While most media outlets only mention these disclosures in passing, we went straight to the source. We pulled every single filing and compiled the complete list of every single trade.
Between January and May 2026, President Donald Trump filed six Periodic Transaction Reports (Form 278-T) with the U.S. Office of Government Ethics. Combined, these documents contain well over 1,000 individual transactions spanning municipal bonds, corporate bonds, preferred bank stocks, high-yield ETFs, Treasury bills, and hundreds of large-cap equities. The transaction values range from $1,001 up to $5,000,000 per trade.
This is the only place on the internet where you can explore every trade, ticker, date, and dollar range, putting all six filings together in one searchable dashboard.
Why This Matters for Traders
The sitting President of the United States controls:
- ✓ Federal Reserve oversight and banking regulation
- ✓ Technology and AI policy
- ✓ Energy policy
- ✓ Defense spending
- ✓ Healthcare regulation
- ✓ Tax law
When you can see exactly which stocks, bonds, and sectors the President is buying — and cross-reference that against legislation, executive orders, and committee activity — that is signal. That is exactly the kind of intelligence PolyTICK was built to surface.
What Is a Form 278-T?
A Form 278-T is a mandatory Periodic Transaction Report required under the Ethics in Government Act. It ensures transparency by requiring senior executive branch officials to file within 30 days of being notified of a qualifying trade, and no later than 45 days after the transaction takes place.
The filing covers any purchase, sale, or exchange of securities exceeding $1,000 made by the official, their spouse, or their dependent children. Rather than exact figures, these amounts are disclosed in broad ranges. Note that it does not cover mutual funds, standard savings accounts, or real estate.
Filing 1: January 14, 2026
- Period CoveredLate Nov – Late Dec 2025
- Transactions~191
- Asset FocusMunicipal + Corporate Bonds
The first filing of Trump's second term reads like a municipal bond shopping spree. More than 130 muni bond purchases span nearly every U.S. state, including water and sewer revenue bonds, school building bonds, hospital revenue bonds, and general obligation bonds. The geographic spread covers Texas, Florida, Indiana, Ohio, Colorado, New York, Wisconsin, Michigan, Kansas, Washington, Pennsylvania, and several others.
Notable municipal bond purchases include:
- Miami-Dade County FL Water & Sewer Revenue Bond — $250,001–$500,000
- Washington State Health System Revenue — $1,000,001–$5,000,000
- Richland-Bean Blossom (Indiana) — $1,000,001–$5,000,000
- University of Oklahoma Revenue — $1,000,001–$5,000,000
- Denver CO Airport Revenue System (AMT) — $100,001–$250,000
- Philadelphia PA Authority Industrial Dev — $500,001–$1,000,000
- Harris County TX Cultural Ed Facilities — $100,001–$250,000
- Washburn University Topeka KS Revenue — $500,001–$1,000,000
- Colorado Educational & Cultural Facilities Authority (Univ. Denver) — $500,001–$1,000,000
Beginning around transaction #140, the focus shifts toward corporate bonds. Almost all of these were executed as discretionary orders through J.P. Morgan:
| # | Security | Type | Date | Amount |
|---|---|---|---|---|
| 140 | USF Financing Corp FL 5% due 07/01/35 | Purchase | 12/10/2025 | $1,000,001–$5,000,000 |
| 141 | Chicago IL O'Hare 5% due 01/01/36 | Purchase | 12/10/2025 | $1,000,001–$5,000,000 |
| 142 | American Municipal Power OH 5% due 02/15/42 | Purchase | 12/10/2025 | $500,001–$1,000,000 |
| 144 | New York City Transit 5% due 11/01/39 | Purchase | 12/10/2025 | $500,001–$1,000,000 |
| 145 | Washington State Health 5% due 09/01/43 | Purchase | 12/8/2025 | $500,001–$1,000,000 |
| 155 | CoreWeave Inc Reg S 9.000% due 02/01/2031 | Purchase | 12/19/2025 | $1,000,001–$5,000,000 |
| 156 | General Motors Financial 5.250% due 03/01/2026 | Purchase | 12/16/2025 | $250,001–$500,000 |
| 157 | Newell Rubbermaid Senior Notes 6.625% due 09/15/2029 | Purchase | 12/16/2025 | $250,001–$500,000 |
| 158 | New York Community Bancorp Sub Note 6.928% due 11/06/2028 | Purchase | 12/16/2025 | $250,001–$500,000 |
| 159 | Whirlpool Corp Senior Notes 4.750% due 02/26/2029 | Purchase | 12/16/2025 | $250,001–$500,000 |
| 160 | Netflix Inc Reg S 5.375% due 11/15/2029 | Purchase | 12/16/2025 | $250,001–$500,000 |
| 161 | Sirius XM Radio Senior Notes 5.500% due 07/01/2029 | Purchase | 12/16/2025 | $250,001–$500,000 |
| 162 | Carnival Corp Reg S 7.000% due 08/15/2029 | Purchase | 12/16/2025 | $250,001–$500,000 |
| 163 | Olin Corp 5.625% due 08/01/2029 | Purchase | 12/16/2025 | $250,001–$500,000 |
| 164 | Discovery Communications 3.625% due 05/15/2030 | Purchase | 12/16/2025 | $250,001–$500,000 |
| 165 | First Horizon Bank Memphis 5.750% due 05/01/2030 | Purchase | 12/16/2025 | $250,001–$500,000 |
| 166 | Boeing Company Senior Notes 5.040% due 05/01/2027 | Purchase | 12/16/2025 | $100,001–$250,000 |
| 167 | Block Financial (Square) 3.875% due 08/15/2030 | Purchase | 12/16/2025 | $100,001–$250,000 |
| 168 | Occidental Petroleum Senior Notes 6.625% due 09/01/2030 | Purchase | 12/16/2025 | $250,001–$500,000 |
| 169 | CoreWeave Inc Reg S 9.250% due 06/01/2030 | Purchase | 12/16/2025 | $250,001–$500,000 |
| 170 | Victoria's Secret Co Reg S 4.625% due 07/15/2029 | Purchase | 12/16/2025 | $250,001–$500,000 |
| 171 | Coty Inc Senior Secured Reg S 4.750% due 01/15/2029 | Purchase | 12/16/2025 | $250,001–$500,000 |
| 172 | Macy's Retail Holdings Reg S 5.875% due 03/15/2030 | Purchase | 12/16/2025 | $250,001–$500,000 |
| 190 | Macy's Retail Holdings Reg S 5.875% due 03/15/2030 | Purchase | 11/19/2025 | $1,000,001–$5,000,000 |
| 191 | CoreWeave Inc Reg S 9.250% due 06/01/2030 | Sale | 12/19/2025 | $1,000,001–$5,000,000 |
The AI cloud infrastructure company appears three times in this filing alone — two bond purchases and one large sale. CoreWeave is deeply tied to NVIDIA's AI buildout and went public in 2025. The President's administration directly shapes AI policy.
Filing 2: February 26, 2026 (Part 1)
- Period CoveredMay 2025 – Nov 2025
- Transactions~174
- Asset FocusBank Preferred Stocks & Hybrids
This filing focuses heavily on the financial sector. Nearly every transaction is a preferred stock or perpetual subordinated note from a major U.S. or foreign bank, which are the very institutions regulated by the executive branch.
| Security | Type | Date Range | Representative Amount |
|---|---|---|---|
| KeyCorp Preferred (KEYpI) | Multiple purchases | Jul–Nov 2025 | $1,001–$15,000 |
| Bank of America Preferred (BACpI) | Multiple purchases | Jul–Nov 2025 | $15,001–$50,000 |
| Wells Fargo Preferred (WFCpI) | Purchases + sales | Jun–Nov 2025 | $1,001–$15,000 |
| Huntington Bancshares 4.450% Perp | Purchase + sale | Sep–Oct 2025 | $50,001–$100,000 |
| Huntington Bancshares 6.250% Perp | Multiple purchases + sale | Sep 2025 | $15,001–$50,000 |
| Morgan Stanley Dep Shares 6.625% | Multiple purchases | May–Jun 2025 | $15,001–$100,000 |
| Goldman Sachs Group Perp 7.500% | Multiple purchases | May–Jun 2025 | $50,001–$250,000 |
| JPMorgan Chase Perp 6.875% | Multiple purchases | May–Jun 2025 | $50,001–$250,000 |
| PNC Financial Services 6.250% | Purchase | Sep 2025 | $50,001–$100,000 |
| PNC Financial Services 6.200% | Purchase | May 2025 | $250,001–$500,000 |
| Truist Financial 4.950% Perp | Purchase + sale | Oct 2025 | $100,001–$250,000 |
| Truist Financial 5.100% Perp | Purchase | Oct 2025 | $100,001–$250,000 |
| M&T Bank Perp 3.500% | Multiple purchases | Oct 2025 | $100,001–$250,000 |
| US Bancorp 3.700% Perp | Multiple purchases | May–Jun 2025 | $100,001–$250,000 |
| US Bancorp ALT Tier I 5.300% | Multiple purchases | May 2025 | $100,001–$250,000 |
| Northern Trust 4.600% Perp | Multiple purchases | May–Oct 2025 | $100,001–$250,000 |
| Citizens Financial 4.000% Perp | Multiple purchases | May–Jun 2025 | $100,001–$500,000 |
| Ally Financial ALT Tier I 4.700% | Purchase | Jul 2025 | $100,001–$250,000 |
| Bank of New York Mellon 5.950% | Purchase | Sep 2025 | $100,001–$250,000 |
| Bank of New York Mellon 3.750% | Multiple purchases | May–Jun 2025 | $50,001–$100,000 |
| Bank of New York Mellon 6.300% | Multiple purchases | May 2025 | $15,001–$100,000 |
| Schwab Charles Perp Sub 4.000% | Multiple purchases (5x) | May 2025 | $1,001–$250,000 |
| MetLife Perp JR 3.850% | Multiple purchases | May–Jun 2025 | $50,001–$100,000 |
| MetLife Perp JR 5.875% | Multiple purchases | May 2025 | $50,001–$250,000 |
| Morgan Stanley Perp JR 5.875% | Multiple purchases | May–Jun 2025 | $15,001–$100,000 |
| Dominion Energy Perp 4.350% | Multiple purchases | May–Jun 2025 | $1,001–$500,000 |
| Air Lease Corp Tier I 4.650% | Multiple purchases | May–Jun 2025 | $15,001–$250,000 |
| Air Lease Corp Perp 6.000% | Purchase | May 2025 | $100,001–$250,000 |
| American Express ALT Tier I 3.550% | Multiple purchases | May–Jun 2025 | $15,001–$250,000 |
| AT&T Inc Dep Preferred Series A | Multiple purchases | May–Jun 2025 | $50,001–$100,000 |
| Capital One Financial 3.950% Perp | Multiple purchases | May–Jun 2025 | $1,001–$50,000 |
| Sempra Perp Sub 4.875% | Multiple purchases | May–Jun 2025 | $15,001–$100,000 |
| State Street Corp Perp 6.700% | Multiple purchases | May–Jun 2025 | $100,001–$250,000 |
| BP Capital Markets Perp Sub 4.875% | Purchase | Jun 2025 | $250,001–$500,000 |
| BP Capital Markets Perp Sub 6.450% | Purchase + sale | Jun 2025 | $250,001–$500,000 |
| NatWest Group ALT Tier I 8.125% | Sale | Jun 2025 | $250,001–$500,000 |
| Societe Generale ALT Tier I 8.125% | Purchase + sale | Jun 2025 | $100,001–$250,000 |
| Fifth Third Bancorp 7.5938% | Multiple purchases | May–Jun 2025 | $15,001–$100,000 |
| General Motors Financial 6.500% | Multiple purchases | May–Jun 2025 | $15,001–$100,000 |
| General Motors Financial 5.750% | Multiple purchases | May–Jun 2025 | $50,001–$100,000 |
| Wells Fargo & Co Perp NT 6.850% | Multiple purchases | May–Jun 2025 | $15,001–$250,000 |
| Wells Fargo & Co Perp 3.900% | Multiple purchases | May–Jun 2025 | $1,001–$100,000 |
Filing 3: February 26, 2026 (Part 2)
- Period CoveredJanuary 2026
- Transactions~83
- Asset FocusCorporate & Muni Bonds
This filing was submitted the same day as Part 1 and covers January 2026 activity. The reviewer issued a correction: line 77 is Fifth Third Bancorp.
Corporate bonds — full list:
| # | Security | Type | Date | Amount |
|---|---|---|---|---|
| 1–2 | SPDR Portfolio High Yield Bond ETF | Purchase (x2) | 1/20/2026 | $250,001–$1,000,000 |
| 3 | General Motors Financial 5.250% due 03/01/2026 | Purchase | 1/20/2026 | $100,001–$250,000 |
| 4 | Newell Rubbermaid 6.625% due 09/15/2029 | Purchase | 1/20/2026 | $100,001–$250,000 |
| 5 | United Rentals North America Reg S 6.000% due 12/15/2029 | Purchase | 1/20/2026 | $100,001–$250,000 |
| 6 | New York Community Bancorp Sub Note 6.928% | Purchase | 1/20/2026 | $15,001–$50,000 |
| 7 | Whirlpool Corp 4.750% due 02/26/2029 | Purchase | 1/20/2026 | $100,001–$250,000 |
| 8–9 | Netflix Reg S 5.375% / Sirius XM 5.500% | Purchase | 1/20/2026 | $100,001–$250,000 each |
| 10 | Carnival Corp Reg S 7.000% due 08/15/2029 | Purchase | 1/20/2026 | $100,001–$250,000 |
| 11 | Olin Corp 5.625% due 08/01/2029 | Purchase | 1/20/2026 | $100,001–$250,000 |
| 12 | First Horizon Bank Memphis 5.750% | Purchase | 1/20/2026 | $100,001–$250,000 |
| 13 | Boeing Company 5.040% due 05/01/2027 | Purchase | 1/20/2026 | $100,001–$250,000 |
| 14 | Block Financial 3.875% due 08/15/2030 | Purchase | 1/20/2026 | $100,001–$250,000 |
| 15 | Occidental Petroleum 6.625% due 09/01/2030 | Purchase | 1/20/2026 | $100,001–$250,000 |
| 16 | Victoria's Secret Co 4.625% Reg S | Purchase | 1/20/2026 | $100,001–$250,000 |
| 17 | CoreWeave Inc Reg S 2.000% due 02/01/2031 | Purchase | 1/20/2026 | $100,001–$250,000 |
| 18–19 | Coty Inc 4.750% / Macy's 5.875% Reg S | Purchase | 1/20/2026 | $100,001–$250,000 each |
| 20 | SPDR Portfolio High Yield Bond ETF | Purchase | 12/2/2025 | $1,000,001–$5,000,000 |
| 21–37 | All of the above corporate bonds again (second lot) | Purchase | 1/2/2026 | $500,001–$1,000,000 each |
Municipal bonds (Jan 2026): Metropolitan Council MN Transit, Lone Star College TX, Philadelphia PA Multifamily Housing, Fort Lupton CO, Lehigh County PA, Harris County TX, Muskogee County OK, Chesapeake VA Multifamily Housing, Maine State Turnpike Authority, Oregon Health Sciences University, West Virginia University Health System, Omaha NE Power, Manor TX School District, Colorado Health Facilities Authority (Intermountain, Children's Hospital CO), King County WA Sewer, Kentucky State Buildings Commission, Missouri Health Ed Facilities, and several others, which were mostly in the $50,001 to $500,000 range.
Preferred stocks (late Jan 2026): Bank of America Conversion Preferred L 7.250%, Capital One 3.950% Perp, Citizens Financial 4.000% Perp, Fifth Third Bancorp 7.5938%, KeyCorp Preferred (KEYpI), Wells Fargo New Perp 7.625%, Wells Fargo Stock, representing small purchases mostly within the $1,001 to $100,000 range.
Filing 4: April 20, 2026
- Period CoveredMarch 2026
- Transactions~175
- Asset FocusMuni & Corporate Bonds, T-Bills
Sales in This Filing
Three bonds were sold before new purchases began:
| Security | Type | Date | Amount |
|---|---|---|---|
| Arlington TX INDPT 5% due 02/15/31 | Sale | ~3/2026 | $500,001–$1,000,000 |
| Evergy Northwest 3.503% due 07/01/26 TAXBL | Sale | ~3/2026 | $1,000,001–$5,000,000 |
| Lower Colorado River MN Authority 5% due 05/15/35 | Sale | 3/3/2026 | $1,000,001–$5,000,000 |
New-Issue Municipal Bond Purchases (March 2026)
Over 80 new muni bond purchases in March 2026, including Spokane County WA School District, Michigan Fin Auth (Bronson Healthcare), Arizona Board of Regents, Black Belt Energy Gas District AL, Johnson City TN Multifamily Housing, Main Street Natural Gas GA, Public Finance Authority WI (Duke Energy Progress), Henry Ford Health System, Lancaster SC School District, Minidoka-Elmore County ID School District, University of Texas Revenue, Blair NE Highway Allocation, Montgomery County OH Hospital, Louisiana Public Facilities (Ochsner Clinic), Tippecanoe IN School Corp, South Dakota Health (Avera Health), Clark County NV School District, Ohio State Highway Capital Improvement, Westfield Washington IN Schools, Gadsden AL Water System, Houston County AL School, North Baldwin AL Utilities, Black Belt Energy Gas PJ 6, Washington State Healthcare, Florida Gulf Coast University, St. John Baptist Parish LA (Marathon Oil), Tucson AZ Water Revenue, Cuba-Rushford NY School District, WPPI Energy WI, Pima County AZ School District, Columbus OH City School District, Utah County Hospital, Hudsonville MI Public Schools, Arizona Board of Regents Refunding, Tarrant County TX (Baylor Scott & White), Las Vegas Valley Water District, Metropolitan Utilities District NE, Minnesota State, Ohio State University, Pennsylvania State Turnpike, Conroe TX INDPT School District, El Paso TX Water & Sewer, Huntsville AL, Illinois State, Baltimore City MD, University of Pittsburgh.
Many of the larger muni purchases are in the $1,001 to $5,000,000 range. Notably, Las Vegas Valley Water District, Pennsylvania State Turnpike, and Texas State bonds were both purchased and sold within the same filing period, which suggests highly active, short-term positioning.
U.S. Treasury Bill Transactions
| Security | Type | Date | Amount |
|---|---|---|---|
| U.S. Treasury Bill due 04/16/26 | Purchase | 3/30/2026 | $1,000,001–$5,000,000 |
| U.S. Treasury Bill due 04/16/26 | Sale | 3/17/2026 | $500,001–$1,000,000 |
| U.S. Treasury Bill due 04/16/26 | Sale | 3/16/2026 | $1,000,001–$5,000,000 |
| U.S. Treasury Bill due 04/30/26 | Purchase | 3/27/2026 | $1,000,001–$5,000,000 |
| U.S. Treasury Bill due 04/30/26 | Sale | 3/30/2026 | $1,000,001–$5,000,000 |
| U.S. Treasury Bill due 04/30/26 | Sale | 3/30/2026 | $1,000,001–$5,000,000 |
These are officially labeled "UNSOLICITED AS AGENT: STEPOUT," meaning they were executed by a discretionary portfolio manager rather than the President directly.
Corporate Bond Purchases (March 2026): New Names
| Security | Date | Amount |
|---|---|---|
| American Honda Finance 4.450% due 08/31 | 3/3/2026 | $250,001–$500,000 |
| Baker Hughes 3.138% due 11/07/29 | 3/3/2026 | $100,001–$250,000 |
| Cadence Design Systems 0.300% due 09/10/29 | 3/3/2026 | $250,001–$500,000 |
| Cadence Design Systems 4.200% due 09/10/27 | 3/3/2026 | $15,001–$50,000 |
| Cheniere Energy Partners 3.250% due 01/31/32 | 3/3/2026 | $250,001–$500,000 |
| Capital One Financial 6.377% due 06/08/34 | 3/3/2026 | $250,001–$500,000 |
| Eli Lilly & Co 5.100% due 02/12/35 | 3/3/2026 | $100,001–$250,000 |
| Eversource Energy 5.550% due 04/15/31 | 3/3/2026 | $100,001–$250,000 |
| General Motors Financial 5.040% due 04/04/34 | 3/3/2026 | $250,001–$500,000 |
| Goldman Sachs Group 5.330% due 07/23/35 | 3/3/2026 | $250,001–$500,000 |
| JPMorgan Chase Notes 5.571% due 04/22/28 | 3/3/2026 | $250,001–$500,000 |
| Morgan Stanley 5.656% due 04/18/30 | 3/3/2026 | $100,001–$250,000 |
| National Rural Utilities Coop 4.950% due 02/07/30 | 3/3/2026 | $250,001–$500,000 |
| NVIDIA Corp Notes 2.000% due 06/15/31 | 3/3/2026 | $100,001–$250,000 |
| Oracle Corp Notes 5.200% due 09/26/35 | 3/3/2026 | $15,001–$50,000 |
| Royal Caribbean Cruises 4.750% due 05/15/33 | 3/3/2026 | $250,001–$500,000 |
| UnitedHealth Group 5.350% due 02/15/33 | 3/3/2026 | $100,001–$250,000 |
| Virginia Electric & Power 5.000% due 04/01/33 | 3/3/2026 | $100,001–$250,000 |
| Wells Fargo & Co Notes 5.574% due 07/25/29 | 3/3/2026 | $100,001–$250,000 |
| PayPal Holdings 2.660% due 10/01/26 | 3/11/2026 | $100,001–$250,000 |
| Abbott Laboratories 4.300% due 03/15/33 | 3/13/2026 | $100,001–$250,000 |
| Broadcom Inc Notes 3.040% due 10/15/34 | 3/13/2026 | $250,001–$500,000 |
| CenterPoint Energy Resources 5.250% | 3/13/2026 | $250,001–$500,000 |
| Citigroup Inc Notes 4.643% due 05/07/28 | 3/13/2026 | $250,001–$500,000 |
| Constellation Energy 4.400% due 01/15/31 | 3/13/2026 | $250,001–$500,000 |
| JPMorgan Chase 5.766% due 04/22/35 | 3/13/2026 | $250,001–$500,000 |
| Oracle Corp Notes 4.650% due 09/26/30 | 3/13/2026 | $100,001–$250,000 |
| Pacific Gas & Electric 4.550% due 07/01/30 | 3/13/2026 | $15,001–$50,000 |
| Public Service Colorado Notes 4.150% | 3/13/2026 | $250,001–$500,000 |
| T-Mobile Inc Notes 4.625% due 01/15/33 | 3/13/2026 | $250,001–$500,000 |
| Wells Fargo & Co 6.491% due 10/23/34 | 3/13/2026 | $100,001–$250,000 |
| Xcel Energy Inc Notes 5.450% due 08/15/33 | 3/13/2026 | $100,001–$250,000 |
| AbbVie Inc Notes 4.125% due 03/15/31 | 3/24/2026 | $250,001–$500,000 |
| Bank of America Corp Notes 4.948% | 3/24/2026 | $250,001–$500,000 |
| Georgia Power Co 5.250% due 01/15/34 | 3/24/2026 | $250,001–$500,000 |
| Microsoft Corp 3.300% due 02/06/27 | 3/24/2026 | $15,001–$50,000 |
| AbbVie Inc Notes 4.030% due 03/15/29 | 3/26/2026 | $100,001–$250,000 |
| American Express Co Notes 4.918% | 3/26/2026 | $250,001–$500,000 |
| Canadian Imperial Bank 4.862% | 3/26/2026 | $50,001–$100,000 |
| HCA Inc 5.450% due 09/15/34 | 3/26/2026 | $250,001–$500,000 |
| Meta Platforms Inc 4.875% due 11/15/35 | 3/26/2026 | $100,001–$250,000 |
| Oracle Corp Notes 5.200% due 09/26/35 | 3/26/2026 | $100,001–$250,000 |
| Toyota Motor Credit Corp 5.100% | 3/26/2026 | $250,001–$500,000 |
| Western Midstream Notes 6.350% | 3/26/2026 | $100,001–$250,000 |
| AKBF COSC Cons School SD A (muni) | 3/30/2026 | $500,001–$1,000,000 |
| Allen TX INDPT School Permanent SR A | 3/30/2026 | $1,000,001–$5,000,000 |
| University of Pittsburgh (muni) | 3/13/2026 | $500,001–$1,000,000 |
| Weyerhaeuser Co Senior 4.000% due 11/15/29 | 3/24/2026 | $1,001–$5,000,000 |
| General Motors Co Senior 6.800% due 10/01/2027 | 3/24/2026 | $1,001–$5,000,000 |
| SPDR Portfolio High Yield Bond ETF | 3/2/2026 | $1,001–$5,000,000 |
This filing also shows the recurring corporate bond basket (Netflix, Sirius XM, Carnival, CoreWeave, Victoria's Secret, Coty, Macy's, Olin, First Horizon, Boeing, Block, Occidental, Whirlpool, Newell Rubbermaid, United Rentals, and New York Community Bancorp) being purchased again, with position sizes now reaching $500,001 to $1,000,000 each.
Preferred stock additions (March 2026): This includes multiple purchases of Wells Fargo GG NT 6.125%, along with sales of Wells Fargo Perp 3.900% and Wells Fargo Perp NT 6.850%, plus new positions in Bank of America and Corebridge Financial preferred shares. Most of these transactions fell into the $1,001 to $250,000 range.
Filing 5: May 8, 2026 (Part 1)
- Period CoveredJan–Feb 2026
- Transactions~69
- Asset FocusMuni & Corporate Bonds, Preferreds
This filing represents another retroactively submitted disclosure, covering activity that originally belonged in the February 26 reports.
Municipal bonds purchased (Jan–Feb 2026): Black Belt Energy Gas AL, Colorado Health Facilities (Commonspirit), Main Street Natural Gas GA, Montana State, Ames IA Hospital, Milwaukee WI Corporate Purpose, Maryland State Health (MedStar Health), Oklahoma Housing Finance Agency, Maryland State (Loyola University), Lansing MI School District, Cleveland County OK Facilities (Norman Regional), Greene County OH Sewer, Lawrence IN Township, Columbus OH City School District, Wisconsin Center District, South Carolina State Economic Development, El Paso TX Combined Tax Revenue, San Antonio TX River Authority, Montgomery County MD (Thomas Jefferson University), Bibb-Dodge-Crawford County GA Joint Dev Auth, Crisp County GA Hospital Authority, PFA Revenue Wisconsin, Missouri State Highways, Santa Cruz County AZ Jail, Massachusetts Dev Finance Agency, Conroe TX INDPT School District, Floyd AL Refunding, Phoenix AZ, Tri Creek 2002 High School IN, Pima County AZ School District 20 (Vail), Madison WI Promissory Note, Kentucky State Turnpike, Georgia State Port Authority, Irving TX School District, Wentzville MO School District, Georgia State Road & Tollway Authority, Indiana State Finance Authority (Deaconess Health), Richmond VA Redevelopment, Metropolitan St. Louis Sewer, United Local OH School District, John Glenn School Corp IN, Wisconsin State, Round Rock TX Municipal, Washington State Health. These positions mostly fall within the $15,001 to $1,000,000 range.
Corporate bonds and ETF (Feb 2026):
- SPDR Portfolio High Yield Bond ETF — $500,001–$1,000,000
- General Motors Financial 5.250% — $100,001–$250,000
- Newell Rubbermaid 6.625% — $100,001–$250,000
- United Rentals Reg S 6.000% — $100,001–$250,000
- Whirlpool 4.750% — $100,001–$250,000
- Netflix Reg S 5.375% — $100,001–$250,000
- Sirius XM 5.500% — $100,001–$250,000
- Carnival Corp Reg S 7.000% — $100,001–$250,000
- Olin Corp 5.625% — $250,001–$500,000
- First Horizon Bank 5.750% — $250,001–$500,000
- Boeing Co 5.040% — $100,001–$250,000
- Block Financial 3.875% — $100,001–$250,000
- Occidental Petroleum 6.625% — $250,001–$500,000
- Victoria's Secret 4.625% Reg S — $250,001–$500,000
- CoreWeave Inc 9.000% Reg S due 02/01/2031 — $250,001–$500,000
- Coty Inc 4.750% Reg S — $250,001–$500,000
- Macy's Retail Holdings 5.875% Reg S — $250,001–$500,000
- Avient Corporation Reg S 7.125% due 08/01/2030, which represents a new position between $1,000,001 and $5,000,000.
Small preferred stock purchases (Feb 2026): These include three separate buys of KeyCorp Preferred KEYpI between $1,001 and $15,000 each, Bank of America shares between $15,001 and $50,000, KeyCorp DP SH PFD H between $1,001 and $15,000, KeyCorp PFD H between $15,001 and $50,000, and a final Bank of America purchase between $1,001 and $15,000.
Filing 6: May 8, 2026 (Part 2)
- Period CoveredJanuary to March 2026
- Transactions629+ items across 19 pages
- Asset FocusIndividual Equities and ETFs
This is the blockbuster filing that no other outlet has published in full. It reveals hundreds of individual stock purchases with almost no sales. The President appears to be systematically building, or perhaps restructuring, a massive equity portfolio between January and March 2026.
Largest Purchases ($1,000,001 to $5,000,000 each)
| Stock | Ticker | Date | Amount |
|---|---|---|---|
| Vanguard S&P 500 ETF | VOO | 3/2/2026 | $1M–$5M |
| iShares Russell 1000 ETF | IWB | 3/27/2026 | $1M–$5M |
| ServiceNow Inc | NOW | 2/10/2026 | $1M–$5M |
| NVIDIA Corp | NVDA | 2/10/2026 | $1M–$5M |
| Invesco S&P 500 Equal Weight ETF | RSP | 2/20/2026 | $1M–$5M |
| Adobe Inc | ADBE | 2/10/2026 | $1M–$5M |
| Workday Inc Cl A | WDAY | 2/10/2026 | $1M–$5M |
| Oracle Corporation | ORCL | 3/17/2026 | $1M–$5M |
| Microsoft Corp | MSFT | 3/19/2026 | $1M–$5M |
| Broadcom Inc | AVGO | 2/10/2026 | $1M–$5M |
| Synopsys Inc | SNPS | 2/10/2026 | $1M–$5M |
| CDW Corp | CDW | 2/10/2026 | $1M–$5M |
| Procter & Gamble Co | PG | 1/12/2026 | $1M–$5M |
| Cadence Design Systems | CDNS | 3/17/2026 | $1M–$5M |
| Trane Technologies PLC | TT | 3/17/2026 | $1M–$5M |
| Texas Instruments Inc | TXN | 1/12/2026 | $1M–$5M |
| Fidelity National Info Services | FIS | 1/12/2026 | $1M–$5M |
| Motorola Solutions Inc | MSI | 2/10/2026 | $1M–$5M |
| Eaton Corp PLC | ETN | 3/17/2026 | $1M–$5M |
| State Street Industrial SPDR ETF | XLI | 1/29/2026 | $1M–$5M |
| TransDigm Group Inc | TDG | 2/10/2026 | $1M–$5M |
| Amazon.com Inc | AMZN | 3/19/2026 | $1M–$5M |
| Jabil Inc | JBL | 2/10/2026 | $1M–$5M |
| Costco Wholesale Corp | COST | 2/10/2026 | $1M–$5M |
| Axon Enterprise Inc | AXON | 2/10/2026 | $1M–$5M |
| iShares Commodity Roll ETF | COMT | 3/5/2026 | $1M–$5M |
| Kura Sushi USA Inc Cl A | KURA | 2/2/2026 | $1M–$5M |
| Dell Technologies Inc Cl C | DELL | 2/10/2026 | $1M–$5M |
| Boeing Company | BA | 2/10/2026 | $1M–$5M |
| Uber Technologies Inc | UBER | 3/17/2026 | $1M–$5M |
| iShares Core MSCI Emerging ETF | IEMG | 1/29/2026 | $1M–$5M |
| Apple Inc | AAPL | 3/2/2026 | $1M–$5M |
Purchases of $500,001 to $1,000,000
iShares Mid Cap Value ETF (IJJ), Invesco S&P 500 Momentum ETF (SPMO), Accenture PLC (ACN), NVIDIA Corp (NVDA), Advanced Micro Devices (AMD), State Street Energy Select SPDR (XLE), Vanguard S&P 500 ETF (VOO), F5 Inc (FFIV), Equinix Inc (EQIX), AvalonBay Communities (AVB), Datadog Inc Cl A (DDOG), Alphabet Inc Cl A (GOOGL), Amphenol Corp New (APH), Zebra Technologies Corp Cl A (ZBRA), Microchip Technology Inc (MCHP), Chipotle Mexican Grill (CMG), Paychex Inc (PAYX), iShares Core MSCI Emerging ETF (IEMG), DoorDash Inc Cl A (DASH), iShares MSCI Canada ETF (EWC), Microsoft Corp (MSFT), Linde PLC (LIN), Church & Dwight Inc (CHD), Garmin Ltd (GRMN), Airbnb Inc Cl A (ABNB), Boston Scientific Corp (BSX), iShares Core MSCI Emerging Markets ETF (IEMG), VeriSign Inc (VRSN), Digital Realty Trust (DLR), Edwards Lifesciences (EW), Applied Materials (AMAT), Stryker Corp (SYK), Lennox International (LII), CME Group Inc (CME), Illinois Tool Works (ITW), Roper Technologies Inc (ROP), EMCOR Group Inc (EME), Lam Research Corp (LRCX), Fortinet Inc (FTNT), iShares International Treasury ETF (IGOV), iShares Gold Trust (IAU), Philip Morris International (PM), Goldman Sachs Group Inc (GS), Alphabet Inc Cl A (GOOGL), Amazon.com Inc (AMZN).
Purchases of $250,001 to $500,000
Amazon.com Inc, State Street SPDR S&P 500 ETF, Vanguard FTSE Europe ETF, Microsoft Corp, GE Aerospace, Zoetis Inc Cl A, NVR Inc, Vanguard FTSE Europe ETF, iShares International Treasury ETF, Meta Platforms Inc Cl A, Honeywell International, Costco Wholesale Corp, State Street Communication Services SPDR ETF, eBay Inc, Kimberly-Clark Corp, Sherwin-Williams Co, State Street Technology Select SPDR ETF, Super Micro Computer Inc, Apple Inc, iShares U.S. Treasury Bond ETF, Intercontinental Exchange Inc, KLA Corp, F5 Inc, AvalonBay Communities, Xcel Energy Inc, Ares Management Corp Cl A, Waste Management Inc Del, Adobe Inc, iShares Mid Cap ETF, Salesforce Inc, PNC Financial Services, DaVita Inc, News Corp New, West Pharmaceuticals Svcs, State Street Technology Select SPDR ETF, Home Depot Inc, Carvana Co Cl A, IDEX Corp, Netflix Inc, Vanguard Total Stock Market ETF, Walmart Inc, Southern Co Com, Equifax Inc, Ecolab Inc, iShares GSCI Commodity ETF, Invitation Homes Inc, Carrier Global Corporation, Apollo Global Mgmt Inc, Domino's Pizza Inc.
Selected Purchases of $100,001 to $250,000
Cognizant Technology Solutions, PNC Financial Services, Motorola Solutions, Skyworks Solutions, Jacobs Solutions, Zoetis Inc, Ciena Corp, Verisk Analytics, Booking Holdings, Public Service Enterprise Group, GoDaddy Inc, Gallagher Arthur J & Co, Alphabet Inc, United Dominion Realty Trust, Tractor Supply Co, Vanguard Dividend Appreciation ETF, Invesco QQQ TR, State Street Financial Select SPDR ETF, Microsoft Corp, Ulta Beauty, Masco Corp, Lennox International, Costco Wholesale, Abbott Labs, Walt Disney Company, Robinhood Mkts Inc Cl A, Apple Inc, Vanguard Total Stock Market ETF, Boston Scientific Corp, TE Connectivity PLC, Accenture PLC Ireland, State Street Consumer Discretionary SPDR ETF, State Street Energy Select SPDR ETF, S&P Global Inc, Eli Lilly & Co, AT&T Inc, AON PLC Cl A, Comfort Systems USA, Workday Inc Cl A, Monolithic Power Systems Inc, Smurfit WestRock PLC, Marsh & McLennan Companies, Procter & Gamble Co, Applied Materials, eBay Inc, Hewlett Packard Enterprise, State Street Industrial Select SPDR ETF, Apple Inc, Masco Inc, Walmart Inc, Newmont Corp, Trimble Inc, Visa Inc Cl A, Alexandria Real Estate Equities, Vanguard Mid-Cap ETF, Amazon.com Inc, Lockheed Martin, iShares Russell 2000 ETF, JPMorgan Chase & Co, Netflix Inc, Broadcom Inc, Royal Caribbean Group, General Electric New, Teradyne Inc Com, News Corp New, DexCom Inc, Goldman Sachs, Lam Research, State Street Health Care SPDR ETF, FactSet Research Systems, Trimble Navigation, Berkshire Hathaway Class B, Hubbell Inc, Booking Holdings, ResMed Inc, Casella Waste Systems Cl A, Molina Healthcare, State Street Communication Services SPDR ETF, KLA Corp, Vistra Corp, Waste Management Inc, AMD, Church & Dwight Inc, Insulet Corp, Micron Technology, Gartner Group New, Qualcomm, Visa Inc Cl A, Chevron Corp, Palantir Technologies Cl A, Broadridge Financial Solutions, Roper Technologies, Match Group New, Clorox Company, Invesco QQQ TR, Coherent Corp, Paycom Software, iShares Gold Trust, Fiserv Inc, Paychex Inc, Bristol Myers Squibb Co, Stryker Corp, Blackstone Inc, Verizon Communications, Intuit, Qualcomm Inc, Block Inc, Republic Services Inc, Western Alliance Bancgroup, Oracle Corp, Walt Disney Co, Kimberly-Clark Corp, Ingersoll Rand, Uber Technologies, Interactive Brokers, Prologis Inc, CorPay Inc, Merit Medical Systems, Cooper Cos Inc, Tyler Technologies, iShares Core MSCI International ETF, Intercontinental Exchange, Meta Platforms, QNITY Electronics Inc, Mastercard Inc Cl A, Booking Holdings, Coinbase Global Inc, American Tower Corp, Ameren Corp, Automatic Data Processing, Lamb Weston Holdings, Teledyne Technologies, AON PLC F Cl A, Mondelez International Cl A, Norwegian Cruise Line, Argan Inc, ServiceNow Inc, Dynatrace Inc, Cisco Systems, Vertiv Holdings, Commerce Bancshares, Analog Devices, BlackRock Inc, Teleflex Inc, Zscaler Inc, Lyft Inc Cl A, KKR & Co Inc, iShares Core MSCI Pacific ETF, Chevron Corp New, UnitedHealth Group, State Street Consumer Staples SPDR ETF, VSEC Corp, Waystar Holdings Corp, Coupang Inc Cl A, Philip Morris International, Korn Ferry, ACI Worldwide Inc, Progressive Corp OH, Grainger WW Inc, Moody's Corp, Versant Media Group, United Parcel Service Inc.
Selected Purchases of $50,001 to $100,000
Fortinet, Atlassian Corp Cl A, Vertex Pharmaceuticals, iShares Core MSCI Pacific ETF, Lithia Motors Cl A, NVR Inc, Marsh & McLennan, Becton Dickinson & Co, Sprinklr Inc Cl A, Synopsys, Waters Corp, DoorDash Cl A, Watsco Inc, Bentley Systems Cl B, JBT Marel Corp, iShares MSCI Japan ETF, Thermo Fisher Scientific, Palantir Technologies, AbbVie Inc, Okta Inc Cl A, iShares Currency Hedged MSCI Eurozone ETF, TransDigm Group, Group 1 Automotive, Williams-Sonoma, Morningstar Inc, Rithm Capital Corp REIT, T-Mobile US Inc, Johnson & Johnson, Mirion Technologies Cl A, Primoris Services Corp, Ares Mgmt Corp Cl A, GoDaddy Inc Cl A, Public Service Enterprise Group, Carnival Corp, Vanguard Corporate Bond ETF, NXP Semiconductors, Target Corp, Q2 Holdings Inc, Alarm.com Holdings, ServiceNow, Lennox International, Salesforce, Verra Mobility Corp, Charter Communications New, Texas Instruments, QNITY Electronics, Pinnacle West Capital Corp, Home Depot, Starbucks Corp, Amphenol Corp, Intuitive Surgical New, Life360 Inc, Fidelity National Info Svcs, Uber Technologies, First Financial Bankshares, AppLovin Corp Cl A, SanDisk Corp, Blue Owl Capital Cl A, Wells Fargo & Co, Synchrony Financial, McDonald's Corp, Linde PLC, Brown & Brown Inc, Exxon Mobil, Cloudflare Cl A, Amdocs Ltd, Keysight Technologies, PayPal Holdings, General Mills, Caterpillar, Eli Lilly, Carrier Global Corp, iShares MSCI Canada ETF, StepStone Group Cl A, Bank of America, ON Semiconductor, Eastman Chemical Co, DTE Energy Co, MarketAxess Holdings, Oracle, Ciena Corp New, Progressive Corp OH, Quanta Services, GE Aerospace, American Express Co, Skyworks Solutions, Amcor PLC, CoStar Group, State Street SPDR S&P Global Natural Resources ETF, Newmont Corp, Teradyne, Red Rock Resorts Cl A, Lifetime Group Holdings, CrowdStrike Holdings Cl A, Highwoods Properties REIT, Badger Meter Inc, Kraft Heinz Co, Applied Materials, SLM Corp, Equitable Holdings, Ball Corp, Southern Co, Corebridge Financial, CSX Corporation, MSCI Inc, Intuit, Autodesk, Intel Corp, Palo Alto Networks, Indivior Pharmaceuticals, Essential Properties REIT, Comcast Corp Cl A, Micron Technology, AutoZone Inc, Flutter Entertainment PLC, PTC Therapeutics, Dorman Products, Eaton Corp, GE Vernova Inc, International Paper Com, SL Green Realty Corp, Procter & Gamble, Tapestry Inc Com, KKR & Co Inc, Akamai Technologies, Jabil, WSFS Financial Corp, Strategy Inc (MicroStrategy) Cl A, Terreno Realty Corp REIT, Linde PLC New EUR, Corvel Corp, Lumentum Holdings, Bright Horizons, DraftKings New Cl A, Cactus Inc Cl A, Alkermes PLC, PG&E Corp, Floor & Decor Holdings, Waters Corp, TPG Inc Cl A, Nutanix Inc Cl A, Trex Co Inc, SPS Commerce, SailPoint Inc, Merck & Co, Intuitive Surgical, Veeva Systems Cl A, ResMed, Virtus Investment Partners, Laureate Education, Mohawk Industries, Tanger Inc REIT, Coinbase Global Cl A, Corcept Therapeutics, Vornado Realty Trust, Altria Group, SentinelOne Cl A, Assured Guaranty Ltd, The Trade Desk Cl A, Vistra Corp, ONEOK New, HealthStream Inc, Constellation Brands, Doximity Inc Cl A, Crown Castle REIT, LCI Industries, Revvity Inc, Artisan Partners Asset Management Cl A, DocuSign Inc, Elastic NV, PennyMac Mortgage, Fair Isaac Corp, First Interstate BancSystem, GitLab Inc Cl A, Old Dominion Freight Line, NextEra Energy, Ford Motor, Palomar Holdings, Park National Corp, Evertec Inc, BrightSpring Health Services, ExlService Holdings, DNOW Inc, Snap Inc Cl A, State Street Consumer Staples SPDR ETF, Innospec Inc, The Campbell's Co, Franklin Electric, Toast Inc Cl A, Advanced Micro Devices, TG Therapeutics, Duke Energy Co...
Key Patterns for PolyTICK Members
1. CoreWeave Appears Across Multiple Disclosures
CoreWeave, the prominent AI cloud infrastructure company, shows up in four separate filings through two bond purchases, one large bond sale, and an equity buy. Because the company is central to the current AI buildout, its performance is directly tied to tech policies emerging from the White House. This is exactly the type of policy-to-portfolio overlap that PolyTICK is designed to highlight.
2. The Recurring Corporate Bond Basket
Every single filing features purchases of the same group of fifteen corporate bonds, including Netflix, Sirius XM, Carnival Corp, CoreWeave, Victoria's Secret, Coty, Macy's, Olin Corp, First Horizon, Boeing, Block Financial, Occidental Petroleum, Whirlpool, Newell Rubbermaid, United Rentals, and New York Community Bancorp. This basket was acquired repeatedly over several months, indicating a highly coordinated position-building strategy.
3. Financial Transactions Predating the Presidency
The second filing covers transactions made from May through November 2025, well before inauguration day. The preferred bank stock activity during this period reveals a persistent accumulation of hybrid securities issued by institutions that now fall under executive branch regulation.
4. Retroactive Disclosures and Late Fees
Filings 2, 3, and 5 all specify late fee payments. Managing 30-day reporting deadlines becomes incredibly challenging when a single account generates hundreds of transactions per period. While this administrative delay is common for massive portfolios, it provides helpful context for understanding how the trades are processed.
5. Filing 6 Represents a Major Portfolio Construction Event
The massive volume in the sixth filing, which logs over 629 trades across 19 pages, strongly points to either a major restructuring of a discretionary account or the initial funding of a new one. Furthermore, the tight clustering of transaction dates around February 10, March 2, March 17, and March 18 suggests systematic programmatic execution rather than reactive individual trades.
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