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Home/Congress Dashboard/Zoe Lofgren
HOUSE · CA-18 · SINCE 1995

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 +11.8% for the S&P 500.

DDemocratParty
Member of HouseRepresents CA
$944KEst. portfolio value
11 months agoLast trade
+21.6%1Y return, from filings
1M return-1.4%S&P 500 -0.3% · 8 positionsOn their trade dates: -1.2%
3M return-4.3%S&P 500 +1.7% · 8 positionsOn their trade dates: -4.3%
YTD return+19.4%S&P 500 +11.4% · 8 positionsOn their trade dates: +18.5%
1Y return+21.6%S&P 500 +11.8% · 8 positionsOn their trade dates: +20.5%
3Y return+61.1%S&P 500 +81.7% · 8 positionsOn their trade dates: +59.0%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

HouseScience, Space, and TechnologyRanking MemberHouseJudiciary

Est. value $171K across 14 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Zoe Lofgren
InvestmentEst. holding valueLast transactionTotal boughtAvg. costSince filedCurrent priceTrades
UNPunion Pacific Corporatio n$38KApr 4, 2022Purchase$15K–50K1 purchase$257.74+35.76%$302.202
KLACKLA Corporation$35KApr 4, 2022Purchase$1K–15K1 purchase$36.71+401.11%$161.971
IRIngersoll-Rand plc$28KJun 15, 2017Purchase$1K–15K1 purchase$22.99+246.16%$79.761
MDNDFMcdonalds Company Ltd Tokyo Ordinary Shares$8KSep 30, 2021Purchase$1K–15K1 purchase$46.54-0.08%$47.861
TWXTime Warner Inc. New$8KJun 15, 2018Exchange$1K–15K1 purchase$99.12——2
DOWdow Chemical Company$8KSep 1, 2017Exchange$1K–15K1 purchaseNo data—$34.012
HCNWelltower Inc.$8KJun 15, 2017Purchase$1K–15K1 purchase$74.67——1
LPTLiberty Property Trust$8KJun 15, 2017Purchase$1K–15K1 purchase$42.48——1
CNSLConsolidated Communications Holdings, Inc.$8KJun 15, 2017Purchase$1K–15K1 purchase$21.04——1
SCTYSolarCity Corporation$8KNov 22, 2016Exchange$1K–15K1 purchaseNo data——3
BBTbb&T Corporation$6KMar 16, 2018Purchase$1K–15K1 purchase$39.55-20.17%$30.581
PGXInvesco Preferred ETF$5KSep 2, 2021Purchase$1K–15K1 purchase$15.22-33.56%$9.881
NWLNewell brands Inc.$2KSep 30, 2021Purchase$1K–15K1 purchase$22.14-77.30%$5.111
BGSb&g Foods, Inc. b&g Foods, Inc.$478.21Jun 15, 2017Purchase$1K–15K1 purchase$39.65-93.31%$2.371

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.