Sara Jacobs
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-07-08. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | +2.1% | +0.3% | +1.8% |
| 1 month | -2.6% | +1.2% | -3.7% |
| 1 quarter | -4.3% | +10.6% | -15.0% |
| Year to date | -0.9% | +10.0% | -10.8% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-07-08). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-06-26 | $23.2M – $140.2M |
| 2024 | 2025-08-13 | $26.8M – $141.1M |
| 2023 | 2024-08-13 | $22.9M – $121.4M |
| 2022 | 2023-06-14 | $20.4M – $102.9M |
| 2021 | 2022-07-21 | $25M – $127.1M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-05-07 | QCOM | Sell | — | $500K - $1M | 2026-05-20 | 13d |
| 2026-05-06 | QCOM | Sell | — | $500K - $1M | 2026-05-20 | 14d |
| 2021-07-06 | AAPL | Sell | — | $100K - $250K | 2021-08-17 | 42d |
| 2021-04-09 | WAB | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | SYK | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | ACN | Sell | — | $50K - $100K | 2021-05-28 | 49d late |
| 2021-04-09 | AFL | Sell | — | $50K - $100K | 2021-05-28 | 49d late |
| 2021-04-09 | AZN | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | AVB | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | BDX | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | BLKB | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | FSLR | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | GILD | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | HXL | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | IFF | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | JLL | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | LW | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | LIN | Sell | — | $50K - $100K | 2021-05-28 | 49d late |
| 2021-04-09 | LPLA | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | MKC | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | MDT | Sell | — | $50K - $100K | 2021-05-28 | 49d late |
| 2021-04-09 | MRK | Sell | — | $50K - $100K | 2021-05-28 | 49d late |
| 2021-04-09 | NYT | Sell | — | $50K - $100K | 2021-05-28 | 49d late |
| 2021-04-09 | OMCL | Sell | — | $50K - $100K | 2021-05-28 | 49d late |
| 2021-04-09 | ORA | Sell | — | $15K - $50K | 2021-05-28 | 49d late |