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

$143M

Sell notional

$75.7M

Net tilt

+$67.3M

  • Financials

    JPM, GS, FULT · 482 trades

    +$85.5M
    TickerNameBuySellNetTrades
    JPMJPMorgan Chase$90.1M$72.5K+$90.1M21
    GSGoldman Sachs$170K$3.4M-$3.3M25
    FULTFulton Financial Corporation$0$425K-$425K3
    PYPLPayPal$48K$431K-$383K14
    CCitigroup$261.5K$8K+$253.5K10
    HBANHuntington Bancshares$0$175K-$175K1
    STTState Street Corporation$8K$170.5K-$162.5K7
    NDAQNasdaq, Inc.$137K$0+$137K11
    COFCapital One$158K$40K+$118K8
    FCFSFirstCash$97.5K$0+$97.5K3
    AJGArthur J. Gallagher & Co.$8K$104.5K-$96.5K11
    WRBW. R. Berkley Corporation$8K$104K-$96K14
    AMPAmeriprise Financial$0$83K-$83K2
    MSMorgan Stanley$40K$107K-$67K10
    ICEIntercontinental Exchange$64.5K$8K+$56.5K6
    BACBank of America$8K$64K-$56K9
    SPGIS&P Global$40.5K$89K-$48.5K7
    BLKBlackRock$16K$64K-$48K10
    BKBNY Mellon$91K$48K+$43K9
    MAMastercard$99K$56.5K+$42.5K8
    AXPAmerican Express$88.5K$48K+$40.5K14
    HOODRobinhood Markets$105K$64.5K+$40.5K12
    MORNMorningstar, Inc.$32.5K$72K-$39.5K10
    COINCoinbase$72.5K$40K+$32.5K11
    FISFidelity National Information Services$40K$72.5K-$32.5K11
    WFCWells Fargo$40K$72.5K-$32.5K11
    COLBColumbia Banking System$8K$40.5K-$32.5K3
    IVZInvesco$8K$40.5K-$32.5K3
    BENFranklin Resources$0$32.5K-$32.5K1
    SYFSynchrony Financial$0$32.5K-$32.5K1
    TROWT. Rowe Price$0$32.5K-$32.5K1
    SCHWCharles Schwab Corporation$16K$48K-$32K8
    CBChubb Limited$16K$40.5K-$24.5K4
    GPNGlobal Payments$16K$40.5K-$24.5K4
    CMECME Group$16K$40K-$24K7
    BROBrown & Brown$120K$104K+$16K28
    BXBlackstone Inc.$16K$32K-$16K6
    FDSFactSet$16K$32K-$16K6
    ERIEErie Indemnity$24K$8K+$16K4
    JKHYJack Henry & Associates$24K$8K+$16K4
    KKRKKR & Co.$8K$24K-$16K4
    PNCPNC Financial Services$8K$24K-$16K4
    CATYCathay General Bancorp$16K$0+$16K2
    FBKFB Financial Corp.$16K$0+$16K2
    TCBITexas Capital Bancshares$16K$0+$16K2
    TFCTruist Financial$0$16K-$16K2
    USBU.S. Bancorp$0$16K-$16K2
    VVisa Inc.$112K$123K-$11K21
    PGRProgressive Corporation$80K$88.5K-$8.5K18
    FISVFiserv$32K$40K-$8K9
    APOApollo Global Management$16K$24K-$8K5
    NTRSNorthern Trust$16K$24K-$8K5
    SFStifel$16K$24K-$8K5
    HOMBHome BancShares$8K$16K-$8K3
    KEYKeyCorp$8K$16K-$8K3
    LLoews Corporation$8K$16K-$8K3
    PFGPrincipal Financial Group$8K$16K-$8K3
    PRUPrudential Financial$8K$16K-$8K3
    RFRegions Financial Corporation$8K$16K-$8K3
    SBCFSeacoast Banking Corporation of Florida$8K$16K-$8K3
    WSFSWSFS Financial Corporation$8K$16K-$8K3
    ABCBAmeris Bancorp$0$8K-$8K1
    AIGAmerican International Group$0$8K-$8K1
    AIZAssurant$8K$0+$8K1
    ALLYAlly Financial$0$8K-$8K1
    BBTBeacon Financial Corp.$0$8K-$8K1
    CNSCohen & Steers, Inc.$8K$0+$8K1
    CPAYCorpay$0$8K-$8K1
    EFCEllington Financial, Inc.$8K$0+$8K1
    FNFFidelity National Financial$0$8K-$8K1
    GBCIGlacier Bancorp$8K$0+$8K1
    HIGHartford (The)$0$8K-$8K1
    HLIHoulihan Lokey$8K$0+$8K1
    HMNHorace Mann Educators Corporation$0$8K-$8K1
    INDBIndependent Bank Corp.$8K$0+$8K1
    MCOMoody's Corporation$0$8K-$8K1
    METMetLife$0$8K-$8K1
    MKTXMarketAxess$0$8K-$8K1
    VLYValley Bank$0$8K-$8K1
    WTWWillis Towers Watson$0$8K-$8K1
    EGEverest Group$16K$16K$04
    UNMUnum$16K$16K$04
    ARESAres Management$8K$8K$02
    CBOECboe Global Markets$8K$8K$02
    FITBFifth Third Bancorp$8K$8K$02
    IBKRInteractive Brokers$8K$8K$02
    MTBM&T Bank$8K$8K$02
    TRVTravelers Companies (The)$8K$8K$02
  • Energy

    AESI, XOM, MTDR · 128 trades

    +$14.8M
    TickerNameBuySellNetTrades
    AESIAtlas Energy Solutions, Inc.$15.2M$175K+$15M3
    XOMExxonMobil$115K$163.5K-$48.5K17
    MTDRMatador Resources$0$32.5K-$32.5K1
    VNOMViper Energy$32.5K$0+$32.5K1
    CVXChevron Corporation$105K$137K-$32K18
    COPConocoPhillips$56.5K$88.5K-$32K12
    CHRDChord Energy$8K$32K-$24K5
    MPCMarathon Petroleum$8K$32K-$24K5
    TRGPTarga Resources$32K$8K+$24K5
    EQTEQT Corporation$24K$0+$24K3
    DVNDevon Energy$16K$0+$16K4
    OKEOneok$24K$8K+$16K4
    OXYOccidental Petroleum$24K$8K+$16K4
    DINOHF Sinclair$0$16K-$16K2
    RRCRange Resources$0$16K-$16K2
    VLOValero Energy$0$16K-$16K2
    EXEExpand Energy$16K$24K-$8K5
    HALHalliburton$24K$16K+$8K5
    SLBSchlumberger$16K$24K-$8K5
    FANGDiamondback Energy$0$8K-$8K1
    GPORGulfport Energy Corporation$0$8K-$8K1
    NOGNorthern Oil and Gas, Inc.$0$8K-$8K1
    TPLTexas Pacific Land Corporation$0$8K-$8K1
    EOGEOG Resources$32.5K$32K+$5005
    KMIKinder Morgan$24K$24K$06
    MGYMagnolia Oil & Gas, Corp.$16K$16K$04
    APAAPA Corporation$8K$8K$02
    BKRBaker Hughes$8K$8K$02
    WMBWilliams Companies$8K$8K$02
  • Industrials

    UBER, MMM, APG · 583 trades

    +$567K
    TickerNameBuySellNetTrades
    UBERUber$997K$147K+$850K21
    MMM3M$0$139K-$139K9
    APGAPi Group$137.5K$0+$137.5K8
    CSXCSX Corporation$0$113.5K-$113.5K5
    TDGTransDigm Group$136.5K$24K+$112.5K17
    HUBBHubbell Incorporated$112.5K$0+$112.5K11
    MTZMasTec$8K$113.5K-$105.5K6
    MIDDMiddleby$0$104.5K-$104.5K10
    CRSCarpenter Technology$97.5K$0+$97.5K3
    VSECVSE Corporation$97.5K$0+$97.5K3
    STRLSterling Infrastructure$0$89K-$89K5
    BWXTBWX Technologies$89K$16K+$73K7
    CNMCore & Main$16K$89K-$73K7
    FDXFedEx$81K$8K+$73K5
    AITApplied Industrial Technologies$0$73K-$73K3
    PWRQuanta Services$40K$112.5K-$72.5K16
    SAROStandardAero$72K$0+$72K9
    PAYXPaychex$48.5K$112.5K-$64K14
    WABWabtec$8K$72K-$64K10
    FTVFortive$0$56.5K-$56.5K4
    FBINFortune Brands Innovations$0$56K-$56K7
    ROLRollins, Inc.$64.5K$16K+$48.5K7
    CATCaterpillar Inc.$56.5K$8K+$48.5K5
    HWMHowmet Aerospace$8K$56K-$48K8
    CSWCSW Industrials, Inc.$48K$0+$48K6
    GEVGE Vernova$64.5K$24K+$40.5K8
    NOCNorthrop Grumman$8K$48.5K-$40.5K4
    RSGRepublic Services$0$40K-$40K5
    UNPUnion Pacific Corporation$91K$56K+$35K10
    LMTLockheed Martin$16K$48.5K-$32.5K5
    AGXArgan, Inc.$32.5K$0+$32.5K1
    FLRFluor$0$32.5K-$32.5K1
    HIIHuntington Ingalls Industries$0$32.5K-$32.5K1
    OCOwens Corning$0$32.5K-$32.5K1
    SWKStanley Black & Decker$32.5K$0+$32.5K1
    PHParker Hannifin$40K$72K-$32K14
    PRIMPrimoris Services Corporation$8K$40K-$32K6
    VLTOVeralto$40K$8K+$32K6
    AVAVAeroVironment$32K$0+$32K4
    NSCNorfolk Southern$0$32K-$32K4
    STSensata Technologies$32K$0+$32K4
    DEDeere & Company$32.5K$64K-$31.5K9
    ETNEaton Corporation$131K$104.5K+$26.5K18
    ADPAutomatic Data Processing$64.5K$40K+$24.5K10
    PNRPentair$32.5K$8K+$24.5K2
    CHRWC.H. Robinson$80.5K$56.5K+$24K11
    DOVDover Corporation$0$24K-$24K3
    EPACEnerpac Tool Group$24K$0+$24K3
    FSSFederal Signal Corporation$24K$0+$24K3
    JCIJohnson Controls$0$24K-$24K3
    UPSUnited Parcel Service$64K$80.5K-$16.5K15
    RTXRTX Corporation$48.5K$32K+$16.5K7
    URIUnited Rentals$32K$48.5K-$16.5K7
    CLHClean Harbors$40.5K$24K+$16.5K5
    VRSKVerisk Analytics$40K$56K-$16K12
    EMEEmcor$48K$32K+$16K10
    SNDRSchneider National$8K$24K-$16K4
    ALKAlaska Air Group$0$16K-$16K2
    CTASCintas$0$16K-$16K2
    ESABESAB$16K$0+$16K2
    FIXComfort Systems USA$16K$0+$16K2
    GTESGates Corporation$16K$0+$16K2
    WSOWatsco$0$16K-$16K2
    CARRCarrier Global$64.5K$56K+$8.5K12
    BABoeing$56.5K$48K+$8.5K10
    GDGeneral Dynamics$32K$40K-$8K9
    HONHoneywell Technologies$56.5K$48.5K+$8K7
    LHXL3Harris$24K$32K-$8K7
    VRTVertiv$32K$24K+$8K7
    ITWIllinois Tool Works$16K$24K-$8K5
    OTISOtis Worldwide$24K$16K+$8K5
    TXTTextron$24K$16K+$8K5
    ALLEAllegion$8K$16K-$8K3
    AMEAmetek$16K$8K+$8K3
    BCOBrink's$8K$16K-$8K3
    CACICACI International$8K$16K-$8K3
    DALDelta Air Lines$8K$16K-$8K3
    LUVSouthwest Airlines$8K$16K-$8K3
    OSKOshkosh$8K$16K-$8K3
    PAYCPaycom$8K$16K-$8K3
    RBARB Global$8K$16K-$8K3
    RBCRBC Bearings$8K$16K-$8K3
    UFPIUFP Industries$8K$16K-$8K3
    AOSA. O. Smith$0$8K-$8K1
    CNHCNH Industrial$0$8K-$8K1
    CPRTCopart$0$8K-$8K1
    CSLCarlisle Companies$0$8K-$8K1
    DYDycom Industries$8K$0+$8K1
    GGGGraco Inc.$0$8K-$8K1
    GXOGXO Logistics$8K$0+$8K1
    NVTnVent Electric plc$0$8K-$8K1
    ODFLOld Dominion$0$8K-$8K1
    PCARPaccar$0$8K-$8K1
    RRXRegal Rexnord$0$8K-$8K1
    SPXCSPX Technologies$0$8K-$8K1
    TTTrane Technologies$0$8K-$8K1
    XPOXPO, Inc.$0$8K-$8K1
    GEGE Aerospace$64.5K$64.5K$010
    CMICummins$24K$24K$06
    ITTITT Inc.$24K$24K$06
    BRBroadridge Financial Solutions$16K$16K$04
    IEXIDEX Corporation$16K$16K$04
    LPXLouisiana-Pacific$16K$16K$04
    SAICScience Applications Intl Corp$16K$16K$04
    BCCBoise Cascade$8K$8K$02
    EFXEquifax$8K$8K$02
    EMREmerson Electric$8K$8K$02
    EXPOExponent, Inc.$8K$8K$02
    FCNFTI Consulting$8K$8K$02
    MANManpowerGroup$8K$8K$02
    UALUnited Airlines Holdings$8K$8K$02
    WMWaste Management$8K$8K$02
  • Utilities

    VST, AWK, NEE · 82 trades

    -$52.5K
    TickerNameBuySellNetTrades
    VSTVistra Corp.$191K$16K+$175K5
    AWKAmerican Water Works$8K$123.5K-$115.5K5
    NEENextEra Energy$16K$72.5K-$56.5K8
    EXCExelon$48.5K$16K+$32.5K5
    ATOAtmos Energy$40.5K$8K+$32.5K3
    CMSCMS Energy$0$32K-$32K4
    XELXcel Energy$0$32K-$32K4
    DUKDuke Energy$24K$48.5K-$24.5K6
    SRESempra$8K$24K-$16K4
    AEPAmerican Electric Power$32K$24K+$8K7
    CEGConstellation Energy$16K$24K-$8K5
    PEGPublic Service Enterprise Group$8K$16K-$8K3
    SOSouthern Company$16K$8K+$8K3
    SRSpire$8K$16K-$8K3
    AEEAmeren$0$8K-$8K1
    EIXEdison International$0$8K-$8K1
    FEFirstEnergy$8K$0+$8K1
    IDAIdacorp$8K$0+$8K1
    NWENorthWestern Energy$8K$0+$8K1
    PCGPG&E Corporation$0$8K-$8K1
    WECWEC Energy Group$0$8K-$8K1
    WTRGEssential Utilities$16K$16K$04
    ESEversource Energy$8K$8K$02
    LNTAlliant Energy$8K$8K$02
    OGEOGE Energy$8K$8K$02
  • Materials

    APD, SHW, CTVA · 107 trades

    -$57.5K
    TickerNameBuySellNetTrades
    APDAir Products$24K$64.5K-$40.5K8
    SHWSherwin-Williams$48.5K$88.5K-$40K11
    CTVACorteva$0$32.5K-$32.5K1
    PKGPackaging Corporation of America$56K$24K+$32K10
    AMCRAmcor$40K$8K+$32K6
    RPMRPM International$40K$8K+$32K6
    MLMMartin Marietta Materials$24K$48.5K-$24.5K6
    ECLEcolab$8K$32K-$24K5
    FCXFreeport-McMoRan$32K$8K+$24K5
    LINLinde plc$32K$8K+$24K5
    PPGPPG Industries$24K$0+$24K3
    AVNTAvient$16K$0+$16K2
    NEMNewmont$0$16K-$16K2
    SLGNSilgan Holdings$0$16K-$16K2
    FMCFMC Corporation$16K$24K-$8K5
    SOLSSolstice Advanced Materials$0$8K-$8K4
    IPInternational Paper$8K$16K-$8K3
    MOSMosaic Company (The)$8K$16K-$8K3
    ALBAlbemarle Corporation$8K$0+$8K1
    CCKCrown Holdings$0$8K-$8K1
    CRHCRH plc$0$8K-$8K1
    DOWDow Inc.$8K$0+$8K1
    EMNEastman Chemical Company$0$8K-$8K1
    GPKGraphic Packaging$0$8K-$8K1
    IFFInternational Flavors & Fragrances$8K$0+$8K1
    MTXMinerals Technologies$0$8K-$8K1
    RGLDRoyal Gold$0$8K-$8K1
    SWSmurfit Westrock$8K$0+$8K1
    CFCF Industries$8K$8K$02
    DDDuPont$8K$8K$02
    LYBLyondellBasell$8K$8K$02
    RSReliance, Inc.$8K$8K$02
    STLDSteel Dynamics$8K$8K$02
  • Real Estate

    PLD, JLL, IRM · 113 trades

    -$155K
    TickerNameBuySellNetTrades
    PLDPrologis$32K$91K-$59K7
    JLLJones Lang LaSalle$16K$72.5K-$56.5K8
    IRMIron Mountain$0$48.5K-$48.5K3
    CSGPCoStar Group$64K$16K+$48K10
    ADCAgree Realty$8K$48.5K-$40.5K4
    RHPRyman Hospitality Properties$48.5K$8K+$40.5K4
    CCICrown Castle$0$40K-$40K5
    WPCW. P. Carey$32.5K$0+$32.5K1
    SPGSimon Property Group$32.5K$8K+$24.5K2
    PSAPublic Storage$0$24K-$24K3
    WYWeyerhaeuser$0$24K-$24K3
    ORealty Income$24K$8K+$16K4
    AMTAmerican Tower$0$16K-$16K2
    IRTIndependence Realty Trust$16K$0+$16K2
    AREAlexandria Real Estate Equities$16K$8K+$8K3
    BXPBXP, Inc.$8K$16K-$8K3
    DOCHealthpeak Properties$8K$16K-$8K3
    UEUrban Edge Properties$8K$16K-$8K3
    VICIVici Properties$16K$8K+$8K3
    DLRDigital Realty$8K$0+$8K1
    EQIXEquinix$0$8K-$8K1
    ESSEssex Property Trust$0$8K-$8K1
    FCPTFour Corners Property Trust, Inc.$0$8K-$8K1
    FRFirst Industrial Realty Trust$0$8K-$8K1
    HSTHost Hotels & Resorts$8K$0+$8K1
    NHINational Health Investors, Inc.$8K$0+$8K1
    NNNNNN Reit$0$8K-$8K1
    PECOPhillips Edison & Company$0$8K-$8K1
    REGRegency Centers$8K$0+$8K1
    UDRUDR, Inc.$0$8K-$8K1
    WELLWelltower$8K$0+$8K1
    AMHAmerican Homes 4 Rent$16K$16K$04
    AVBAvalonBay Communities$16K$16K$04
    GTYGetty Realty Corp.$16K$16K$04
    KRGKite Realty Group Trust$16K$16K$04
    SBACSBA Communications$16K$16K$04
    CUBECubeSmart$8K$8K$02
    EXRExtra Space Storage$8K$8K$02
    INVHInvitation Homes$8K$8K$02
    VTRVentas$8K$8K$02
  • Consumer Staples

    PEP, HSY, CPB · 237 trades

    -$483.5K
    TickerNameBuySellNetTrades
    PEPPepsiCo$32K$185.5K-$153.5K18
    HSYHershey Company (The)$8K$99K-$91K5
    CPBThe Campbell's Company$91K$8K+$83K4
    ADMArcher Daniels Midland$0$75K-$75K1
    PGProcter & Gamble$152.5K$226K-$73.5K32
    SMPLSimply Good Foods Company$73K$0+$73K3
    KOCoca-Cola Company (The)$80.5K$24K+$56.5K10
    MDLZMondelez International$0$56K-$56K7
    COSTCostco$72.5K$24K+$48.5K9
    KVUEKenvue$40K$80.5K-$40.5K12
    BJBJ's Wholesale Club$24K$64K-$40K11
    CAGConagra Brands$48K$80.5K-$32.5K13
    PFGCPerformance Food Group$16K$48.5K-$32.5K5
    CHDChurch & Dwight$8K$40.5K-$32.5K3
    PMPhilip Morris International$0$32K-$32K4
    WMTWalmart$115K$88.5K+$26.5K14
    KRKroger$56K$32K+$24K11
    CLColgate-Palmolive$8K$32K-$24K5
    MKCMcCormick & Company$0$24K-$24K3
    CLXClorox$16K$32K-$16K6
    MNSTMonster Beverage$24K$8K+$16K4
    SYYSysco$8K$24K-$16K4
    KDPKeurig Dr Pepper$0$16K-$16K2
    USFDUS Foods$0$16K-$16K2
    GISGeneral Mills$24K$16K+$8K5
    TAPMolson Coors Beverage Company$16K$24K-$8K5
    DLTRDollar Tree$8K$16K-$8K3
    KHCKraft Heinz$8K$16K-$8K3
    SJMJ.M. Smucker Company (The)$8K$16K-$8K3
    CENTACentral Garden & Pet Company (Class A)$8K$0+$8K1
    DGDollar General$0$8K-$8K1
    KMBKimberly-Clark$0$8K-$8K1
    TSNTyson Foods$0$8K-$8K1
    CASYCasey's$16K$16K$04
    SFMSprouts Farmers Market$16K$16K$04
    STZConstellation Brands$16K$16K$04
    ACIAlbertsons$8K$8K$02
    CARTMaplebear Inc.$8K$8K$02
    COCOThe Vita Coco Company$8K$8K$02
    FLOFlowers Foods$8K$8K$02
    HRLHormel Foods$8K$8K$02
    INGRIngredion$8K$8K$02
    TGTTarget Corporation$8K$8K$02
  • Consumer Discretionary

    AMZN, MCD, DASH · 362 trades

    -$1.7M
    TickerNameBuySellNetTrades
    AMZNAmazon$2M$3.2M-$1.1M47
    MCDMcDonald's$89K$255.5K-$166.5K13
    DASHDoorDash$144K$24K+$120K21
    LOWLowe's$8K$107K-$99K6
    TJXTJX Companies$8K$99K-$91K5
    HOGHarley-Davidson$195K$107.5K+$87.5K8
    AZOAutoZone$16K$99K-$83K6
    LRNStride, Inc.$97.5K$16K+$81.5K5
    TSCOTractor Supply$56K$137K-$81K18
    CMGChipotle Mexican Grill$32K$113K-$81K12
    TPRTapestry, Inc.$0$73K-$73K3
    ORLYO’Reilly Automotive$8K$80.5K-$72.5K8
    RHRH$65K$0+$65K2
    SBUXStarbucks$0$48K-$48K6
    SCIService Corp Intl$0$48K-$48K6
    HLTHilton Worldwide$40.5K$8K+$32.5K3
    FFord Motor Company$0$32.5K-$32.5K1
    MTNVail Resorts$32.5K$0+$32.5K1
    NWLNewell Brands$32.5K$0+$32.5K1
    DRIDarden Restaurants$24K$48.5K-$24.5K6
    ULTAUlta Beauty$32.5K$16K+$16.5K3
    DPZDomino's$24K$8K+$16K4
    LENLennar$8K$24K-$16K4
    BOOTBoot Barn Holdings, Inc.$16K$0+$16K2
    CCLCarnival Corporation$16K$0+$16K2
    NKENike, Inc.$0$16K-$16K2
    SKYChampion Homes, Inc.$16K$0+$16K2
    LGIHLGI Homes$237.5K$250K-$12.5K8
    CBRLCracker Barrel$205K$215K-$10K9
    WHRWhirlpool Corporation$32.5K$24K+$8.5K4
    IBPInstalled Building Products, Inc.$48K$40K+$8K11
    SGISomnigroup International$40K$48K-$8K11
    DHID. R. Horton$16K$24K-$8K5
    TXRHTexas Roadhouse$24K$16K+$8K5
    CVNACarvana$8K$16K-$8K3
    DECKDeckers Brands$8K$16K-$8K3
    DKSDick's Sporting Goods$8K$16K-$8K3
    FIVEFive Below$8K$16K-$8K3
    HASHasbro$8K$16K-$8K3
    NCLHNorwegian Cruise Line Holdings$8K$16K-$8K3
    PIIPolaris$8K$16K-$8K3
    PTONPeloton Interactive, Inc.$16K$8K+$8K3
    TMHCTaylor Morrison$8K$16K-$8K3
    WYNNWynn Resorts$8K$16K-$8K3
    ALVAutoliv$0$8K-$8K1
    ARMKAramark$8K$0+$8K1
    DUOLDuolingo$0$8K-$8K1
    FUNSix Flags$0$8K-$8K1
    GAPGap Inc.$0$8K-$8K1
    GMGeneral Motors$0$8K-$8K1
    GPIGroup 1 Automotive, Inc.$0$8K-$8K1
    HHyatt$0$8K-$8K1
    HRBH&R Block$0$8K-$8K1
    LADLithia Motors$0$8K-$8K1
    LZBLa-Z-Boy, Inc.$0$8K-$8K1
    MARMarriott International$0$8K-$8K1
    NVRNVR, Inc.$8K$0+$8K1
    PATKPatrick Industries, Inc.$8K$0+$8K1
    RCLRoyal Caribbean Group$8K$0+$8K1
    SHAKShake Shack, Inc.$8K$0+$8K1
    SNSharkNinja$0$8K-$8K1
    UAUnder Armour (Class C)$0$8K-$8K1
    WSMWilliams-Sonoma, Inc.$8K$0+$8K1
    YUMYum! Brands$0$8K-$8K1
    TSLATesla, Inc.$72K$64.5K+$7.5K14
    HDHome Depot (The)$176.5K$177.5K-$1K32
    BKNGBooking Holdings$32K$32K$08
    LULULululemon Athletica$16K$16K$04
    BURLBurlington Stores$8K$8K$02
    ROSTRoss Stores$8K$8K$02
  • Health Care

    UNH, PODD, DXCM · 439 trades

    -$1.7M
    TickerNameBuySellNetTrades
    UNHUnitedHealth Group$260K$619K-$359K35
    PODDInsulet Corporation$0$350K-$350K2
    DXCMDexcom$8K$350K-$342K3
    PFEPfizer$16K$239.5K-$223.5K8
    JNJJohnson & Johnson$48K$217.5K-$169.5K24
    SYKStryker Corporation$24K$154K-$130K10
    LLYLilly (Eli)$204K$96K+$108K23
    TMOThermo Fisher Scientific$16K$121K-$105K11
    MCKMcKesson Corporation$145.5K$48K+$97.5K15
    STESteris$80K$0+$80K10
    BIIBBiogen$107K$32.5K+$74.5K6
    CICigna$8K$80K-$72K11
    CNCCentene Corporation$113.5K$183K-$69.5K7
    ABTAbbott Laboratories$64K$128.5K-$64.5K22
    MDTMedtronic$8K$64.5K-$56.5K6
    RVTYRevvity$56.5K$0+$56.5K4
    IQVIQVIA$32.5K$83K-$50.5K3
    BMYBristol Myers Squibb$16K$64.5K-$48.5K7
    ISRGIntuitive Surgical$56.5K$8K+$48.5K5
    LHLabcorp$48K$0+$48K6
    BDXBecton Dickinson$0$40.5K-$40.5K2
    ABBVAbbVie$16K$56K-$40K9
    MEDPMedpace$32K$64.5K-$32.5K9
    ELVElevance Health$40.5K$8K+$32.5K3
    MASIMasimo$0$32.5K-$32.5K1
    SOLVSolventum$0$32.5K-$32.5K1
    WATWaters Corporation$48K$16K+$32K10
    CVSCVS Health$16K$48K-$32K8
    LGNDLigand Pharmaceuticals, Inc.$32K$0+$32K4
    ZTSZoetis$48K$72.5K-$24.5K12
    AZTAAzenta, Inc.$24K$0+$24K3
    COOCooper Companies (The)$24K$0+$24K3
    TECHBio-Techne$24K$40K-$16K8
    THCTenet Health$40.5K$56.5K-$16K6
    GILDGilead Sciences$24K$8K+$16K4
    MOHMolina Healthcare$8K$24K-$16K4
    AVTRAvantor$0$16K-$16K2
    CYTKCytokinetics$16K$0+$16K2
    DGXQuest Diagnostics$0$16K-$16K2
    GEHCGE HealthCare$0$16K-$16K2
    HQYHealthEquity$16K$0+$16K2
    TNDMTandem Diabetes Care$16K$0+$16K2
    AMGNAmgen$64.5K$72.5K-$8K11
    BAXBaxter International$16K$24K-$8K5
    CORCencora$24K$16K+$8K5
    DHRDanaher Corporation$16K$24K-$8K5
    IDXXIdexx Laboratories$16K$24K-$8K5
    EHCEncompass Health$8K$16K-$8K3
    REGNRegeneron Pharmaceuticals$16K$8K+$8K3
    RGENRepligen$8K$16K-$8K3
    ROIVRoivant Sciences$8K$16K-$8K3
    SUPNSupernus Pharmaceuticals, Inc.$16K$8K+$8K3
    UTHRUnited Therapeutics$8K$16K-$8K3
    AORTArtivion$0$8K-$8K1
    CAHCardinal Health$8K$0+$8K1
    DVADaVita$0$8K-$8K1
    ELANElanco$0$8K-$8K1
    EWEdwards Lifesciences$0$8K-$8K1
    GMEDGlobus Medical$8K$0+$8K1
    HALOHalozyme$8K$0+$8K1
    HIMSHims & Hers Health$8K$0+$8K1
    MMSIMerit Medical Systems, Inc.$0$8K-$8K1
    UHSUniversal Health Services$8K$0+$8K1
    VTRSViatris$8K$0+$8K1
    BSXBoston Scientific$104.5K$104.5K$020
    MRKMerck & Co.$40K$40K$010
    HUMHumana$32K$32K$08
    ILMNIllumina, Inc.$16K$16K$04
    OPCHOption Care Health$16K$16K$04
    ALGNAlign Technology$8K$8K$02
    ASTHAstrana Health, Inc.$175K$175K$02
    CONConcentra Group Holdings Parent, Inc.$8K$8K$02
    DOCSDoximity$32.5K$32.5K$02
    HCAHCA Healthcare$8K$8K$02
    MTDMettler Toledo$8K$8K$02
    VCYTVeracyte, Inc.$8K$8K$02
    VRTXVertex Pharmaceuticals$8K$8K$02
  • Communication Services

    DIS, GOOGL, META · 249 trades

    -$1.8M
    TickerNameBuySellNetTrades
    DISWalt Disney Company (The)$24K$3M-$3M8
    GOOGLAlphabet Inc. (Class A)$2.2M$3.3M-$1.2M41
    METAMeta Platforms$1.3M$104.5K+$1.2M30
    GOOGAlphabet Inc. (Class C)$1.1M$104.5K+$1M32
    NFLXNetflix$1M$131K+$891K23
    VZVerizon$253.5K$438.5K-$185K18
    CMCSAComcast$16K$193.5K-$177.5K17
    TMUST-Mobile US$16K$174K-$158K7
    SIRISiriusXM$0$83K-$83K2
    PINSPinterest$0$81K-$81K4
    TAT&T$196K$137.5K+$58.5K18
    TTDTrade Desk (The)$48K$80K-$32K16
    OMCOmnicom Group$8K$32K-$24K5
    WBDWarner Bros. Discovery$16K$32K-$16K6
    LYVLive Nation Entertainment$8K$24K-$16K4
    EAElectronic Arts$16K$0+$16K2
    PSKYParamount Skydance Corporation$8K$16K-$8K4
    TTWOTake-Two Interactive$8K$16K-$8K3
    NWSNews Corp (Class B)$8K$0+$8K1
    NYTNew York Times Company$0$8K-$8K1
    SPHRSphere Entertainment$8K$0+$8K1
    TKOTKO Group Holdings$8K$0+$8K1
    CHTRCharter Communications$8K$8K$02
    FOXFox Corporation (Class B)$8K$8K$02
    VSNTVersant Media Group, Inc.$0$0$01
  • Information Technology

    AAPL, INTC, MSFT · 833 trades

    -$27.7M
    TickerNameBuySellNetTrades
    AAPLApple Inc.$1.7M$30.7M-$28.9M54
    INTCIntel$3.2M$239.5K+$2.9M14
    MSFTMicrosoft$3.8M$1.7M+$2.1M76
    QCOMQualcomm$73K$1.5M-$1.5M7
    NVDANvidia$2.8M$3.7M-$982.5K56
    TXNTexas Instruments$16K$830.5K-$814.5K10
    ACNAccenture$32K$784K-$752K23
    FLEXFlex Ltd.$8K$260.5K-$252.5K16
    AMDAdvanced Micro Devices$317.5K$72.5K+$245K22
    AVGOBroadcom$317.5K$128.5K+$189K29
    PLTRPalantir Technologies$303.5K$137.5K+$166K20
    INTUIntuit$48.5K$202K-$153.5K16
    MUMicron Technology$223K$104.5K+$118.5K17
    IBMIBM$194K$293K-$99K28
    AMKRAmkor Technology$97.5K$0+$97.5K3
    GDDYGoDaddy$24K$121K-$97K12
    MPWRMonolithic Power Systems$105.5K$16K+$89.5K6
    PRGSProgress Software Corporation$0$75K-$75K1
    VSATViasat, Inc.$75K$0+$75K1
    ADBEAdobe Inc.$129.5K$56K+$73.5K14
    CSCOCisco$113K$40K+$73K13
    GLWCorning Inc.$73K$0+$73K3
    ROPRoper Technologies$8K$80.5K-$72.5K8
    CRMSalesforce$137.5K$72.5K+$65K14
    DELLDell Technologies$56.5K$121.5K-$65K10
    COHRCoherent Corp.$48.5K$113.5K-$65K8
    ADIAnalog Devices$16K$80K-$64K12
    CDWCDW Corporation$0$56K-$56K7
    FNFabrinet$64.5K$16K+$48.5K7
    DDOGDatadog$64.5K$24K+$40.5K8
    MRVLMarvell Technology$48.5K$8K+$40.5K4
    PANWPalo Alto Networks$64K$99K-$35K12
    CTSHCognizant$8K$40.5K-$32.5K3
    ENTGEntegris$72K$40K+$32K14
    STXSeagate Technology$32.5K$64.5K-$32K6
    CDNSCadence Design Systems$0$32K-$32K4
    VIAVViavi Solutions$0$32K-$32K4
    ORCLOracle Corporation$172K$202K-$30K20
    ANETArista Networks$56K$32K+$24K11
    CVLTCommVault Systems$40K$16K+$24K7
    MTSIMACOM Technology Solutions$8K$32K-$24K5
    SMTCSemtech$32K$8K+$24K5
    TELTE Connectivity$24K$0+$24K3
    NOWServiceNow$72.5K$56K+$16.5K13
    APPAppLovin$48K$64.5K-$16.5K11
    PTCPTC Inc.$48.5K$32K+$16.5K7
    AMATApplied Materials$40.5K$24K+$16.5K5
    SNDKSandisk$32K$16K+$16K6
    TRMBTrimble Inc.$8K$24K-$16K4
    LITELumentum$16K$0+$16K2
    TDYTeledyne Technologies$0$16K-$16K2
    LRCXLam Research$139.5K$153K-$13.5K19
    WDAYWorkday, Inc.$80.5K$89K-$8.5K12
    FTNTFortinet$40K$48K-$8K11
    NXPINXP Semiconductors$24K$32K-$8K7
    APPFAppFolio$16K$24K-$8K5
    CRWDCrowdStrike$24K$16K+$8K5
    FICOFair Isaac$16K$24K-$8K5
    SNPSSynopsys$16K$24K-$8K5
    AEISAdvanced Energy$16K$8K+$8K3
    APHAmphenol$16K$8K+$8K3
    DLBDolby$8K$16K-$8K3
    DTDynatrace$8K$16K-$8K3
    EPAMEPAM Systems$8K$16K-$8K3
    GENGen Digital$8K$16K-$8K3
    HPEHewlett Packard Enterprise$8K$16K-$8K3
    KLACKLA Corporation$8K$16K-$8K3
    NOVTNovanta$16K$8K+$8K3
    PSTGEverpure$8K$16K-$8K3
    TERTeradyne$8K$16K-$8K3
    VRSNVerisign$16K$8K+$8K3
    ADSKAutodesk$0$8K-$8K1
    BILLBill Holdings$0$8K-$8K1
    DBXDropbox$0$8K-$8K1
    DOCUDocusign$0$8K-$8K1
    FFIVF5, Inc.$0$8K-$8K1
    ICHRIchor Holdings, Ltd.$8K$0+$8K1
    KDKyndryl$0$8K-$8K1
    MCHPMicrochip Technology$8K$0+$8K1
    NTAPNetApp$8K$0+$8K1
    OKTAOkta, Inc.$0$8K-$8K1
    TWLOTwilio$8K$0+$8K1
    CIENCiena$24K$24K$06
    ITGartner$24K$24K$06
    TYLTyler Technologies$24K$24K$06
    ACIWACI Worldwide$16K$16K$04
    AKAMAkamai Technologies$16K$16K$04
    BLBlackLine Systems, Inc.$16K$16K$04
    MKSIMKS Instruments$16K$16K$04
    MSIMotorola Solutions$16K$16K$04
    QLYSQualys$16K$16K$04
    SMCISupermicro$16K$16K$04
    FSLRFirst Solar$8K$8K$02
    GWREGuidewire Software$8K$8K$02
    QQnity Electronics$0$0$02
    SWKSSkyworks Solutions$8K$8K$02