Hypothetical $10,000 invested at their first disclosed trade date. · log scale
Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.
| Ticker | Action | Description | Traded |
|---|---|---|---|
| QCOM | Sell | QUALCOMM Incorporated | May 7, 2026 |
| QCOM | Sell | QUALCOMM Incorporated | May 6, 2026 |
| PSDYX | Sell | Sara J Jacobs 1999 Trust ⇒ M | Aug 1, 2024 |
| PSDYX | Sell | Sara J Jacobs 1999 Trust ⇒ M | Jul 25, 2024 |
| PSDYX | Sell | Sara J Jacobs 1999 Trust ⇒ M | Jun 18, 2024 |
| GLD | Sell | Sara J Jacobs 1999 Trust ⇒ M | Oct 6, 2023 |
| GLD | Sell | Sara J Jacobs 1999 Trust ⇒ M | May 17, 2023 |
| TSI | Sell | U.S. Treasury Bills | May 31, 2022 |
| PUSYX | Sell | Sara J Jacobs 1999 Trust ⇒ M | Mar 9, 2022 |
| AAPL | Sell | Apple Inc. | Jul 9, 2021 |
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.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: PSDYX, QCOM, GLD. Sector allocation and portfolio weighting appear in the Holdings panel.
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 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.