Sector tilt

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

Window

90d

Sectors

Buy notional

$22.1M

Sell notional

$6.6M

Net tilt

+$15.5M

SectorBuy / sell mixBuySellNetTickers

Energy
AESI, XOM, EQT · 13 trades
98/2
$15M$231.5K+$14.8M7+-
TickerNameBuySellNetTrades
AESIAtlas Energy Solutions, Inc.$15M$175K+$14.8M2
XOMExxonMobil$0$40.5K-$40.5K4
EQTEQT Corporation$16K$0+$16K2
CVXChevron Corporation$8K$0+$8K1
MPCMarathon Petroleum$0$8K-$8K1
RRCRange Resources$0$8K-$8K1
DVNDevon Energy$0$0$02
Information Technology
INTC, QCOM, NVDA · 132 trades
55/45
$4.8M$3.9M+$851K49+-
TickerNameBuySellNetTrades
INTCIntel$3M$24K+$3M4
QCOMQualcomm$40.5K$1.5M-$1.5M4
NVDANvidia$24K$406.5K-$382.5K9
FLEXFlex Ltd.$0$139.5K-$139.5K6
AAPLApple Inc.$24K$97K-$73K9
WDAYWorkday, Inc.$0$65K-$65K2
INTUIntuit$0$48.5K-$48.5K3
DDOGDatadog$40.5K$0+$40.5K2
ENTGEntegris$40K$0+$40K5
ACNAccenture$16K$48.5K-$32.5K5
IBMIBM$73K$40.5K+$32.5K5
COHRCoherent Corp.$32.5K$0+$32.5K1
CRMSalesforce$32.5K$0+$32.5K1
ORCLOracle Corporation$0$32.5K-$32.5K1
AMDAdvanced Micro Devices$40K$8K+$32K6
CDWCDW Corporation$0$32K-$32K4
ADIAnalog Devices$8K$32K-$24K5
LRCXLam Research$0$24K-$24K3
ADBEAdobe Inc.$0$16K-$16K2
APHAmphenol$16K$0+$16K2
AVGOBroadcom$0$16K-$16K2
CDNSCadence Design Systems$0$16K-$16K2
CIENCiena$16K$0+$16K2
CSCOCisco$0$16K-$16K2
FNFabrinet$16K$0+$16K2
MPWRMonolithic Power Systems$0$16K-$16K2
TELTE Connectivity$16K$0+$16K2
MSFTMicrosoft$1.2M$1.2M+$10K11
MUMicron Technology$24K$16K+$8K5
PLTRPalantir Technologies$8K$16K-$8K3
AMATApplied Materials$0$8K-$8K1
ANETArista Networks$8K$0+$8K1
APPAppLovin$8K$0+$8K1
CRWDCrowdStrike$8K$0+$8K1
DELLDell Technologies$0$8K-$8K1
FTNTFortinet$0$8K-$8K1
GDDYGoDaddy$0$8K-$8K1
LITELumentum$8K$0+$8K1
MCHPMicrochip Technology$8K$0+$8K1
MTSIMACOM Technology Solutions$0$8K-$8K1
NOVTNovanta$8K$0+$8K1
ROPRoper Technologies$0$8K-$8K1
SMTCSemtech$0$8K-$8K1
SNDKSandisk$8K$0+$8K1
TRMBTrimble Inc.$0$8K-$8K1
TWLOTwilio$8K$0+$8K1
TYLTyler Technologies$0$8K-$8K1
VIAVViavi Solutions$0$8K-$8K1
PANWPalo Alto Networks$8K$8K$02
Industrials
UBER, HUBB, BWXT · 88 trades
73/27
$1.3M$459K+$797.5K40+-
TickerNameBuySellNetTrades
UBERUber$758K$8K+$750K3
HUBBHubbell Incorporated$112.5K$0+$112.5K11
BWXTBWX Technologies$81K$0+$81K4
STRLSterling Infrastructure$0$65K-$65K2
PWRQuanta Services$0$48.5K-$48.5K3
TDGTransDigm Group$48K$0+$48K6
CARRCarrier Global$40.5K$0+$40.5K2
CSXCSX Corporation$0$40.5K-$40.5K2
WABWabtec$0$40K-$40K5
AGXArgan, Inc.$32.5K$0+$32.5K1
HIIHuntington Ingalls Industries$0$32.5K-$32.5K1
LMTLockheed Martin$0$32.5K-$32.5K1
MIDDMiddleby$0$32K-$32K4
STSensata Technologies$32K$0+$32K4
FBINFortune Brands Innovations$0$24K-$24K3
VLTOVeralto$24K$0+$24K3
CLHClean Harbors$0$16K-$16K2
ESABESAB$16K$0+$16K2
GEGE Aerospace$0$16K-$16K2
LHXL3Harris$16K$0+$16K2
PHParker Hannifin$16K$0+$16K2
VRSKVerisk Analytics$16K$0+$16K2
ADPAutomatic Data Processing$8K$0+$8K1
BRBroadridge Financial Solutions$0$8K-$8K1
CNMCore & Main$0$8K-$8K1
CSWCSW Industrials, Inc.$8K$0+$8K1
DEDeere & Company$0$8K-$8K1
EMEEmcor$0$8K-$8K1
GDGeneral Dynamics$0$8K-$8K1
GEVGE Vernova$0$8K-$8K1
HONHoneywell Technologies$8K$0+$8K1
LUVSouthwest Airlines$0$8K-$8K1
MMM3M$0$8K-$8K1
NOCNorthrop Grumman$8K$0+$8K1
OTISOtis Worldwide$8K$0+$8K1
PRIMPrimoris Services Corporation$0$8K-$8K1
RBCRBC Bearings$0$8K-$8K1
SAROStandardAero$8K$0+$8K1
UPSUnited Parcel Service$0$8K-$8K1
CHRWC.H. Robinson$16K$16K$04
Materials
AMCR, ECL, PKG · 12 trades
58/42
$56K$40K+$16K8+-
TickerNameBuySellNetTrades
AMCRAmcor$16K$0+$16K2
ECLEcolab$0$16K-$16K2
PKGPackaging Corporation of America$16K$0+$16K2
SHWSherwin-Williams$0$16K-$16K2
ALBAlbemarle Corporation$8K$0+$8K1
FMCFMC Corporation$0$8K-$8K1
MLMMartin Marietta Materials$8K$0+$8K1
PPGPPG Industries$8K$0+$8K1
Consumer Staples
CAG, PG, CLX · 15 trades
47/53
$80K$89K-$9K11+-
TickerNameBuySellNetTrades
CAGConagra Brands$8K$32.5K-$24.5K2
PGProcter & Gamble$24K$32.5K-$8.5K4
CLXClorox$0$8K-$8K1
COSTCostco$8K$0+$8K1
CPBThe Campbell's Company$8K$0+$8K1
GISGeneral Mills$8K$0+$8K1
HSYHershey Company (The)$0$8K-$8K1
KHCKraft Heinz$8K$0+$8K1
KRKroger$8K$0+$8K1
KVUEKenvue$8K$0+$8K1
STZConstellation Brands$0$8K-$8K1
Real Estate
CCI, ADC, AMT · 4 trades
0/100
$0$32K-$32K3+-
TickerNameBuySellNetTrades
CCICrown Castle$0$16K-$16K2
ADCAgree Realty$0$8K-$8K1
AMTAmerican Tower$0$8K-$8K1
Communication Services
T, GOOGL, PINS · 36 trades
44/56
$211.5K$266K-$54.5K12+-
TickerNameBuySellNetTrades
TAT&T$139.5K$32.5K+$107K7
GOOGLAlphabet Inc. (Class A)$8K$105K-$97K8
PINSPinterest$0$32.5K-$32.5K1
LYVLive Nation Entertainment$0$24K-$24K3
EAElectronic Arts$16K$0+$16K2
METAMeta Platforms$16K$24K-$8K5
GOOGAlphabet Inc. (Class C)$8K$16K-$8K3
FOXFox Corporation (Class B)$0$8K-$8K1
PSKYParamount Skydance Corporation$0$8K-$8K1
SPHRSphere Entertainment$8K$0+$8K1
CMCSAComcast$8K$8K$02
TTDTrade Desk (The)$8K$8K$02
Utilities
AWK, NEE, DUK · 8 trades
23/77
$32K$105.5K-$73.5K7+-
TickerNameBuySellNetTrades
AWKAmerican Water Works$0$32.5K-$32.5K1
NEENextEra Energy$0$32.5K-$32.5K1
DUKDuke Energy$8K$32.5K-$24.5K2
AEPAmerican Electric Power$8K$0+$8K1
ATOAtmos Energy$0$8K-$8K1
ESEversource Energy$8K$0+$8K1
FEFirstEnergy$8K$0+$8K1
Consumer Discretionary
TSCO, SCI, MTN · 42 trades
35/65
$144.5K$265K-$120.5K18+-
TickerNameBuySellNetTrades
TSCOTractor Supply$0$56K-$56K7
SCIService Corp Intl$0$48K-$48K6
MTNVail Resorts$32.5K$0+$32.5K1
TPRTapestry, Inc.$0$32.5K-$32.5K1
DASHDoorDash$32K$8K+$24K5
AMZNAmazon$0$24K-$24K3
BKNGBooking Holdings$0$16K-$16K2
WHRWhirlpool Corporation$0$16K-$16K2
HDHome Depot (The)$32K$40.5K-$8.5K6
AZOAutoZone$0$8K-$8K1
BOOTBoot Barn Holdings, Inc.$8K$0+$8K1
CVNACarvana$0$8K-$8K1
DPZDomino's$8K$0+$8K1
HLTHilton Worldwide$8K$0+$8K1
IBPInstalled Building Products, Inc.$8K$0+$8K1
PTONPeloton Interactive, Inc.$0$8K-$8K1
TSLATesla, Inc.$8K$0+$8K1
TXRHTexas Roadhouse$8K$0+$8K1
Financials
STT, WRB, MA · 39 trades
29/71
$112K$273.5K-$161.5K24+-
TickerNameBuySellNetTrades
STTState Street Corporation$0$65K-$65K2
WRBW. R. Berkley Corporation$0$56K-$56K7
MAMastercard$0$40.5K-$40.5K2
BACBank of America$0$16K-$16K2
BLKBlackRock$0$16K-$16K2
FISFidelity National Information Services$16K$0+$16K2
MORNMorningstar, Inc.$0$16K-$16K2
PGRProgressive Corporation$16K$0+$16K2
SPGIS&P Global$0$16K-$16K2
TCBITexas Capital Bancshares$16K$0+$16K2
AXPAmerican Express$8K$0+$8K1
CBChubb Limited$0$8K-$8K1
CMECME Group$0$8K-$8K1
COINCoinbase$0$8K-$8K1
CPAYCorpay$0$8K-$8K1
FDSFactSet$0$8K-$8K1
ICEIntercontinental Exchange$8K$0+$8K1
INDBIndependent Bank Corp.$8K$0+$8K1
JKHYJack Henry & Associates$8K$0+$8K1
JPMJPMorgan Chase$8K$0+$8K1
MSMorgan Stanley$8K$0+$8K1
PYPLPayPal$0$8K-$8K1
VVisa Inc.$8K$0+$8K1
WFCWells Fargo$8K$0+$8K1
Health Care
DXCM, PODD, LLY · 66 trades
31/69
$446.5K$981.5K-$535K28+-
TickerNameBuySellNetTrades
DXCMDexcom$0$350K-$350K2
PODDInsulet Corporation$0$350K-$350K2
LLYLilly (Eli)$75K$8K+$67K2
BIIBBiogen$99K$32.5K+$66.5K5
RVTYRevvity$40.5K$0+$40.5K2
STESteris$40K$0+$40K5
BMYBristol Myers Squibb$0$32.5K-$32.5K1
PFEPfizer$0$32.5K-$32.5K1
UNHUnitedHealth Group$8K$32K-$24K5
ZTSZoetis$24K$0+$24K3
BSXBoston Scientific$32K$16K+$16K6
COOCooper Companies (The)$16K$0+$16K2
CORCencora$0$16K-$16K2
GILDGilead Sciences$16K$0+$16K2
HQYHealthEquity$16K$0+$16K2
MEDPMedpace$16K$0+$16K2
TMOThermo Fisher Scientific$0$16K-$16K2
ABTAbbott Laboratories$24K$32K-$8K7
JNJJohnson & Johnson$8K$16K-$8K3
ABBVAbbVie$0$8K-$8K1
AMGNAmgen$8K$0+$8K1
BDXBecton Dickinson$0$8K-$8K1
CYTKCytokinetics$8K$0+$8K1
LGNDLigand Pharmaceuticals, Inc.$8K$0+$8K1
MDTMedtronic$0$8K-$8K1
REGNRegeneron Pharmaceuticals$0$8K-$8K1
SYKStryker Corporation$0$8K-$8K1
MCKMcKesson Corporation$8K$8K$02