Sector tilt

Disclosed congressional buy and sell notional by US sector, using reported amount-band midpoints.

Window

90d

Sectors

Buy notional

$20M

Sell notional

$9.1M

Net tilt

+$10.9M

SectorBuy / sell mixBuySellNetTickers

Energy
AESI, VNOM, CVX · 11 trades
100/0
$15.2M$40K+$15.2M6+-
TickerNameBuySellNetTrades
AESIAtlas Energy Solutions, Inc.$15.2M$0+$15.2M2
VNOMViper Energy$32.5K$0+$32.5K1
CVXChevron Corporation$0$16K-$16K2
MPCMarathon Petroleum$0$16K-$16K2
DVNDevon Energy$8K$0+$8K3
RRCRange Resources$0$8K-$8K1
Industrials
MMM, TDG, CARR · 73 trades
58/42
$474.5K$348K+$126.5K36+-
TickerNameBuySellNetTrades
MMM3M$0$83K-$83K2
TDGTransDigm Group$72.5K$8K+$64.5K7
CARRCarrier Global$48.5K$0+$48.5K3
BABoeing$40.5K$0+$40.5K2
FDXFedEx$40.5K$0+$40.5K2
PHParker Hannifin$40K$0+$40K5
CHRWC.H. Robinson$0$32.5K-$32.5K1
HIIHuntington Ingalls Industries$0$32.5K-$32.5K1
HONHoneywell$32.5K$0+$32.5K1
ADPAutomatic Data Processing$8K$40K-$32K6
GEGE Aerospace$32K$0+$32K4
GDGeneral Dynamics$24K$0+$24K3
VLTOVeralto$24K$0+$24K3
PAYXPaychex$8K$24K-$16K4
LHXL3Harris$0$16K-$16K2
PWRQuanta Services$0$16K-$16K2
URIUnited Rentals$16K$0+$16K2
CATCaterpillar Inc.$0$8K-$8K1
CLHClean Harbors$0$8K-$8K1
CMICummins$0$8K-$8K1
EMEEmcor$8K$0+$8K1
ETNEaton Corporation$0$8K-$8K1
FBINFortune Brands Innovations$0$8K-$8K1
NOCNorthrop Grumman$8K$0+$8K1
NVTnVent Electric plc$0$8K-$8K1
OTISOtis Worldwide$8K$0+$8K1
ROLRollins, Inc.$8K$0+$8K1
SAROStandardAero$8K$0+$8K1
STSensata Technologies$8K$0+$8K1
UPSUnited Parcel Service$0$8K-$8K1
VRSKVerisk Analytics$0$8K-$8K1
WABWabtec$8K$0+$8K1
BRBroadridge Financial Solutions$8K$8K$02
EFXEquifax$8K$8K$02
PAYCPaycom$8K$8K$02
UBERUber$8K$8K$02
Materials
SHW, CTVA, MLM · 16 trades
60/40
$120.5K$81K+$39.5K11+-
TickerNameBuySellNetTrades
SHWSherwin-Williams$40.5K$0+$40.5K2
CTVACorteva$0$32.5K-$32.5K1
MLMMartin Marietta Materials$0$32.5K-$32.5K1
PKGPackaging Corporation of America$32K$0+$32K4
RPMRPM International$16K$0+$16K2
AMCRAmcor$8K$0+$8K1
FCXFreeport-McMoRan$8K$0+$8K1
IPInternational Paper$0$8K-$8K1
LINLinde plc$8K$0+$8K1
MOSMosaic Company (The)$0$8K-$8K1
PPGPPG Industries$8K$0+$8K1
Utilities
AWK, CEG, NEE · 5 trades
40/60
$16K$24K-$8K3+-
TickerNameBuySellNetTrades
AWKAmerican Water Works$0$8K-$8K1
CEGConstellation Energy$8K$8K$02
NEENextEra Energy$8K$8K$02
Consumer Discretionary
TSCO, RH, HOG · 71 trades
48/52
$631.5K$678.5K-$47K29+-
TickerNameBuySellNetTrades
TSCOTractor Supply$16K$81K-$65K6
RHRH$65K$0+$65K2
HOGHarley-Davidson$32.5K$75K-$42.5K2
ORLYO’Reilly Automotive$0$40.5K-$40.5K2
DASHDoorDash$56K$16K+$40K9
DRIDarden Restaurants$0$32.5K-$32.5K1
FFord Motor Company$0$32.5K-$32.5K1
TPRTapestry, Inc.$0$32.5K-$32.5K1
ULTAUlta Beauty$32.5K$0+$32.5K1
WHRWhirlpool Corporation$32.5K$0+$32.5K1
TSLATesla, Inc.$8K$32.5K-$24.5K2
SGISomnigroup International$24K$0+$24K3
HDHome Depot (The)$64K$40.5K+$23.5K10
BKNGBooking Holdings$16K$0+$16K2
CMGChipotle Mexican Grill$0$16K-$16K2
IBPInstalled Building Products, Inc.$16K$0+$16K2
AMZNAmazon$32K$24K+$8K7
CVNACarvana$8K$0+$8K1
DPZDomino's$0$8K-$8K1
LULULululemon Athletica$0$8K-$8K1
LZBLa-Z-Boy, Inc.$0$8K-$8K1
MCDMcDonald's$8K$0+$8K1
NKENike, Inc.$0$8K-$8K1
NVRNVR, Inc.$8K$0+$8K1
SBUXStarbucks$0$8K-$8K1
SCIService Corp Intl$0$8K-$8K1
TJXTJX Companies$8K$0+$8K1
LGIHLGI Homes$172.5K$175K-$2.5K5
CBRLCracker Barrel$32.5K$32.5K$02
Real Estate
PLD, SPG, AMT · 10 trades
28/72
$48.5K$123K-$74.5K8+-
TickerNameBuySellNetTrades
PLDPrologis$0$75K-$75K1
SPGSimon Property Group$32.5K$0+$32.5K1
AMTAmerican Tower$0$16K-$16K2
AREAlexandria Real Estate Equities$8K$0+$8K1
CCICrown Castle$0$8K-$8K1
JLLJones Lang LaSalle$0$8K-$8K1
VICIVici Properties$0$8K-$8K1
CSGPCoStar Group$8K$8K$02
Consumer Staples
ADM, KVUE, PEP · 19 trades
22/78
$64K$228.5K-$164.5K14+-
TickerNameBuySellNetTrades
ADMArcher Daniels Midland$0$75K-$75K1
KVUEKenvue$0$40.5K-$40.5K2
PEPPepsiCo$0$40.5K-$40.5K2
PFGCPerformance Food Group$0$32.5K-$32.5K1
MNSTMonster Beverage$16K$0+$16K2
PGProcter & Gamble$16K$0+$16K2
CASYCasey's$8K$0+$8K1
DLTRDollar Tree$0$8K-$8K1
KHCKraft Heinz$0$8K-$8K1
KOCoca-Cola Company (The)$8K$0+$8K1
KRKroger$0$8K-$8K1
SMPLSimply Good Foods Company$8K$0+$8K1
TAPMolson Coors Beverage Company$0$8K-$8K1
CAGConagra Brands$8K$8K$02
Communication Services
VZ, CMCSA, GOOGL · 31 trades
25/75
$136.5K$401K-$264.5K14+-
TickerNameBuySellNetTrades
VZVerizon$8K$183K-$175K3
CMCSAComcast$0$65K-$65K2
GOOGLAlphabet Inc. (Class A)$0$48.5K-$48.5K3
PINSPinterest$0$32.5K-$32.5K1
TAT&T$48.5K$24K+$24.5K6
TTDTrade Desk (The)$8K$24K-$16K4
GOOGAlphabet Inc. (Class C)$16K$0+$16K2
NFLXNetflix$16K$0+$16K2
FOXFox Corporation (Class B)$8K$0+$8K1
NWSNews Corp (Class B)$8K$0+$8K1
PSKYParamount Skydance Corporation$8K$0+$8K1
TTWOTake-Two Interactive$0$8K-$8K1
CHTRCharter Communications$8K$8K$02
OMCOmnicom Group$8K$8K$02
Financials
FULT, V, STT · 74 trades
24/76
$329.5K$1M-$719.5K42+-
TickerNameBuySellNetTrades
FULTFulton Financial Corporation$0$425K-$425K3
VVisa Inc.$8K$75K-$67K2
STTState Street Corporation$0$65K-$65K2
GSGoldman Sachs$73K$32.5K+$40.5K4
CCitigroup$40.5K$0+$40.5K2
WFCWells Fargo$0$40.5K-$40.5K2
JPMJPMorgan Chase$8K$40.5K-$32.5K3
IVZInvesco$0$32.5K-$32.5K1
SPGIS&P Global$0$32.5K-$32.5K1
SYFSynchrony Financial$0$32.5K-$32.5K1
TROWT. Rowe Price$0$32.5K-$32.5K1
BROBrown & Brown$0$32K-$32K4
NDAQNasdaq, Inc.$32K$0+$32K4
CBChubb Limited$8K$32.5K-$24.5K2
FDSFactSet$8K$24K-$16K4
PYPLPayPal$24K$8K+$16K4
ERIEErie Indemnity$16K$0+$16K2
MORNMorningstar, Inc.$0$16K-$16K2
AXPAmerican Express$16K$8K+$8K3
ALLYAlly Financial$0$8K-$8K1
AMPAmeriprise Financial$0$8K-$8K1
ARESAres Management$8K$0+$8K1
BLKBlackRock$8K$0+$8K1
COINCoinbase$8K$0+$8K1
EGEverest Group$0$8K-$8K1
FITBFifth Third Bancorp$8K$0+$8K1
GPNGlobal Payments$8K$0+$8K1
JKHYJack Henry & Associates$0$8K-$8K1
KEYKeyCorp$0$8K-$8K1
MAMastercard$8K$0+$8K1
MKTXMarketAxess$0$8K-$8K1
PGRProgressive Corporation$8K$0+$8K1
PNCPNC Financial Services$8K$0+$8K1
PRUPrudential Financial$0$8K-$8K1
SCHWCharles Schwab Corporation$0$8K-$8K1
TFCTruist Financial$0$8K-$8K1
VLYValley Bank$0$8K-$8K1
WRBW. R. Berkley Corporation$0$8K-$8K1
APOApollo Global Management$8K$8K$02
FISFidelity National Information Services$8K$8K$02
FISVFiserv$8K$8K$02
HOODRobinhood Markets$8K$8K$02
Health Care
DXCM, PODD, IQV · 54 trades
16/84
$200.5K$1.1M-$880.5K24+-
TickerNameBuySellNetTrades
DXCMDexcom$0$350K-$350K2
PODDInsulet Corporation$0$350K-$350K2
IQVIQVIA$0$75K-$75K1
THCTenet Health$0$40.5K-$40.5K2
UNHUnitedHealth Group$40K$0+$40K5
BDXBecton Dickinson$0$32.5K-$32.5K1
MDTMedtronic$0$32.5K-$32.5K1
STESteris$32K$0+$32K4
JNJJohnson & Johnson$8K$32K-$24K5
CICigna$0$24K-$24K3
CORCencora$24K$0+$24K3
GEHCGE HealthCare$0$16K-$16K2
MEDPMedpace$16K$0+$16K2
TECHBio-Techne$0$16K-$16K2
ZTSZoetis$0$16K-$16K2
LLYLilly (Eli)$24K$16K+$8K5
ABBVAbbVie$0$8K-$8K1
MCKMcKesson Corporation$0$8K-$8K1
PFEPfizer$0$8K-$8K1
RVTYRevvity$8K$0+$8K1
TMOThermo Fisher Scientific$0$8K-$8K1
ABTAbbott Laboratories$8K$8K$03
AMGNAmgen$32.5K$32.5K$02
WATWaters Corporation$8K$8K$02
Information Technology
QCOM, MSFT, TXN · 156 trades
36/64
$2.8M$5M-$2.2M52+-
TickerNameBuySellNetTrades
QCOMQualcomm$0$1.5M-$1.5M3
MSFTMicrosoft$2.1M$1.2M+$905.5K17
TXNTexas Instruments$8K$750K-$742K2
ACNAccenture$8K$407K-$399K6
NVDANvidia$24K$422.5K-$398.5K11
ORCLOracle Corporation$0$81K-$81K4
PRGSProgress Software Corporation$0$75K-$75K1
GLWCorning Inc.$73K$0+$73K3
FLEXFlex Ltd.$0$72.5K-$72.5K6
AMDAdvanced Micro Devices$56.5K$8K+$48.5K5
FNFabrinet$48.5K$0+$48.5K3
PANWPalo Alto Networks$48K$0+$48K6
CSCOCisco$40.5K$0+$40.5K2
APPAppLovin$8K$40.5K-$32.5K3
CTSHCognizant$8K$40.5K-$32.5K3
CRMSalesforce$32.5K$0+$32.5K1
INTUIntuit$0$32K-$32K4
AVGOBroadcom$8K$32K-$24K5
AAPLApple Inc.$24K$40K-$16K8
ADIAnalog Devices$8K$24K-$16K4
ENTGEntegris$16K$0+$16K2
INTCIntel$0$16K-$16K2
LITELumentum$16K$0+$16K2
MSIMotorola Solutions$16K$0+$16K2
NOWServiceNow$0$16K-$16K2
SNDKSandisk$16K$0+$16K2
MUMicron Technology$24K$32.5K-$8.5K4
LRCXLam Research$8K$16K-$8K3
ADBEAdobe Inc.$8K$0+$8K1
AEISAdvanced Energy$0$8K-$8K1
ANETArista Networks$0$8K-$8K1
COHRCoherent Corp.$8K$0+$8K1
GENGen Digital$8K$0+$8K1
KLACKLA Corporation$0$8K-$8K1
MTSIMACOM Technology Solutions$0$8K-$8K1
TELTE Connectivity$8K$0+$8K1
TRMBTrimble Inc.$8K$0+$8K1
TWLOTwilio$8K$0+$8K1
VIAVVIAVI Solutions$0$8K-$8K1
VRSNVerisign$0$8K-$8K1
IBMIBM$40.5K$40.5K$04
PLTRPalantir Technologies$40.5K$40.5K$04
CRWDCrowdStrike$8K$8K$02
DDOGDatadog$8K$8K$02
EPAMEPAM Systems, Inc. Common Stock$8K$8K$02
FICOFair Isaac$8K$8K$02
FTNTFortinet$8K$8K$02
GDDYGoDaddy$8K$8K$02
ITGartner$8K$8K$02
ROPRoper Technologies$8K$8K$02
TYLTyler Technologies$8K$8K$02
WDAYWorkday, Inc.$8K$8K$02