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Donald Trump Stock Portfolio: 5 Stocks Owned by the President

In this article, we will list the Donald Trump Stock Portfolio: 5 Stocks Owned by the President. Please visit Donald Trump Stock Portfolio: 8 Stocks Owned by the President if you’d like to see an extended list and how we came up with it.

5. Apple Inc. (NASDAQ:AAPL)

Number of Hedge Fund Holders: 169

Apple Inc. (NASDAQ:AAPL) is among the 8 Stocks Owned by President Donald Trump in his Stock Portfolio. On March 27, Wedbush analyst Daniel Ives reiterated an Outperform rating on the stock with a price target of $350.

Christopher Halloran / Shutterstock.com

The update follows the tech giant’s announcement during the week to host its annual Worldwide Developers Conference (WWDC) from June 8-12. The investment firm believes 2026 is shaping up as a year of product launches and noted how the iPhone-maker had been delivering new products and services that were capable of running artificial intelligence.

In a research note to clients, Wedbush said that it appears Apple Inc. (NASDAQ:AAPL) was in the final stages of building a foldable iPhone, which could be launched as early as September this year and provide further impetus to hardware revenue. The firm also highlighted that there were rumors about a potential touchscreen MacBook hitting the company’s stores soon.

In related news, BofA cut its price target on Apple Inc. (NASDAQ:AAPL) to $320 from $325 on March 23, maintaining a Buy rating, citing the likely staggered release of the foldable iPhone. The firm noted that the company was likely to introduce the foldable device later this year, but plans to release the base model, Air, and ‘e’ models in the first half of next year.

As of the close of business on March 30, the stock is a Moderate Buy based on 24 analysts’ recommendations and has an average share price upside potential of 23%.

Apple Inc. (NASDAQ:AAPL) is known for its consumer electronics, software, and other related products. Its premium product line, which includes the iPhone, iPad, Mac computers, and a range of accessories, has earned the company widespread acclaim and customer loyalty.

4. Broadcom Inc. (NASDAQ:AVGO)

Number of Hedge Fund Holders: 202

Broadcom Inc. (NASDAQ:AVGO) is among the 8 Stocks Owned by President Donald Trump in his Stock Portfolio. As of the close of business on March 30, it sports a Strong Buy rating with an average share price upside potential of 61%.

Recent updates include BofA analyst Vivek Arya, who on March 23 maintained a Buy rating on the stock with a price target of $450. This is a reaffirmation of the bank’s earlier adjustment on March 5, when it trimmed the price target from $500 following the recent earnings call to reflect lower sector multiples.

However, BofA described Broadcom Inc. (NASDAQ:AVGO)’s Q1 2026 results as ‘reassuring’, according to a report on TipRanks, with the firm also lifting its pro-forma earnings estimates by 2%, 16%, and 37%, for fiscal years 2026, 2027, and 2028, respectively.

The chip designer posted a revenue of $19.31 billion for the first quarter, representing a 29% year-over-year increase, topping estimates of $19.18 billion. Its adjusted earnings per share came in at $2.05, exceeding forecasts by two cents.

In other news, on March 24, Broadcom and Carahsoft secured a five-year, $970 million blanket purchase agreement (BPA) from the Defense Information Systems Agency (DISA) for the consolidation of software contracts.

Broadcom Inc. (NASDAQ:AVGO) is a leading developer, manufacturer, and supplier of semiconductor and infrastructure software products, widely used by organizations worldwide to meet their mission-critical requirements.

3. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 264

NVIDIA Corporation (NASDAQ:NVDA) is among the 8 Stocks Owned by President Donald Trump in his Stock Portfolio. On March 30, Mistral, Europe’s leading artificial intelligence company, announced that it had raised $830 million in a debt-financing operation to build a major data center in Paris.

The French company said that the funds will be used to acquire 13,800 NVIDIA’s GB300 GPUs. While the financial aspects of the purchase are unknown, HSBC estimates these chips could cost around $575 million, according to a Barron’s report on Monday.

NVIDIA Corporation (NASDAQ:NVDA) is set to continue benefiting as customers ramp up spending on AI hardware. According to research and advisory firm Omdia, global cloud infrastructure spending grew 29% year-over-year during the fourth quarter of 2025 to reach $110.9 billion and is projected to expand 27% in 2026.

Experts also see immense potential in the space market. On Monday, Starcloud raised $170 million at a $1.1 billion ‌valuation. In November, it sent a satellite with Nvidia’s H100 chip into orbit, and plans to launch a second satellite this year featuring AWS Outposts.

Wall Street analysts remain bullish on the stock, with a Strong Buy rating based on 43 analysts’ recommendations. Despite being down over 11% year-to-date, NVDA has an average share price upside potential of 65% as of the close on March 30.

NVIDIA Corporation (NASDAQ:NVDA) is a full-stack computing infrastructure company. It is the go-to company for firms looking for GPUs and semiconductors as they increase spending on artificial intelligence.

2. Alphabet Inc. (NASDAQ:GOOGL)

Number of Hedge Fund Holders: 288

Alphabet Inc. (NASDAQ:GOOGL) is among the 8 Stocks Owned by President Donald Trump in his Stock Portfolio. As of the close of business on March 30, the stock is a Strong Buy with an average share price upside potential of 38%.

Recent updates include Needham’s analyst Laura Martin maintaining a Buy rating on the stock on March 27, with a $400 price target. This is a reiteration of the firm’s adjustment in February when it lifted the price target from $330 following the company’s fourth-quarter results.

On the same day, Wells Fargo raised its price target on Alphabet Inc. (NASDAQ:GOOGL) to $397 from $387 and kept an Overweight rating. Analyst Ken Gawrelski said that the stock has room to gain as it is well placed to emerge as an AI leader. He was quoted as saying the following in a research note to clients:

“GOOGL has all the pieces necessary to be an AI winner, with an industry-leading capacity position to support internal efforts (Search, Gemini) and monetize externally through GCP, broad distribution network, and vast consumer data. We’re more comfortable with Google’s competitive position in search, given progress with AI mode and Gemini adoption, and overall see AI as TAM expanding.”

On March 11, the tech giant announced that it had completed its $32 billion acquisition of cloud and artificial intelligence security platform Wiz, which will see it join Google Cloud, while maintaining its brand. Wells Fargo believes the takeover is set to bolster Google Cloud’s platform revenue and operating income in fiscal 2026 and 2027.

Alphabet Inc. (NASDAQ:GOOGL) owns several notable platforms, including Google Search, Google Maps, Gmail, and YouTube. The company is also known for pioneering work and research in cloud computing, quantum computing, and artificial intelligence.

1. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holders: 312

Microsoft Corporation (NASDAQ:MSFT) is among the 8 Stocks Owned by President Donald Trump in his Stock Portfolio. The stock sports a Strong Buy rating and an average share price upside potential of 63%, as of the close of business on March 30.

This is despite UBS slashing its price target last week to $510 from $600, amid concerns about negative sentiment toward M365 and the need for improvements in Copilot. The adjustment from analyst Karl Keirstead came following meetings with the company’s investor relations team in Australia and Asia. However, the firm reiterated its Buy rating on MSFT.

Earlier on March 23, Melius Research also trimmed its price target on Microsoft Corporation (NASDAQ:MSFT) to $400 from $430, while maintaining a Hold rating. According to a report on TipRanks, the analyst noted the weakness with Copilot, pressure from downsizing, and a likely decline in the Windows PC market as among the reasons behind the price target reduction.

In related news, the tech giant on Monday said that it had released new AI upgrades to Copilot, allowing users to employ several AI models at the same time within a workflow, as it strives to enhance the service and boost its adoption.

Microsoft Corporation (NASDAQ:MSFT) develops software, services, devices, and cloud-based solutions and is renowned for products such as Windows, Azure, Office, LinkedIn, and Xbox.

While we acknowledge the potential of MSFT to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than MSFT and that has 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 10 Best Aerospace and Defense Stocks to Buy According to Billionaires.

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email below.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Buy This $3 Stock Now Before the 400% Surge Begins

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

My name is Inan Dogan. I’m the co-founder and Research Director of Insider Monkey. I have an important message for you today.

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We alerted our subscribers, and BTI returned 90% in just 16 months.

Now if you had invested just $10,000 in BTI in June 2024, you’d be sitting on $19,000 in October 2025.

Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

While the market panics over a surface-level revenue decline, our PhD-led research shows management has actually surgically cut $100 million in waste to focus on high-margin growth.

This pattern is a hallmark of our 16.5% annual return track record. The current opportunity offers a 400% upside potential—dwarfing even our 90% BTI return.

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