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TTEN·K/calls

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MethodologyDisclosuresTermsPrivacy

Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

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← 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

2026-05-20QCOMHoldQUALCOMM Incorporated - Common Stock▼ Sell
$500K–$1.00M
14d lagtraded 2026-05-06PTR ↗
2026-05-20QCOMHoldMerrill Lynch - SJ QCOM QUALCOMM Incorporated - Common Stock▼ Sell
$500K–$1.00M
13d lagtraded 2026-05-07PTR ↗
2022-06-21—U.S. Treasury Bills▲ Buy
$1.00M–$5.00M
21d lagtraded 2022-05-31PTR ↗
2021-08-17AAPLHoldApple Inc.▼ Sell
$100K–$250K
42d lagtraded 2021-07-06PTR ↗
2021-07-02—Merrill Lynch - SJ Muni Los Angeles California Uni Sch▼ Sell
$100K+
60d latetraded 2021-05-03PTR ↗
2021-05-28ACNBuyAccenture plc Class A Ordinary Shares▼ Sell
$50.0K–$100K
49d latetraded 2021-04-09PTR ↗
2021-05-28AFLHoldMerrill Lynch - SJ Trillium AFLAC Incorporated▼ Sell
$50.0K–$100K
49d latetraded 2021-04-09PTR ↗
2021-05-28—Merrill Lynch - SJ Trillium Anthem, Inc.▼ Sell
$50.0K–$100K
49d latetraded 2021-04-09PTR ↗
2021-05-28AZNMerrill Lynch - SJ Trillium AstraZeneca PLC - American Depositary Shares▼ Sell
$15.0K–$50.0K
49d latetraded 2021-04-09PTR ↗
2021-05-28—Merrill Lynch - SJ Trillium Cree, Inc.▼ Sell
$15.0K–$50.0K
49d latetraded 2021-04-09PTR ↗
2021-05-28FSLRBuyMerrill Lynch - SJ Trillium First Solar, Inc.▼ Sell
$15.0K–$50.0K
49d latetraded 2021-04-09PTR ↗
2021-05-28HXLHoldMerrill Lynch - SJ Trillium Hexcel Corporation▼ Sell
$15.0K–$50.0K
49d latetraded 2021-04-09PTR ↗
2021-05-28IFFHoldMerrill Lynch - SJ Trillium Internationa Flavors & Fragrances, Inc.▼ Sell
$15.0K–$50.0K
49d latetraded 2021-04-09PTR ↗
2021-05-28JLLBuyMerrill Lynch - SJ Trillium Jones Lang LaSalle Incorporated▼ Sell
$15.0K–$50.0K
49d latetraded 2021-04-09PTR ↗
2021-05-28LWHoldMerrill Lynch - SJ Trillium Lamb Weston Holdings, Inc.▼ Sell
$15.0K–$50.0K
49d latetraded 2021-04-09PTR ↗
2021-05-28LINHoldMerrill Lynch - SJ Trillium Linde plc Ordinary Share▼ Sell
$50.0K–$100K
49d latetraded 2021-04-09PTR ↗
2021-05-28LPLAHoldMerrill Lynch - SJ Trillium LPL Financial Holdings Inc.▼ Sell
$15.0K–$50.0K
49d latetraded 2021-04-09PTR ↗
2021-05-28MKCHoldMerrill Lynch - SJ Trillium McCormick & Company, Incorporated▼ Sell
$15.0K–$50.0K
49d latetraded 2021-04-09PTR ↗
2021-05-28MDTBuyMerrill Lynch - SJ Trillium Medtronic plc. Ordinary Shares▼ Sell
$50.0K–$100K
49d latetraded 2021-04-09PTR ↗
2021-05-28MRKHoldMerrill Lynch - SJ Trillium Merck & Company, Inc. Common Stock▼ Sell
$50.0K–$100K
49d latetraded 2021-04-09PTR ↗
2021-05-28NYTBuyMerrill Lynch - SJ Trillium New York Times Company▼ Sell
$50.0K–$100K
49d latetraded 2021-04-09PTR ↗
2021-05-28OMCLMerrill Lynch - SJ Trillium Omnicell, Inc.▼ Sell
$50.0K–$100K
49d latetraded 2021-04-09PTR ↗
2021-05-28ORASellMerrill Lynch - SJ Trillium Ormat Technologies, Inc.▼ Sell
$15.0K–$50.0K
49d latetraded 2021-04-09PTR ↗
2021-05-28PAYCBuyMerrill Lynch - SJ Trillium Paycom Software, Inc.▼ Sell
$15.0K–$50.0K
49d latetraded 2021-04-09PTR ↗
2021-05-28SYKHoldMerrill Lynch - SJ Trillium Stryker Corporation▼ Sell
$15.0K–$50.0K
49d latetraded 2021-04-09PTR ↗
2021-05-28TSMMerrill Lynch - SJ Trillium Taiwan Semiconductor Manufacturing Company Ltd.▼ Sell
$50.0K–$100K
49d latetraded 2021-04-09PTR ↗
2021-05-28TTEKHoldMerrill Lynch - SJ Trillium Tetra Tech, Inc.▼ Sell
$15.0K–$50.0K
49d latetraded 2021-04-09PTR ↗
2021-05-28TRVBuyMerrill Lynch - SJ Trillium The Travelers Companies, Inc.▼ Sell
$50.0K–$100K
49d latetraded 2021-04-09PTR ↗
2021-05-28TSCOBuyMerrill Lynch - SJ Trillium Tractor Supply Company▼ Sell
$15.0K–$50.0K
49d latetraded 2021-04-09PTR ↗
2021-05-28ULMerrill Lynch - SJ Trillium Unilever PLC▼ Sell
$15.0K–$50.0K
49d latetraded 2021-04-09PTR ↗
2021-05-28UPSHoldMerrill Lynch - SJ Trillium United Parcel Service, Inc.▼ Sell
$15.0K–$50.0K
49d latetraded 2021-04-09PTR ↗
2021-05-28VFCHoldMerrill Lynch - SJ Trillium V.F. Corporation▼ Sell
$15.0K–$50.0K
49d latetraded 2021-04-09PTR ↗
2021-05-28VZHoldMerrill Lynch - SJ Trillium Verizon Communications Inc.▼ Sell
$50.0K–$100K
49d latetraded 2021-04-09PTR ↗
2021-03-12ADIHoldAnalog Devices, Inc.▼ Sell
$50.0K–$100K
21d lagtraded 2021-02-19PTR ↗
2021-03-12ASMLMerrill Lynch - SJ Trillium ASML holding N.V. - New York Registry Shares▼ Sell
$15.0K–$50.0K
21d lagtraded 2021-02-19PTR ↗
2021-03-12FSLRBuyMerrill Lynch - SJ Trillium First Solar, Inc.▼ Sell
$1.00K–$15.0K
21d lagtraded 2021-02-19PTR ↗
2021-03-12LPLAHoldMerrill Lynch - SJ Trillium LPL Financial holdings Inc.▲ Buy
$15.0K–$50.0K
21d lagtraded 2021-02-19PTR ↗
2021-03-12PAYCBuyMerrill Lynch - SJ Trillium Paycom Software, Inc.▲ Buy
$15.0K–$50.0K
21d lagtraded 2021-02-19PTR ↗
2021-03-12PYPLBuy20018354 -- 1 of 2 -- PayPal holdings, Inc.▼ Sell
$15.0K–$50.0K
21d lagtraded 2021-02-19PTR ↗
2021-03-12TTEKHoldMerrill Lynch - SJ Trillium Tetra Tech, Inc.▲ Buy
$15.0K–$50.0K
21d lagtraded 2021-02-19PTR ↗
2021-03-12TJXHoldMerrill 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).

Intraday
NVDA$211.80▲4.06%AAPL$314.86▼0.77%GOOGL$359.51▲1.99%GOOG$357.33▲1.90%MSFT$384.93▼1.55%AMZN$247.49▲0.07%TSM$420.39▼0.28%AVGO$389.11▲1.32%SPCX$136.08▼2.20%META$661.04▲0.66%TSLA$396.18▲0.36%MU$983.12▲4.92%BRK-B$491.09▼1.16%BRK-A$737,000.00▼1.05%LLY$1,152.54▼2.48%JPM$342.89▲2.50%AMD$548.13▲2.57%WMT$113.70▼0.94%ASML$1,775.64▲2.87%V$356.02▼0.48%JNJ$253.85▼1.52%XOM$145.09▲0.40%INTC$107.76▲4.50%MA$538.02▲0.06%AMAT$595.70▲3.53%CSCO$117.09▼1.81%ABBV$244.78▼1.30%LRCX$346.10▲4.90%CAT$933.34▲0.20%BAC$60.62▲1.88%
NVDA$211.80▲4.06%AAPL$314.86▼0.77%GOOGL$359.51▲1.99%GOOG$357.33▲1.90%MSFT$384.93▼1.55%AMZN$247.49▲0.07%TSM$420.39▼0.28%AVGO$389.11▲1.32%SPCX$136.08▼2.20%META$661.04▲0.66%TSLA$396.18▲0.36%MU$983.12▲4.92%BRK-B$491.09▼1.16%BRK-A$737,000.00▼1.05%LLY$1,152.54▼2.48%JPM$342.89▲2.50%AMD$548.13▲2.57%WMT$113.70▼0.94%ASML$1,775.64▲2.87%V$356.02▼0.48%JNJ$253.85▼1.52%XOM$145.09▲0.40%INTC$107.76▲4.50%MA$538.02▲0.06%AMAT$595.70▲3.53%CSCO$117.09▼1.81%ABBV$244.78▼1.30%LRCX$346.10▲4.90%CAT$933.34▲0.20%BAC$60.62▲1.88%
Intraday
NVDA$211.80▲4.06%AAPL$314.86▼0.77%GOOGL$359.51▲1.99%GOOG$357.33▲1.90%MSFT$384.93▼1.55%AMZN$247.49▲0.07%TSM$420.39▼0.28%AVGO$389.11▲1.32%SPCX$136.08▼2.20%META$661.04▲0.66%TSLA$396.18▲0.36%MU$983.12▲4.92%BRK-B$491.09▼1.16%BRK-A$737,000.00▼1.05%LLY$1,152.54▼2.48%JPM$342.89▲2.50%AMD$548.13▲2.57%WMT$113.70▼0.94%ASML$1,775.64▲2.87%V$356.02▼0.48%JNJ$253.85▼1.52%XOM$145.09▲0.40%INTC$107.76▲4.50%MA$538.02▲0.06%AMAT$595.70▲3.53%CSCO$117.09▼1.81%ABBV$244.78▼1.30%LRCX$346.10▲4.90%CAT$933.34▲0.20%BAC$60.62▲1.88%
NVDA$211.80▲4.06%AAPL$314.86▼0.77%GOOGL$359.51▲1.99%GOOG$357.33▲1.90%MSFT$384.93▼1.55%AMZN$247.49▲0.07%TSM$420.39▼0.28%AVGO$389.11▲1.32%SPCX$136.08▼2.20%META$661.04▲0.66%TSLA$396.18▲0.36%MU$983.12▲4.92%BRK-B$491.09▼1.16%BRK-A$737,000.00▼1.05%LLY$1,152.54▼2.48%JPM$342.89▲2.50%AMD$548.13▲2.57%WMT$113.70▼0.94%ASML$1,775.64▲2.87%V$356.02▼0.48%JNJ$253.85▼1.52%XOM$145.09▲0.40%INTC$107.76▲4.50%MA$538.02▲0.06%AMAT$595.70▲3.53%CSCO$117.09▼1.81%ABBV$244.78▼1.30%LRCX$346.10▲4.90%CAT$933.34▲0.20%BAC$60.62▲1.88%