Sara Jacobs

Following their disclosures vs. same money in SPY: +15.6 pts

Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.

Trades

	Ticker	Amount	Traded	Disclosed
SELL	QC QCOM	$500K–$1M	2026-05-07	2026-05-20	PDF →
SELL	QC QCOM	$500K–$1M	2026-05-06	2026-05-20	PDF →
BUY	U.S. Treasury Bills govt security	$1.0M–$5M	2022-05-31	2022-06-21	PDF →
SELL	AA AAPL	$100K–$250K	2021-07-06	2021-08-17	PDF →
SELL	California St Dept Water Res Cent VY Proj Re gS	$100K–$250K	2021-05-03	2021-07-02 LATE	PDF →
BUY	Lynch - SJ Trillium San Diego CO CA RgL Tran gS	$100K–$250K	2021-04-21	2021-05-28	PDF →
SELL	SB SBUX	$15K–$50K	2021-04-09	2021-05-28 LATE	PDF →
SELL	OM OMCL	$50K–$100K	2021-04-09	2021-05-28 LATE	PDF →
SELL	OR ORA	$15K–$50K	2021-04-09	2021-05-28 LATE	PDF →
SELL	PA PAYC	$15K–$50K	2021-04-09	2021-05-28 LATE	PDF →
SELL	PG PG	$50K–$100K	2021-04-09	2021-05-28 LATE	PDF →
SELL	DG DGX	$50K–$100K	2021-04-09	2021-05-28 LATE	PDF →
SELL	RG RGA	$15K–$50K	2021-04-09	2021-05-28 LATE	PDF →
SELL	SB SBAC	$50K–$100K	2021-04-09	2021-05-28 LATE	PDF →
SELL	SY SYK	$15K–$50K	2021-04-09	2021-05-28 LATE	PDF →
SELL	UL UL	$15K–$50K	2021-04-09	2021-05-28 LATE	PDF →
SELL	TT TTEK	$15K–$50K	2021-04-09	2021-05-28 LATE	PDF →
SELL	TR TRV	$50K–$100K	2021-04-09	2021-05-28 LATE	PDF →
SELL	TS TSCO	$15K–$50K	2021-04-09	2021-05-28 LATE	PDF →
SELL	NY NYT	$50K–$100K	2021-04-09	2021-05-28 LATE	PDF →
SELL	UP UPS	$15K–$50K	2021-04-09	2021-05-28 LATE	PDF →
SELL	VF VFC	$15K–$50K	2021-04-09	2021-05-28 LATE	PDF →
SELL	VZ VZ	$50K–$100K	2021-04-09	2021-05-28 LATE	PDF →
SELL	WA WAB	$15K–$50K	2021-04-09	2021-05-28 LATE	PDF →
SELL	TS TSM	$50K–$100K	2021-04-09	2021-05-28 LATE	PDF →
SELL	MR MRK	$50K–$100K	2021-04-09	2021-05-28 LATE	PDF →
SELL	LP LPLA	$15K–$50K	2021-04-09	2021-05-28 LATE	PDF →
SELL	MK MKC	$15K–$50K	2021-04-09	2021-05-28 LATE	PDF →
SELL	AC ACN	$50K–$100K	2021-04-09	2021-05-28 LATE	PDF →
SELL	AF AFL	$50K–$100K	2021-04-09	2021-05-28 LATE	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Jacobs still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.

Ticker		Est. value	Weight	Return on lots held	1st buy	Last trade
TJ TJX		$60K	100.0%	+120.3%	Mar 2021	Feb 2021

Filings 11 on file · every disclosure Jacobs has made