WhatInvestorsBuy

Sara Jacobs: Stock Portfolio, Performance and Latest Trades

Sara Jacobs

U.S. Representative, CA-51

D Democrat

Trades disclosed66
Bought / sold7 / 59
Est. volume$8.9M
Typical delay49 days

Sara Jacobs' 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
QCOMQUALCOMM Incorporated
100.0%$168.42+5.2%$177.12Held at end of 20212
SDGiShares MSCI Global Sustainable Development Goals ETF
0.05%$83.61+4.8%$87.60Held at end of 20210

Sara Jacobs' buys and sells

Feb 19, 2021 to May 7, 2026, 51 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
QCOMQUALCOMM Incorporated
Sold part$500K–$1MMay 7, 2026May 20, 202613 days later
QCOMQUALCOMM Incorporated
Sold part$500K–$1MMay 6, 2026May 20, 202614 days later
U.S. Treasury BillsBond
Bought$1M–$5MMay 31, 2022Jun 21, 202221 days later
AAPLApple Inc.
Sold$100K–$250KJul 6, 2021Aug 17, 202142 days later
California St Dept Water Res Cent VY Proj Rev 5.0% Due 12/1/2029 [gS]
Sold$100K–$250KMay 3, 2021Jul 2, 202160 days later · late
California St gO Various Purpose bonds 5.0% Due 11/1/2029 [gS]
Sold$100K–$250KMay 3, 2021Jul 2, 202160 days later · late
California St Var Purpose go bonds 5.0% Due 10/1/2039 [gS]
Sold$100K–$250KMay 3, 2021Jul 2, 202160 days later · late
Los Angeles California Dept Water & Power Sys C 5.0% Due 10/1/2039 [gS]
Sold$100K–$250KMay 3, 2021Jul 2, 202160 days later · late
Los Angeles California Dept Water Works Rev bonds b 5.0% Due 7/1/2043 [gS]
Sold$100K–$250KMay 3, 2021Jul 2, 202160 days later · late
Los Angeles California Uni Sch Dist go bonds LT b-1 5.25% Due 7/1/2042 [gS]
Sold$100K–$250KMay 3, 2021Jul 2, 202160 days later · late
Los Angeles California Waste Water System Rev 5.0% Due 6/1/2030 [gS]
Sold$100K–$250KMay 3, 2021Jul 2, 202160 days later · late
San Diego CO CA RgL Transn Rev Sub Ltd bDS b 5.0%; Due 04/01/2045 [gS]
Sold$100K–$250KMay 3, 2021Jul 2, 202160 days later · late
San Francisco California bart Dist Election of LT gO 5.0% Due 8/1/2035 [gS]
Sold$100K–$250KMay 3, 2021Jul 2, 202160 days later · late
San Marcos California Uni Sch Dist go Ref bonds 5.0% Due 8/1/2036 [gS]
Sold$100K–$250KMay 3, 2021Jul 2, 202160 days later · late
San Diego CO CA RgL Transn Rev Sub Ltd bDS b 5.0%; Due 04/01/2045 [gS]
Bought$100K–$250KApr 21, 2021May 28, 202137 days later
ACNAccenture plc Class A Ordinary Shares
Sold$50K–$100KApr 9, 2021May 28, 202149 days later · late
AFLAFLAC Incorporated
Sold$50K–$100KApr 9, 2021May 28, 202149 days later · late
ANTMAnthem, Inc.
Sold$50K–$100KApr 9, 2021May 28, 202149 days later · late
AZNAstraZeneca PLC American Depositary Shares
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
AVBAvalonbay Communities, Inc. (AVb)
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
AGRAvangrid, Inc. (AgR)
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
BDXbecton, Dickinson and Company (bDX)
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
BLKBblackbaud, Inc. (bLKb)
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
CREECree, Inc.
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
FSLRFirst Solar, Inc.
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
GILDgilead Sciences, Inc. (gILD)
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
HXLHexcel Corporation
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
IFFInternationa Flavors & Fragrances, Inc.
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
IPGInterpublic group of Companies, Inc. (IPg)
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
JLLJones Lang LaSalle Incorporated
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
LWLamb Weston Holdings, Inc.
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
LHCGLHC group
Sold$50K–$100KApr 9, 2021May 28, 202149 days later · late
LINLinde plc Ordinary Share
Sold$50K–$100KApr 9, 2021May 28, 202149 days later · late
LPLALPL Financial Holdings Inc.
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
MKCMcCormick & Company, Incorporated
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
MDTMedtronic plc. Ordinary Shares
Sold$50K–$100KApr 9, 2021May 28, 202149 days later · late
MRKMerck & Company, Inc.
Sold$50K–$100KApr 9, 2021May 28, 202149 days later · late
NYTNew York Times Company
Sold$50K–$100KApr 9, 2021May 28, 202149 days later · late
OMCLOmnicell, Inc.
Sold$50K–$100KApr 9, 2021May 28, 202149 days later · late
ORAOrmat Technologies, Inc.
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
PAYCPaycom Software, Inc.
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
PGProcter & gamble Company (Pg)
Sold$50K–$100KApr 9, 2021May 28, 202149 days later · late
DGXQuest Diagnostics Incorporated (DgX)
Sold$50K–$100KApr 9, 2021May 28, 202149 days later · late
RGAReinsurance group of America, Incorporated (RgA)
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
SBACSbA Communications Corporation Class A (SbAC)
Sold$50K–$100KApr 9, 2021May 28, 202149 days later · late
SBUXStarbucks Corporation (SbUX)
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
SYKStryker Corporation
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
TSMTaiwan Semiconductor Manufacturing Company Ltd.
Sold$50K–$100KApr 9, 2021May 28, 202149 days later · late
TTEKTetra Tech, Inc.
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
TRVThe Travelers Companies, Inc.
Sold$50K–$100KApr 9, 2021May 28, 202149 days later · late
TSCOTractor Supply Company
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
ULUnilever PLC
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
UPSUnited Parcel Service, Inc.
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
VFCV.F. Corporation
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
VZVerizon Communications Inc.
Sold$50K–$100KApr 9, 2021May 28, 202149 days later · late
WABWestinghouse Air brake Technologies Corporation (WAb)
Sold$15K–$50KApr 9, 2021May 28, 202149 days later · late
ADIAnalog Devices, Inc.
Sold$50K–$100KFeb 19, 2021Mar 12, 202121 days later
ASMLASML holding N.V. New York Registry Shares
Sold part$15K–$50KFeb 19, 2021Mar 12, 202121 days later
FSLRFirst Solar, Inc.
Sold part$1K–$15KFeb 19, 2021Mar 12, 202121 days later
LHCGLhC group
Bought$15K–$50KFeb 19, 2021Mar 12, 202121 days later
LPLALPL Financial holdings Inc.
Bought$15K–$50KFeb 19, 2021Mar 12, 202121 days later
PAYCPaycom Software, Inc.
Bought$15K–$50KFeb 19, 2021Mar 12, 202121 days later
PYPLPayPal holdings, Inc.
Sold part$15K–$50KFeb 19, 2021Mar 12, 202121 days later
TTEKTetra Tech, Inc.
Bought$15K–$50KFeb 19, 2021Mar 12, 202121 days later
BKThe bank of New York Mellon Corporation (bK)
Sold$15K–$50KFeb 19, 2021Mar 12, 202121 days later
TJXTJX Companies, Inc.
Bought$15K–$50KFeb 19, 2021Mar 12, 202121 days later

Sara Jacobs' portfolio by sector

Share of the estimated stock portfolio.

100%Technology
SectorShareValueHoldings
Technology100%~$17.6M1
Other0.1%~$8.4K1

Portfolio performance: Sara Jacobs 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 Mar 12, 2021.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−40%−20%0%+20%+40%+60%+80%+100%+120%OctJulApr2024OctJulApr+117%Nasdaq-100+91%S&P 500+27%You, copying
Oct 1, 2021 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+26.6%+4.8%
S&P 500+91.4%+13.8%
Nasdaq-100+116.8%+16.7%

Sara Jacobs' most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
PAYCPaycom Software, Inc.
11
TTEKTetra Tech, Inc.
11
QCOMQUALCOMM Incorporated
02
LHCGLhC group
11
LPLALPL Financial holdings Inc.
11
FSLRFirst Solar, Inc.
02
ASMLASML holding N.V. - New York Registry Shares
01
DGXQuest Diagnostics Incorporated (DgX)
01
AZNAstraZeneca PLC - American Depositary Shares
01
VFCV.F. Corporation
01
AAPLApple Inc.
01
PYPLPayPal holdings, Inc.
01

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