TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity

Get the Brief in your inbox

A daily, SEC-grounded read on the market — movers, earnings, and our boldest calls. Free.

TTENK/calls

SEC-grounded equity research — opinionated calls reasoned over real filings.

Research

  • The Brief
  • Markets
  • All Stocks
  • Screener
  • Discover
  • Research
  • The Flip Side
  • Track record

Tools

  • Compare
  • Congress trades
  • Events
  • Filing search
  • Groups
  • Trending
  • News

More

  • Pricing
  • Community
  • Newsletter
  • Developers / API
  • Account
DisclosuresTermsPrivacy

Research & education only — not financial advice.TENK is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities TENK rates — see Disclosures. Do your own research.

EDGAR® is a registered trademark of the U.S. Securities and Exchange Commission. TENK/calls is an independent service and is not affiliated with, endorsed by, or approved by the U.S. Securities and Exchange Commission.

TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
← All congress trades
← Congress trades
SJ

Sara Jacobs

U.S. House·CA·last disclosed 2026-05-20
Disclosed book · year-end value
$82.3M
midpoint est. · $27.8M–$137M — not market value
36 holdings · $18.4M equity · $63.9M non-equity
Our verdict on their book · $-weighted, equity only
Hold97.7%Not covered2.3%

0% of Sara Jacobs's disclosed equity book sits in stocks we independently rate Buy — biggest equity positions QCOM & SMTHX. Their most recent disclosure: sold QCOM, filed 14d after the trade.

Disclosed trades
41
Buys · Sells
5 · 36
Median reporting lag
49d
avg 41d to disclose
Last disclosed
2026-05-20
Trade cadence · buys above, sells below · last 12 mo
Feb
Apr
May
Jul
May
May

What Sara Jacobs owns now

Year-end holdings from their latest annual disclosure · 36 holdings · as of 2023

QC
QCOM
$6.00M–$30.0M22%
FV $200.00 · Jun '26Hold
S
SJJ Charitable Remainder Unitrustnon-equity
$5.00M–$25.0M18%
B
Beldore Capital Fund LLCnon-equity
$5.00M–$25.0M18%
B
Belgard Capital Fund LLC Class Inon-equity
$5.00M–$25.0M18%
C
Clearfork Capital Fund LLCnon-equity
$5.00M–$25.0M18%
I
Investment Propertynon-equity
$1.00M–$5.00M4%
N
Northwestern Mutual Survivorship Universal Lifenon-equity
$500K–$1.00M1%
B
Bank of America, N.A.non-equity
$51.0K–$115K0%
▸Show all 36 holdings
B
Bank of America - Checking Accountnon-equity
$50.0K–$100K0%
SM
SMTHX
$15.0K–$50.0K0%
No call
AM
AMCFX
$15.0K–$50.0K0%
No call
ER
ERBIX
$15.0K–$50.0K0%
No call
HW
HWAIX
$15.0K–$50.0K0%
No call
CP
CPBYX
$15.0K–$50.0K0%
No call
IX
IXUS
$15.0K–$50.0K0%
No call
HL
HLIPX
$15.0K–$50.0K0%
No call
VT
VTI
$15.0K–$50.0K0%
No call
WM
WMFFX
$15.0K–$50.0K0%
No call
SD
SDG
$1.00K–$15.0K0%
No call
AP
APDFX
$1.00K–$15.0K0%
No call
BR
BREIX
$1.00K–$15.0K0%
No call
CG
CGGR
$1.00K–$15.0K0%
No call
CS
CSOIX
$1.00K–$15.0K0%
No call
AA
AAAZX
$1.00K–$15.0K0%
No call
AE
AEPFX
$1.00K–$15.0K0%
No call
FT
FTHSX
$1.00K–$15.0K0%
No call
PX
PXF
$1.00K–$15.0K0%
No call
PX
PXH
$1.00K–$15.0K0%
No call
DG
DGRO
$1.00K–$15.0K0%
No call
KG
KGGIX
$1.00K–$15.0K0%
No call
LA
LAUYX
$1.00K–$15.0K0%
No call
PM
PMZPX
$1.00K–$15.0K0%
No call
VI
VIG
$1.00K–$15.0K0%
No call
VI
VIGI
$1.00K–$15.0K0%
No call
DG
DGRW
$1.00K–$15.0K0%
No call
B
Bank of America, NAnon-equity
$1.00–$1.00K0%

Reported asset value, disclosed ranges · how we built this

What Sara Jacobs did

41 disclosed trades

2026-05-20QCOMQUALCOMM Incorporated - Common StockSell
$500K–$1.00M
14d lagtraded 2026-05-06PTR ↗
2026-05-20QCOMMerrill Lynch - SJ QCOM QUALCOMM Incorporated - Common StockSell
$500K–$1.00M
13d lagtraded 2026-05-07PTR ↗
2022-06-21—U.S. Treasury BillsBuy
$1.00M–$5.00M
21d lagtraded 2022-05-31PTR ↗
2021-08-17AAPLApple Inc.Sell
$100K–$250K
42d lagtraded 2021-07-06PTR ↗
2021-07-02—Merrill Lynch - SJ Muni Los Angeles California Uni SchSell
$100K+
filed 60d latetraded 2021-05-03PTR ↗
2021-05-28ACNAccenture plc Class A Ordinary SharesSell
$50.0K–$100K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28AFLMerrill Lynch - SJ Trillium AFLAC IncorporatedSell
$50.0K–$100K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28—Merrill Lynch - SJ Trillium Anthem, Inc.Sell
$50.0K–$100K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28AZNMerrill Lynch - SJ Trillium AstraZeneca PLC - American Depositary SharesSell
$15.0K–$50.0K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28—Merrill Lynch - SJ Trillium Cree, Inc.Sell
$15.0K–$50.0K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28FSLRMerrill Lynch - SJ Trillium First Solar, Inc.Sell
$15.0K–$50.0K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28HXLMerrill Lynch - SJ Trillium Hexcel CorporationSell
$15.0K–$50.0K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28IFFMerrill Lynch - SJ Trillium Internationa Flavors & Fragrances, Inc.Sell
$15.0K–$50.0K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28JLLMerrill Lynch - SJ Trillium Jones Lang LaSalle IncorporatedSell
$15.0K–$50.0K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28LWMerrill Lynch - SJ Trillium Lamb Weston Holdings, Inc.Sell
$15.0K–$50.0K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28LINMerrill Lynch - SJ Trillium Linde plc Ordinary ShareSell
$50.0K–$100K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28LPLAMerrill Lynch - SJ Trillium LPL Financial Holdings Inc.Sell
$15.0K–$50.0K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28MKCMerrill Lynch - SJ Trillium McCormick & Company, IncorporatedSell
$15.0K–$50.0K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28MDTMerrill Lynch - SJ Trillium Medtronic plc. Ordinary SharesSell
$50.0K–$100K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28MRKMerrill Lynch - SJ Trillium Merck & Company, Inc. Common StockSell
$50.0K–$100K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28NYTMerrill Lynch - SJ Trillium New York Times CompanySell
$50.0K–$100K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28OMCLMerrill Lynch - SJ Trillium Omnicell, Inc.Sell
$50.0K–$100K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28ORAMerrill Lynch - SJ Trillium Ormat Technologies, Inc.Sell
$15.0K–$50.0K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28PAYCMerrill Lynch - SJ Trillium Paycom Software, Inc.Sell
$15.0K–$50.0K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28SYKMerrill Lynch - SJ Trillium Stryker CorporationSell
$15.0K–$50.0K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28TSMMerrill Lynch - SJ Trillium Taiwan Semiconductor Manufacturing Company Ltd.Sell
$50.0K–$100K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28TTEKMerrill Lynch - SJ Trillium Tetra Tech, Inc.Sell
$15.0K–$50.0K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28TRVMerrill Lynch - SJ Trillium The Travelers Companies, Inc.Sell
$50.0K–$100K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28TSCOMerrill Lynch - SJ Trillium Tractor Supply CompanySell
$15.0K–$50.0K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28ULMerrill Lynch - SJ Trillium Unilever PLCSell
$15.0K–$50.0K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28UPSMerrill Lynch - SJ Trillium United Parcel Service, Inc.Sell
$15.0K–$50.0K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28VFCMerrill Lynch - SJ Trillium V.F. CorporationSell
$15.0K–$50.0K
filed 49d latetraded 2021-04-09PTR ↗
2021-05-28VZMerrill Lynch - SJ Trillium Verizon Communications Inc.Sell
$50.0K–$100K
filed 49d latetraded 2021-04-09PTR ↗
2021-03-12ADIAnalog Devices, Inc.Sell
$50.0K–$100K
21d lagtraded 2021-02-19PTR ↗
2021-03-12ASMLMerrill Lynch - SJ Trillium ASML holding N.V. - New York Registry SharesSell
$15.0K–$50.0K
21d lagtraded 2021-02-19PTR ↗
2021-03-12FSLRMerrill Lynch - SJ Trillium First Solar, Inc.Sell
$1.00K–$15.0K
21d lagtraded 2021-02-19PTR ↗
2021-03-12LPLAMerrill Lynch - SJ Trillium LPL Financial holdings Inc.Buy
$15.0K–$50.0K
21d lagtraded 2021-02-19PTR ↗
2021-03-12PAYCMerrill Lynch - SJ Trillium Paycom Software, Inc.Buy
$15.0K–$50.0K
21d lagtraded 2021-02-19PTR ↗
2021-03-12PYPL20018354 -- 1 of 2 -- PayPal holdings, Inc.Sell
$15.0K–$50.0K
21d lagtraded 2021-02-19PTR ↗
2021-03-12TTEKMerrill Lynch - SJ Trillium Tetra Tech, Inc.Buy
$15.0K–$50.0K
21d lagtraded 2021-02-19PTR ↗
2021-03-12TJXMerrill Lynch - SJ Trillium TJX Companies, Inc.Buy
$15.0K–$50.0K
21d lagtraded 2021-02-19PTR ↗
How we built this

Holdings come from Sara Jacobs's latest annual STOCK Act financial disclosure — the year-end value of each asset, reported in ranges.

Figures cover the household as disclosed (self, spouse & dependents). Amounts are STOCK Act ranges, never exact. Disclosures lag the trade by up to ~45 days.

Our Buy/Hold/Sell verdict and fair value are our own SEC-grounded ratings of each stock — not a view on the member's trade, and not investment advice.

Source: U.S. House Clerk + U.S. Senate eFD (public records).