US political trades

Sector tilt

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

Window

1y

Sectors

11

Buy notional

$148M

Sell notional

$99.6M

Net tilt

+$48.5M

  • Financials

    JPM, GS, FULT · 481 trades

    +$84.7M
    TickerNameBuySellNetTrades
    JPMJPMORGAN CHASE + CO$90.1M$186K+$89.9M25
    GSGOLDMAN SACHS GROUP INC$170K$3.4M-$3.2M22
    FULTFULTON FINANCIAL CORP$0$425K-$425K3
    MRSHMARSH + MCLENNAN COS$0$357K-$357K7
    PYPLPAYPAL HOLDINGS INC$64K$415K-$351K14
    CCITIGROUP INC$294K$8K+$286K11
    NDAQNASDAQ INC$64K$250K-$186K10
    BROBROWN + BROWN INC$72K$255K-$183K20
    HBANHUNTINGTON BANCSHARES INC$8K$175K-$167K2
    COFCAPITAL ONE FINANCIAL CORP$174K$24K+$150K8
    STTSTATE STREET CORP$8K$138K-$130K6
    CPAYCORPAY INC$0$129K-$129K10
    FCFSFirstCash Holdings Inc.$97.5K$0+$97.5K3
    WRBWR BERKLEY CORP$8K$96K-$88K13
    BACBANK OF AMERICA CORP$40.5K$123K-$82.5K9
    AMPAMERIPRISE FINANCIAL INC$8K$83K-$75K3
    MSMORGAN STANLEY$24K$91K-$67K6
    PNCPNC FINANCIAL SERVICES GROUP$8K$75K-$67K2
    SPGIS+P GLOBAL INC$40.5K$105K-$64.5K9
    MORNMorningstar Inc.$0$64K-$64K8
    AJGARTHUR J GALLAGHER + CO$16K$72.5K-$56.5K8
    ICEINTERCONTINENTAL EXCHANGE IN$64.5K$8K+$56.5K6
    PGRPROGRESSIVE CORP$56K$97K-$41K13
    COLBColumbia Banking System Inc.$0$40.5K-$40.5K2
    IVZINVESCO LTD$8K$40.5K-$32.5K3
    TROWT ROWE PRICE GROUP INC$0$32.5K-$32.5K1
    BLKBLACKROCK INC$16K$48K-$32K8
    FISFIDELITY NATIONAL INFO SERV$48K$72.5K-$24.5K12
    SYFSYNCHRONY FINANCIAL$8K$32.5K-$24.5K2
    HLIHoulihan Lokey Inc. Class A$24K$0+$24K3
    GPNGLOBAL PAYMENTS INC$24K$40.5K-$16.5K5
    WFCWELLS FARGO + CO$80.5K$64.5K+$16K12
    FDSFACTSET RESEARCH SYSTEMS INC$16K$32K-$16K6
    ERIEERIE INDEMNITY COMPANY CL A$24K$8K+$16K4
    JKHYJACK HENRY + ASSOCIATES INC$24K$8K+$16K4
    PRUPRUDENTIAL FINANCIAL INC$8K$24K-$16K4
    CATYCATHAY GENERAL BANCORP$16K$0+$16K2
    FBKFB FINANCIAL CORP$16K$0+$16K2
    GBCIGlacier Bancorp Inc.$16K$0+$16K2
    TCBITexas Capital Bancshares Inc.$16K$0+$16K2
    VVISA INC CLASS A SHARES$112.5K$123K-$10.5K18
    MAMASTERCARD INC A$91K$81K+$10K7
    AXPAMERICAN EXPRESS CO$48K$40K+$8K11
    CBCHUBB LTD$97K$89K+$8K11
    COINCOINBASE GLOBAL INC CLASS A$40K$48K-$8K11
    FISVFISERV INC$40K$48K-$8K11
    APOAPOLLO GLOBAL MANAGEMENT INC$24K$16K+$8K5
    BXBLACKSTONE INC$16K$24K-$8K5
    CMECME GROUP INC$16K$24K-$8K5
    EGEVEREST GROUP LTD$24K$16K+$8K5
    HMNHORACE MANN EDUCATORS$16K$8K+$8K3
    HOMBHome BancShares Inc.$8K$16K-$8K3
    KEYKEYCORP$16K$8K+$8K3
    KKRKKR + CO INC$8K$16K-$8K3
    LLOEWS CORP$8K$16K-$8K3
    NTRSNORTHERN TRUST CORP$8K$16K-$8K3
    RFREGIONS FINANCIAL CORP$8K$16K-$8K3
    SBCFSEACOAST BANKING CORP/FL$8K$16K-$8K3
    TFCTRUIST FINANCIAL CORP$8K$16K-$8K3
    TRVTRAVELERS COS INC/THE$16K$8K+$8K3
    UNMUnum Group$8K$16K-$8K3
    WSFSWSFS FINANCIAL CORP$8K$16K-$8K3
    ACGLARCH CAPITAL GROUP LTD$8K$0+$8K1
    AFLAFLAC INC$8K$0+$8K1
    AIGAMERICAN INTERNATIONAL GROUP$8K$0+$8K1
    ALLYAlly Financial Inc$0$8K-$8K1
    AONAON PLC CLASS A$8K$0+$8K1
    ARESARES MANAGEMENT CORP A$8K$0+$8K1
    BENFRANKLIN TEMPLETON INC$8K$0+$8K1
    CINFCINCINNATI FINANCIAL CORP$8K$0+$8K1
    CNSCOHEN + STEERS INC$8K$0+$8K1
    EFCELLINGTON FINANCIAL INC$8K$0+$8K1
    FNFFidelity National Financial Inc. - FNF Group$0$8K-$8K1
    GLGLOBE LIFE INC$8K$0+$8K1
    HIGHARTFORD INSURANCE GROUP INC$8K$0+$8K1
    INDBINDEPENDENT BANK CORP/MA$8K$0+$8K1
    METMETLIFE INC$8K$0+$8K1
    MKTXMARKETAXESS HOLDINGS INC$0$8K-$8K1
    MSCIMSCI INC$8K$0+$8K1
    MTBM + T BANK CORP$8K$0+$8K1
    TOSTToast Inc. Class A$8K$0+$8K1
    VLYValley National Bancorp$0$8K-$8K1
    WSBCWESBANCO INC$0$8K-$8K1
    HOODROBINHOOD MARKETS INC A$64.5K$64.5K$010
    SCHWSCHWAB (CHARLES) CORP$32K$32K$08
    FITBFIFTH THIRD BANCORP$24K$24K$07
    SFStifel Financial Corp$24K$24K$06
    CBOECBOE GLOBAL MARKETS INC$16K$16K$04
    PFGPRINCIPAL FINANCIAL GROUP$16K$16K$04
    ABCBAMERIS BANCORP$8K$8K$02
    ALLALLSTATE CORP$8K$8K$02
  • Industrials

    BE, UBER, ITT · 611 trades

    +$5.8M
    TickerNameBuySellNetTrades
    BEBLOOM ENERGY CORP A$7.5M$8K+$7.5M7
    UBERUBER TECHNOLOGIES INC$981K$147K+$834K19
    ITTITT Inc.$24K$464K-$440K9
    WABWABTEC CORP$16K$312K-$296K14
    PAYXPAYCHEX INC$40.5K$271.5K-$231K12
    LMTLOCKHEED MARTIN CORP$16K$235.5K-$219.5K10
    CNMCore & Main Inc. Class A$8K$199K-$191K5
    ITWILLINOIS TOOL WORKS$16K$204.5K-$188.5K10
    MIDDMiddleby Corporation$0$161K-$161K14
    EMEEMCOR GROUP INC$56K$207K-$151K12
    ROKROCKWELL AUTOMATION INC$0$130K-$130K4
    CSXCSX CORP$8K$121.5K-$113.5K7
    MMM3M CO$8K$115K-$107K7
    APGAPi Group Corporation$105.5K$0+$105.5K4
    STRLSterling Infrastructure Inc.$0$105.5K-$105.5K4
    MTZMasTec Inc.$16K$113.5K-$97.5K7
    CRSCarpenter Technology Corporation$97.5K$0+$97.5K3
    VSECVSE CORP$97.5K$0+$97.5K3
    ETNEATON CORP PLC$155.5K$64K+$91.5K16
    HONHONEYWELL INTERNATIONAL INC$64.5K$148K-$83.5K9
    CRCrane Company$0$75K-$75K1
    CLHClean Harbors Inc.$40.5K$115K-$74.5K8
    AITApplied Industrial Technologies Inc.$0$73K-$73K3
    EMREMERSON ELECTRIC CO$16K$81K-$65K6
    RTXRTX CORP$81K$16K+$65K6
    CSWCSW INDUSTRIALS INC$56K$0+$56K7
    FBINFortune Brands Innovations Inc.$0$56K-$56K7
    ROLROLLINS INC$56.5K$107.5K-$51K6
    CATCATERPILLAR INC$56.5K$8K+$48.5K5
    RBCRBC Bearings Incorporated$8K$56.5K-$48.5K5
    EPACENERPAC TOOL GROUP CORP$48K$0+$48K6
    TDGTRANSDIGM GROUP INC$144.5K$191K-$46.5K18
    BWXTBWX Technologies Inc.$145.5K$191K-$45.5K12
    FDXFEDEX CORP$56.5K$99K-$42.5K8
    FERGFERGUSON ENTERPRISES INC$40.5K$0+$40.5K2
    HONAHONEYWELL AEROSPACE INC$0$40.5K-$40.5K2
    PWRQUANTA SERVICES INC$64.5K$104.5K-$40K15
    HUBBHUBBELL INC$209.5K$175K+$34.5K18
    GEGENERAL ELECTRIC$97K$64.5K+$32.5K11
    MFPMIDERA FOOD PROCESSI INC$0$32.5K-$32.5K2
    ACMAECOM$0$32.5K-$32.5K1
    AGXARGAN INC$32.5K$0+$32.5K1
    FLRFluor Corporation$0$32.5K-$32.5K1
    HIIHUNTINGTON INGALLS INDUSTRIE$0$32.5K-$32.5K1
    LDOSLEIDOS HOLDINGS INC$0$32.5K-$32.5K1
    PNRPENTAIR PLC$32.5K$0+$32.5K1
    SWKSTANLEY BLACK + DECKER INC$32.5K$0+$32.5K1
    TTTRANE TECHNOLOGIES PLC$0$32.5K-$32.5K1
    PRIMPRIMORIS SERVICES CORP$8K$40K-$32K6
    FSSFEDERAL SIGNAL CORP$32K$0+$32K4
    SAROStandardAero Inc.$32K$0+$32K4
    STSensata Technologies Holding PLC$32K$0+$32K4
    CACICACI International Inc Class A$40.5K$16K+$24.5K4
    HWMHOWMET AEROSPACE INC$16K$40K-$24K7
    ESABESAB Corporation$24K$0+$24K3
    FIXCOMFORT SYSTEMS USA INC$24K$0+$24K3
    MBGLMOBILITY GLOBAL INC$0$24K-$24K3
    ADPAUTOMATIC DATA PROCESSING$64.5K$48K+$16.5K11
    UPSUNITED PARCEL SERVICE CL B$32K$48.5K-$16.5K7
    URIUNITED RENTALS INC$32K$48.5K-$16.5K7
    DEDEERE + CO$40.5K$24K+$16.5K5
    NOCNORTHROP GRUMMAN CORP$16K$32.5K-$16.5K3
    BABOEING CO/THE$72.5K$88.5K-$16K14
    PHPARKER HANNIFIN CORP$48K$64K-$16K14
    CARRCARRIER GLOBAL CORP$48.5K$64.5K-$16K8
    GEVGE VERNOVA INC$64.5K$48.5K+$16K8
    AVAVAeroVironment Inc.$24K$8K+$16K4
    GTESGATES INDUSTRIAL CORP LTD$16K$0+$16K2
    SNDRSCHNEIDER NATIONAL INC CL B$0$16K-$16K2
    SPXCSPX Technologies Inc.$0$16K-$16K2
    CHRWC.H. ROBINSON WORLDWIDE INC$210K$223.5K-$13.5K18
    ESEESCO TECHNOLOGIES INC$24K$32.5K-$8.5K4
    VRSKVERISK ANALYTICS INC$48K$56K-$8K13
    GDGENERAL DYNAMICS CORP$40K$32K+$8K9
    VLTOVERALTO CORP$40K$32K+$8K9
    LHXL3HARRIS TECHNOLOGIES INC$32K$24K+$8K7
    OTISOTIS WORLDWIDE CORP$32K$24K+$8K7
    VRTVERTIV HOLDINGS CO A$32K$24K+$8K7
    BRBROADRIDGE FINANCIAL SOLUTIO$24K$16K+$8K5
    TXTTEXTRON INC$24K$16K+$8K5
    ALLEALLEGION PLC$8K$16K-$8K3
    AMEAMETEK INC$16K$8K+$8K3
    BCOBrink's Company$8K$16K-$8K3
    DALDELTA AIR LINES INC$8K$16K-$8K3
    DDDUPONT DE NEMOURS INC$8K$16K-$8K3
    DOVDOVER CORP$8K$16K-$8K3
    IEXIDEX CORP$8K$16K-$8K3
    LPXLouisiana-Pacific Corporation$8K$16K-$8K3
    NSCNORFOLK SOUTHERN CORP$8K$16K-$8K3
    OSKOshkosh Corp$8K$16K-$8K3
    RBARB Global Inc.$8K$16K-$8K3
    RSGREPUBLIC SERVICES INC$8K$16K-$8K3
    SAICScience Applications International Corp.$8K$16K-$8K3
    UFPIUFP Industries Inc.$8K$16K-$8K3
    AXONAXON ENTERPRISE INC$8K$0+$8K1
    CPRTCOPART INC$8K$0+$8K1
    EXPDEXPEDITORS INTL WASH INC$8K$0+$8K1
    FTVFORTIVE CORP$8K$0+$8K1
    GWWWW GRAINGER INC$0$8K-$8K1
    GXOGXO Logistics Inc$8K$0+$8K1
    LUVSOUTHWEST AIRLINES CO$0$8K-$8K1
    NVTnVent Electric plc$0$8K-$8K1
    PCARPACCAR INC$8K$0+$8K1
    SNASNAP ON INC$8K$0+$8K1
    WMWASTE MANAGEMENT INC$8K$0+$8K1
    UNPUNION PACIFIC CORP$32.5K$32K+$5005
    CMICUMMINS INC$24K$24K$06
    EFXEQUIFAX INC$8K$8K$02
    PAYCPAYCOM SOFTWARE INC$8K$8K$02
    UALUNITED AIRLINES HOLDINGS INC$8K$8K$02
  • Real Estate

    LAMR, PLD, JLL · 104 trades

    -$149K
    TickerNameBuySellNetTrades
    LAMRLamar Advertising Company Class A$0$105.5K-$105.5K4
    PLDPROLOGIS INC$8K$91K-$83K4
    JLLJones Lang LaSalle Incorporated$0$72.5K-$72.5K6
    IRMIRON MOUNTAIN INC$0$48.5K-$48.5K3
    CCICROWN CASTLE INC$8K$56K-$48K8
    ADCAgree Realty Corporation$0$40.5K-$40.5K2
    SPGSIMON PROPERTY GROUP INC$40.5K$0+$40.5K2
    WPCW. P. Carey Inc.$32.5K$0+$32.5K1
    CSGPCOSTAR GROUP INC$32K$8K+$24K5
    AMTAMERICAN TOWER CORP$0$24K-$24K3
    WELLWELLTOWER INC$24K$0+$24K3
    OREALTY INCOME CORP$32K$16K+$16K6
    VICIVICI PROPERTIES INC$24K$8K+$16K4
    IRTIndependence Realty Trust Inc.$16K$0+$16K2
    NHINATL HEALTH INVESTORS INC$16K$0+$16K2
    REGREGENCY CENTERS CORP$16K$0+$16K2
    AMHAmerican Homes 4 Rent Class A$8K$16K-$8K3
    AREALEXANDRIA REAL ESTATE EQUIT$16K$8K+$8K3
    DOCHEALTHPEAK PROPERTIES INC$16K$8K+$8K3
    GTYGETTY REALTY CORP$8K$16K-$8K3
    INVHINVITATION HOMES INC$16K$8K+$8K3
    KRGKite Realty Group Trust$8K$16K-$8K3
    PSAPUBLIC STORAGE$8K$16K-$8K3
    UEURBAN EDGE PROPERTIES$8K$16K-$8K3
    VTRVENTAS INC$16K$8K+$8K3
    CPTCAMDEN PROPERTY TRUST$8K$0+$8K1
    DLRDIGITAL REALTY TRUST INC$8K$0+$8K1
    EQIXEQUINIX INC$8K$0+$8K1
    FRTFEDERAL REALTY INVS TRUST$8K$0+$8K1
    HSTHOST HOTELS + RESORTS INC$8K$0+$8K1
    KIMKIMCO REALTY CORP$8K$0+$8K1
    MAAMID AMERICA APARTMENT COMM$8K$0+$8K1
    RHPRYMAN HOSPITALITY PROPERTIES$8K$0+$8K1
    STAGSTAG Industrial Inc.$8K$0+$8K1
    UDRUDR INC$8K$0+$8K1
    BXPBXP INC$16K$16K$04
    ESSESSEX PROPERTY TRUST INC$8K$8K$02
    EXREXTRA SPACE STORAGE INC$8K$8K$02
    SBACSBA COMMUNICATIONS CORP$8K$8K$02
  • Utilities

    NEE, VST, AWK · 72 trades

    -$274K
    TickerNameBuySellNetTrades
    NEENEXTERA ENERGY INC$16K$212.5K-$196.5K11
    VSTVISTRA CORP$191K$16K+$175K5
    AWKAMERICAN WATER WORKS CO INC$8K$131.5K-$123.5K6
    DUKDUKE ENERGY CORP$16K$56.5K-$40.5K6
    CNPCENTERPOINT ENERGY INC$0$32.5K-$32.5K1
    CMSCMS ENERGY CORP$0$32K-$32K4
    CEGCONSTELLATION ENERGY$16K$32K-$16K6
    XELXCEL ENERGY INC$0$16K-$16K2
    AEPAMERICAN ELECTRIC POWER$32K$24K+$8K7
    PEGPUBLIC SERVICE ENTERPRISE GP$16K$24K-$8K5
    EXCEXELON CORP$8K$16K-$8K3
    SRSpire Inc.$8K$16K-$8K3
    SRESEMPRA$8K$16K-$8K3
    WTRGEssential Utilities Inc.$8K$16K-$8K3
    ESEVERSOURCE ENERGY$8K$0+$8K1
    FEFIRSTENERGY CORP$8K$0+$8K1
    IDAIDACORP Inc.$8K$0+$8K1
    NWENorthWestern Energy Group Inc.$8K$0+$8K1
    SOSOUTHERN CO/THE$8K$0+$8K1
    ATOATMOS ENERGY CORP$8K$8K$02
  • Consumer Staples

    PEP, PG, KO · 218 trades

    -$277K
    TickerNameBuySellNetTrades
    PEPPEPSICO INC$48K$185.5K-$137.5K20
    PGPROCTER + GAMBLE CO/THE$128.5K$260.5K-$132K28
    KOCOCA COLA CO/THE$129K$24K+$105K13
    CPBTHE CAMPBELL S COMPANY$99K$8K+$91K5
    HSYHERSHEY CO/THE$16K$99K-$83K6
    ELESTEE LAUDER COMPANIES CL A$91K$8K+$83K4
    ADMARCHER DANIELS MIDLAND CO$0$75K-$75K1
    SMPLSIMPLY GOOD FOODS CO/THE$73K$0+$73K3
    BJBJ's Wholesale Club Holdings Inc.$0$64K-$64K8
    WMTWALMART INC$107K$163.5K-$56.5K14
    DLTRDOLLAR TREE INC$0$48.5K-$48.5K3
    MDLZMONDELEZ INTERNATIONAL INC A$8K$56K-$48K8
    MNSTMONSTER BEVERAGE CORP$48K$0+$48K6
    KVUEKENVUE INC$40K$80.5K-$40.5K12
    COSTCOSTCO WHOLESALE CORP$64.5K$24K+$40.5K8
    PFGCPerformance Food Group Co$8K$48.5K-$40.5K4
    KRKROGER CO$48K$16K+$32K8
    CLCOLGATE PALMOLIVE CO$0$32K-$32K4
    SFMSprouts Farmers Market Inc.$40.5K$16K+$24.5K4
    CLXCLOROX COMPANY$16K$32K-$16K6
    COCOVITA COCO CO INC/THE$24K$8K+$16K4
    GISGENERAL MILLS INC$24K$8K+$16K4
    PMPHILIP MORRIS INTERNATIONAL$8K$24K-$16K4
    CAGCONAGRA BRANDS INC$48K$56.5K-$8.5K10
    STZCONSTELLATION BRANDS INC A$24K$16K+$8K5
    KMBKIMBERLY CLARK CORP$8K$16K-$8K3
    SYYSYSCO CORP$8K$16K-$8K3
    BGBUNGE GLOBAL SA$8K$0+$8K1
    CENTACENTRAL GARDEN AND PET CO A$8K$0+$8K1
    DGDOLLAR GENERAL CORP$0$8K-$8K1
    ELFe.l.f. Beauty Inc.$0$8K-$8K1
    HRLHORMEL FOODS CORP$0$8K-$8K1
    KDPKEURIG DR PEPPER INC$8K$0+$8K1
    MKCMCCORMICK + CO NON VTG SHRS$0$8K-$8K1
    MOALTRIA GROUP INC$8K$0+$8K1
    CASYCASEY S GENERAL STORES INC$16K$16K$04
    KHCKRAFT HEINZ CO/THE$16K$16K$04
    SJMJM SMUCKER CO/THE$16K$16K$04
  • Materials

    MLM, LIN, PKG · 110 trades

    -$372.5K
    TickerNameBuySellNetTrades
    MLMMARTIN MARIETTA MATERIALS$80.5K$407.5K-$327K9
    LINLINDE PLC$40K$130K-$90K9
    PKGPACKAGING CORP OF AMERICA$40K$91K-$51K8
    RPMRPM International Inc.$48K$8K+$40K7
    APDAIR PRODUCTS + CHEMICALS INC$24K$56.5K-$32.5K7
    CTVACorteva Inc$8K$40.5K-$32.5K3
    SOLSSolstice Advanced Materials Inc.$0$32K-$32K7
    PPGPPG INDUSTRIES INC$32K$0+$32K4
    AMCRAMCOR PLC$40K$16K+$24K7
    ECLECOLAB INC$8K$32K-$24K5
    SHWSHERWIN WILLIAMS CO/THE$48.5K$32K+$16.5K7
    FCXFREEPORT MCMORAN INC$24K$8K+$16K4
    FMCFMC CORP$8K$24K-$16K4
    BCPCBALCHEM CORP$16K$0+$16K2
    CFCF INDUSTRIES HOLDINGS INC$16K$0+$16K2
    DOWDOW INC$16K$0+$16K2
    LYBLYONDELLBASELL INDU CL A$16K$0+$16K2
    SLGNSilgan Holdings Inc.$0$16K-$16K2
    IPINTERNATIONAL PAPER CO$16K$24K-$8K5
    MOSMOSAIC CO/THE$16K$8K+$8K3
    STLDSTEEL DYNAMICS INC$16K$8K+$8K3
    ALBALBEMARLE CORP$8K$0+$8K1
    AVNTAvient Corporation$8K$0+$8K1
    IFFINTL FLAVORS + FRAGRANCES$8K$0+$8K1
    NEMNEWMONT CORP$8K$0+$8K1
    NUENUCOR CORP$8K$0+$8K1
    SWSMURFIT WESTROCK PLC$8K$0+$8K1
    MTXMINERALS TECHNOLOGIES INC$8K$8K$02
  • Energy

    WMB, AESI, DVN · 128 trades

    -$1.5M
    TickerNameBuySellNetTrades
    WMBWILLIAMS COS INC$48.5K$15.4M-$15.3M6
    AESIATLAS ENERGY SOLUTIONS INC$15.2M$175K+$15M3
    DVNDEVON ENERGY CORP$16K$597.5K-$581.5K11
    XOMEXXONMOBIL HOLDINGS CORP$107K$314.5K-$207.5K16
    OKEONEOK INC$16K$115.5K-$99.5K7
    PSXPHILLIPS 66$0$75K-$75K1
    CVXCHEVRON CORP$105K$169.5K-$64.5K19
    MPCMARATHON PETROLEUM CORP$0$64K-$64K8
    MTDRMatador Resources Company$0$32.5K-$32.5K1
    SEISOLARIS ENERGY INFRASTRUCTUR$0$32.5K-$32.5K1
    VNOMViper Energy Inc.$32.5K$0+$32.5K1
    EQTEQT CORP$32K$0+$32K4
    COPCONOCOPHILLIPS$48.5K$72.5K-$24K9
    CHRDChord Energy Corporation$8K$32K-$24K5
    TRGPTARGA RESOURCES CORP$32K$8K+$24K5
    EOGEOG RESOURCES INC$32.5K$24K+$8.5K4
    HALHALLIBURTON CO$8K$16K-$8K3
    MGYMAGNOLIA OIL + GAS CORP A$8K$16K-$8K3
    SLBSLB LTD$8K$16K-$8K3
    APAAPA CORP$0$8K-$8K1
    DINOHF Sinclair Corporation$0$8K-$8K1
    FANGDIAMONDBACK ENERGY INC$0$8K-$8K1
    GPORGULFPORT ENERGY CORP$0$8K-$8K1
    RRCRange Resources Corporation$0$8K-$8K1
    VLOVALERO ENERGY CORP$0$8K-$8K1
    EXEEXPAND ENERGY CORP$16K$16K$04
    KMIKINDER MORGAN INC$16K$16K$04
    BKRBAKER HUGHES CO$8K$8K$02
    OXYOCCIDENTAL PETROLEUM CORP$8K$8K$02
  • Health Care

    PODD, UNH, DXCM · 420 trades

    -$2M
    TickerNameBuySellNetTrades
    PODDINSULET CORP$8K$358K-$350K4
    UNHUNITEDHEALTH GROUP INC$212K$560.5K-$348.5K27
    DXCMDEXCOM INC$8K$350K-$342K3
    PFEPFIZER INC$16K$298.5K-$282.5K7
    STESTERIS PLC$64K$247.5K-$183.5K15
    BSXBOSTON SCIENTIFIC CORP$112.5K$287K-$174.5K24
    LHLABCORP HOLDINGS INC$56K$199K-$143K11
    ABTABBOTT LABORATORIES$64K$201.5K-$137.5K25
    MCKMCKESSON CORP$137.5K$24K+$113.5K11
    SYKSTRYKER CORP$16K$113.5K-$97.5K7
    IQVIQVIA HOLDINGS INC$32.5K$123.5K-$91K5
    MDTMEDTRONIC PLC$16K$97K-$81K8
    JNJJOHNSON + JOHNSON$88.5K$169K-$80.5K23
    BIIBBIOGEN INC$115K$48.5K+$66.5K9
    AMGNAMGEN INC$56.5K$121K-$64.5K13
    ISRGINTUITIVE SURGICAL INC$64.5K$0+$64.5K5
    LLYELI LILLY + CO$163.5K$112K+$51.5K23
    DHRDANAHER CORP$8K$56.5K-$48.5K5
    GMEDGlobus Medical Inc Class A$48.5K$0+$48.5K3
    ALKSALKERMES PLC$40.5K$0+$40.5K2
    ELVELEVANCE HEALTH INC$40.5K$0+$40.5K2
    ABBVABBVIE INC$40.5K$80.5K-$40K9
    MRKMERCK + CO. INC.$89K$56.5K+$32.5K9
    BDXBECTON DICKINSON AND CO$8K$40.5K-$32.5K3
    DOCSDoximity Inc. Class A$0$32.5K-$32.5K1
    CITHE CIGNA GROUP$16K$48K-$32K8
    COOCOOPER COS INC/THE$32K$0+$32K4
    GILDGILEAD SCIENCES INC$32K$0+$32K4
    LGNDLIGAND PHARMACEUTICALS$32K$0+$32K4
    BMYBRISTOL MYERS SQUIBB CO$24K$48.5K-$24.5K6
    SOLVSOLVENTUM CORP$8K$32.5K-$24.5K2
    HCAHCA HEALTHCARE INC$24K$0+$24K3
    HQYHealthEquity Inc$24K$0+$24K3
    CORCENCORA INC$32K$16K+$16K6
    HUMHUMANA INC$16K$32K-$16K6
    TECHBIO TECHNE CORP$16K$32K-$16K6
    TMOTHERMO FISHER SCIENTIFIC INC$16K$32K-$16K6
    REGNREGENERON PHARMACEUTICALS$24K$8K+$16K4
    THCTenet Healthcare Corporation$32.5K$48.5K-$16K4
    AORTARTIVION INC$16K$0+$16K2
    AZTAAZENTA INC$16K$0+$16K2
    CYTKCytokinetics Incorporated$16K$0+$16K2
    OGNORGANON + CO$0$16K-$16K2
    SUPNSUPERNUS PHARMACEUTICALS INC$16K$0+$16K2
    TNDMTANDEM DIABETES CARE INC$16K$0+$16K2
    MEDPMedpace Holdings Inc.$32K$40.5K-$8.5K6
    CVSCVS HEALTH CORP$24K$32K-$8K7
    WATWATERS CORP$16K$24K-$8K7
    DGXQUEST DIAGNOSTICS INC$24K$16K+$8K5
    RVTYREVVITY INC$40.5K$48.5K-$8K5
    BAXBAXTER INTERNATIONAL INC$8K$16K-$8K3
    EHCEncompass Health Corporation$8K$16K-$8K3
    GEHCGE HEALTHCARE TECHNOLOGY$8K$16K-$8K3
    MRNAMODERNA INC$8K$16K-$8K3
    OPCHOption Care Health Inc$8K$16K-$8K3
    RGENRepligen Corporation$8K$16K-$8K3
    ROIVRoivant Sciences Ltd.$8K$16K-$8K3
    UTHRUnited Therapeutics Corporation$8K$16K-$8K3
    VRTXVERTEX PHARMACEUTICALS INC$8K$16K-$8K3
    CAHCARDINAL HEALTH INC$8K$0+$8K1
    DVADAVITA INC$8K$0+$8K1
    IDXXIDEXX LABORATORIES INC$0$8K-$8K1
    MOHMolina Healthcare Inc.$0$8K-$8K1
    MTDMETTLER TOLEDO INTERNATIONAL$0$8K-$8K1
    NEONEOGENOMICS INC$8K$0+$8K1
    RMDRESMED INC$8K$0+$8K1
    UHSUNIVERSAL HEALTH SERVICES B$8K$0+$8K1
    VTRSVIATRIS INC$8K$0+$8K1
    ZBHZIMMER BIOMET HOLDINGS INC$8K$0+$8K1
    ZTSZOETIS INC$56K$56.5K-$50011
    ILMNILLUMINA INC$16K$16K$04
    EWEDWARDS LIFESCIENCES CORP$8K$8K$02
    HALOHalozyme Therapeutics Inc.$8K$8K$02
    VCYTVERACYTE INC$8K$8K$02
  • Consumer Discretionary

    AMZN, HD, SCI · 390 trades

    -$3.2M
    TickerNameBuySellNetTrades
    AMZNAMAZON.COM INC$1.3M$3.3M-$2M32
    HDHOME DEPOT INC$184.5K$497.5K-$313K44
    SCIService Corporation International$0$179K-$179K14
    SIGSIGNET JEWELERS LTD$0$175K-$175K1
    TJXTJX COMPANIES INC$8K$172K-$164K8
    TSCOTRACTOR SUPPLY COMPANY$56K$210K-$154K21
    SGISomnigroup International Inc.$72.5K$215K-$142.5K12
    LOWLOWE S COS INC$8K$115K-$107K7
    ORLYO REILLY AUTOMOTIVE INC$24K$129.5K-$105.5K10
    AZOAUTOZONE INC$24K$123.5K-$99.5K7
    LRNSTRIDE INC$97.5K$16K+$81.5K5
    CMGCHIPOTLE MEXICAN GRILL INC$8K$89K-$81K6
    DASHDOORDASH INC A$144K$64.5K+$79.5K23
    MCDMCDONALD S CORP$40K$113K-$73K13
    SBUXSTARBUCKS CORP$8K$80.5K-$72.5K8
    RHRH$65K$8K+$57K3
    TPRTAPESTRY INC$8K$65K-$57K3
    HOGHarley-Davidson Inc.$162.5K$107.5K+$55K7
    HLTHILTON WORLDWIDE HOLDINGS IN$48.5K$0+$48.5K3
    NKENIKE INC CL B$8K$48.5K-$40.5K4
    IBPINSTALLED BUILDING PRODUCTS$64K$24K+$40K11
    FFORD MOTOR CO$8K$40.5K-$32.5K3
    EXPEEXPEDIA GROUP INC$0$32.5K-$32.5K1
    MTNVail Resorts Inc.$32.5K$0+$32.5K1
    NWLNEWELL BRANDS INC$32.5K$0+$32.5K1
    DRIDARDEN RESTAURANTS INC$24K$48.5K-$24.5K6
    ULTAULTA BEAUTY INC$32.5K$8K+$24.5K2
    TSLATESLA INC$80.5K$56.5K+$24K11
    WHRWhirlpool Corporation$32.5K$16K+$16.5K3
    BKNGBOOKING HOLDINGS INC$40K$24K+$16K8
    APTVAPTIV PLC$16K$0+$16K2
    BOOTBOOT BARN HOLDINGS INC$16K$0+$16K2
    RCLROYAL CARIBBEAN CRUISES LTD$16K$0+$16K2
    SHAKSHAKE SHACK INC CLASS A$16K$0+$16K2
    SKYCHAMPION HOMES INC$16K$0+$16K2
    LGIHLGI HOMES INC$237.5K$250K-$12.5K8
    CBRLCRACKER BARREL OLD COUNTRY$205K$215K-$10K9
    DHIDR HORTON INC$16K$24K-$8K5
    DPZDOMINO S PIZZA INC$24K$16K+$8K5
    CVNACARVANA CO$8K$16K-$8K3
    DKSDick's Sporting Goods Inc.$8K$16K-$8K3
    FIVEFive Below Inc.$8K$16K-$8K3
    LULULULULEMON ATHLETICA INC$16K$8K+$8K3
    NCLHNORWEGIAN CRUISE LINE HOLDIN$8K$16K-$8K3
    PIIPolaris Inc.$8K$16K-$8K3
    ARMKAramark$8K$0+$8K1
    BBYBEST BUY CO INC$8K$0+$8K1
    CCLCARNIVAL CORP LTD$8K$0+$8K1
    EBAYEBAY INC$8K$0+$8K1
    GAPGap Inc.$0$8K-$8K1
    GPCGENUINE PARTS CO$8K$0+$8K1
    KMXCARMAX INC$8K$0+$8K1
    LZBLA Z BOY INC$0$8K-$8K1
    MARMARRIOTT INTERNATIONAL CL A$8K$0+$8K1
    MGMMGM RESORTS INTERNATIONAL$8K$0+$8K1
    NVRNVR INC$8K$0+$8K1
    PATKPATRICK INDUSTRIES INC$8K$0+$8K1
    POOLPOOL CORP$8K$0+$8K1
    UAUNDER ARMOUR INC CLASS C$0$8K-$8K1
    WSMWILLIAMS SONOMA INC$8K$0+$8K1
    YETIYETI Holdings Inc.$8K$0+$8K1
    YUMYUM BRANDS INC$8K$0+$8K1
    LTHLIFE TIME GROUP HOLDINGS INC$177.5K$175K+$2.5K14
    HASHASBRO INC$16K$16K$04
    LENLENNAR CORP A$16K$16K$04
    PTONPELOTON INTERACTIVE INC A$16K$16K$04
    TXRHTexas Roadhouse Inc.$16K$16K$04
    WYNNWYNN RESORTS LTD$16K$16K$04
    ABNBAIRBNB INC CLASS A$8K$8K$02
    DECKDECKERS OUTDOOR CORP$8K$8K$02
    GMGENERAL MOTORS CO$8K$8K$02
  • Communication Services

    DIS, GOOGL, NFLX · 236 trades

    -$3.8M
    TickerNameBuySellNetTrades
    DISWALT DISNEY CO/THE$32K$3M-$3M8
    GOOGLALPHABET INC CL A$2M$3.3M-$1.4M42
    NFLXNETFLIX INC$1.1M$123K+$939.5K24
    METAMETA PLATFORMS INC CLASS A$461.5K$88K+$373.5K28
    VZVERIZON COMMUNICATIONS INC$129.5K$398K-$268.5K15
    GOOGALPHABET INC CL C$413K$179.5K+$233.5K25
    LYVLIVE NATION ENTERTAINMENT IN$16K$231K-$215K10
    TMUST MOBILE US INC$16K$206.5K-$190.5K8
    PINSPinterest Inc. Class A$0$113.5K-$113.5K5
    CMCSACOMCAST CORP CLASS A$24K$129K-$105K13
    SIRISiriusXM Holdings Inc.$0$83K-$83K2
    TAT+T INC$236.5K$212.5K+$24K21
    OMCOMNICOM GROUP$16K$32K-$16K6
    VSNTVERSANT MEDIA GROUP INC$0$16K-$16K3
    APPAPPLOVIN CORP CLASS A$56K$64.5K-$8.5K12
    CHTRCHARTER COMMUNICATIONS INC A$16K$8K+$8K5
    TTWOTAKE TWO INTERACTIVE SOFTWRE$8K$16K-$8K3
    FOXAFOX CORP CLASS A$8K$0+$8K1
    NWSNEWS CORP CLASS B$8K$0+$8K1
    SPHRSPHERE ENTERTAINMENT CO$8K$0+$8K1
    TKOTKO GROUP HOLDINGS INC$8K$0+$8K1
    FOXFOX CORP CLASS B$8K$8K$02
  • Information Technology

    AAPL, INTC, NVDA · 818 trades

    -$30.4M
    TickerNameBuySellNetTrades
    AAPLAPPLE INC$1.5M$30.9M-$29.4M56
    INTCINTEL CORP$4.1M$72.5K+$4.1M12
    NVDANVIDIA CORP$1.2M$3.8M-$2.6M53
    QCOMQUALCOMM INC$48.5K$1.5M-$1.5M8
    MSFTMICROSOFT CORP$4.2M$2.8M+$1.4M83
    TXNTEXAS INSTRUMENTS INC$24K$766K-$742K6
    ACNACCENTURE PLC CL A$64K$687K-$623K21
    FLEXFLEX LTD$0$228.5K-$228.5K11
    MUMICRON TECHNOLOGY INC$263.5K$72.5K+$191K15
    TRMBTRIMBLE INC$8K$199K-$191K5
    AMDADVANCED MICRO DEVICES$260.5K$80.5K+$180K22
    PTCPTC INC$16K$190K-$174K9
    CDNSCADENCE DESIGN SYS INC$0$156K-$156K5
    TDYTELEDYNE TECHNOLOGIES INC$0$155.5K-$155.5K8
    INTUINTUIT INC$48.5K$202K-$153.5K16
    ENTGEntegris Inc.$80K$207K-$127K15
    GLWCORNING INC$89K$199K-$110K9
    DDOGDATADOG INC CLASS A$139.5K$32K+$107.5K10
    PRGSPROGRESS SOFTWARE CORP$0$107.5K-$107.5K2
    IBMINTL BUSINESS MACHINES CORP$210K$317K-$107K33
    DELLDELL TECHNOLOGIES C$16K$121.5K-$105.5K8
    AMKRAmkor Technology Inc.$97.5K$0+$97.5K3
    AMATAPPLIED MATERIALS INC$113K$24K+$89K11
    MPWRMONOLITHIC POWER SYSTEMS INC$97.5K$16K+$81.5K5
    STXSEAGATE TECHNOLOGY HOLDINGS$8K$89K-$81K6
    COHRCOHERENT CORP$48.5K$121.5K-$73K9
    MTSIMACOM Technology Solutions Holdings Inc.$8K$80.5K-$72.5K8
    ORCLORACLE CORP$56.5K$121K-$64.5K13
    ROPROPER TECHNOLOGIES INC$8K$72.5K-$64.5K7
    ADIANALOG DEVICES INC$32K$88K-$56K15
    MRVLMARVELL TECHNOLOGY INC$56.5K$8K+$48.5K5
    CDWCDW CORP/DE$8K$56K-$48K8
    ADBEADOBE INC$121.5K$80.5K+$41K13
    CRMSALESFORCE INC$121.5K$80.5K+$41K13
    NXPINXP SEMICONDUCTORS NV$64.5K$24K+$40.5K8
    VIAVViavi Solutions Inc$0$40K-$40K5
    WDAYWORKDAY INC CLASS A$40K$73K-$33K8
    AVGOBROADCOM INC$96K$128.5K-$32.5K25
    BHEBENCHMARK ELECTRONICS INC$32.5K$0+$32.5K1
    CXTCrane NXT Co.$0$32.5K-$32.5K1
    ONON SEMICONDUCTOR$32.5K$0+$32.5K1
    ANETARISTA NETWORKS INC$48K$16K+$32K8
    APHAMPHENOL CORP CL A$32K$0+$32K4
    PANWPALO ALTO NETWORKS INC$72K$99K-$27K13
    CTSHCOGNIZANT TECH SOLUTIONS A$16K$40.5K-$24.5K4
    CIENCIENA CORP$40K$16K+$24K7
    SNDKSANDISK CORP$40K$16K+$24K7
    TELTE CONNECTIVITY PLC$24K$0+$24K3
    PLTRPALANTIR TECHNOLOGIES INC A$161.5K$145.5K+$16K20
    NOWSERVICENOW INC$64.5K$80.5K-$16K12
    AEISAdvanced Energy Industries Inc.$24K$8K+$16K4
    APPFAppFolio Inc Class A$8K$24K-$16K4
    FSLRFIRST SOLAR INC$24K$8K+$16K4
    LITELUMENTUM HOLDINGS INC$24K$8K+$16K4
    MSIMOTOROLA SOLUTIONS INC$24K$8K+$16K4
    VRSNVERISIGN INC$24K$8K+$16K4
    GENGEN DIGITAL INC$16K$0+$16K2
    NOVTNovanta Inc$16K$0+$16K2
    CSCOCISCO SYSTEMS INC$97K$88.5K+$8.5K14
    CRWDCROWDSTRIKE HOLDINGS INC A$32K$40.5K-$8.5K6
    FNFabrinet$64.5K$56.5K+$8K9
    FTNTFORTINET INC$24K$32K-$8K7
    GDDYGODADDY INC CLASS A$24K$16K+$8K5
    ITGARTNER INC$16K$24K-$8K5
    SMTCSemtech Corporation$16K$24K-$8K5
    ACIWACI WORLDWIDE INC$8K$16K-$8K3
    BLBLACKLINE INC$8K$16K-$8K3
    KLACKLA CORP$16K$8K+$8K3
    MCHPMICROCHIP TECHNOLOGY INC$16K$8K+$8K3
    MKSIMKS Inc.$8K$16K-$8K3
    OKTAOkta Inc. Class A$16K$8K+$8K3
    QQNITY ELECTRONICS INC$8K$0+$8K3
    QLYSQualys Inc.$8K$16K-$8K3
    SMCISUPER MICRO COMPUTER INC$8K$16K-$8K3
    SNPSSYNOPSYS INC$16K$8K+$8K3
    SWKSSKYWORKS SOLUTIONS INC$16K$8K+$8K3
    VSATVIASAT INC$75K$83K-$8K3
    WDCWESTERN DIGITAL CORP$16K$8K+$8K3
    ALGMAllegro MicroSystems Inc.$8K$0+$8K1
    DTDynatrace Inc.$0$8K-$8K1
    FFIVF5 INC$8K$0+$8K1
    HPQHP INC$8K$0+$8K1
    HUBSHubSpot Inc.$0$8K-$8K1
    KDKyndryl Holdings Incorporation$0$8K-$8K1
    NTAPNETAPP INC$8K$0+$8K1
    TWLOTWILIO INC A$8K$0+$8K1
    LRCXLAM RESEARCH CORP$123.5K$129K-$5.5K14
    FICOFAIR ISAAC CORP$24K$24K$06
    AKAMAKAMAI TECHNOLOGIES INC$16K$16K$04
    HPEHEWLETT PACKARD ENTERPRISE$16K$16K$04
    TERTERADYNE INC$16K$16K$04
    TYLTYLER TECHNOLOGIES INC$16K$16K$04
    ADSKAUTODESK INC$8K$8K$02
    CVLTCommvault Systems Inc.$8K$8K$02
    EPAMEPAM SYSTEMS INC$8K$8K$02