Trump's $750M Stock Portfolio Was Filed Late.

THE QUIVER QUANT

EXECUTIVE SUMMARY

Lead story: President Trump disclosed 3,711 individual stock transactions worth an estimated $220M to $750M. The filing was late. Heavy tech concentration: (AAPL), (MSFT), (AMZN), (META), (GOOGL), (NVDA), (TSLA). Meanwhile, the administration committed $2B to quantum computing this week, including $1B to (IBM).

Sara Jacobs sold up to $2M in Qualcomm (QCOM) stock. She is the granddaughter of Qualcomm cofounder Irwin Jacobs. Her net worth: roughly $83M. These are her first trades since 2021. QCOM was near record highs.

In insider trading this week: two S&P Global (SPGI) CEOs bought over $2M combined, both first-ever purchases. Patrick Industries (PATK) saw five insiders pile in with $2.3M after LCII merger talks collapsed. Betterware's (BWMX) CEO bought ahead of a Tupperware acquisition catalyst.

Sen. Moreno (R) sold (ETOR) eToro for up to $250K. Citadel ($57M), Marshall Wace ($36M), and Tudor ($13M) were adding exposure. Balyasny cut 69% of its position.

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Insider Trumps $750M Stock Portfolio

The 113-page OGE filing reveals 3,711 individual transactions between January and March 2026. The portfolio is heavily concentrated in Big Tech, with dozens of $1M+ purchases. Read the full OGE filing here.

Here are some of the largest trades:

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4 Insider Buys Worth Watching

THE EDITORIAL QUANT

This Sunday in The Editorial Quant: the full breakdown of President Trump's OGE Form 278-T. We dug through every page to map the sector bets, the biggest individual positions, what he sold vs. what he bought, and which trades overlap with active policy decisions. The portfolio tells a story the headlines missed.

Sunday: the sector-by-sector breakdown, which trades coincide with policy decisions, and what this portfolio reveals about presidential investing that no headline covered. See the full breakdown→ 

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UPDATE 📈 NOTE: $MRVL is up another 8% this morning. - - #quiverquant #stocks #congress