Alan S. Lowenthal portfolio
Alan S. Lowenthal represented CA in the House until 2023. Trades below come from filings made while in office. Alan S. Lowenthal has disclosed 1570 trades (729 purchases, 821 sales); the latest was on Dec 14, 2022. Over the past year the disclosed stock holdings returned +1.9%, against +11.8% for the S&P 500.
Est. value $1.7M across 32 stocks and ETFs, marked to the latest close
| Investment | Est. holding value | Last transaction | Total bought | Avg. cost | Since filed | Current price | Trades |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corporation | $186K | Apr 6, 2022Sale (partial) | $2K–30K2 purchases | $13.03 | +1440.34% | $206.89 | 3 |
| LLYEli Lilly and Company | $181K | Feb 28, 2019Purchase | $2K–30K2 purchases | $126.29 | +1042.81% | $1,431.25 | 2 |
| IWNiShares Russell 2000 Valu e ETF | $100K | Dec 15, 2021Sale (partial) | $34K–146K6 purchases | $116.94 | +77.18% | $215.15 | 9 |
| BACBank of America Corporat ion | $97K | Oct 7, 2014Purchase | $15K–50K1 purchase | $16.88 | +210.52% | $50.34 | 1 |
| WCNWaste Connections, Inc. Common Shares | $87K | Mar 16, 2020Purchase | $6K–76K8 purchases | $86.39 | +115.85% | $183.57 | 8 |
| SPGIS&P global Inc. | $82K | Jul 19, 2022Purchase | $20K–125K6 purchases | $361.29 | +27.99% | $467.76 | 7 |
| LMTLockheed Martin Corporation | $79K | Aug 10, 2016Purchase | $15K–50K1 purchase | $261.30 | +141.60% | $638.19 | 1 |
| VRSKVerisk Analytics, Inc. - Class A | $77K | Jun 17, 2022Purchase | $19K–110K5 purchases | $164.28 | +15.83% | $196.22 | 11 |
| CMCSKComcast Corporation - Cl ass ASpecial | $73K | Oct 22, 2014Purchase | $31K–115K3 purchases | No data | — | — | 3 |
| MSFTMicrosoft Corporation | $70K | Sep 20, 2019Purchase | $2K–30K3 purchases | $120.91 | +323.12% | $522.53 | 7 |
| NEENextEra Energy, Inc. | $62K | Jul 21, 2020Sale (partial) | $17K–66K4 purchases | $48.64 | +38.82% | $83.51 | 6 |
| ACTActavis plc Ordinary Shares | $57K | Apr 15, 2015Purchase | $18K–95K4 purchases | No data | — | $47.28 | 4 |
| SCIService Corporation Intern ational | $52K | Sep 27, 2022Purchase | $5K–75K5 purchases | $57.74 | +27.80% | $75.03 | 16 |
| DEACUDiamond Eagle Acquisition Corp. - unit | $51K | Apr 21, 2020Purchase | $9K–93K18 purchases | $16.52 | — | — | 18 |
| BIPCBrookfield Infrastructure Partners LP Class A Subordinate Voting Shares | $51K | Jul 24, 2020Sale (partial) | $15K–50K1 purchase | $23.53 | +40.50% | $37.41 | 4 |
| GTLSChart Industries, Inc. | $41K | Dec 9, 2022Purchase | $16K–65K2 purchases | $117.20 | — | — | 2 |
| DPSDr Pepper Snapple group, Inc Dr Pepper Snapple group, Inc | $41K | Jan 29, 2018Purchase | $16K–65K2 purchases | $18.85 | — | — | 2 |
| TMUST-Mobile uS, Inc. | $39K | Nov 4, 2022Sale (partial) | $7K–77K9 purchases | $101.46 | +58.20% | $156.15 | 19 |
| MRKTMarkit Ltd. - Common Shares | $33K | Jul 12, 2016Purchase | $15K–50K1 purchase | $0.12 | — | — | 1 |
| MDTMedtronic plc. Ordinary Shares | $29K | Jul 29, 2022Sale (partial) | $17K–80K3 purchases | $102.59 | -5.32% | $97.01 | 5 |
| KTOSKratos Defense & Security Solutions, Inc. | $26K | May 14, 2021Sale (partial) | $8K–78K15 purchases | $19.78 | +103.21% | $41.76 | 27 |
| SPYSPDR S&P 500 | $25K | Sep 20, 2019Sale (partial) | $4K–46K6 purchases | $223.21 | +240.48% | $759.43 | 9 |
| ATVIActivision Blizzard, Inc | $24K | Dec 14, 2022Purchase | $3K–45K3 purchases | $77.25 | — | — | 15 |
| PSQProShares Short QQQ | $23K | Jan 14, 2022Purchase | $17K–80K3 purchases | $56.55 | -57.87% | $26.44 | 15 |
| JPMJP Morgan Chase & Co. | $22K | May 17, 2022Purchase | $2K–30K3 purchases | $111.57 | +223.85% | $340.15 | 10 |
| BABoeing Company | $21K | Jun 15, 2022Purchase | $2K–30K2 purchases | $133.72 | +26.75% | $173.40 | 12 |
| BXThe Blackstone group Inc. Cl ass A | $17K | Nov 14, 2022Sale (partial) | $7K–49K9 purchases | $50.86 | +131.02% | $119.67 | 12 |
| ZTSZoetis Inc. Class A | $16K | Aug 26, 2022Purchase | $15K–50K1 purchase | $159.89 | -49.09% | $79.92 | 8 |
| AMZNAmazon.com, Inc. | $16K | Jun 7, 2022Purchase | $1K–15K1 purchase | $123.00 | +125.42% | $239.45 | 11 |
| JIHJuniper Industrial Holdings, Inc. Class A | $11K | Jan 22, 2021Purchase | $4K–18K13 purchases | $11.55 | — | — | 13 |
| IHSIHS Inc. IHS Inc. Class A | $8K | Dec 19, 2016Purchase | $1K–15K1 purchase | No data | — | $8.46 | 5 |
| RUNSunrun Inc. | $4K | Jan 14, 2022Purchase | $13K–167K21 purchases | $13.96 | -49.84% | $7.38 | 109 |
Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 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.