Zoe Lofgren portfolio
Zoe Lofgren has represented CA's 18th district in the House since 1995. Committee seats: Science, Space, and Technology (Ranking Member), Judiciary. Zoe Lofgren has disclosed 466 trades (235 purchases, 225 sales); the latest was on Dec 11, 2025. Over the past year the disclosed stock holdings returned +21.6%, against +11.9% for the S&P 500.
Est. value $171K across 14 stocks and ETFs, marked to the latest close
| Investment | Est. holding value | Last transaction | Total bought | Avg. cost | Since filed | Current price | Trades |
|---|---|---|---|---|---|---|---|
| UNPunion Pacific Corporatio n | $38K | Apr 4, 2022Purchase | $15K–50K1 purchase | $257.74 | +34.83% | $300.14 | 2 |
| KLACKLA Corporation | $37K | Apr 4, 2022Purchase | $1K–15K1 purchase | $36.71 | +424.97% | $169.68 | 1 |
| IRIngersoll-Rand plc | $27K | Jun 15, 2017Purchase | $1K–15K1 purchase | $22.99 | +231.73% | $76.43 | 1 |
| MDNDFMcdonalds Company Ltd Tokyo Ordinary Shares | $8K | Sep 30, 2021Purchase | $1K–15K1 purchase | $46.54 | -0.08% | $47.86 | 1 |
| TWXTime Warner Inc. New | $8K | Jun 15, 2018Exchange | $1K–15K1 purchase | $99.12 | — | — | 2 |
| DOWdow Chemical Company | $8K | Sep 1, 2017Exchange | $1K–15K1 purchase | No data | — | $33.66 | 2 |
| HCNWelltower Inc. | $8K | Jun 15, 2017Purchase | $1K–15K1 purchase | $74.67 | — | — | 1 |
| LPTLiberty Property Trust | $8K | Jun 15, 2017Purchase | $1K–15K1 purchase | $42.48 | — | — | 1 |
| CNSLConsolidated Communications Holdings, Inc. | $8K | Jun 15, 2017Purchase | $1K–15K1 purchase | $21.04 | — | — | 1 |
| SCTYSolarCity Corporation | $8K | Nov 22, 2016Exchange | $1K–15K1 purchase | No data | — | — | 3 |
| BBTbb&T Corporation | $6K | Mar 16, 2018Purchase | $1K–15K1 purchase | $39.55 | -18.77% | $31.11 | 1 |
| PGXInvesco Preferred ETF | $5K | Sep 2, 2021Purchase | $1K–15K1 purchase | $15.22 | -33.76% | $9.85 | 1 |
| NWLNewell brands Inc. | $2K | Sep 30, 2021Purchase | $1K–15K1 purchase | $22.14 | -76.50% | $5.29 | 1 |
| BGSb&g Foods, Inc. b&g Foods, Inc. | $437.27 | Jun 15, 2017Purchase | $1K–15K1 purchase | $39.65 | -93.88% | $2.17 | 1 |
Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 29, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.