GOP Lawmakers Shift Portfolios to Intel (INTC), Bitcoin ETF (IBIT) Mirroring Trump Trades

Republican lawmakers’ brokerage accounts are increasingly concentrated in President Trump’s favored sectors, with Intel Corp. (INTC) and the iShares Bitcoin Trust ETF (IBIT) now among the top holdings of an ETF tracking their portfolios. The shift is evident in the KRUZ ETF, which mirrors GOP investments; Intel surged to 7.72% of total GOP holdings from about 3% just months ago, while the bitcoin fund accounts for about 4%. The KRUZ ETF has returned over 20% year-to-date, outperforming the Democrats’ NANC ETF’s roughly 9% gain, driven in part by Intel’s more than 220% surge since January. Nvidia (NVDA) also features prominently in both parties’ portfolios. Lawmakers from both sides have traded Intel stock nearly 50 times since Trump’s inauguration, with transactions valued between $525,000 and $1.8 million. Some trades preceded Trump’s Aug. 22, 2025, announcement that the U.S. government would take a 10% stake in the chipmaker, raising scrutiny, though a spokesperson for Rep. Tim Moore said he divested his Intel position before the news. Trump continued touting crypto this week, vowing a “future-proof” market structure.