Representative · MI, District 5

Tim Walberg

16 disclosed trades · 07/02/2025 → 01/06/2026

Tickers: 13
Buys / sells: 14 / 2
Median lag: 481d
Est. volume: $365K

F0/ 100

median 481d lag to file · 15 late

Return mirror

Buy disclosures averaged +0.1% since filing, +2.4 pp vs S&P 500.

since disclosure

Win rate: 53.8%
Avg return: +0.1%
vs S&P 500: +2.4 pp

Playbook

Sector Tilter

Tim shows a Sector Tilter pattern

Concentrated in one or two sectors.

Book skews heavily toward a few sectors with moderate single-name dispersion. Trades reflect a thematic view, not stock-by-stock conviction.

Cadence: 12/yr
Buy bias: 88%

Activity timeline

yearwise

Most traded

by count

Estimated holdings

10 positions · $300.5K est. volume

WFC$32.5K
LHX$32.5K
AAPL$32.5K
BA$32.5K
BAC$32.5K
CAT$32.5K

All disclosed trades (16)

Showing 16 of 16 loaded disclosures

Asset

03/06/2026Traded 01/06/2026SellFSSL
FSSLFS Specialty Lending Fund Common Shares of Beneficial Interest
2d$15,001–$50,000
03/06/2026Traded 10/02/2026SellUA
UAUnder Armour
113d$1,001–$15,000
03/06/2026Traded 07/02/2025BuyAMZN
AMZNAmazon.com
481d$1,001–$15,000
03/06/2026Traded 07/02/2025BuyAAPL
AAPLApple
481d$15,001–$50,000
03/06/2026Traded 07/02/2025BuyBAC
BACBank of America
481d$15,001–$50,000
03/06/2026Traded 07/02/2025BuyBA
BABoeing Company
481d$15,001–$50,000
03/06/2026Traded 07/02/2025BuyCAT
CATCaterpillar
481d$15,001–$50,000
03/06/2026Traded 07/02/2025BuyCVX
CVXChevron
481d$15,001–$50,000
03/06/2026Traded 07/02/2025BuyETN
ETNEaton Corporation, PLC Ordinary Shares
481d$15,001–$50,000
03/06/2026Traded 07/02/2025BuyOther
Exxon Mobil Corporation Common
481d$15,001 -
03/06/2026Traded 07/02/2025BuyFSSL
FSSLFS Specialty Lending Fund Common Shares of Beneficial Interest
481d$1,001–$15,000
03/06/2026Traded 07/02/2025BuyJ
JJacobs Solutions
481d$15,001–$50,000
03/06/2026Traded 07/02/2025BuyLHX
LHXL3Harris Technologies
481d$15,001–$50,000
03/06/2026Traded 07/02/2025BuyLMT
LMTLockheed Martin
481d$1,001–$15,000
03/06/2026Traded 07/02/2025BuyUA
UAUnder Armour
481d$1,001–$15,000
03/06/2026Traded 07/02/2025BuyWFC
WFCWells Fargo & Company
481d$15,001–$50,000

US Congress periodic transaction reports (STOCK Act). Latest trade: 01/06/2026. Identical consecutive line items on the same filing are collapsed with a ×N badge.