Sector tilt

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

Window

30d

Sectors

Buy notional

$281K

Sell notional

$419K

Net tilt

-$138K

SectorBuy / sell mixBuySellNetTickers

Industrials
AGX, CSX, DE · 9 trades
67/33
$64.5K$32K+$32.5K9+-
TickerNameBuySellNetTrades
AGXArgan, Inc.$32.5K$0+$32.5K1
CSXCSX Corporation$0$8K-$8K1
DEDeere & Company$0$8K-$8K1
ESABESAB$8K$0+$8K1
HONHoneywell Technologies$8K$0+$8K1
RBCRBC Bearings$0$8K-$8K1
UBERUber$8K$0+$8K1
UPSUnited Parcel Service$0$8K-$8K1
VLTOVeralto$8K$0+$8K1
Utilities
DUK, FE · 2 trades
100/0
$16K$0+$16K2+-
TickerNameBuySellNetTrades
DUKDuke Energy$8K$0+$8K1
FEFirstEnergy$8K$0+$8K1
Consumer Staples
COST, HSY · 2 trades
50/50
$8K$8K$02+-
TickerNameBuySellNetTrades
COSTCostco$8K$0+$8K1
HSYHershey Company (The)$0$8K-$8K1
Materials
AMCR, FMC · 2 trades
50/50
$8K$8K$02+-
TickerNameBuySellNetTrades
AMCRAmcor$8K$0+$8K1
FMCFMC Corporation$0$8K-$8K1
Financials
SPGI, BAC, BLK · 7 trades
43/57
$24K$32K-$8K6+-
TickerNameBuySellNetTrades
SPGIS&P Global$0$16K-$16K2
BACBank of America$0$8K-$8K1
BLKBlackRock$0$8K-$8K1
FISFidelity National Information Services$8K$0+$8K1
MSMorgan Stanley$8K$0+$8K1
TCBITexas Capital Bancshares$8K$0+$8K1
Health Care
ABT, CYTK, HQY · 8 trades
38/62
$24K$40K-$16K8+-
TickerNameBuySellNetTrades
ABTAbbott Laboratories$0$8K-$8K1
CYTKCytokinetics$8K$0+$8K1
HQYHealthEquity$8K$0+$8K1
JNJJohnson & Johnson$0$8K-$8K1
LLYLilly (Eli)$0$8K-$8K1
MCKMcKesson Corporation$8K$0+$8K1
TMOThermo Fisher Scientific$0$8K-$8K1
UNHUnitedHealth Group$0$8K-$8K1
Real Estate
CCI · 2 trades
0/100
$0$16K-$16K1+-
TickerNameBuySellNetTrades
CCICrown Castle$0$16K-$16K2
Consumer Discretionary
HD, BOOT, TXRH · 3 trades
33/67
$16K$32.5K-$16.5K3+-
TickerNameBuySellNetTrades
HDHome Depot (The)$0$32.5K-$32.5K1
BOOTBoot Barn Holdings, Inc.$8K$0+$8K1
TXRHTexas Roadhouse$8K$0+$8K1
Communication Services
GOOGL, T · 3 trades
16/84
$8K$40.5K-$32.5K2+-
TickerNameBuySellNetTrades
GOOGLAlphabet Inc. (Class A)$0$40.5K-$40.5K2
TAT&T$8K$0+$8K1
Energy
XOM, MPC · 4 trades
0/100
$0$40.5K-$40.5K2+-
TickerNameBuySellNetTrades
XOMExxonMobil$0$32.5K-$32.5K3
MPCMarathon Petroleum$0$8K-$8K1
Information Technology
AAPL, COHR, NVDA · 23 trades
40/60
$112.5K$169.5K-$57K16+-
TickerNameBuySellNetTrades
AAPLApple Inc.$0$65K-$65K2
COHRCoherent Corp.$32.5K$0+$32.5K1
NVDANvidia$24K$40.5K-$16.5K5
APHAmphenol$16K$0+$16K2
MUMicron Technology$16K$0+$16K2
ACNAccenture$8K$0+$8K1
ADBEAdobe Inc.$0$8K-$8K1
ADIAnalog Devices$0$8K-$8K1
AMATApplied Materials$0$8K-$8K1
AMDAdvanced Micro Devices$0$8K-$8K1
ANETArista Networks$8K$0+$8K1
FTNTFortinet$0$8K-$8K1
INTUIntuit$0$8K-$8K1
MCHPMicrochip Technology$8K$0+$8K1
PANWPalo Alto Networks$0$8K-$8K1
SMTCSemtech$0$8K-$8K1