Alan S. Lowenthal

Alan S. Lowenthal

U.S. RepresentativeCA47506 filings1116 transactions
View on House Disclosures

Total Purchases (max)

$7.9M

Total Sales (max)

$2.0M

Net Portfolio Value

$6.0M

143 active positions of 335 total · Using max values from amount ranges

#TickerAssetPurchasesSalesNet ValueTxns% of Portfolio
12000099319 SP United States Treas Bond$250K$250K14.2%
2Netflix Inc$145K$145K52.4%
3HCA Inc$145K$15K$130K62.2%
4SPGIS&P Global Inc.$125K$15K$110K71.8%
5CDW LLC/CDW FIN$100K$100K21.7%
6ACT2000008520 SP Actavis plc Ordinary Shares$95K$95K41.6%
7DEACUDiamond Eagle Acquisition Corp. - unit$90K$90K61.5%
8Citigroup Inc$95K$15K$80K51.3%
9VRSKVerisk Analytics, Inc.$160K$80K$80K91.3%
10Ares Cap Corp$95K$15K$80K51.3%
11IHS Markit Ltd$80K$80K31.3%
12Charter Communications$80K$80K31.3%
13ATVIActivision Blizzard, Inc$170K$95K$75K131.3%
14DECKDeckers Outdoor Corporation$125K$50K$75K71.3%
15WCNWaste Connections, Inc. Common Shares$75K$75K51.3%
16GTLSChart Industries, Inc.$65K$65K21.1%
17Nextera Energy Cap Hldgs$65K$65K21.1%
18Service Corp Intl$65K$65K21.1%
19Hyatt Hotels Corp Note$65K$65K21.1%
20Kraft Heinz Foods Co$65K$65K21.1%
21Equinix Inc$65K$65K21.1%
22Ball Corp$65K$65K21.1%
23American Express$65K$65K21.1%
24Verizon Communications$65K$65K21.1%
25DPSDr Pepper Snapple group, Inc Dr Pepper Snapple group, Inc$65K$65K21.1%
26Level 3 Fing Inc$65K$65K21.1%
27MDTMedtronic plc. Ordinary Shares$80K$30K$50K50.8%
28BABoeing Company$95K$45K$50K70.8%
29AZNAstraZeneca PLC - American Depositary Shares$65K$15K$50K30.8%
30Thermo Fisher Scientific Inc.$50K$50K10.8%
31IRA 2000086472 SP VMWare Inc Note$50K$50K10.8%
32VMWare Inc Note$50K$50K10.8%
33VMWare Inc$50K$50K10.8%
34T Mobile USA$50K$50K10.8%
35Toll Bros Fin$50K$50K10.8%
36Amphenol Corp$50K$50K10.8%
37Lennar Corp$50K$50K10.8%
38Crown Castle Intl Corp$100K$50K$50K30.8%
39BIPC2000063452 SP Brookfield Infrastructure Partners LP Class A Subordinate Voting Shares$50K$50K20.8%
40global Payments Inc$50K$50K10.8%
41Oracle Corp$50K$50K10.8%
42Paypal Holdings Inc$50K$50K10.8%
43Zoetis Inc$50K$50K10.8%
44MSFTMicrosoft Corporation$80K$30K$50K50.8%
45Outfront Media Inc. Ser B Note 5.625%; Due 2/15/2024$50K$50K10.8%
46CBS Outdoor Amers$50K$50K10.8%
47Bank Amer Corp Mtn$50K$50K10.8%
48Lennar$50K$50K10.8%
492000037125 SP Constellation Brands$50K$50K10.8%
50Constellation Brands$50K$50K10.8%
512000037122 SP Zimmer Biomet Hldgs Inc$50K$50K10.8%
52Zimmer Biomet Hldgs Inc$50K$50K10.8%
53unitedHealth group Inc$50K$50K10.8%
54Celgene Corp$50K$50K10.8%
55Fidelity National Inform$50K$50K10.8%
56Constellation Brands Inc Note$50K$50K10.8%
57CVS Health Corp Note$50K$50K10.8%
58Ares Cap Corp Note$50K$50K10.8%
59Iron Mountain$50K$50K10.8%
60CIT group Inc$50K$50K10.8%
61LMTLockheed Martin Corporation$50K$50K10.8%
62MRKTMarkit Ltd. - Common Shares$50K$50K10.8%
63Regal Entmt group$50K$50K10.8%
64Limited Brands Incsenior$50K$50K10.8%
65Newell Rubbermaid$50K$50K10.8%
66SLM Corp$50K$50K10.8%
67Merck & Company, Inc. Common Stock$50K$50K10.8%
68Level 3 FING INC$50K$50K10.8%
69IACIIRA 2000002581 SP IAC/InterActiveCorp$50K$50K10.8%
70CMCSKIRA 2000002342 SP Comcast Corporation - Class A Special$50K$50K10.8%
71Nielsen Fin LLC/Nielsen Fin$50K$50K10.8%
72UBERUber Technologies, Inc.$60K$15K$45K50.8%
73AMZNAmazon.com, Inc.$140K$95K$45K110.8%
74Elanco Animal Health$45K$45K30.8%
75ZAYOZayo group Holdings, Inc.$60K$15K$45K50.8%
76CRMSalesforce, Inc.$95K$60K$35K80.6%
77ZTSZoetis Inc. Class A$130K$95K$35K80.6%
78Elanco Animal Health Inc$50K$15K$35K20.6%
79AT&T$50K$15K$35K20.6%
80GTESgates Industrial Corporation plc Ordinary Shares$50K$15K$35K20.6%
81WLTWWillis Towers Watson Public Limited Company - Ordinary Shares$50K$15K$35K20.6%
82BIIBBiogen Inc.$50K$15K$35K20.6%
83NVSNovartis Ag$110K$80K$30K80.5%
84global Pmts Inc$30K$30K20.5%
85BKIBlack Knight, Inc.$90K$60K$30K100.5%
86BMRNBioMarin Pharmaceutical Inc.$60K$30K$30K60.5%
87LLYEli Lilly and Company$30K$30K20.5%
88VSLRVivint Solar, Inc.$120K$95K$25K120.4%
89TMUST-Mobile US, Inc.$140K$120K$20K150.3%
90SCIService Corporation International$125K$105K$20K130.3%
91SHProShares Short S&P500$205K$185K$20K190.3%
92ORCLOracle Corporation$115K$95K$20K70.3%
93MAMastercard Incorporated$50K$30K$20K30.3%
94general Electric Company (gE)$50K$30K$20K30.3%
95General Mtrs Co Note$15K$15K10.3%
96ECLEcolab Inc.$90K$75K$15K110.3%
972000094752 JT San Francisco Calif City$15K$15K10.3%
98San Francisco Calif City$15K$15K10.3%
992000094752 San Francisco Calif City$15K$15K10.3%
100San Francisco Calif City & City Bonds$15K$15K10.3%
101Bk of America Corp Note$15K$15K10.3%
102NVDANVIDIA Corporation$30K$15K$15K30.3%
103Hyatt Hotels$15K$15K10.3%
104LZLegalZoom.com, Inc.$30K$15K$15K30.3%
105Hyatt hotels Corp$15K$15K10.3%
106CDW LLC / CDW FIN$15K$15K10.3%
107DDDuPont de Nemours, Inc.$30K$15K$15K30.3%
108T-Mobile USA$15K$15K10.3%
109JIHJuniper Industrial Holdings, Inc. Class A$15K$15K10.3%
110CDW LLC/ CDW Fin Corp$15K$15K10.3%
111Fidelity Select Financial Services$15K$15K20.3%
112Sherwin Williams Co$15K$15K10.3%
113Mondelez International$15K$15K10.3%
114Expedia group Inc$15K$15K10.3%
115general Mls Inc$15K$15K10.3%
116Bank America Corp$15K$15K10.3%
117INS Markit$15K$15K10.3%
118CIT group inc$15K$15K10.3%
119Cinemark$15K$15K10.3%
120Morgan Stanley$15K$15K10.3%
121Nielsen Fin LLC$15K$15K10.3%
122AT&T Inc$15K$15K10.3%
123Bank American Corp Bond$15K$15K10.3%
124CBS outdoor Amers$15K$15K10.3%
1252000037124 SP Level 3 Fing$15K$15K10.3%
126Zimmer Biomet Hldgs inc$15K$15K10.3%
1272000037128 SP Zimmer Biomet Hldgs inc$15K$15K10.3%
128CVS Health Corp$15K$15K10.3%
129Priceline group$15K$15K10.3%
130HCA Incsr Secd$15K$15K10.3%
131CELGCelgene Corporation$60K$45K$15K70.3%
132Fidelity National$15K$15K10.3%
133Wells Fargo Co MTN$15K$15K10.3%
134Procter & gamble Company (Pg)$65K$50K$15K30.3%
135DALDelta Air Lines, Inc.$30K$15K$15K30.3%
136Newell Rubbermaid Inc$15K$15K10.3%
137Actavis Fdg Scs$15K$15K10.3%
138Frontier Communications Corp$15K$15K10.3%
139BIDUBaidu, Inc. - American depositary Shares, each representing one tenth Class A ordinary share$30K$15K$15K30.3%
140Zimmer Holdings INCSR$15K$15K10.3%
141HCAHCA Holdings, Inc.$65K$50K$15K30.3%
142SWAYStarwood Waypoint Residential Trust$15K$15K10.3%
143EXPEExpedia, Inc.$50K$45K$5K40.1%
144United States Treas Bond$01
145IWNLowenthal Rev Trust #2 iShares Russell 2000 Value ETF$145K$145K$010
146Constellation Brands Inc$50K$50K$02
147Wells Fargo & Co$50K$50K$02
148BKNGBooking Holdings Inc.$80K$80K$06
149general Motors Company (gM)$80K$80K$06
150KRESPDR S&P Regional Banking ETF$80K$80K$06
151COINCoinbase global, Inc. - Class A$15K$15K$02
152KTOSKratos Defense & Security Solutions, Inc.$75K$75K$010
153COLDAmericold Realty Trust Common Shares$95K$95K$08
154BABAAlibaba group Holding Limited American Depositary Shares each representing eight Ordinary share$65K$65K$04
155Activision Blizzard Inc$65K$65K$04
156Interpublic group$15K$15K$02
157NEENextEra Energy, Inc.$65K$65K$04
158Fidelity Blue Chip growth$01
159Fidelity Contrafund$01
160Fidelity Focused Stock$01
161Fidelity Large Cap Value Enhanced Index$01
162Fidelity Select Communication Services$01
163Fidelity Select Consumer Discretion$01
164Fidelity Select Industrials$01
165Fidelity Select Technology$01
166Alphabet Inc. - Class C Capital Stock (goog)$15K$15K$02
167SPYSPDR S&P 500$45K$45K$06
168VSTVistra Energy Corp.$30K$30K$04
169IEMGiShares Core MSCI Emerging Markets ETF$80K$80K$06
170CICigna Corporation$30K$30K$04
171UNHunitedHealth group Incorporated Common Stock$95K$95K$08
172DOVdover Corporation$30K$30K$04
173Vornado Realty$15K$15K$02
174MRKMerck & Company, Inc. Common Stock$50K$50K$02
175BMYBristol-Myers Squibb Company$50K$50K$02
176XRAYDENTSPLY SIRONA Inc.$15K$15K$02
177UPSunited Parcel Service, Inc.$15K$15K$02
178Neuberger Berman - Individual$01
179JP Morgan Chase - Individual$01
180CHKPCheck Point Software Technologies Ltd. - Ordinary Shares$15K$15K$02
181PCLNThe Priceline group Inc.$65K$65K$04
182PPGPPG Industries, Inc.$15K$15K$02
183SHWSherwin-Williams Company$15K$15K$02
184FDXFedEx Corporation$50K$50K$02
185UNPunion Pacific Corporation$30K$30K$04
186CMGChipotle Mexican grill, Inc.$15K$15K$02
187PFEPfizer, Inc.$50K$50K$02
188TWXTime Warner Inc. New$50K$50K$02
189LNCLincoln National Corporation$50K$50K$02
190TEVATeva Pharmaceutical Industries Limited American Depositary Shares$100K$100K$04
191HOTStarwood Hotels & Resorts Worldwide, Inc.$65K$65K$04
192WSHWillis group Holdings Public Limited$50K$50K$02
193IBMInternational Business Machines Corporation$50K$50K$02
194ODFLOld dominion Freight Line, Inc.$15K$15K$02
195SNDKSanDisk Corporation$50K$50K$02
196CCKCrown Holdings, Inc.$45K$50K-$5K4
197QGENQiagen N.V. Common Shares$60K$65K-$5K6
198PRGOPerrigo Company plc Ordinary Shares$45K$50K-$5K4
199CHTRCharter Communications, Inc. - Class A$110K$120K-$10K13
200Sherwin Williams Co Note$15K-$15K1
2012000094751 JT Expedia Inc$15K-$15K1
202Expedia Inc$15K$30K-$15K3
2032000094751 Expedia Inc$15K-$15K1
2042000094756 SP HCA Inc$15K-$15K1
205HCA inc$15K-$15K1
2062000094750 HCA inc$15K-$15K1
2072000094009 JT Elanco Animal Health Inc$15K-$15K1
208JBIJanus International Group, Inc.$30K$45K-$15K5
209Booking Holdings Inc$15K-$15K1
210JNJJohnson & Johnson$50K$65K-$15K3
211Mondelez Intl$15K-$15K1
212Ares Capital$15K-$15K1
213general Mills$15K-$15K1
214Bank Amer Corp MTN Call Make Whole$15K-$15K1
215Interpublic group Cos Inc$15K-$15K1
216Crown Castle$15K-$15K1
217Verizon Comm Bond$15K-$15K1
218Fidelity Select Health Care$15K-$15K2
219SRESempra Energy$110K$125K-$15K11
220Cinemark USA Inc$15K-$15K1
221ARCCAres Capital Corporation - Closed End Fund$15K-$15K1
222CBS outdoor Amers Cap$15K-$15K1
223NTNXNutanix, Inc. - Class A$15K$30K-$15K3
224WYWeyerhaeuser Company$45K$60K-$15K7
225ALCAlcon Inc. Ordinary Shares$15K-$15K1
226DEAEasterly government Properties, Inc.$15K-$15K1
227DWDPDowDuPont Inc.$65K$80K-$15K5
228KDPKeurig dr Pepper Inc.$15K-$15K1
229APYApergy Corporation$15K-$15K1
230CCICrown Castle International Corp.$15K-$15K1
231OUTOUTFRONT Media Inc.$15K-$15K1
232SIEGYSiemens Ag American Depositary Shares$50K$65K-$15K3
233Actavis Fdg$15K-$15K1
234FITFitbit, Inc. Class A$15K-$15K1
235LNGCheniere Energy, Inc.$15K-$15K1
236SLM CORP$15K-$15K1
237COSTCostco Wholesale Corporation$65K$80K-$15K5
238Zimmer Holdings$15K-$15K1
239SEESealed Air Corporation$15K$30K-$15K3
240Frontier Communications$15K-$15K1
241KMBKimberly-Clark Corporation$50K$65K-$15K3
242VZVerizon Communications Inc.$50K$65K-$15K3
243Neuberger Berger Equity Fdsall Cap Core FD Institutional$15K-$15K1
2442000009553 SP Teekay Corporate Bond$15K-$15K1
245SDLPSeadrill Partners LLC Common units Representing Limited Liability Company Interests$15K-$15K1
246Express Scripts Holding Company$15K-$15K1
247NMFCNew Mountain Finance Corporation$15K-$15K1
248Regency Energy Partners LP$15K-$15K1
249Regal Cinemas Corp gTd SR$15K-$15K1
250KMPIRA 2000000774 SP Kinder Morgan Energy Partners, L.P.$15K-$15K1
251BSXBoston Scientific Corporation$130K$150K-$20K14
252PSQProShares Short QQQ$140K$160K-$20K13
253GLDSPDR gold Trust$60K$80K-$20K7
254EFXEquifax, Inc.$90K$110K-$20K11
255MLMMartin Marietta Materials, Inc.$30K$50K-$20K3
256SYFSynchrony Financial$30K$50K-$20K3
2572000094750 JT HCA inc$30K-$30K2
258ADBEAdobe Inc.$80K$110K-$30K8
259AAPLApple Inc.$30K$60K-$30K6
260BXMTBlackstone Mortgage Trust, Inc.$30K-$30K2
261BRK.BBerkshire Hathaway Inc. New$80K$110K-$30K8
262CSCOCisco Systems, Inc.$80K$110K-$30K8
263ADIAnalog Devices, Inc.$15K$45K-$30K4
264WEXWEX Inc. common stock$15K$45K-$30K4
265SSW2000017458 SP Seaspan Corporation Seaspan Corporation Common Shares$30K-$30K2
266Paypal Holdings Inccom$30K-$30K2
267TKTeekay Corporation$30K-$30K2
268BXBlackstone Inc.$45K$80K-$35K6
269RHTRed Hat, Inc.$30K$65K-$35K4
270goldman Sachs group, Inc. (gS)$45K$80K-$35K6
271APTVAptiv PLC Ordinary Shares$30K$65K-$35K4
272Level 3 Fing$15K$50K-$35K2
273SBUXStarbucks Corporation$45K$80K-$35K6
274PYPLPayPal Holdings, Inc.$30K$65K-$35K4
275INTUIntuit Inc.$65K$100K-$35K4
276EBAYeBay Inc.$65K$100K-$35K4
277OLEDuniversal Display Corporation$75K$120K-$45K13
278PSX2000041538 SP Phillips 66$45K-$45K3
279RDS.B2000041539 SP Royal Dutch Shell PLC Royal Dutch Shell PLC American Depositary Shares$45K-$45K3
280DLPHDelphi Technologies PLC Ordinary Shares$50K$95K-$45K5
281BCRIRA 2000002341 SP C.R. Bard, Inc.$45K-$45K3
282TJXTJX Companies, Inc.$45K$95K-$50K7
283JPMJP Morgan Chase & Co.$80K$130K-$50K7
284ICEIntercontinental Exchange Inc.$45K$95K-$50K7
285HDHome Depot, Inc.$30K$80K-$50K5
286GMGeneral Motors Company$50K-$50K1
287Celegene Corp$50K-$50K1
288Outfront Media$50K-$50K1
289Lennar Corp Note Call Make Whole$50K-$50K1
290CBS OUTDOOR AMERS CAP LLC$50K-$50K1
291CVS$50K$100K-$50K3
292united Health$50K-$50K1
293Iron Mountain Bond$50K-$50K1
294Limited Brands, Inc.$50K-$50K1
295Verizon$50K-$50K1
296general Dynamics Corporation (gD)$65K$115K-$50K5
297CMCSAComcast Corporation - Class A$50K-$50K1
2982000014352 SP Crown Castle Intl Corp$50K-$50K1
2992000013630 SP Teekay Corp SR$50K-$50K1
300Teekay Corp SR$50K-$50K1
301BWABorgWarner Inc.$50K-$50K1
302TOOTeekay Offshore Partners L.P. Common units representing Limited Partner Interests$50K-$50K1
303COOCooper Companies, Inc.$50K-$50K1
304TRGPTarga Resources, Inc.$50K-$50K1
305CPNCalpine Corporation$50K-$50K1
306ESRXIRA 2000003010 SP Express Scripts Holding Company$50K-$50K1
307GBDCgolub Capital BDC, Inc.$50K-$50K1
308EEQIRA 2000000775 SP Enbridge Energy Management LLC Shares repstg limited liability company interests$50K-$50K1
309FISFidelity National Information Services, Inc.$105K$160K-$55K13
310IFFInternational Flavors & Fragrances, Inc.$50K$110K-$60K8
311FBFacebook, Inc. - Class A$30K$90K-$60K8
312CIT group$65K-$65K2
313Netflix$15K$80K-$65K4
314Fidelity Natl Information Svcs$65K-$65K2
315STWDSTARWOOD PROPERTY TRUST, INC. Starwood Property Trust Inc.$65K-$65K2
316ELANElanco Animal Health Incorporated$65K-$65K3
317Bank of America$65K-$65K2
318LDOSLeidos Holdings, Inc.$65K-$65K3
319ADSKAutodesk, Inc.$140K$210K-$70K21
320IHSIHS Inc. IHS Inc. Class A$30K$100K-$70K4
321Zimmer Biomet Holdings$75K-$75K5
322KSUKansas City Southern$45K$120K-$75K11
323AGNAllergan plc Ordinary Shares$15K$100K-$85K3
324DKNGdraftKings Inc. - Class A$30K$120K-$90K10
325AMTAmerican Tower Corporation$95K-$95K4
326APDAir Products and Chemicals, Inc.$130K$225K-$95K12
3272000088673 SP Walt Disney Company (DIS), 100% Interest$100K-$100K1
328Individually Owned, 100% Interest$100K-$100K1
329SPCEVirgin galactic Holdings, Inc.$15K$120K-$105K9
330GOOGAlphabet Inc. - Class C Capital Stock$15K$125K-$110K7
331BIP2000063451 SP Brookfield Infrastructure Partners LP Limited Partnership units$125K-$125K7
332ITCITC Holdings Corp.$125K-$125K6
333BLKBlackRock, Inc.$15K$175K-$160K8
334INFOIHS Markit Ltd. - Common Shares$260K-$260K16
335RUNSunrun Inc.$165K$450K-$285K41