Lois Frankel
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 |
+0.1% |
-0.1% |
+0.2% |
| 1 month |
+4.1% |
+0.8% |
+3.3% |
| 1 quarter |
+5.6% |
+10.3% |
-4.7% |
| Year to date |
+10.4% |
+9.6% |
+0.8% |
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 |
|
D
Dominion Energy, Inc
|
1,112 |
$77.7K |
6.0% |
|
COLD
Americold Realty Trust
|
842 |
$13.2K |
1.0% |
|
KVUE
Kenvue Inc.
|
712 |
$13.7K |
1.1% |
|
COP
Conocophillips
|
597 |
$66.1K |
5.1% |
|
PGR
Progressive Corp/Oh/
|
545 |
$127K |
9.8% |
|
NSA
National Storage Affiliates Trust
|
493 |
$22.1K |
1.7% |
|
POR
Portland General Electric Co /Or/
|
486 |
$25.4K |
2.0% |
|
WRB
Berkley W R Corp
|
460 |
$32.8K |
2.5% |
|
PBF
PBF Energy Inc.
|
450 |
$23.8K |
1.8% |
|
MS
Morgan Stanley
|
399 |
$87K |
6.7% |
|
PLD
Prologis, Inc.
|
386 |
$54.5K |
4.2% |
|
KKR
KKR & Co. Inc.
|
375 |
$35K |
2.7% |
|
BSX
Boston Scientific Corp
|
357 |
$16K |
1.2% |
|
KLAC
Kla Corp
|
320 |
$70.8K |
5.5% |
|
AXP
American Express Co
|
271 |
$91.1K |
7.0% |
|
TGT
Target Corp
|
226 |
$29.9K |
2.3% |
|
MRK
Merck & Co., Inc.
|
224 |
$28.3K |
2.2% |
|
VNT
Vontier Corp
|
192 |
$5.5K |
0.4% |
|
GD
General Dynamics Corp
|
189 |
$70.8K |
5.5% |
|
LOW
Lowes Companies Inc
|
187 |
$39.8K |
3.1% |
|
DD
DuPont de Nemours, Inc.
|
158 |
$21.7K |
1.7% |
|
RGLD
Royal Gold Inc
|
145 |
$27.7K |
2.1% |
|
LKQ
Lkq Corp
|
145 |
$3.6K |
0.3% |
|
FLR
Fluor Corp
|
143 |
$7.1K |
0.6% |
|
ARE
Alexandria Real Estate Equities, Inc.
|
141 |
$6.8K |
0.5% |
|
CBOE
Cboe Global Markets, Inc.
|
139 |
$36.7K |
2.8% |
|
MAR
Marriott International Inc /Md/
|
132 |
$49.1K |
3.8% |
|
DEO
Diageo PLC
|
115 |
$9.3K |
0.7% |
|
PCAR
Paccar Inc
|
109 |
$13.4K |
1.0% |
|
NXPI
NXP Semiconductors N.V.
|
104 |
$29.4K |
2.3% |
|
INTC
Intel Corp
|
100 |
$11K |
0.9% |
|
SO
Southern Co
|
83 |
$8K |
0.6% |
|
SHW
Sherwin Williams Co
|
72 |
$23.6K |
1.8% |
|
ABBV
AbbVie Inc.
|
60 |
$15.2K |
1.2% |
|
BOH
Bank Of Hawaii Corp
|
56 |
$4.6K |
0.4% |
|
CB
Chubb Ltd
|
55 |
$19.6K |
1.5% |
|
IFF
International Flavors & Fragrances Inc
|
47 |
$3.7K |
0.3% |
|
DCI
DONALDSON Co INC
|
45 |
$3.9K |
0.3% |
|
UNP
Union Pacific Corp
|
41 |
$11.5K |
0.9% |
|
ETR
Entergy Corp /De/
|
26 |
$2.9K |
0.2% |
|
MCK
Mckesson Corp
|
24 |
$20K |
1.5% |
|
BURL
Burlington Stores, Inc.
|
24 |
$7.6K |
0.6% |
|
BIO
Bio-Rad Laboratories, Inc.
|
21 |
$5.9K |
0.5% |
|
EXPD
Expeditors International Of Washington Inc
|
14 |
$2.4K |
0.2% |
|
SWK
Stanley Black & Decker, Inc.
|
14 |
$1.2K |
0.1% |
|
MKL
Markel Group Inc.
|
8 |
$15.4K |
1.2% |
|
CL
Colgate Palmolive Co
|
7 |
$687 |
0.1% |
|
TMO
Thermo Fisher Scientific Inc.
|
7 |
$3.4K |
0.3% |
|
DUK
Duke Energy CORP
|
4 |
$464 |
0.0% |
|
CRL
Charles River Laboratories International, Inc.
|
3 |
$580 |
0.0% |
|
TEL
TE Connectivity plc
|
1 |
$152 |
0.0% |
|
ADSK
Autodesk, Inc.
|
1 |
$140 |
0.0% |
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)
$418K – $3.4M
Net worth band by reporting year
2021
2022
2023
2024
2025
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2025 |
2026-05-12 |
$418K – $3.4M |
35 |
4 |
| 2024 |
2025-05-15 |
$312K – $3.2M |
37 |
4 |
| 2023 |
2024-08-09 |
$408K – $3.5M |
41 |
4 |
| 2022 |
2023-06-06 |
-$226.9K – $3.4M |
133 |
4 |
| 2021 |
2022-06-27 |
-$232.9K – $3.5M |
139 |
4 |
Recent stock trades
Avg. disclosure lag
28.8 days
Filed past 45-day deadline
0.2%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2023-09-08 |
TXN
Texas Instruments Inc
|
Sell |
— |
$1K - $15K |
2023-10-10 |
32d
|
| 2023-09-08 |
NOC
Northrop Grumman Corp /De/
|
Sell |
— |
$1K - $15K |
2023-10-10 |
32d
|
| 2023-09-08 |
HON
Honeywell International Inc
|
Sell |
— |
$1K - $15K |
2023-10-10 |
32d
|
| 2023-09-08 |
ACN
Accenture plc
|
Sell |
— |
$1K - $15K |
2023-10-10 |
32d
|
| 2023-09-08 |
ARE
Alexandria Real Estate Equities, Inc.
|
Sell |
— |
$1K - $15K |
2023-10-10 |
32d
|
| 2023-09-08 |
AON
Aon plc
|
Sell |
— |
$15K - $50K |
2023-10-10 |
32d
|
| 2023-09-08 |
BIO
Bio-Rad Laboratories, Inc.
|
Sell |
— |
$1K - $15K |
2023-10-10 |
32d
|
| 2023-09-08 |
BAH
Booz Allen Hamilton Holding Corp
|
Sell |
— |
$1K - $15K |
2023-10-10 |
32d
|
| 2023-09-08 |
BR
Broadridge Financial Solutions, Inc.
|
Sell |
— |
$1K - $15K |
2023-10-10 |
32d
|
| 2023-09-08 |
CRL
Charles River Laboratories International, Inc.
|
Sell |
— |
$1K - $15K |
2023-10-10 |
32d
|
| 2023-09-08 |
CMCSA
Comcast Corp
|
Sell |
— |
$15K - $50K |
2023-10-10 |
32d
|
| 2023-09-08 |
ETN
Eaton Corp plc
|
Sell |
— |
$1K - $15K |
2023-10-10 |
32d
|
| 2023-09-08 |
EXPD
Expeditors International Of Washington Inc
|
Sell |
— |
$1K - $15K |
2023-10-10 |
32d
|
| 2023-09-08 |
LAMR
Lamar Advertising Co/New
|
Sell |
— |
$1K - $15K |
2023-10-10 |
32d
|
| 2023-09-08 |
MAR
Marriott International Inc /Md/
|
Sell |
— |
$1K - $15K |
2023-10-10 |
32d
|
| 2023-09-08 |
MRK
Merck & Co., Inc.
|
Sell |
— |
$1K - $15K |
2023-10-10 |
32d
|
| 2023-09-08 |
NSA
National Storage Affiliates Trust
|
Sell |
— |
$1K - $15K |
2023-10-10 |
32d
|
| 2023-09-08 |
NOC
Northrop Grumman Corp /De/
|
Sell |
— |
$1K - $15K |
2023-10-10 |
32d
|
| 2023-09-08 |
PNC
Pnc Financial Services Group, Inc.
|
Sell |
— |
$1K - $15K |
2023-10-10 |
32d
|
| 2023-09-08 |
SSNC
SS&C Technologies Holdings Inc
|
Sell |
— |
$1K - $15K |
2023-10-10 |
32d
|
| 2023-09-08 |
TEL
TE Connectivity plc
|
Sell |
— |
$1K - $15K |
2023-10-10 |
32d
|
| 2023-09-08 |
TXN
Texas Instruments Inc
|
Sell |
— |
$1K - $15K |
2023-10-10 |
32d
|
| 2023-09-08 |
AOS
Smith A O Corp
|
Sell |
— |
$1K - $15K |
2023-10-10 |
32d
|
| 2023-09-08 |
ABBV
AbbVie Inc.
|
Sell |
— |
$1K - $15K |
2023-10-10 |
32d
|
| 2023-09-08 |
LNT
Alliant Energy Corp
|
Sell |
— |
$1K - $15K |
2023-10-10 |
32d
|
