# Artificial Intelligence and Defense Sector Companies Dominate Trump's Portfolio

Donald Trump's 2026 First Quarter Investment Portfolio
According to Donald Trump's 2026 first quarter investment portfolio, a significant portion of his investments is concentrated in companies related to artificial intelligence and defense technologies.
According to official data, he conducted over 3,600 trading operations during this period. The portfolio includes NVIDIA, AMD, and Broadcom, which are considered among the leading technology companies in the artificial intelligence sector. He acquired some of these shares during a period when prices in the technology sector were reduced. For example, NVIDIA shares declined by 7.65% in the first quarter, although the company's revenue increased by 85% during the same period. The volume of investment in NVIDIA is estimated at approximately $5 million.
Trump's portfolio also includes Palantir and Axon Enterprise. Both companies actively collaborate with government agencies and the defense sector. In the case of Palantir, revenue received from the U.S. government reached $687 million, which is 84% higher compared to the previous year.
Two types of companies particularly stand out in Trump's portfolio: leaders in the artificial intelligence sector and businesses that collaborate with the U.S. government and the defense sector.
Source: Yahoo Finance
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