Lois Frankel
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 5/12/2026 — 35 assets, about $2.8M at the middle of each value range.
- MSUXX · Morgan Stanley Insti Liq Fds, Treasury Sec Ptf Insti Cl (MSUXX)26.8%
- T Rowe Price Cap Apprec Adv13.4%
- Blue Owl Credit Inc Corp6.3%
- FS Credit REIT Cl I6.3%
- MFS International Value A6.3%
- Other 30 assets41.7%
By type: Mutual Fund 74% · Stock 9% · Other 7% · REIT 6% · Exchange Traded Fund 3% · Bank Deposit 1%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
MSUXXMorgan Stanley Insti Liq Fds, Treasury Sec Ptf Insti Cl (MSUXX)in Morgan Stanley IRA - X529 | Mutual Fund | $500,001 - $1,000,000 | 26.8% | Self |
T Rowe Price Cap Apprec Advin Morgan Stanley IRA - X529 | Mutual Fund | $250,001 - $500,000 | 13.4% | Self |
Blue Owl Credit Inc Corpin Morgan Stanley IRA - X085 | Other | $100,001 - $250,000 | 6.3% | Self |
FS Credit REIT Cl Iin Morgan Stanley IRA - X085 | REIT | $100,001 - $250,000 | 6.3% | Self |
MFS International Value Ain Morgan Stanley IRA - X529 | Mutual Fund | $100,001 - $250,000 | 6.3% | Self |
| Stock | $100,001 - $250,000 | 6.3% | Self | |
Brandywine Global-Global Opps Bond ISin City of West Palm Beach 401(a) Defined Contribution Retirement Plan | Mutual Fund | $50,001 - $100,000 | 2.7% | Self |
Dodge & Cox Income Fund Class Xin City of West Palm Beach 401(a) Defined Contribution Retirement Plan | Mutual Fund | $50,001 - $100,000 | 2.7% | Self |
GA Blackrock Disciplined Mid Cin Morgan Stanley IRA - X140 ⇒ Commonwealth Allmerica Select Resources II | Mutual Fund | $50,001 - $100,000 | 2.7% | Self |
AMG Yachtman Focused Nin Morgan Stanley IRA - X529 | Mutual Fund | $50,001 - $100,000 | 2.7% | Self |
JP Morgan Equity Income Ain Morgan Stanley IRA - X529 | Mutual Fund | $50,001 - $100,000 | 2.7% | Self |
SPDR Gold Trustin Morgan Stanley IRA - X529 | Exchange Traded Fund | $50,001 - $100,000 | 2.7% | Self |
IBMInternational Business Machines Corporation (IBM) | Stock | $15,001 - $50,000 | 1.2% | Self |
PRUPrudential Financial, Inc. (PRU) | Stock | $15,001 - $50,000 | 1.2% | Self |
The City of WPB Custom Stable Value Fundin City of West Palm Beach 457 Deferred Compensation Plan | Other | $15,001 - $50,000 | 1.2% | Self |
The 15 largest of 35. The filed report lists every one.
The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out. 1 asset is valued "undetermined" and not counted.
Estimated current stock holdings
Stocks bought in the last 5 years with no sale disclosed since — 26 names across 57 purchases, $456.0K at the disclosed midpoints.
- PLD · ProLogis14.0%
- PFE · Pfizer8.8%
- GD · General Dynamics8.8%
- TGT · Target7.0%
- AXP · American Express7.0%
- Other 21 stocks54.9%
| Stock | Disclosed at purchase | Share | Since | Held by |
|---|---|---|---|---|
PLDProLogis | $64.0K | 14.0% | 2022-11-18 | Self |
PFEPfizer | $40.0K | 8.8% | 2022-02-27 | Self |
GDGeneral Dynamics | $40.0K | 8.8% | 2022-06-16 | Self |
TGTTarget | $32.0K | 7.0% | 2022-09-20 | Self |
AXPAmerican Express | $32.0K | 7.0% | 2021-12-30 | Self |
DDominion Energy | $24.0K | 5.3% | 2023-01-06 | Self |
KVUEKenvue | $16.0K | 3.5% | 2023-08-26 | Self |
COPConocoPhillips | $16.0K | 3.5% | 2023-04-28 | Self |
DDDuPont de Nemours | $16.0K | 3.5% | 2022-01-16 | Self |
WRBW.R. Berkley | $16.0K | 3.5% | 2023-06-24 | Self |
AREAlexandria Real Estate Equities | $16.0K | 3.5% | 2023-06-24 | Self |
NSANational Storage Affiliates Trust | $16.0K | 3.5% | 2023-06-24 | Self |
The 12 largest of 26.
An estimate, not a statement of what they own. Trade filings report changes, never balances, so this cannot see stock bought more than 5 years ago and never traded since, and a partial sale closes the whole purchase it is matched to. Amounts are what was disclosed at purchase (the middle of each range), not today's value. Options are left out: they expire, and filings never say whether one was a call or a put.
Their most-traded tickers
What they hold it in
Every disclosed trade
250 rows. Sort any column; Source opens the filed PDF.
Showing the 250 most recent of 398. search the full log for the rest.