9d
|
| 2022-11-14 |
BX
Blackstone Inc.
|
Sell |
JT |
$1K - $15K |
2022-11-23 |
9d
|
| 2022-11-04 |
TJX
Tjx Companies Inc /De/
|
Sell |
SP |
$15K - $50K |
2022-11-23 |
19d
|
| 2022-11-04 |
TMUS
T-Mobile US, Inc.
|
Sell |
SP |
$1K - $15K |
2022-11-23 |
19d
|
| 2022-11-04 |
TJX
Tjx Companies Inc /De/
|
Sell |
JT |
$1K - $15K |
2022-11-23 |
19d
|
| 2022-11-03 |
ECL
Ecolab Inc.
|
Sell |
SP |
$1K - $15K |
2022-11-12 |
9d
|
| 2022-11-03 |
TMUS
T-Mobile US, Inc.
|
Sell |
SP |
$1K - $15K |
2022-11-12 |
9d
|
| 2022-11-03 |
TMUS
T-Mobile US, Inc.
|
Sell |
JT |
$1K - $15K |
2022-11-12 |
9d
|
| 2022-11-03 |
ECL
Ecolab Inc.
|
Sell |
JT |
$1K - $15K |
2022-11-12 |
9d
|
| 2022-10-24 |
BSX
Boston Scientific Corp
|
Sell |
SP |
$1K - $15K |
2022-11-05 |
12d
|
| 2022-10-21 |
BSX
Boston Scientific Corp
|
Sell |
SP |
$1K - $15K |
2022-10-29 |
8d
|
| 2022-10-21 |
CCK
Crown Holdings, Inc.
|
Sell |
SP |
$15K - $50K |
2022-10-29 |
8d
|
| 2022-10-21 |
CCK
Crown Holdings, Inc.
|
Sell |
JT |
$0 - $999 |
2022-10-29 |
8d
|
| 2022-10-21 |
BSX
Boston Scientific Corp
|
Sell |
JT |
$1K - $15K |
2022-10-29 |
8d
|
| 2022-09-27 |
SCI
Service Corp International
|
Buy |
SP |
$1K - $15K |
2022-10-14 |
17d
|
| 2022-09-26 |
SCI
Service Corp International
|
Buy |
SP |
$1K - $15K |
2022-10-01 |
5d
|
| 2022-09-23 |
SCI
Service Corp International
|
Buy |
SP |
$1K - $15K |
2022-10-08 |
15d
|
| 2022-09-23 |
SCI
Service Corp International
|
Buy |
JT |
$1K - $15K |
2022-10-01 |
8d
|
| 2022-09-22 |
CRM
Salesforce, Inc.
|
Buy |
JT |
$1K - $15K |
2022-10-01 |
9d
|
| 2022-09-22 |
SCI
Service Corp International
|
Buy |
JT |
$1K - $15K |
2022-10-01 |
9d
|
| 2022-08-26 |
ZTS
Zoetis Inc.
|
Buy |
SP |
$15K - $50K |
2022-09-03 |
8d
|
