HOUSE · CA-51 · SINCE 2021

Sara Jacobs portfolio

Sara Jacobs has represented CA's 51st district in the House since 2021. Committee seats: Armed Services, Foreign Affairs. Sara Jacobs has disclosed 66 trades (7 purchases, 59 sales); the latest was on May 7, 2026. Over the past year the disclosed stock holdings returned -0.5%, against +11.9% for the S&P 500.

DDemocratParty

Member of HouseRepresents CA

$68KEst. portfolio value

6 months agoLast trade

-0.5%1Y return, from filings

1M return+5.4%S&P 500 +0.7% · 1 positionOn their trade dates: +5.4%

3M return-11.5%S&P 500 +3.7% · 1 positionOn their trade dates: -11.5%

YTD return-8.2%S&P 500 +12.8% · 1 positionOn their trade dates: -8.2%

1Y return-0.5%S&P 500 +11.9% · 1 positionOn their trade dates: -0.5%

3Y return+59.7%S&P 500 +85.1% · 1 positionOn their trade dates: +59.7%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

HouseArmed Services HouseForeign Affairs

Est. value $68K across 1 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Sara Jacobs
Investment	Est. holding value	Last transaction	Total bought	Avg. cost	Since filed	Current price	Trades
TJXU/A DTD 09/01/2009 > Merrill Lynch - SJ Trilli umTJX Companies, Inc.	$68K	Feb 19, 2021Purchase	$15K–50K1 purchase	$67.69	+110.95%	$141.00	1

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 29, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.