---
title: "Being able to draw the lines yourself is really impressive…"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40867246.md"
description: "🚨 President Trump's latest 278-T filing exposed⠀So far in 2026—over 3,600 transaction records⠀This filing discloses holdings information..."
datetime: "2026-05-18T07:59:19.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40867246.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40867246.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40867246.md)
author: "[Annex](https://longbridge.com/en/profiles/22636641.md)"
---

# Being able to draw the lines yourself is really impressive…

🚨 President Trump's latest 278-T filing exposed  
⠀  
As of 2026 — over 3,600 transaction records  
⠀  
The market is closely interpreting the holdings information disclosed in this filing  
⠀  
📋 Holdings valued at over $1 million include👇  
⠀  
🔵 Technology & AI Infrastructure  
⠀  
$NVIDIA(NVDA.US) — Core of AI computing power  
⠀  
$Apple(AAPL.US) — Global market cap benchmark  
⠀  
$Oracle(ORCL.US) — Cloud data giant  
⠀  
$Broadcom(AVGO.US) — Semiconductor & network infrastructure  
⠀  
$Dell Tech(DELL.US) — Important player in AI servers  
⠀  
🔵 Enterprise Software & SaaS  
⠀  
$ServiceNow(NOW.US) — Leader in enterprise automation  
⠀  
$Adobe(ADBE.US) — Creative & digital tool platform  
⠀  
$Workday(WDAY.US) — Enterprise HR cloud system  
⠀  
$Synopsys(SNPS.US) — Leader in chip design software  
⠀  
$Cadence Design(CDNS.US) — Core supplier of EDA tools  
⠀  
🔵 Traditional Blue-Chips & Consumer  
⠀  
$Boeing(BA.US) — Aerospace & defense  
⠀  
$Uber Tech(UBER.US) — Mobility & logistics platform  
⠀  
$Costco Wholesale(COST.US) — Defensive retail play  
⠀  
$Texas Instruments(TXN.US) — Long-term value stock in analog chips  
⠀  
$Procter & Gamble(PG.US) — Defensive position in consumer staples  
⠀  
🔍 What signal does this holdings list release?  
⠀  
The overall structure is very clear—  
⠀  
Heavyweight in AI infrastructure & enterprise software  
⠀  
While allocating traditional blue-chips as defensive base positions  
⠀  
This is not ordinary diversification  
⠀  
This is a portfolio making a high-stakes bet on U.S. tech dominance  
⠀  
⚡ The more noteworthy question behind the 3,600 transactions—  
⠀  
The timing of these transactions  
⠀  
And the timeline of tariff policies, interest rate decisions, geopolitical events  
⠀  
Is there overlap?  
⠀  
This is the question Washington truly needs to answer  
⠀  
In a nutshell👇  
⠀  
When the most powerful person  
⠀  
Heavily holds AAPL, $Broadcom(AVGO.US)  
⠀  
The market never ignores this signal

### Related Stocks

- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)
- [CDNS.US](https://longbridge.com/en/quote/CDNS.US.md)
- [TXN.US](https://longbridge.com/en/quote/TXN.US.md)
- [PG.US](https://longbridge.com/en/quote/PG.US.md)
- [ADBE.US](https://longbridge.com/en/quote/ADBE.US.md)
- [DELL.US](https://longbridge.com/en/quote/DELL.US.md)
- [NOW.US](https://longbridge.com/en/quote/NOW.US.md)
- [SNPS.US](https://longbridge.com/en/quote/SNPS.US.md)
- [UBER.US](https://longbridge.com/en/quote/UBER.US.md)
- [COST.US](https://longbridge.com/en/quote/COST.US.md)
- [COST.UK](https://longbridge.com/en/quote/COST.UK.md)
- [WDAY.US](https://longbridge.com/en/quote/WDAY.US.md)
- [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md)
- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)
- [BA.US](https://longbridge.com/en/quote/BA.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)

## Comments (1)

- **Tru_626 · 2026-05-18T13:50:35.000Z**: But Broadcom has been in a sideways consolidation for quite a while.