President · Executive branch filer
Donald J. Trump
A presidency, a broad market portfolio and a trail of delayed visibility
The filings show a sweeping portfolio rotation across hundreds of companies. The public-interest question is not one isolated ticker, but how that activity overlaps in time with an administration shaping technology, trade and energy policy.
The profile
In the site’s current analysis-ready stock data, Trump’s OGE reports contain 1,468 rows across 420 symbols. That breadth looks more like portfolio-wide allocation and rebalancing than a short list of handpicked wagers. The forms report value bands rather than exact dollar amounts.
The disclosed purchase bands add to $68.7M–$257.0M; sale bands add to $49.2M–$158.7M. Adding disclosure ranges is a scale indicator, not a precise portfolio valuation.
Technology is the clearest public-policy overlap. Semiconductor tariffs, AI infrastructure, data-center power and formal access for industry leaders were all on the administration’s agenda while Nvidia, Oracle, Amazon, Meta, Microsoft and Palantir appeared in the reported transactions. Several highlighted trades came after the relevant White House events were already public.
The OGE forms name Trump as the filer, but they do not say who selected each security or executed day-to-day decisions. Without that information, the honest reading is a documented timing overlap—not evidence of motive, inside information or a quid pro quo.
Evidence timeline
Trades beside the public record
Ordering shows timing. It does not prove a causal connection.
The White House put semiconductor policy on the public record
President Trump invoked Section 232, imposed a 25% tariff on certain advanced computing chips, and said broader semiconductor measures could follow.
A large technology rotation appeared in a later OGE report
Sale of AMZN reported at $5.0M–$25.0M, purchase of ADBE reported at $1.0M–$5.0M, purchase of AVGO reported at $1.0M–$5.0M, purchase of DELL reported at $1.0M–$5.0M, purchase of NOW reported at $1.0M–$5.0M, purchase of NVDA reported at $1.0M–$5.0M, sale of PLTR reported at $1.0M–$5.0M, and purchase of WDAY reported at $1.0M–$5.0M. These entries were disclosed publicly on May 14, after the policy action.
Trump assembled major technology companies around data-center power
Amazon, Google, Meta, Microsoft, Oracle and other companies signed a White House pledge concerning the power and grid costs of AI data centers.
The reported portfolio moved into several companies from the policy orbit
Purchase of AAPL reported at $1.0M–$5.0M, purchase of AMZN reported at $1.0M–$5.0M, purchase of ORCL reported at $1.0M–$5.0M, purchase of UBER reported at $1.0M–$5.0M, and purchase of AAPL reported at $50K–$100K. The sequence spans March 17 through March 21.
Industry leaders joined the president’s science advisory council
The White House named Nvidia CEO Jensen Huang, Meta CEO Mark Zuckerberg, Oracle CEO Safra Catz and other technology leaders to PCAST.
Nvidia, Meta, Microsoft and Palantir appeared in April transactions
Purchase of META reported at $5.0M–$25.0M, purchase of MSFT reported at $5.0M–$25.0M, purchase of NVDA reported at $1.0M–$5.0M, purchase of PLTR reported at $1.0M–$5.0M, and purchase of MSFT reported at $250K–$500K. The cited events were already public; the OGE report became public July 1.
The April transactions became public
The July-posted OGE form supplied the transaction dates and value ranges. It does not explain strategy, identify a portfolio manager, or connect a trade to a government decision.