US political trades

Sector tilt

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

Window

30d

Sectors

9

Buy notional

$1.5M

Sell notional

$1.5M

Net tilt

+$9.5K

  • Industrials

    HUBB, BWXT, PWR · 19 trades

    +$96.5K
    TickerNameBuySellNetTrades
    HUBBHubbell Incorporated$64.5K$0+$64.5K5
    BWXTBWX Technologies$40.5K$0+$40.5K2
    PWRQuanta Services$0$40.5K-$40.5K2
    TDGTransDigm Group$24K$0+$24K3
    PHParker Hannifin$16K$0+$16K2
    EMEEmcor$0$8K-$8K1
    CHRWC.H. Robinson$16K$16K$04
  • Communication Services

    T, GOOGL, PINS · 8 trades

    +$18K
    TickerNameBuySellNetTrades
    TAT&T$123.5K$32.5K+$91K5
    GOOGLAlphabet Inc. (Class A)$0$40.5K-$40.5K2
    PINSPinterest$0$32.5K-$32.5K1
  • Health Care

    MEDP, ABT · 3 trades

    +$8K
    TickerNameBuySellNetTrades
    MEDPMedpace$16K$0+$16K2
    ABTAbbott Laboratories$0$8K-$8K1
  • Consumer Staples

    PG · 1 trades

    +$8K
    TickerNameBuySellNetTrades
    PGProcter & Gamble$8K$0+$8K1
  • Materials

    MLM · 1 trades

    +$8K
    TickerNameBuySellNetTrades
    MLMMartin Marietta Materials$8K$0+$8K1
  • Information Technology

    CDW, ADI, ENTG · 18 trades

    $0
    TickerNameBuySellNetTrades
    CDWCDW Corporation$0$32K-$32K4
    ADIAnalog Devices$8K$0+$8K1
    ENTGEntegris$8K$0+$8K1
    INTUIntuit$0$8K-$8K1
    LITELumentum$8K$0+$8K1
    MUMicron Technology$8K$0+$8K1
    PANWPalo Alto Networks$8K$0+$8K1
    AAPLApple Inc.$16K$16K$04
    MSFTMicrosoft$1.1M$1.1M$04
  • Real Estate

    AMT · 1 trades

    -$8K
    TickerNameBuySellNetTrades
    AMTAmerican Tower$0$8K-$8K1
  • Consumer Discretionary

    TSCO, SCI, HD · 11 trades

    -$56K
    TickerNameBuySellNetTrades
    TSCOTractor Supply$0$48K-$48K6
    SCIService Corp Intl$0$24K-$24K3
    HDHome Depot (The)$16K$0+$16K2
  • Financials

    STT · 2 trades

    -$65K
    TickerNameBuySellNetTrades
    STTState Street Corporation$0$65K-$65K2