Sector tilt

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

Window

30d

Sectors

Buy notional

$265.5K

Sell notional

$5.1M

Net tilt

-$4.9M

SectorBuy / sell mixBuySellNetTickers

Utilities
AEP, CEG · 3 trades
67/33
$16K$8K+$8K2+-
TickerNameBuySellNetTrades
AEPAMERICAN ELECTRIC POWER$16K$0+$16K2
CEGCONSTELLATION ENERGY$0$8K-$8K1
Consumer Staples
PG, CL, HRL · 5 trades
7/93
$8K$99K-$91K4+-
TickerNameBuySellNetTrades
PGPROCTER + GAMBLE CO/THE$8K$75K-$67K2
CLCOLGATE PALMOLIVE CO$0$8K-$8K1
HRLHORMEL FOODS CORP$0$8K-$8K1
KMBKIMBERLY CLARK CORP$0$8K-$8K1
Communication Services
LYV, GOOGL, T · 5 trades
0/100
$0$341K-$341K3+-
TickerNameBuySellNetTrades
LYVLIVE NATION ENTERTAINMENT IN$0$191K-$191K3
GOOGLALPHABET INC CL A$0$75K-$75K1
TAT+T INC$0$75K-$75K1
Health Care
LH, STE, MRK · 13 trades
14/86
$73K$438.5K-$365.5K10+-
TickerNameBuySellNetTrades
LHLABCORP HOLDINGS INC$0$175K-$175K1
STESTERIS PLC$0$175K-$175K1
MRKMERCK + CO. INC.$65K$0+$65K2
MDTMEDTRONIC PLC$0$32.5K-$32.5K1
AMGNAMGEN INC$0$16K-$16K2
BIIBBIOGEN INC$0$8K-$8K1
JNJJOHNSON + JOHNSON$0$8K-$8K1
VRTXVERTEX PHARMACEUTICALS INC$0$8K-$8K1
WATWATERS CORP$0$8K-$8K1
MRNAMODERNA INC$8K$8K$02
Financials
BRO, NDAQ, CB · 5 trades
2/98
$8K$390.5K-$382.5K5+-
TickerNameBuySellNetTrades
BROBROWN + BROWN INC$0$175K-$175K1
NDAQNASDAQ INC$0$175K-$175K1
CBCHUBB LTD$0$32.5K-$32.5K1
FITBFIFTH THIRD BANCORP$8K$0+$8K1
MRSHMARSH + MCLENNAN COS$0$8K-$8K1
Materials
MLM, PKG · 3 trades
2/98
$8K$450K-$442K2+-
TickerNameBuySellNetTrades
MLMMARTIN MARIETTA MATERIALS$8K$375K-$367K2
PKGPACKAGING CORP OF AMERICA$0$75K-$75K1
Information Technology
ENTG, TRMB, TDY · 24 trades
8/92
$48K$576K-$528K13+-
TickerNameBuySellNetTrades
ENTGEntegris Inc.$0$175K-$175K1
TRMBTRIMBLE INC$0$175K-$175K1
TDYTELEDYNE TECHNOLOGIES INC$0$64.5K-$64.5K5
MSFTMICROSOFT CORP$0$40.5K-$40.5K2
NVDANVIDIA CORP$8K$40.5K-$32.5K3
ADBEADOBE INC$0$32.5K-$32.5K1
AVGOBROADCOM INC$16K$0+$16K2
IBMINTL BUSINESS MACHINES CORP$0$16K-$16K2
AAPLAPPLE INC$16K$8K+$8K3
FSLRFIRST SOLAR INC$8K$0+$8K1
LRCXLAM RESEARCH CORP$0$8K-$8K1
QCOMQUALCOMM INC$0$8K-$8K1
VSATVIASAT INC$0$8K-$8K1
Consumer Discretionary
SGI, SIG, LTH · 11 trades
2/98
$16K$731.5K-$715.5K10+-
TickerNameBuySellNetTrades
SGISomnigroup International Inc.$0$175K-$175K1
SIGSIGNET JEWELERS LTD$0$175K-$175K1
LTHLIFE TIME GROUP HOLDINGS INC$8K$175K-$167K2
HDHOME DEPOT INC$0$75K-$75K1
SCIService Corporation International$0$75K-$75K1
TSCOTRACTOR SUPPLY COMPANY$0$32.5K-$32.5K1
GAPGap Inc.$0$8K-$8K1
IBPINSTALLED BUILDING PRODUCTS$8K$0+$8K1
LOWLOWE S COS INC$0$8K-$8K1
NKENIKE INC CL B$0$8K-$8K1
Industrials
ITT, BWXT, CNM · 28 trades
4/96
$88.5K$2.1M-$2M18+-
TickerNameBuySellNetTrades
ITTITT Inc.$0$375K-$375K1
BWXTBWX Technologies Inc.$0$175K-$175K1
CNMCore & Main Inc. Class A$0$175K-$175K1
EMEEMCOR GROUP INC$0$175K-$175K1
PAYXPAYCHEX INC$0$175K-$175K1
TDGTRANSDIGM GROUP INC$0$175K-$175K1
WABWABTEC CORP$0$175K-$175K1
CHRWC.H. ROBINSON WORLDWIDE INC$8K$175K-$167K2
HUBBHUBBELL INC$48.5K$175K-$126.5K4
CLHClean Harbors Inc.$0$75K-$75K1
ROLROLLINS INC$0$75K-$75K1
BABOEING CO/THE$0$40.5K-$40.5K2
MIDDMiddleby Corporation$0$40.5K-$40.5K2
HONAHONEYWELL AEROSPACE INC$0$32.5K-$32.5K1
VLTOVERALTO CORP$0$16K-$16K2
ESEESCO TECHNOLOGIES INC$24K$32.5K-$8.5K4
CARRCARRIER GLOBAL CORP$0$8K-$8K1
OTISOTIS WORLDWIDE CORP$8K$0+$8K1