Zoe Lofgren
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 |
-4.4% |
+0.3% |
-4.7% |
| 1 month |
+8.0% |
+1.2% |
+6.9% |
| 1 quarter |
+19.2% |
+10.6% |
+8.5% |
| Year to date |
+32.8% |
+10.0% |
+22.8% |
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 |
|
NWL
Newell Brands Inc.
|
445 |
$2.5K |
1.1% |
|
AMAT
Applied Materials Inc /De
|
164 |
$93.7K |
40.2% |
|
BUD
Anheuser-Busch InBev SA/NV
|
155 |
$12.3K |
5.3% |
|
ALLY
Ally Financial Inc.
|
97 |
$4.3K |
1.9% |
|
NXPI
NXP Semiconductors N.V.
|
72 |
$19.7K |
8.5% |
|
AON
Aon plc
|
69 |
$24.7K |
10.6% |
|
SBUX
Starbucks Corp
|
65 |
$6.7K |
2.9% |
|
GIS
General Mills Inc
|
52 |
$1.9K |
0.8% |
|
HCA
HCA Healthcare, Inc.
|
51 |
$21.6K |
9.3% |
|
BX
Blackstone Inc.
|
50 |
$6.1K |
2.6% |
|
TMUS
T-Mobile US, Inc.
|
31 |
$5.8K |
2.5% |
|
QCOM
Qualcomm Inc/De
|
28 |
$5.1K |
2.2% |
|
GILD
Gilead Sciences, Inc.
|
26 |
$3.5K |
1.5% |
|
UNP
Union Pacific Corp
|
26 |
$7.2K |
3.1% |
|
ACN
Accenture plc
|
23 |
$3.3K |
1.4% |
|
TJX
Tjx Companies Inc /De/
|
20 |
$3.1K |
1.3% |
|
ABBV
AbbVie Inc.
|
19 |
$4.8K |
2.1% |
|
PWR
Quanta Services, Inc.
|
8 |
$5.5K |
2.4% |
|
ODFL
Old Dominion Freight Line, Inc.
|
5 |
$1K |
0.4% |
|
CRL
Charles River Laboratories International, Inc.
|
1 |
$305 |
0.1% |
|
HIG
Hartford Insurance Group, Inc.
|
1 |
$180 |
0.1% |
|
ROP
Roper Technologies Inc
|
0 |
$116 |
0.1% |
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)
$1.9M – $8.5M
Net worth band by reporting year
2021
2022
2023
2024
2025 — not e-filed
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2024 |
2025-05-09 |
$1.9M – $8.5M |
40 |
1 |
| 2023 |
2024-08-13 |
$1.9M – $8.3M |
44 |
1 |
| 2022 |
2023-08-10 |
$1M – $5.3M |
125 |
2 |
| 2021 |
2022-08-11 |
$755.1K – $4.9M |
122 |
1 |
Recent stock trades
Avg. disclosure lag
22.3 days
Filed past 45-day deadline
1.4%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2023-05-26 |
AEP
American Electric Power Co Inc
|
Sell |
SP |
$1K - $15K |
2023-06-06 |
11d
|
| 2023-05-26 |
BUD
Anheuser-Busch InBev SA/NV
|
Sell |
SP |
$1K - $15K |
2023-06-06 |
11d
|
| 2023-05-26 |
DE
Deere & Co
|
Sell |
SP |
$1K - $15K |
2023-06-06 |
11d
|
| 2023-05-26 |
ABBV
AbbVie Inc.
|
Sell |
SP |
$1K - $15K |
2023-06-06 |
11d
|
| 2023-05-26 |
AMZN
Amazon Com Inc
|
Sell |
SP |
$1K - $15K |
2023-06-06 |
11d
|
| 2023-05-26 |
AMAT
Applied Materials Inc /De
|
Sell |
SP |
$1K - $15K |
2023-06-06 |
11d
|
| 2023-05-26 |
BAC
Bank Of America Corp /De/
|
Sell |
SP |
$15K - $50K |
2023-06-06 |
11d
|
| 2023-05-26 |
BMO
Bank Of Montreal /Can/
|
Sell |
SP |
$1K - $15K |
2023-06-06 |
11d
|
| 2023-05-26 |
CAT
Caterpillar Inc
|
Sell |
SP |
$1K - $15K |
2023-06-06 |
11d
|
| 2023-05-26 |
CSCO
Cisco Systems, Inc.
|
Sell |
SP |
$1K - $15K |
2023-06-06 |
11d
|
| 2023-05-26 |
C
Citigroup Inc
|
Sell |
SP |
$1K - $15K |
2023-06-06 |
11d
|
| 2023-05-26 |
CVS
CVS HEALTH Corp
|
Sell |
SP |
$1K - $15K |
2023-06-06 |
11d
|
| 2023-05-26 |
JEF
Jefferies Financial Group Inc.
|
Sell |
SP |
$1K - $15K |
2023-06-06 |
11d
|
| 2023-05-26 |
KLAC
Kla Corp
|
Sell |
SP |
$1K - $15K |
2023-06-06 |
11d
|
| 2023-05-26 |
MS
Morgan Stanley
|
Sell |
SP |
$1K - $15K |
2023-06-06 |
11d
|
| 2023-05-26 |
NTAP
NetApp, Inc.
|
Sell |
SP |
$1K - $15K |
2023-06-06 |
11d
|
| 2023-05-26 |
PFE
Pfizer Inc
|
Sell |
SP |
$1K - $15K |
2023-06-06 |
11d
|
| 2023-05-26 |
USB
US Bancorp De
|
Sell |
SP |
$1K - $15K |
2023-06-06 |
11d
|
| 2023-05-26 |
UNP
Union Pacific Corp
|
Sell |
SP |
$15K - $50K |
2023-06-06 |
11d
|
| 2023-05-26 |
VZ
Verizon Communications Inc
|
Sell |
SP |
$1K - $15K |
2023-06-06 |
11d
|
| 2023-05-26 |
WFC
Wells Fargo & Company/Mn
|
Sell |
SP |
$1K - $15K |
2023-06-06 |
11d
|
| 2023-05-26 |
CAT
Caterpillar Inc
|
Sell |
SP |
$1K - $15K |
2023-06-06 |
11d
|
| 2023-05-25 |
ACN
Accenture plc
|
Sell |
SP |
$1K - $15K |
2023-06-06 |
12d
|
| 2023-05-25 |
AEP
American Electric Power Co Inc
|
Sell |
SP |
$1K - $15K |
2023-06-06 |
12d
|
| 2023-05-25 |
AWK
American Water Works Company, Inc.
|
Sell |
SP |
$1K - $15K |
2023-06-06 |
12d
|
