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Donald J. Trump (US President, 47th)
Disclosed trading account of US President Donald J. Trump (47th). Surfaces the holdings reconstruction implied by two OGE Form 278-T Periodic Transaction Reports filed 2026-05-14 → 2026-05-15, covering 3,711 securities transactions executed January 6 → March 30, 2026 with a cumulative reported transaction value of $220M–$750M (OGE discloses bands, not exact dollar amounts). The Q1 buy concentration is overwhelmingly AI-supercycle: semiconductors (NVDA, AVGO, TXN, KLAC, CDNS, SNPS, AMD, MU, AMKR, INTC), data center hardware (DELL, JBL, ORCL), enterprise SaaS down 30-45% YTD as buy-the-dip (ADBE, NOW, WDAY, CRM, FIS), and crypto-linked equities (COIN with 9 buys, MARA, MSTR/Strategy). Three Mag-7 names sold in size on Feb 10 in the $5M–$25M band (MSFT, AMZN, META) while AAPL was net-bought (8 buys vs 1 sell). The account also liquidated $15M of VIG and material slugs of SPY/VOO/IVV in January, indicating a rotation out of broad-market ETF beta into single-name tech. This is the disclosed trading account only — it excludes real estate, the TMTG/DJT stake, branded businesses, and other reportable assets carried on the annual Form 278. Multiple outlets (NBC, CNBC, Euronews) have noted the 3,711-transactions-in-11-weeks cadence does not match the President's historical behavior; the account is widely understood to be discretionary-managed by an outside advisor. The holdings list is sorted here by YTD performance (descending) to mirror the @Speculator_io reconstruction image; OGE 278-T does not publish point-in-time weights so weight_pct is left NULL.
Two OGE Form 278-T PTRs filed 2026-05-14 → 2026-05-15. 3,711 transactions Jan 6 → Mar 30 2026. Cumulative reported transaction value $220M-$750M (OGE bands; midpoint $485M shown above). Holdings reconstruction by @Speculator_io 2026-05-14, sorted by YTD % performance descending. Q1 buy concentration: semis (NVDA/AVGO/TXN/KLAC/CDNS/SNPS/AMD), AI hardware (DELL/JBL), enterprise SaaS down 30-45% YTD (ADBE/NOW/WDAY), crypto (COIN/MARA/MSTR). Q1 sells: MSFT/AMZN/META $5M-$25M each on 2026-02-10; broad ETF beta (VIG/SPY/VOO/IVV) liquidated mid-January.
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