Sara Jacobs (D-CA-51), a current Democratic member of the House, has disclosed 66 trades since 2021: 7 purchases worth about $3.34M and 59 sales worth about $5.58M, in 48 stocks. Most traded: FSLR, LHCG, LPLA. As a portfolio, their stock holdings and trades returned +2.1% from Feb 2021, against +94.3% for the S&P 500. Trades took a median 49 days to be disclosed; 51 came late.
Sara Jacobs’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since February 2021: +2.1%, against +94.3% for SPY; the largest fall on the way was -45.4%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Sara Jacobs | Nov 2025 | -10.3% | +10.1% | -20.4% | – | -41.2% | 0.07 | 2.14 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Sara Jacobs | Nov 2023 | +35.1% | +72.6% | -37.5% | +10.6% | -45.4% | 0.45 | 1.73 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Sara Jacobs | Nov 2021 | -2.3% | +61.1% | -63.4% | -0.5% | -45.4% | 0.19 | 1.47 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Sara Jacobs | Jan 2026 | -6.3% | +10.1% | -16.4% | – | -41.2% | 0.15 | 2.21 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Sara Jacobs | Feb 2021 | +2.1% | +94.3% | -92.2% | +0.4% | -45.4% | 0.20 | 1.45 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| QCOMQualcomm Inc/De | Technology | $15.40M | 100.0% | -14.4% | 2 | 0 | 2 | $0.00 | $1.50M | – | May 7, 2026 |
| AAPLApple Inc. | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $175.00K | – | Jul 6, 2021 |
| LHCGLHC Group, Inc | Healthcare | Closed | – | – | 2 | 1 | 1 | $32.50K | $75.00K | – | Apr 9, 2021 |
| ACNAccenture plc | Industrials | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Apr 9, 2021 |
| ADIAnalog Devices Inc | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Feb 19, 2021 |
| AFLAflac Inc | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Apr 9, 2021 |
| DGXQuest Diagnostics Inc | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Apr 9, 2021 |
| ELVElevance Health, Inc. | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Apr 9, 2021 |
| LINLinde Plc | Basic Materials | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Apr 9, 2021 |
| MDTMedtronic plc | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Apr 9, 2021 |
| MRKMerck & Co., Inc. | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Apr 9, 2021 |
| NYTNew York Times Co | Communication Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Apr 9, 2021 |
| OMCLOmnicell, Inc. | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Apr 9, 2021 |
| PGPROCTER & GAMBLE Co | Consumer Staples | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Apr 9, 2021 |
| SBACSba Communications Corp | Real Estate | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Apr 9, 2021 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| QCOMQUALCOMM Incorporated - Common Stock | Self | Sell (Partial) | $500K–$1M | May 6, 2026 | May 20, 2026 | 14d | -15.8% | -18.3% | |
| QCOMQUALCOMM Incorporated - Common Stock | Self | Sell (Partial) | $500K–$1M | May 7, 2026 | May 20, 2026 | 13d | -20.0% | -22.8% | |
| U.S. Treasury BillsBond | Self | Buy | $1M–$5M | May 31, 2022 | Jun 21, 2022 | 21d | – | – | |
| AAPLApple Inc. | Self | Sell | $100K–$250K | Jul 6, 2021 | Aug 17, 2021 | 42d | +138.2% | +64.5% | |
| California St Dept Water Res Cent VY Proj Rev 5.0% Due 12/1/2029Bond | Self | Sell | $100K–$250K | May 3, 2021 | Jul 2, 2021 | 60d late | – | – | |
| San Marcos California Uni Sch Dist Go Ref Bonds 5.0% Due 8/1/2036Bond | Self | Sell | $100K–$250K | May 3, 2021 | Jul 2, 2021 | 60d late | – | – | |
| California St GO Various Purpose Bonds 5.0% Due 11/1/2029Bond | Self | Sell | $100K–$250K | May 3, 2021 | Jul 2, 2021 | 60d late | – | – | |
| California St Var Purpose Go Bonds 5.0% Due 10/1/2039Bond | Self | Sell | $100K–$250K | May 3, 2021 | Jul 2, 2021 | 60d late | – | – | |
| Los Angeles California Dept Water & Power Sys C 5.0% Due 10/1/2039Bond | Self | Sell | $100K–$250K | May 3, 2021 | Jul 2, 2021 | 60d late | – | – | |
| Los Angeles California Dept Water Works Rev Bonds B 5.0% Due 7/1/2043Bond | Self | Sell | $100K–$250K | May 3, 2021 | Jul 2, 2021 | 60d late | – | – | |
| Los Angeles California Uni Sch Dist Go Bonds LT B-1 5.25% Due 7/1/2042Bond | Self | Sell | $100K–$250K | May 3, 2021 | Jul 2, 2021 | 60d late | – | – | |
| Los Angeles California Waste Water System Rev 5.0% Due 6/1/2030Bond | Self | Sell | $100K–$250K | May 3, 2021 | Jul 2, 2021 | 60d late | – | – | |
| San Diego CO CA RGL Transn Rev Sub Ltd BDS B 5.0%; Due 04/01/2045Bond | Self | Sell | $100K–$250K | May 3, 2021 | Jul 2, 2021 | 60d late | – | – | |
| San Francisco California Bart Dist Election of LT GO 5.0% Due 8/1/2035Bond | Self | Sell | $100K–$250K | May 3, 2021 | Jul 2, 2021 | 60d late | – | – | |
| ACNAccenture plc Class A Ordinary Shares | Self | Sell | $50K–$100K | Apr 9, 2021 | May 28, 2021 | 49d late | -9.3% | -92.0% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Sara Jacobs (D-CA-51), a current Democratic member of the House, has disclosed 66 trades since 2021: 7 purchases worth about $3.34M and 59 sales worth about $5.58M, in 48 stocks. Most traded: FSLR, LHCG, LPLA. As a portfolio, their stock holdings and trades returned +2.1% from Feb 2021, against +94.3% for the S&P 500. Trades took a median 49 days to be disclosed; 51 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Sara Jacobs still holds 1 stock; the largest are QCOM (about $15.40M). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +2.1% from February 2021 to November 2026, against +94.3% for the S&P 500, with a largest fall of -45.4%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 49 days to be disclosed. 51 of 66 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.