Representative · OH, District 6

Michael Rulli

40 disclosed trades · 26/11/2024 → 16/10/2026

Tickers: 24
Buys / sells: 16 / 24
Median lag: 93d
Est. volume: $454K

F0/ 100

median 93d lag to file · 22 late

Return mirror

Buy disclosures averaged -1.7% since filing, -0.8 pp vs S&P 500.

since disclosure

Win rate: 46.7%
Avg return: -1.7%
vs S&P 500: -0.8 pp

Playbook

Sector Tilter

Michael shows a Sector Tilter pattern

Concentrated in one or two sectors.

Book skews heavily toward a few sectors with moderate single-name dispersion. Trades reflect a thematic view, not stock-by-stock conviction.

Cadence: 21/yr
Buy bias: 40%

Activity timeline

yearwise

Most traded

by count

Estimated holdings

8 positions · $64K est. volume

EQIX$8K
GS$8K
KLAC$8K
KO$8K
META$8K
MU$8K

All disclosed trades (40)

Showing 40 of 40 loaded disclosures

Asset

19/10/2026Traded 16/10/2026SellGOOG
GOOGAlphabet Inc. - Class C Capital Stock
3d$50,001–$100,000
19/10/2026Traded 16/10/2026SellWSBC
WSBCWesBanco
3d$1,001–$15,000
02/10/2026Traded 28/09/2026Sell+MSFT
MSFTMicrosoft
4d$1,001–$15,000
02/10/2026Traded 03/09/2026BuyGS
GSGoldman Sachs Group
29d$1,001–$15,000
02/10/2026Traded 03/09/2026Sell+WFC
WFCWells Fargo & Company
29d$1,001–$15,000
02/09/2026Traded 12/08/2026SellALL
ALLAllstate
21d$1,001–$15,000
02/09/2026Traded 07/08/2026BuyEQIX
EQIXEquinix
26d$1,001–$15,000
25/08/2026Traded 24/08/2026Sell+GOOGL
GOOGLAlphabet Inc. -
1d$50,001–$100,000
07/08/2026Traded 06/08/2026SellCCI
CCICrown Castle
1d$1,001–$15,000
07/08/2026Traded 01/07/2026SellLLY
LLYEli Lilly and Company
37d$1,001–$15,000
07/08/2026Traded 01/07/2026BuyKLAC
KLACKLA
37d$1,001–$15,000
07/08/2026Traded 29/06/2026BuyGOOGL
GOOGLAlphabet Inc. -
39d$1,001–$15,000
07/08/2026Traded 25/06/2026BuyGOOGL
GOOGLAlphabet Inc. -
43d$1,001–$15,000
07/08/2026Traded 25/06/2026SellAMZN
AMZNAmazon.com
43d$1,001–$15,000
07/08/2026Traded 25/06/2026SellAAPL
AAPLApple
43d$1,001–$15,000
07/08/2026Traded 25/06/2026BuyMU
MUMicron Technology
43d$1,001–$15,000
07/08/2026Traded 25/06/2026SellMSFT
MSFTMicrosoft
43d$1,001–$15,000
07/08/2026Traded 25/06/2026BuyNVDA
NVDANVIDIA
43d$1,001–$15,000
07/08/2026Traded 06/05/2026BuyMETA
METAMeta Platforms, Inc. -
93d$1,001–$15,000
07/08/2026Traded 06/05/2026SellPLTR
PLTRPalantir Technologies Inc. -
93d$1,001–$15,000
07/08/2026Traded 20/02/2026SellMSFT
MSFTMicrosoft
168d$1,001–$15,000
07/08/2026Traded 05/02/2026BuyMSFT
MSFTMicrosoft
183d$1,001–$15,000
07/08/2026Traded 09/01/2026SellMETA
METAMeta Platforms, Inc. -
210d$1,001–$15,000
07/08/2026Traded 09/01/2026BuyPLTR
PLTRPalantir Technologies Inc. -
210d$1,001–$15,000
07/08/2026Traded 02/01/2026BuyLLY
LLYEli Lilly and Company
217d$1,001–$15,000

US Congress periodic transaction reports (STOCK Act). Latest trade: 16/10/2026. Identical consecutive line items on the same filing are collapsed with a ×N badge.