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Sara Jacobs

Sara Jacobs

DEM
House · CA
Data as of 5:04 PM UTC
CAGR
+6.7%
Trades
64
Win Rate
—
Sharpe
-0.05
Beta
0.16
Max DD
(66.0%)
CAGR
+6.7%
Trades
64
Win Rate
—
Sharpe
-0.05
Beta
0.16
Max DD
(66.0%)

Sara Jacobs portfolio vs S&P 500

Hypothetical $10,000 invested at their first disclosed trade date. · log scale

Loading portfolio history...

Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.

TickerActionDescriptionAmountTradedFiledShare
QCOMSellQUALCOMM Incorporated$500K - $1MMay 7, 2026May 20, 2026
QCOMSellQUALCOMM Incorporated$500K - $1MMay 6, 2026May 20, 2026
PSDYXSellSara J Jacobs 1999 Trust ⇒ M$1K - $15KAug 1, 2024Aug 13, 2025
PSDYXSellSara J Jacobs 1999 Trust ⇒ M$1K - $15KJul 25, 2024Aug 13, 2025
PSDYXSellSara J Jacobs 1999 Trust ⇒ M$1K - $15KJun 18, 2024Aug 13, 2025
GLDSellSara J Jacobs 1999 Trust ⇒ M$1K - $15KOct 6, 2023Aug 13, 2024
GLDSellSara J Jacobs 1999 Trust ⇒ M$1K - $15KMay 17, 2023Aug 13, 2024
TSISellU.S. Treasury Bills$1.0M - $5MMay 31, 2022Jun 9, 2022
PUSYXSellSara J Jacobs 1999 Trust ⇒ M$1K - $15KMar 9, 2022Jun 14, 2023
AAPLSellApple Inc.$100K-$250KJul 9, 2021Aug 16, 2021
64 trades
…

Sara Jacobs (D-CA) Stock Trades & Portfolio

Sara Jacobs is a United States Representative from CA affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 64 disclosed stock trades from Sara Jacobs, filed under the STOCK Act. The portfolio compounds at 6.7% annualized — 1.7% below the S&P 500 benchmark over the same period, with a 52% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Sara Jacobs (D-CA) has disclosed 64 trades under the STOCK Act; portfolio CAGR of 6.7% (-1.7% vs. the S&P 500); top tickers traded: PSDYX, QCOM, GLD.

Sara Jacobs's most recent trades

Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.

Top holdings & sectors

Most-traded tickers: PSDYX, QCOM, GLD. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 6.7% CAGR, -1.7% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Sara Jacobs's disclosed portfolio value & net worth

Sara Jacobs's disclosed stock portfolio is valued at approximately $418K across 5 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on Sara Jacobs's total net worth, not a complete measure of it.