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

$141.1M

Sell notional

$97.4M

Net tilt

+$43.7M

  • Financials

    JPM, GS, FULT · 519 trades

    +$85.3M
    TickerNameBuySellNetTrades
    JPMJPMORGAN CHASE + CO$90.1M$113K+$90M23
    GSGOLDMAN SACHS GROUP INC$202.5K$3.4M-$3.2M22
    FULTFULTON FINANCIAL CORP$0$425K-$425K3
    PYPLPAYPAL HOLDINGS INC$64K$423K-$359K15
    CCITIGROUP INC$294K$0+$294K10
    HBANHUNTINGTON BANCSHARES INC$8K$175K-$167K2
    BROBROWN + BROWN INC$104K$263K-$159K25
    COFCAPITAL ONE FINANCIAL CORP$174K$32K+$142K9
    STTSTATE STREET CORP$8K$138K-$130K6
    CPAYCORPAY INC$0$129K-$129K10
    NDAQNASDAQ INC$137K$250K-$113K13
    FCFSFirstCash Holdings Inc.$97.5K$0+$97.5K3
    WRBWR BERKLEY CORP$8K$96K-$88K13
    PNCPNC FINANCIAL SERVICES GROUP$8K$91K-$83K4
    AMPAMERIPRISE FINANCIAL INC$8K$83K-$75K3
    SPGIS+P GLOBAL INC$40.5K$113K-$72.5K10
    MSMORGAN STANLEY$32K$99K-$67K8
    AJGARTHUR J GALLAGHER + CO$16K$80.5K-$64.5K9
    MORNMorningstar Inc.$0$64K-$64K8
    AXPAMERICAN EXPRESS CO$96.5K$40K+$56.5K14
    ICEINTERCONTINENTAL EXCHANGE IN$72.5K$16K+$56.5K8
    BLKBLACKROCK INC$16K$72K-$56K11
    HOODROBINHOOD MARKETS INC A$105K$64.5K+$40.5K12
    COLBColumbia Banking System Inc.$8K$40.5K-$32.5K3
    IVZINVESCO LTD$8K$40.5K-$32.5K3
    TROWT ROWE PRICE GROUP INC$0$32.5K-$32.5K1
    PGRPROGRESSIVE CORP$80K$105K-$25K17
    SYFSYNCHRONY FINANCIAL$8K$32.5K-$24.5K2
    FISFIDELITY NATIONAL INFO SERV$48K$64.5K-$16.5K11
    WFCWELLS FARGO + CO$48K$64.5K-$16.5K11
    GPNGLOBAL PAYMENTS INC$24K$40.5K-$16.5K5
    COINCOINBASE GLOBAL INC CLASS A$56K$40K+$16K12
    CBCHUBB LTD$89K$73K+$16K8
    CMECME GROUP INC$16K$32K-$16K6
    FDSFACTSET RESEARCH SYSTEMS INC$16K$32K-$16K6
    ERIEERIE INDEMNITY COMPANY CL A$24K$8K+$16K4
    JKHYJACK HENRY + ASSOCIATES INC$24K$8K+$16K4
    NTRSNORTHERN TRUST CORP$8K$24K-$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
    HLIHoulihan Lokey Inc. Class A$16K$0+$16K2
    MRSHMARSH + MCLENNAN COS$0$16K-$16K2
    TCBITexas Capital Bancshares Inc.$16K$0+$16K2
    USBUS BANCORP$0$16K-$16K2
    BACBANK OF AMERICA CORP$40.5K$56K-$15.5K9
    MAMASTERCARD INC A$99K$89K+$10K9
    FISVFISERV INC$48K$56K-$8K13
    SCHWSCHWAB (CHARLES) CORP$32K$40K-$8K9
    FITBFIFTH THIRD BANCORP$16K$24K-$8K6
    EGEVEREST GROUP LTD$24K$16K+$8K5
    KKRKKR + CO INC$16K$24K-$8K5
    HOMBHome BancShares Inc.$8K$16K-$8K3
    LLOEWS CORP$8K$16K-$8K3
    RFREGIONS FINANCIAL CORP$8K$16K-$8K3
    SBCFSEACOAST BANKING CORP/FL$8K$16K-$8K3
    TFCTRUIST FINANCIAL CORP$8K$16K-$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
    BBTBEACON FINANCIAL CORP$0$8K-$8K1
    BENFRANKLIN TEMPLETON INC$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
    IBKRINTERACTIVE BROKERS GRO CL A$0$8K-$8K1
    INDBINDEPENDENT BANK CORP/MA$8K$0+$8K1
    MCOMOODY S CORP$0$8K-$8K1
    METMETLIFE INC$8K$0+$8K1
    MKTXMARKETAXESS HOLDINGS INC$0$8K-$8K1
    MSCIMSCI INC$8K$0+$8K1
    TOSTToast Inc. Class A$8K$0+$8K1
    VLYValley National Bancorp$0$8K-$8K1
    WTWWILLIS TOWERS WATSON PLC$0$8K-$8K1
    VVISA INC CLASS A SHARES$120.5K$115K+$5.5K18
    APOAPOLLO GLOBAL MANAGEMENT INC$24K$24K$06
    BXBLACKSTONE INC$24K$24K$06
    KEYKEYCORP$24K$24K$06
    SFStifel Financial Corp$24K$24K$06
    CBOECBOE GLOBAL MARKETS INC$16K$16K$04
    PFGPRINCIPAL FINANCIAL GROUP$16K$16K$04
    TRVTRAVELERS COS INC/THE$16K$16K$04
    ABCBAMERIS BANCORP$8K$8K$02
    ALLALLSTATE CORP$8K$8K$02
    ARESARES MANAGEMENT CORP A$8K$8K$02
    HIGHARTFORD INSURANCE GROUP INC$8K$8K$02
    HMNHORACE MANN EDUCATORS$8K$8K$02
    MTBM + T BANK CORP$8K$8K$02
  • Real Estate

    PLD, JLL, ADC · 121 trades

    -$83.5K
    TickerNameBuySellNetTrades
    PLDPROLOGIS INC$8K$91K-$83K4
    JLLJones Lang LaSalle Incorporated$8K$72.5K-$64.5K7
    ADCAgree Realty Corporation$0$48.5K-$48.5K3
    IRMIRON MOUNTAIN INC$0$48.5K-$48.5K3
    CCICROWN CASTLE INC$8K$56K-$48K8
    SPGSIMON PROPERTY GROUP INC$40.5K$8K+$32.5K3
    WPCW. P. Carey Inc.$32.5K$0+$32.5K1
    CSGPCOSTAR GROUP INC$48K$16K+$32K8
    AMTAMERICAN TOWER CORP$0$24K-$24K3
    IRTIndependence Realty Trust Inc.$24K$0+$24K3
    WELLWELLTOWER INC$24K$0+$24K3
    OREALTY INCOME CORP$32K$16K+$16K6
    VICIVICI PROPERTIES INC$24K$8K+$16K4
    WYWEYERHAEUSER CO$8K$24K-$16K4
    NHINATL HEALTH INVESTORS INC$16K$0+$16K2
    REGREGENCY CENTERS CORP$16K$0+$16K2
    AREALEXANDRIA REAL ESTATE EQUIT$16K$8K+$8K3
    DOCHEALTHPEAK PROPERTIES INC$16K$8K+$8K3
    INVHINVITATION HOMES INC$16K$8K+$8K3
    KRGKite Realty Group Trust$8K$16K-$8K3
    PSAPUBLIC STORAGE$8K$16K-$8K3
    SBACSBA COMMUNICATIONS CORP$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
    FRTFEDERAL REALTY INVS TRUST$8K$0+$8K1
    HSTHOST HOTELS + RESORTS INC$8K$0+$8K1
    KIMKIMCO REALTY CORP$8K$0+$8K1
    LAMRLamar Advertising Company Class A$0$8K-$8K1
    MAAMID AMERICA APARTMENT COMM$8K$0+$8K1
    AMHAmerican Homes 4 Rent Class A$16K$16K$04
    BXPBXP INC$16K$16K$04
    EQIXEQUINIX INC$16K$16K$04
    GTYGETTY REALTY CORP$16K$16K$04
    UDRUDR INC$16K$16K$04
    ESSESSEX PROPERTY TRUST INC$8K$8K$02
    EXREXTRA SPACE STORAGE INC$8K$8K$02
    RHPRYMAN HOSPITALITY PROPERTIES$8K$8K$02
  • Utilities

    VST, NEE, AWK · 87 trades

    -$208.5K
    TickerNameBuySellNetTrades
    VSTVISTRA CORP$191K$16K+$175K5
    NEENEXTERA ENERGY INC$16K$147.5K-$131.5K9
    AWKAMERICAN WATER WORKS CO INC$8K$131.5K-$123.5K6
    DUKDUKE ENERGY CORP$16K$56.5K-$40.5K6
    CMSCMS ENERGY CORP$0$32K-$32K4
    AEPAMERICAN ELECTRIC POWER$48K$24K+$24K9
    XELXCEL ENERGY INC$0$24K-$24K3
    CEGCONSTELLATION ENERGY$16K$32K-$16K6
    SRESEMPRA$16K$32K-$16K6
    PEGPUBLIC SERVICE ENTERPRISE GP$16K$24K-$8K5
    AEEAMEREN CORPORATION$8K$16K-$8K3
    SRSpire Inc.$8K$16K-$8K3
    WECWEC ENERGY GROUP INC$8K$16K-$8K3
    EIXEDISON INTERNATIONAL$0$8K-$8K1
    FEFIRSTENERGY CORP$8K$0+$8K1
    IDAIDACORP Inc.$8K$0+$8K1
    NWENorthWestern Energy Group Inc.$8K$0+$8K1
    PCGP G + E CORP$0$8K-$8K1
    EXCEXELON CORP$16K$16K$04
    WTRGEssential Utilities Inc.$16K$16K$04
    ATOATMOS ENERGY CORP$8K$8K$02
    ESEVERSOURCE ENERGY$8K$8K$02
    SOSOUTHERN CO/THE$8K$8K$02
  • Materials

    MLM, PKG, APD · 118 trades

    -$403.5K
    TickerNameBuySellNetTrades
    MLMMARTIN MARIETTA MATERIALS$80.5K$415.5K-$335K10
    PKGPACKAGING CORP OF AMERICA$40K$91K-$51K8
    APDAIR PRODUCTS + CHEMICALS INC$24K$64.5K-$40.5K8
    SHWSHERWIN WILLIAMS CO/THE$48.5K$88.5K-$40K11
    SOLSSolstice Advanced Materials Inc.$0$32K-$32K7
    AMCRAMCOR PLC$40K$8K+$32K6
    RPMRPM International Inc.$40K$8K+$32K6
    CTVACORTEVA INC$8K$32.5K-$24.5K2
    ECLECOLAB INC$8K$32K-$24K5
    PPGPPG INDUSTRIES INC$24K$0+$24K3
    FCXFREEPORT MCMORAN INC$32K$16K+$16K6
    LYBLYONDELLBASELL INDU CL A$24K$8K+$16K4
    CFCF INDUSTRIES HOLDINGS INC$16K$0+$16K2
    DOWDOW INC$16K$0+$16K2
    SLGNSilgan Holdings Inc.$0$16K-$16K2
    LINLINDE PLC$32K$40.5K-$8.5K6
    FMCFMC CORP$16K$24K-$8K5
    IPINTERNATIONAL PAPER CO$16K$24K-$8K5
    STLDSTEEL DYNAMICS INC$16K$8K+$8K3
    ALBALBEMARLE CORP$8K$0+$8K1
    AVNTAvient Corporation$8K$0+$8K1
    BCPCBALCHEM CORP$8K$0+$8K1
    CCKCrown Holdings Inc.$0$8K-$8K1
    CRHCRH PLC$0$8K-$8K1
    IFFINTL FLAVORS + FRAGRANCES$8K$0+$8K1
    NUENUCOR CORP$8K$0+$8K1
    RSReliance Inc.$0$8K-$8K1
    SWSMURFIT WESTROCK PLC$8K$0+$8K1
    MOSMOSAIC CO/THE$16K$16K$04
    MTXMINERALS TECHNOLOGIES INC$8K$8K$02
    NEMNEWMONT CORP$8K$8K$02
  • Consumer Staples

    PEP, PG, KO · 263 trades

    -$487.5K
    TickerNameBuySellNetTrades
    PEPPEPSICO INC$32K$250.5K-$218.5K20
    PGPROCTER + GAMBLE CO/THE$152.5K$325.5K-$173K33
    KOCOCA COLA CO/THE$129K$32K+$97K14
    CPBTHE CAMPBELL S COMPANY$99K$8K+$91K5
    HSYHERSHEY CO/THE$16K$99K-$83K6
    ADMARCHER DANIELS MIDLAND CO$0$75K-$75K1
    SMPLSIMPLY GOOD FOODS CO/THE$73K$0+$73K3
    MDLZMONDELEZ INTERNATIONAL INC A$8K$64K-$56K9
    KVUEKENVUE INC$48K$96.5K-$48.5K15
    COSTCOSTCO WHOLESALE CORP$80.5K$32K+$48.5K11
    BJBJ's Wholesale Club Holdings Inc.$16K$64K-$48K10
    PFGCPerformance Food Group Co$8K$48.5K-$40.5K4
    CHDCHURCH + DWIGHT CO INC$0$40.5K-$40.5K2
    MNSTMONSTER BEVERAGE CORP$56K$16K+$40K9
    SFMSprouts Farmers Market Inc.$48.5K$16K+$32.5K5
    KRKROGER CO$72K$40K+$32K14
    CLCOLGATE PALMOLIVE CO$8K$32K-$24K5
    CAGCONAGRA BRANDS INC$48K$64.5K-$16.5K11
    CLXCLOROX COMPANY$16K$32K-$16K6
    GISGENERAL MILLS INC$24K$8K+$16K4
    MKCMCCORMICK + CO NON VTG SHRS$8K$24K-$16K4
    PMPHILIP MORRIS INTERNATIONAL$8K$24K-$16K4
    SYYSYSCO CORP$8K$24K-$16K4
    HRLHORMEL FOODS CORP$0$16K-$16K2
    STZCONSTELLATION BRANDS INC A$24K$16K+$8K5
    COCOVITA COCO CO INC/THE$16K$8K+$8K3
    DLTRDOLLAR TREE INC$8K$16K-$8K3
    ELESTEE LAUDER COMPANIES CL A$16K$8K+$8K3
    KMBKIMBERLY CLARK CORP$8K$16K-$8K3
    BGBUNGE GLOBAL SA$8K$0+$8K1
    CARTMaplebear Inc.$0$8K-$8K1
    CENTACENTRAL GARDEN AND PET CO A$8K$0+$8K1
    DGDOLLAR GENERAL CORP$0$8K-$8K1
    ELFe.l.f. Beauty Inc.$0$8K-$8K1
    MOALTRIA GROUP INC$8K$0+$8K1
    TGTTARGET CORP$0$8K-$8K1
    TSNTYSON FOODS INC CL A$0$8K-$8K1
    USFDUS Foods Holding Corp.$0$8K-$8K1
    WMTWALMART INC$115K$113K+$2K14
    TAPMOLSON COORS BEVERAGE CO B$24K$24K$06
    CASYCASEY S GENERAL STORES INC$16K$16K$04
    KHCKRAFT HEINZ CO/THE$16K$16K$04
    SJMJM SMUCKER CO/THE$16K$16K$04
    INGRIngredion Incorporated$8K$8K$02
    KDPKEURIG DR PEPPER INC$8K$8K$02
  • Energy

    WMB, AESI, PSX · 117 trades

    -$709.5K
    TickerNameBuySellNetTrades
    WMBWILLIAMS COS INC$8K$15.4M-$15.4M4
    AESIATLAS ENERGY SOLUTIONS INC$15.2M$175K+$15M3
    PSXPHILLIPS 66$0$75K-$75K1
    DVNDEVON ENERGY CORP$16K$75K-$59K5
    XOMEXXONMOBIL HOLDINGS CORP$107K$155.5K-$48.5K17
    MPCMARATHON PETROLEUM CORP$0$48K-$48K6
    MTDRMatador Resources Company$0$32.5K-$32.5K1
    SEISOLARIS ENERGY INFRASTRUCTUR$0$32.5K-$32.5K1
    VNOMViper Energy Inc.$32.5K$0+$32.5K1
    CVXCHEVRON CORP$113K$145K-$32K20
    COPCONOCOPHILLIPS$48.5K$80.5K-$32K10
    EQTEQT CORP$32K$0+$32K4
    CHRDChord Energy Corporation$8K$32K-$24K5
    TRGPTARGA RESOURCES CORP$32K$8K+$24K5
    EOGEOG RESOURCES INC$32.5K$24K+$8.5K4
    KMIKINDER MORGAN INC$24K$16K+$8K5
    HALHALLIBURTON CO$8K$16K-$8K3
    MGYMAGNOLIA OIL + GAS CORP A$8K$16K-$8K3
    OXYOCCIDENTAL PETROLEUM CORP$16K$8K+$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
    SLBSLB LTD$16K$16K$04
    BKRBAKER HUGHES CO$8K$8K$02
  • Industrials

    UBER, ITT, WAB · 662 trades

    -$1.2M
    TickerNameBuySellNetTrades
    UBERUBER TECHNOLOGIES INC$989K$155K+$834K21
    ITTITT Inc.$24K$399K-$375K7
    WABWABTEC CORP$16K$320K-$304K15
    PAYXPAYCHEX INC$56.5K$295.5K-$239K17
    CNMCore & Main Inc. Class A$8K$199K-$191K5
    MIDDMiddleby Corporation$0$177K-$177K16
    EMEEMCOR GROUP INC$56K$207K-$151K12
    APGAPi Group Corporation$129.5K$0+$129.5K7
    MMM3M CO$8K$123K-$115K8
    CSXCSX CORP$8K$113.5K-$105.5K6
    MTZMasTec Inc.$8K$113.5K-$105.5K6
    CRSCarpenter Technology Corporation$97.5K$0+$97.5K3
    VSECVSE CORP$97.5K$0+$97.5K3
    UNPUNION PACIFIC CORP$123.5K$32K+$91.5K8
    STRLSterling Infrastructure Inc.$0$81K-$81K4
    CLHClean Harbors Inc.$40.5K$115K-$74.5K8
    AITApplied Industrial Technologies Inc.$0$73K-$73K3
    SAROStandardAero Inc.$72K$0+$72K9
    RTXRTX CORP$81K$16K+$65K6
    OCOwens Corning$0$65K-$65K2
    PWRQUANTA SERVICES INC$48K$112.5K-$64.5K17
    CSWCSW INDUSTRIALS INC$56K$0+$56K7
    FBINFortune Brands Innovations Inc.$0$56K-$56K7
    HONHONEYWELL INTERNATIONAL INC$72.5K$123.5K-$51K10
    CATCATERPILLAR INC$56.5K$8K+$48.5K5
    TDGTRANSDIGM GROUP INC$152.5K$199K-$46.5K20
    BWXTBWX Technologies Inc.$145.5K$191K-$45.5K12
    ETNEATON CORP PLC$139K$96.5K+$42.5K18
    FTVFORTIVE CORP$8K$48.5K-$40.5K4
    TTTRANE TECHNOLOGIES PLC$0$40.5K-$40.5K2
    CARRCARRIER GLOBAL CORP$64.5K$104.5K-$40K15
    EPACENERPAC TOOL GROUP CORP$40K$0+$40K5
    HUBBHUBBELL INC$209.5K$175K+$34.5K18
    FDXFEDEX CORP$56.5K$91K-$34.5K7
    GEGENERAL ELECTRIC$97K$64.5K+$32.5K11
    LMTLOCKHEED MARTIN CORP$16K$48.5K-$32.5K5
    FERGFERGUSON ENTERPRISES INC$40.5K$8K+$32.5K3
    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
    HONAHONEYWELL AEROSPACE INC$0$32.5K-$32.5K1
    LDOSLEIDOS HOLDINGS INC$0$32.5K-$32.5K1
    SWKSTANLEY BLACK + DECKER INC$32.5K$0+$32.5K1
    PRIMPRIMORIS SERVICES CORP$8K$40K-$32K6
    STSensata Technologies Holding PLC$32K$0+$32K4
    ROLROLLINS INC$72.5K$99K-$26.5K10
    NOCNORTHROP GRUMMAN CORP$16K$40.5K-$24.5K4
    PNRPENTAIR PLC$32.5K$8K+$24.5K2
    HWMHOWMET AEROSPACE INC$16K$40K-$24K7
    AVAVAeroVironment Inc.$32K$8K+$24K5
    ESABESAB Corporation$24K$0+$24K3
    FIXCOMFORT SYSTEMS USA INC$24K$0+$24K3
    FSSFEDERAL SIGNAL CORP$24K$0+$24K3
    MBGLMOBILITY GLOBAL INC$0$24K-$24K3
    CHRWC.H. ROBINSON WORLDWIDE INC$210K$231.5K-$21.5K19
    ADPAUTOMATIC DATA PROCESSING$64.5K$48K+$16.5K11
    UPSUNITED PARCEL SERVICE CL B$40K$56.5K-$16.5K9
    URIUNITED RENTALS INC$32K$48.5K-$16.5K7
    BABOEING CO/THE$72.5K$88.5K-$16K14
    VRTVERTIV HOLDINGS CO A$40K$24K+$16K8
    ITWILLINOIS TOOL WORKS$16K$32K-$16K6
    NSCNORFOLK SOUTHERN CORP$8K$24K-$16K4
    RBCRBC Bearings Incorporated$8K$24K-$16K4
    RSGREPUBLIC SERVICES INC$8K$24K-$16K4
    SNDRSCHNEIDER NATIONAL INC CL B$8K$24K-$16K4
    GTESGATES INDUSTRIAL CORP LTD$16K$0+$16K2
    SPXCSPX Technologies Inc.$0$16K-$16K2
    ESEESCO TECHNOLOGIES INC$24K$32.5K-$8.5K4
    PHPARKER HANNIFIN CORP$48K$56K-$8K13
    VRSKVERISK ANALYTICS INC$48K$56K-$8K13
    GDGENERAL DYNAMICS CORP$40K$32K+$8K9
    LHXL3HARRIS TECHNOLOGIES INC$32K$40K-$8K9
    VLTOVERALTO CORP$40K$32K+$8K9
    OTISOTIS WORLDWIDE CORP$32K$24K+$8K7
    BRBROADRIDGE FINANCIAL SOLUTIO$24K$16K+$8K5
    PAYCPAYCOM SOFTWARE INC$16K$24K-$8K5
    TXTTEXTRON INC$24K$16K+$8K5
    ALKAlaska Air Group Inc.$8K$16K-$8K3
    ALLEALLEGION PLC$8K$16K-$8K3
    AMEAMETEK INC$16K$8K+$8K3
    AOSSMITH (A.O.) CORP$8K$16K-$8K3
    BCOBrink's Company$8K$16K-$8K3
    CACICACI International Inc Class A$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
    OSKOshkosh Corp$8K$16K-$8K3
    RBARB Global Inc.$8K$16K-$8K3
    SAICScience Applications International Corp.$8K$16K-$8K3
    UFPIUFP Industries Inc.$8K$16K-$8K3
    AXONAXON ENTERPRISE INC$8K$0+$8K1
    BCCBOISE CASCADE CO$0$8K-$8K1
    CPRTCOPART INC$8K$0+$8K1
    CTASCINTAS CORP$0$8K-$8K1
    DYDycom Industries Inc.$8K$0+$8K1
    EXPDEXPEDITORS INTL WASH INC$8K$0+$8K1
    GWWWW GRAINGER INC$0$8K-$8K1
    GXOGXO Logistics Inc$8K$0+$8K1
    JCIJOHNSON CONTROLS INTERNATION$0$8K-$8K1
    LUVSOUTHWEST AIRLINES CO$0$8K-$8K1
    MANMANPOWERGROUP INC$0$8K-$8K1
    NVTnVent Electric plc$0$8K-$8K1
    ODFLOLD DOMINION FREIGHT LINE$0$8K-$8K1
    PCARPACCAR INC$8K$0+$8K1
    RRXRegal Rexnord Corporation$0$8K-$8K1
    SNASNAP ON INC$8K$0+$8K1
    WSOWatsco Inc.$0$8K-$8K1
    DEDEERE + CO$48.5K$48K+$5009
    GEVGE VERNOVA INC$64.5K$64.5K$010
    CMICUMMINS INC$24K$24K$06
    EMREMERSON ELECTRIC CO$16K$16K$04
    LPXLouisiana-Pacific Corporation$16K$16K$04
    EFXEQUIFAX INC$8K$8K$02
    UALUNITED AIRLINES HOLDINGS INC$8K$8K$02
    WMWASTE MANAGEMENT INC$8K$8K$02
  • Health Care

    PODD, DXCM, UNH · 438 trades

    -$1.7M
    TickerNameBuySellNetTrades
    PODDINSULET CORP$0$350K-$350K2
    DXCMDEXCOM INC$8K$350K-$342K3
    UNHUNITEDHEALTH GROUP INC$220K$503.5K-$283.5K27
    PFEPFIZER INC$16K$298.5K-$282.5K7
    STESTERIS PLC$72K$215K-$143K15
    LHLABCORP HOLDINGS INC$56K$199K-$143K11
    ABTABBOTT LABORATORIES$64K$201.5K-$137.5K25
    SYKSTRYKER CORP$24K$154K-$130K10
    MCKMCKESSON CORP$145.5K$40K+$105.5K14
    JNJJOHNSON + JOHNSON$80.5K$185K-$104.5K24
    MDTMEDTRONIC PLC$16K$97K-$81K8
    BIIBBIOGEN INC$115K$40.5K+$74.5K8
    AMGNAMGEN INC$56.5K$129K-$72.5K14
    ISRGINTUITIVE SURGICAL INC$64.5K$0+$64.5K5
    LLYELI LILLY + CO$171.5K$120K+$51.5K25
    IQVIQVIA HOLDINGS INC$32.5K$83K-$50.5K3
    RVTYREVVITY INC$48.5K$0+$48.5K3
    CITHE CIGNA GROUP$24K$72K-$48K12
    ELVELEVANCE HEALTH INC$40.5K$0+$40.5K2
    MRKMERCK + CO. INC.$89K$56.5K+$32.5K9
    BMYBRISTOL MYERS SQUIBB CO$24K$56.5K-$32.5K7
    BDXBECTON DICKINSON AND CO$8K$40.5K-$32.5K3
    ALKSALKERMES PLC$32.5K$0+$32.5K1
    DOCSDoximity Inc. Class A$0$32.5K-$32.5K1
    COOCOOPER COS INC/THE$32K$0+$32K4
    LGNDLIGAND PHARMACEUTICALS$32K$0+$32K4
    SOLVSOLVENTUM CORP$8K$32.5K-$24.5K2
    BSXBOSTON SCIENTIFIC CORP$112.5K$88.5K+$24K19
    TMOTHERMO FISHER SCIENTIFIC INC$16K$40K-$24K7
    GILDGILEAD SCIENCES INC$32K$8K+$24K5
    AZTAAZENTA INC$24K$0+$24K3
    HCAHCA HEALTHCARE INC$24K$0+$24K3
    HQYHealthEquity Inc$24K$0+$24K3
    ZTSZOETIS INC$48K$64.5K-$16.5K11
    MEDPMedpace Holdings Inc.$32K$48.5K-$16.5K7
    CVSCVS HEALTH CORP$24K$40K-$16K8
    CORCENCORA INC$32K$16K+$16K6
    REGNREGENERON PHARMACEUTICALS$24K$8K+$16K4
    THCTenet Healthcare Corporation$32.5K$48.5K-$16K4
    CAHCARDINAL HEALTH INC$16K$0+$16K2
    CYTKCytokinetics Incorporated$16K$0+$16K2
    IDXXIDEXX LABORATORIES INC$0$16K-$16K2
    OGNORGANON + CO$0$16K-$16K2
    TNDMTANDEM DIABETES CARE INC$16K$0+$16K2
    UHSUNIVERSAL HEALTH SERVICES B$16K$0+$16K2
    HUMHUMANA INC$24K$32K-$8K7
    TECHBIO TECHNE CORP$24K$32K-$8K7
    DGXQUEST DIAGNOSTICS INC$24K$16K+$8K5
    DHRDANAHER CORP$16K$24K-$8K5
    EHCEncompass Health Corporation$8K$16K-$8K3
    GEHCGE HEALTHCARE TECHNOLOGY$8K$16K-$8K3
    RGENRepligen Corporation$8K$16K-$8K3
    ROIVRoivant Sciences Ltd.$8K$16K-$8K3
    SUPNSUPERNUS PHARMACEUTICALS INC$16K$8K+$8K3
    UTHRUnited Therapeutics Corporation$8K$16K-$8K3
    VRTXVERTEX PHARMACEUTICALS INC$8K$16K-$8K3
    CONCONCENTRA GROUP HOLDINGS PAR$0$8K-$8K1
    ELANElanco Animal Health Inc.$0$8K-$8K1
    GMEDGlobus Medical Inc Class A$8K$0+$8K1
    HALOHalozyme Therapeutics Inc.$8K$0+$8K1
    MMSIMERIT MEDICAL SYSTEMS INC$0$8K-$8K1
    MOHMolina Healthcare Inc.$0$8K-$8K1
    MTDMETTLER TOLEDO INTERNATIONAL$0$8K-$8K1
    RMDRESMED INC$8K$0+$8K1
    VTRSVIATRIS INC$8K$0+$8K1
    ZBHZIMMER BIOMET HOLDINGS INC$8K$0+$8K1
    ABBVABBVIE INC$40.5K$48K-$7.5K8
    WATWATERS CORP$24K$24K$08
    BAXBAXTER INTERNATIONAL INC$16K$16K$04
    DVADAVITA INC$16K$16K$04
    ILMNIllumina Inc.$16K$16K$04
    OPCHOption Care Health Inc$16K$16K$04
    AAGILENT TECHNOLOGIES INC$8K$8K$02
    AORTARTIVION INC$8K$8K$02
    EWEDWARDS LIFESCIENCES CORP$8K$8K$02
    MRNAMODERNA INC$8K$8K$02
    VCYTVERACYTE INC$8K$8K$02
  • Consumer Discretionary

    AMZN, MCD, HD · 395 trades

    -$3.1M
    TickerNameBuySellNetTrades
    AMZNAMAZON.COM INC$1.3M$3.3M-$2M42
    MCDMCDONALD S CORP$32K$288K-$256K13
    HDHOME DEPOT INC$184.5K$368K-$183.5K37
    SCIService Corporation International$0$179K-$179K14
    SIGSIGNET JEWELERS LTD$0$175K-$175K1
    TSCOTRACTOR SUPPLY COMPANY$56K$210K-$154K21
    SGISomnigroup International Inc.$72.5K$223K-$150.5K13
    LOWLOWE S COS INC$8K$123K-$115K8
    DASHDOORDASH INC A$144K$56.5K+$87.5K22
    TJXTJX COMPANIES INC$8K$91K-$83K4
    LRNSTRIDE INC$97.5K$16K+$81.5K5
    AZOAUTOZONE INC$24K$99K-$75K7
    CMGCHIPOTLE MEXICAN GRILL INC$24K$97K-$73K9
    RHRH$65K$0+$65K2
    TPRTAPESTRY INC$8K$65K-$57K3
    HOGHarley-Davidson Inc.$162.5K$107.5K+$55K7
    ORLYO REILLY AUTOMOTIVE INC$24K$72.5K-$48.5K9
    HLTHILTON WORLDWIDE HOLDINGS IN$48.5K$8K+$40.5K4
    TSLATESLA INC$96.5K$56.5K+$40K13
    SBUXSTARBUCKS CORP$8K$48K-$40K7
    EXPEEXPEDIA GROUP INC$0$32.5K-$32.5K1
    MTNVail Resorts Inc.$32.5K$0+$32.5K1
    NWLNEWELL BRANDS INC$32.5K$0+$32.5K1
    IBPINSTALLED BUILDING PRODUCTS$56K$24K+$32K10
    FFORD MOTOR CO$8K$32.5K-$24.5K2
    CCLCARNIVAL CORP LTD$24K$0+$24K3
    DRIDARDEN RESTAURANTS INC$32K$48.5K-$16.5K7
    ULTAULTA BEAUTY INC$32.5K$16K+$16.5K3
    WHRWhirlpool Corporation$32.5K$16K+$16.5K3
    DPZDOMINO S PIZZA INC$24K$8K+$16K4
    NKENIKE INC CL B$8K$24K-$16K4
    APTVAPTIV PLC$16K$0+$16K2
    BOOTBOOT BARN HOLDINGS INC$16K$0+$16K2
    RCLROYAL CARIBBEAN CRUISES LTD$16K$0+$16K2
    SKYCHAMPION HOMES INC$16K$0+$16K2
    LGIHLGI HOMES INC$237.5K$250K-$12.5K8
    CBRLCRACKER BARREL OLD COUNTRY$205K$215K-$10K9
    BKNGBOOKING HOLDINGS INC$40K$32K+$8K9
    DHIDR HORTON INC$16K$24K-$8K5
    LENLENNAR CORP A$16K$24K-$8K5
    CVNACARVANA CO$8K$16K-$8K3
    DKSDick's Sporting Goods Inc.$8K$16K-$8K3
    FIVEFive Below Inc.$8K$16K-$8K3
    NCLHNORWEGIAN CRUISE LINE HOLDIN$8K$16K-$8K3
    PIIPolaris Inc.$8K$16K-$8K3
    PTONPELOTON INTERACTIVE INC A$16K$8K+$8K3
    TXRHTexas Roadhouse Inc.$16K$8K+$8K3
    ARMKAramark$8K$0+$8K1
    BBYBEST BUY CO INC$8K$0+$8K1
    DECKDECKERS OUTDOOR CORP$8K$0+$8K1
    EBAYEBAY INC$8K$0+$8K1
    GAPGap Inc.$0$8K-$8K1
    GPCGENUINE PARTS CO$8K$0+$8K1
    HHyatt Hotels Corporation Class A$0$8K-$8K1
    HRBH&R Block Inc.$0$8K-$8K1
    LZBLA Z BOY INC$0$8K-$8K1
    MGMMGM RESORTS INTERNATIONAL$8K$0+$8K1
    NVRNVR INC$8K$0+$8K1
    PATKPATRICK INDUSTRIES INC$8K$0+$8K1
    POOLPOOL CORP$8K$0+$8K1
    ROSTROSS STORES INC$0$8K-$8K1
    SHAKSHAKE SHACK INC CLASS A$8K$0+$8K1
    SNSharkNinja Inc.$0$8K-$8K1
    UAUNDER ARMOUR INC CLASS C$0$8K-$8K1
    YUMYUM BRANDS INC$8K$0+$8K1
    LTHLIFE TIME GROUP HOLDINGS INC$177.5K$175K+$2.5K14
    HASHASBRO INC$16K$16K$04
    LULULULULEMON ATHLETICA INC$16K$16K$04
    WYNNWYNN RESORTS LTD$16K$16K$04
    ABNBAIRBNB INC CLASS A$8K$8K$02
    GMGENERAL MOTORS CO$8K$8K$02
    MARMARRIOTT INTERNATIONAL CL A$8K$8K$02
  • Communication Services

    DIS, GOOGL, NFLX · 271 trades

    -$3.4M
    TickerNameBuySellNetTrades
    DISWALT DISNEY CO/THE$32K$3.1M-$3M9
    GOOGLALPHABET INC CL A$2.2M$3.4M-$1.2M48
    NFLXNETFLIX INC$1.1M$139K+$915.5K25
    GOOGALPHABET INC CL C$518.5K$96.5K+$422K27
    METAMETA PLATFORMS INC CLASS A$494K$112.5K+$381.5K29
    LYVLIVE NATION ENTERTAINMENT IN$16K$231K-$215K10
    TMUST MOBILE US INC$16K$206.5K-$190.5K8
    VZVERIZON COMMUNICATIONS INC$229K$398K-$169K16
    CMCSACOMCAST CORP CLASS A$24K$145K-$121K15
    PINSPinterest Inc. Class A$0$113.5K-$113.5K5
    SIRISiriusXM Holdings Inc.$0$83K-$83K2
    TAT+T INC$228.5K$212.5K+$16K20
    OMCOMNICOM GROUP$16K$32K-$16K6
    VSNTVERSANT MEDIA GROUP INC$0$16K-$16K3
    CHTRCHARTER COMMUNICATIONS INC A$16K$8K+$8K3
    PSKYPARAMOUNT SKYDANCE CL B$8K$16K-$8K3
    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
    APPAPPLOVIN CORP CLASS A$64K$64.5K-$50013
    TTDTRADE DESK INC/THE CLASS A$56K$56K$014
    WBDWARNER BROS DISCOVERY INC$24K$24K$06
    FOXFOX CORP CLASS B$8K$8K$02
  • Information Technology

    AAPL, INTC, NVDA · 847 trades

    -$30.2M
    TickerNameBuySellNetTrades
    AAPLAPPLE INC$1.7M$31M-$29.3M58
    INTCINTEL CORP$4.2M$72.5K+$4.1M13
    NVDANVIDIA CORP$1.2M$3.8M-$2.7M51
    QCOMQUALCOMM INC$48.5K$1.6M-$1.5M9
    MSFTMICROSOFT CORP$3.1M$1.8M+$1.3M80
    TXNTEXAS INSTRUMENTS INC$24K$814.5K-$790.5K9
    ACNACCENTURE PLC CL A$48K$727.5K-$679.5K21
    FLEXFLEX LTD$0$260.5K-$260.5K15
    TRMBTRIMBLE INC$8K$199K-$191K5
    AMDADVANCED MICRO DEVICES$260.5K$72.5K+$188K21
    MUMICRON TECHNOLOGY INC$263.5K$96.5K+$167K18
    TDYTELEDYNE TECHNOLOGIES INC$0$155.5K-$155.5K8
    INTUINTUIT INC$48.5K$194K-$145.5K15
    ENTGEntegris Inc.$80K$207K-$127K15
    GLWCORNING INC$73K$175K-$102K4
    IBMINTL BUSINESS MACHINES CORP$202K$301K-$99K30
    CDNSCADENCE DESIGN SYS INC$0$99K-$99K4
    CSCOCISCO SYSTEMS INC$145.5K$48K+$97.5K15
    AMKRAmkor Technology Inc.$97.5K$0+$97.5K3
    MPWRMONOLITHIC POWER SYSTEMS INC$105.5K$16K+$89.5K6
    GDDYGODADDY INC CLASS A$24K$113K-$89K11
    AMATAPPLIED MATERIALS INC$105K$16K+$89K9
    PRGSPROGRESS SOFTWARE CORP$0$75K-$75K1
    VSATVIASAT INC$75K$8K+$67K2
    COHRCOHERENT CORP$48.5K$113.5K-$65K8
    ROPROPER TECHNOLOGIES INC$8K$72.5K-$64.5K7
    DELLDELL TECHNOLOGIES C$64.5K$121.5K-$57K11
    PLTRPALANTIR TECHNOLOGIES INC A$202K$145.5K+$56.5K22
    ADIANALOG DEVICES INC$24K$80K-$56K13
    CDWCDW CORP/DE$0$56K-$56K7
    ADBEADOBE INC$137.5K$88.5K+$49K16
    MRVLMARVELL TECHNOLOGY INC$56.5K$8K+$48.5K5
    CRMSALESFORCE INC$121.5K$80.5K+$41K13
    DDOGDATADOG INC CLASS A$64.5K$24K+$40.5K8
    STXSEAGATE TECHNOLOGY HOLDINGS$8K$48.5K-$40.5K4
    VIAVViavi Solutions Inc$0$40K-$40K5
    MTSIMACOM Technology Solutions Holdings Inc.$8K$40K-$32K6
    ORCLORACLE CORP$204.5K$234.5K-$30K22
    LRCXLAM RESEARCH CORP$123.5K$153K-$29.5K17
    CTSHCOGNIZANT TECH SOLUTIONS A$16K$40.5K-$24.5K4
    ANETARISTA NETWORKS INC$56K$32K+$24K11
    SNDKSANDISK CORP$40K$16K+$24K7
    TELTE CONNECTIVITY PLC$24K$0+$24K3
    PANWPALO ALTO NETWORKS INC$80K$99K-$19K14
    AVGOBROADCOM INC$177K$161K+$16K30
    CIENCIENA CORP$40K$24K+$16K8
    VRSNVERISIGN INC$32K$16K+$16K6
    APHAMPHENOL CORP CL A$24K$8K+$16K4
    APPFAppFolio Inc Class A$8K$24K-$16K4
    CVLTCommvault Systems Inc.$24K$8K+$16K4
    FSLRFIRST SOLAR INC$24K$8K+$16K4
    LITELUMENTUM HOLDINGS INC$24K$8K+$16K4
    DTDynatrace Inc.$0$16K-$16K2
    MCHPMICROCHIP TECHNOLOGY INC$16K$0+$16K2
    NOVTNovanta Inc$16K$0+$16K2
    WDCWESTERN DIGITAL CORP$16K$0+$16K2
    WDAYWORKDAY INC CLASS A$88.5K$73K+$15.5K11
    CRWDCROWDSTRIKE HOLDINGS INC A$32K$40.5K-$8.5K6
    NOWSERVICENOW INC$72.5K$80.5K-$8K13
    FNFabrinet$64.5K$56.5K+$8K9
    FTNTFORTINET INC$40K$32K+$8K9
    NXPINXP SEMICONDUCTORS NV$32K$24K+$8K7
    PTCPTC INC$24K$32K-$8K7
    ITGARTNER INC$16K$24K-$8K5
    MSIMOTOROLA SOLUTIONS INC$24K$16K+$8K5
    ACIWACI WORLDWIDE INC$8K$16K-$8K3
    AEISAdvanced Energy Industries Inc.$16K$8K+$8K3
    BLBLACKLINE INC$8K$16K-$8K3
    MKSIMKS Inc.$8K$16K-$8K3
    QQNITY ELECTRONICS INC$8K$0+$8K3
    QLYSQualys Inc.$8K$16K-$8K3
    SMCISUPER MICRO COMPUTER INC$8K$16K-$8K3
    SWKSSKYWORKS SOLUTIONS INC$16K$8K+$8K3
    TYLTYLER TECHNOLOGIES INC$8K$16K-$8K3
    DLBDolby Laboratories Inc. Class A$0$8K-$8K1
    HPQHP INC$8K$0+$8K1
    KDKyndryl Holdings Incorporation$0$8K-$8K1
    NTAPNETAPP INC$8K$0+$8K1
    OKTAOkta Inc. Class A$0$8K-$8K1
    TWLOTwilio Inc. Class A$8K$0+$8K1
    FICOFAIR ISAAC CORP$24K$24K$06
    GENGEN DIGITAL INC$24K$24K$06
    AKAMAKAMAI TECHNOLOGIES INC$16K$16K$04
    FFIVF5 INC$16K$16K$04
    HPEHEWLETT PACKARD ENTERPRISE$16K$16K$04
    KLACKLA CORP$16K$16K$04
    SMTCSemtech Corporation$16K$16K$04
    SNPSSYNOPSYS INC$16K$16K$04
    TERTERADYNE INC$16K$16K$04
    ADSKAUTODESK INC$8K$8K$02
    EPAMEPAM SYSTEMS INC$8K$8K$02