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Lori Trahan: Stock Portfolio, Performance and Latest Trades

Lori Trahan

U.S. Representative, MA-3

D Democrat

Trades disclosed12
Bought / sold10 / 2
Est. volume$2.8M
Typical delay15 days

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Lori Trahan's estimated portfolio today

Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
VYMVanguard High Dividend Yield ETF
62.7%$141.02+11.7%$157.45Held at end of 20210
VGKVanguard FTSEEuropean ETF
27.4%$81.90+4.5%$85.56Held at end of 20210
IEMGiShares Core MSCI Emerging Markets ETF
9.90%$66.68+23.0%$82.04Held at end of 20210

Lori Trahan's buys and sells

Sep 10, 2020 to Apr 15, 2026, 1 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
United States Treasury Bill Zero CPN; Due 7/16/2026BondSpouse
Bought$250K–$500KApr 15, 2026Apr 30, 202615 days later
United States Treasury Bills Zero CPN; Due 7/16/2026BondSpouse
Bought$100K–$250KApr 15, 2026Apr 30, 202615 days later
United States Treasury Ser A AJ- 2027; 4.0%; Due 1/15/2027BondSpouse
Bought$100K–$250KApr 15, 2026Apr 30, 202615 days later
United States Treasury Ser AA-2027; 3.25%; Due 6/30/2027BondSpouse
Bought$100K–$250KApr 15, 2026Apr 30, 202615 days later
United States Treasury Ser AA-2027; 3.25%; Due 6/30/2027BondSpouse
Bought$250K–$500KApr 15, 2026Apr 30, 202615 days later
United States Treasury Ser AD-2026; 0.875%; Due 9/30/2026BondSpouse
Bought$100K–$250KApr 15, 2026Apr 30, 202615 days later
United States Treasury Ser AD-2026; 0.875%; Due 9/30/2026BondSpouse
Bought$250K–$500KApr 15, 2026Apr 30, 202615 days later
United States Treasury Ser AJ-2027; 4.0%; Due 1/15/2027BondSpouse
Bought$250K–$500KApr 15, 2026Apr 30, 202615 days later
United States Treasury Ser BC-2007; 3.875%; Due 5/31/2027BondSpouse
Bought$100K–$250KApr 15, 2026Apr 30, 202615 days later
United States Treasury Ser BC-2027; 3.875%; Due 5/31/2027BondSpouse
Bought$250K–$500KApr 15, 2026Apr 30, 202615 days later
GESpousegeneral Electric Company (gE)
Sold$1K–$15KDec 27, 2021Jan 11, 202215 days later
Stella ConnectOther
Sold$1K–$15KSep 10, 2020Jul 27, 2021320 days later · late

Portfolio performance: Lori Trahan vs. benchmarks

Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since Jan 14, 2022.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−40%−20%0%+20%+40%+60%+80%+100%+120%2022OctJulApr2025OctJul+105%Nasdaq-100+78%S&P 500+71%You, copying
Jan 14, 2022 to Oct 7, 2026, buying on disclosure dates; call options valued with their leverage (strike and expiry from the disclosure); prices adjusted for dividends and splits.
Total returnPer year
You, copying after each disclosure – estimated value+71.0%+12.0%
S&P 500+78.2%+13.0%
Nasdaq-100+105.2%+16.4%

Lori Trahan's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
GEgeneral Electric Company (gE)
01

Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.