Sector tilt

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

Window

90d

Sectors

Buy notional

$3.1M

Sell notional

$23.1M

Net tilt

-$20M

SectorBuy / sell mixBuySellNetTickers

Information Technology
INTC, TRMB, ENTG · 112 trades
56/44
$1.5M$1.2M+$337K38+-
TickerNameBuySellNetTrades
INTCINTEL CORP$1.1M$16K+$1.1M4
TRMBTRIMBLE INC$0$175K-$175K1
ENTGEntegris Inc.$16K$175K-$159K3
NVDANVIDIA CORP$48K$154K-$106K13
MSFTMICROSOFT CORP$64.5K$162K-$97.5K13
AAPLAPPLE INC$16K$105K-$89K9
TDYTELEDYNE TECHNOLOGIES INC$0$64.5K-$64.5K5
ADBEADOBE INC$0$48.5K-$48.5K3
IBMINTL BUSINESS MACHINES CORP$0$48K-$48K6
FNFabrinet$0$40.5K-$40.5K2
COHRCOHERENT CORP$32.5K$0+$32.5K1
AMATAPPLIED MATERIALS INC$40K$8K+$32K6
AVGOBROADCOM INC$32K$0+$32K4
ACNACCENTURE PLC CL A$24K$48.5K-$24.5K6
MUMICRON TECHNOLOGY INC$24K$0+$24K3
ADIANALOG DEVICES INC$0$16K-$16K2
APHAMPHENOL CORP CL A$16K$0+$16K2
CRWDCROWDSTRIKE HOLDINGS INC A$16K$0+$16K2
CSCOCISCO SYSTEMS INC$0$16K-$16K2
QCOMQUALCOMM INC$0$16K-$16K2
SMTCSemtech Corporation$0$16K-$16K2
AMDADVANCED MICRO DEVICES$16K$8K+$8K3
PANWPALO ALTO NETWORKS INC$8K$16K-$8K3
ANETARISTA NETWORKS INC$8K$0+$8K1
FSLRFIRST SOLAR INC$8K$0+$8K1
FTNTFORTINET INC$0$8K-$8K1
GDDYGODADDY INC CLASS A$0$8K-$8K1
INTUINTUIT INC$0$8K-$8K1
KLACKLA CORP$8K$0+$8K1
LITELUMENTUM HOLDINGS INC$0$8K-$8K1
LRCXLAM RESEARCH CORP$0$8K-$8K1
MCHPMICROCHIP TECHNOLOGY INC$8K$0+$8K1
MRVLMARVELL TECHNOLOGY INC$8K$0+$8K1
MTSIMACOM Technology Solutions Holdings Inc.$0$8K-$8K1
PLTRPALANTIR TECHNOLOGIES INC A$8K$0+$8K1
VIAVViavi Solutions Inc$0$8K-$8K1
VSATVIASAT INC$0$8K-$8K1
WDCWESTERN DIGITAL CORP$8K$0+$8K1
Utilities
AEP, AWK, CEG · 8 trades
63/37
$40K$24K+$16K7+-
TickerNameBuySellNetTrades
AEPAMERICAN ELECTRIC POWER$16K$0+$16K2
AWKAMERICAN WATER WORKS CO INC$0$8K-$8K1
CEGCONSTELLATION ENERGY$0$8K-$8K1
DUKDUKE ENERGY CORP$8K$0+$8K1
ESEVERSOURCE ENERGY$8K$0+$8K1
FEFIRSTENERGY CORP$8K$0+$8K1
NEENEXTERA ENERGY INC$0$8K-$8K1
Real Estate
CCI, EQIX, IRT · 10 trades
40/60
$32K$48K-$16K6+-
TickerNameBuySellNetTrades
CCICROWN CASTLE INC$0$32K-$32K4
EQIXEQUINIX INC$8K$0+$8K1
IRTIndependence Realty Trust Inc.$8K$0+$8K1
LAMRLamar Advertising Company Class A$0$8K-$8K1
NHINATL HEALTH INVESTORS INC$8K$0+$8K1
OREALTY INCOME CORP$8K$8K$02
Consumer Staples
PG, PEP, CAG · 33 trades
36/64
$144.5K$260K-$115.5K19+-
TickerNameBuySellNetTrades
PGPROCTER + GAMBLE CO/THE$16K$91K-$75K5
PEPPEPSICO INC$0$40.5K-$40.5K2
CAGCONAGRA BRANDS INC$0$32.5K-$32.5K1
SFMSprouts Farmers Market Inc.$32.5K$0+$32.5K1
MNSTMONSTER BEVERAGE CORP$24K$0+$24K3
KRKROGER CO$16K$0+$16K2
ELESTEE LAUDER COMPANIES CL A$16K$8K+$8K3
KVUEKENVUE INC$8K$16K-$8K3
CLCOLGATE PALMOLIVE CO$0$8K-$8K1
COCOVITA COCO CO INC/THE$8K$0+$8K1
GISGENERAL MILLS INC$8K$0+$8K1
HRLHORMEL FOODS CORP$0$8K-$8K1
HSYHERSHEY CO/THE$0$8K-$8K1
KMBKIMBERLY CLARK CORP$0$8K-$8K1
MDLZMONDELEZ INTERNATIONAL INC A$0$8K-$8K1
STZCONSTELLATION BRANDS INC A$0$8K-$8K1
WMTWALMART INC$0$8K-$8K1
COSTCOSTCO WHOLESALE CORP$8K$8K$02
KOCOCA COLA CO/THE$8K$8K$02
Materials
MLM, PKG, SOLS · 14 trades
14/86
$80.5K$490K-$409.5K9+-
TickerNameBuySellNetTrades
MLMMARTIN MARIETTA MATERIALS$56.5K$375K-$318.5K5
PKGPACKAGING CORP OF AMERICA$0$75K-$75K1
SOLSSolstice Advanced Materials Inc.$0$16K-$16K2
AMCRAMCOR PLC$8K$0+$8K1
APDAIR PRODUCTS + CHEMICALS INC$0$8K-$8K1
BCPCBALCHEM CORP$8K$0+$8K1
FCXFREEPORT MCMORAN INC$0$8K-$8K1
FMCFMC CORP$0$8K-$8K1
MTXMINERALS TECHNOLOGIES INC$8K$0+$8K1
Communication Services
LYV, GOOGL, T · 38 trades
17/83
$112K$566.5K-$454.5K16+-
TickerNameBuySellNetTrades
LYVLIVE NATION ENTERTAINMENT IN$0$207K-$207K5
GOOGLALPHABET INC CL A$40K$131.5K-$91.5K10
TAT+T INC$8K$75K-$67K2
DISWALT DISNEY CO/THE$0$40.5K-$40.5K2
PINSPinterest Inc. Class A$0$32.5K-$32.5K1
GOOGALPHABET INC CL C$16K$0+$16K2
VSNTVERSANT MEDIA GROUP INC$0$16K-$16K2
CMCSACOMCAST CORP CLASS A$8K$16K-$8K3
METAMETA PLATFORMS INC CLASS A$16K$8K+$8K3
APPAPPLOVIN CORP CLASS A$8K$0+$8K1
FOXFOX CORP CLASS B$0$8K-$8K1
NFLXNETFLIX INC$0$8K-$8K1
PSKYPARAMOUNT SKYDANCE CL B$0$8K-$8K1
SPHRSPHERE ENTERTAINMENT CO$8K$0+$8K1
VZVERIZON COMMUNICATIONS INC$0$8K-$8K1
TTDTRADE DESK INC/THE CLASS A$8K$8K$02
Financials
BRO, NDAQ, CPAY · 53 trades
23/77
$201K$679.5K-$478.5K30+-
TickerNameBuySellNetTrades
BROBROWN + BROWN INC$0$175K-$175K1
NDAQNASDAQ INC$0$175K-$175K1
CPAYCORPAY INC$0$121K-$121K9
SPGIS+P GLOBAL INC$0$40K-$40K5
CBCHUBB LTD$65K$32.5K+$32.5K3
BLKBLACKROCK INC$0$32K-$32K4
FISFIDELITY NATIONAL INFO SERV$16K$0+$16K2
PYPLPAYPAL HOLDINGS INC$16K$0+$16K2
FITBFIFTH THIRD BANCORP$8K$16K-$8K3
ABCBAMERIS BANCORP$8K$0+$8K1
ALLALLSTATE CORP$0$8K-$8K1
BACBANK OF AMERICA CORP$0$8K-$8K1
CBOECBOE GLOBAL MARKETS INC$0$8K-$8K1
CMECME GROUP INC$0$8K-$8K1
COFCAPITAL ONE FINANCIAL CORP$8K$0+$8K1
GBCIGlacier Bancorp Inc.$8K$0+$8K1
HLIHoulihan Lokey Inc. Class A$8K$0+$8K1
HMNHORACE MANN EDUCATORS$8K$0+$8K1
ICEINTERCONTINENTAL EXCHANGE IN$0$8K-$8K1
JKHYJACK HENRY + ASSOCIATES INC$8K$0+$8K1
JPMJPMORGAN CHASE + CO$0$8K-$8K1
MRSHMARSH + MCLENNAN COS$0$8K-$8K1
MSMORGAN STANLEY$8K$0+$8K1
SFStifel Financial Corp$8K$0+$8K1
TCBITexas Capital Bancshares Inc.$8K$0+$8K1
TOSTToast Inc. Class A$8K$0+$8K1
TRVTRAVELERS COS INC/THE$0$8K-$8K1
VVISA INC CLASS A SHARES$0$8K-$8K1
COINCOINBASE GLOBAL INC CLASS A$8K$8K$02
PGRPROGRESSIVE CORP$8K$8K$02
Health Care
STE, LH, MRK · 49 trades
21/79
$177.5K$671K-$493.5K23+-
TickerNameBuySellNetTrades
STESTERIS PLC$0$215K-$215K6
LHLABCORP HOLDINGS INC$0$199K-$199K4
MRKMERCK + CO. INC.$65K$0+$65K2
ABTABBOTT LABORATORIES$8K$56.5K-$48.5K5
MDTMEDTRONIC PLC$0$40.5K-$40.5K2
ALKSALKERMES PLC$32.5K$0+$32.5K1
AMGNAMGEN INC$0$24K-$24K3
JNJJOHNSON + JOHNSON$0$24K-$24K3
HCAHCA HEALTHCARE INC$16K$0+$16K2
HQYHealthEquity Inc$16K$0+$16K2
LLYELI LILLY + CO$0$16K-$16K2
OGNORGANON + CO$0$16K-$16K2
UNHUNITEDHEALTH GROUP INC$0$16K-$16K2
AORTARTIVION INC$8K$0+$8K1
BIIBBIOGEN INC$0$8K-$8K1
CYTKCytokinetics Incorporated$8K$0+$8K1
SYKSTRYKER CORP$0$8K-$8K1
TMOTHERMO FISHER SCIENTIFIC INC$0$8K-$8K1
VRTXVERTEX PHARMACEUTICALS INC$0$8K-$8K1
WATWATERS CORP$0$8K-$8K1
MCKMCKESSON CORP$8K$8K$02
MRNAMODERNA INC$8K$8K$02
ZTSZOETIS INC$8K$8K$02
Consumer Discretionary
AMZN, SIG, SGI · 52 trades
20/80
$290K$1.1M-$858.5K17+-
TickerNameBuySellNetTrades
AMZNAMAZON.COM INC$8K$191K-$183K4
SIGSIGNET JEWELERS LTD$0$175K-$175K1
SGISomnigroup International Inc.$32.5K$175K-$142.5K2
SCIService Corporation International$0$131K-$131K8
HDHOME DEPOT INC$16K$123.5K-$107.5K6
TSCOTRACTOR SUPPLY COMPANY$0$73K-$73K3
MCDMCDONALD S CORP$0$40.5K-$40.5K2
TPRTAPESTRY INC$0$32.5K-$32.5K1
APTVAPTIV PLC$16K$0+$16K2
IBPINSTALLED BUILDING PRODUCTS$16K$0+$16K2
LOWLOWE S COS INC$0$16K-$16K2
BOOTBOOT BARN HOLDINGS INC$8K$0+$8K1
GAPGap Inc.$0$8K-$8K1
HLTHILTON WORLDWIDE HOLDINGS IN$8K$0+$8K1
NKENIKE INC CL B$0$8K-$8K1
TXRHTexas Roadhouse Inc.$8K$0+$8K1
LTHLIFE TIME GROUP HOLDINGS INC$177.5K$175K+$2.5K14
Industrials
ITT, WAB, CNM · 98 trades
16/84
$467.5K$2.5M-$2.1M45+-
TickerNameBuySellNetTrades
ITTITT Inc.$0$375K-$375K1
WABWABTEC CORP$0$256K-$256K5
CNMCore & Main Inc. Class A$0$175K-$175K1
EMEEMCOR GROUP INC$0$175K-$175K1
PAYXPAYCHEX INC$0$175K-$175K1
TDGTRANSDIGM GROUP INC$8K$175K-$167K2
BWXTBWX Technologies Inc.$56.5K$175K-$118.5K5
CLHClean Harbors Inc.$0$99K-$99K4
MIDDMiddleby Corporation$0$80.5K-$80.5K7
ROLROLLINS INC$0$75K-$75K1
HUBBHUBBELL INC$105K$175K-$70K8
CARRCARRIER GLOBAL CORP$0$48.5K-$48.5K3
BABOEING CO/THE$0$40.5K-$40.5K2
CHRWC.H. ROBINSON WORLDWIDE INC$137.5K$175K-$37.5K9
MFPMIDERA FOOD PROCESSI INC$0$32.5K-$32.5K2
AGXARGAN INC$32.5K$0+$32.5K1
HONAHONEYWELL AEROSPACE INC$0$32.5K-$32.5K1
STRLSterling Infrastructure Inc.$0$32.5K-$32.5K1
ESABESAB Corporation$24K$0+$24K3
MBGLMOBILITY GLOBAL INC$0$24K-$24K3
VLTOVERALTO CORP$8K$24K-$16K4
EPACENERPAC TOOL GROUP CORP$16K$0+$16K2
GEGENERAL ELECTRIC$0$16K-$16K2
RBCRBC Bearings Incorporated$0$16K-$16K2
ESEESCO TECHNOLOGIES INC$24K$32.5K-$8.5K4
AVAVAeroVironment Inc.$0$8K-$8K1
CSWCSW INDUSTRIALS INC$8K$0+$8K1
CSXCSX CORP$0$8K-$8K1
DDDUPONT DE NEMOURS INC$0$8K-$8K1
DEDEERE + CO$0$8K-$8K1
EMREMERSON ELECTRIC CO$0$8K-$8K1
FDXFEDEX CORP$0$8K-$8K1
FERGFERGUSON ENTERPRISES INC$8K$0+$8K1
GEVGE VERNOVA INC$0$8K-$8K1
GWWWW GRAINGER INC$0$8K-$8K1
HONHONEYWELL INTERNATIONAL INC$8K$0+$8K1
ITWILLINOIS TOOL WORKS$0$8K-$8K1
LHXL3HARRIS TECHNOLOGIES INC$0$8K-$8K1
LUVSOUTHWEST AIRLINES CO$0$8K-$8K1
SPXCSPX Technologies Inc.$0$8K-$8K1
UPSUNITED PARCEL SERVICE CL B$0$8K-$8K1
VRSKVERISK ANALYTICS INC$8K$0+$8K1
ADPAUTOMATIC DATA PROCESSING$8K$8K$02
OTISOTIS WORLDWIDE CORP$8K$8K$02
UBERUBER TECHNOLOGIES INC$8K$8K$02
Energy
WMB, XOM, CVX · 15 trades
0/100
$32K$15.4M-$15.4M5+-
TickerNameBuySellNetTrades
WMBWILLIAMS COS INC$0$15.4M-$15.4M2
XOMEXXONMOBIL HOLDINGS CORP$0$40.5K-$40.5K6
CVXCHEVRON CORP$24K$0+$24K3
MPCMARATHON PETROLEUM CORP$0$24K-$24K3
EQTEQT CORP$8K$0+$8K1