Sector tilt

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

Window

30d

Sectors

Buy notional

$467.5K

Sell notional

$5.2M

Net tilt

-$4.7M

SectorBuy / sell mixBuySellNetTickers

Utilities
AEP · 2 trades
100/0
$16K$0+$16K1+-
TickerNameBuySellNetTrades
AEPAMERICAN ELECTRIC POWER$16K$0+$16K2
Real Estate
LAMR, CCI, CSGP · 5 trades
7/93
$8K$105.5K-$97.5K3+-
TickerNameBuySellNetTrades
LAMRLamar Advertising Company Class A$0$97.5K-$97.5K3
CCICROWN CASTLE INC$0$8K-$8K1
CSGPCOSTAR GROUP INC$8K$0+$8K1
Consumer Staples
PG, DLTR, CL · 5 trades
6/94
$8K$123.5K-$115.5K5+-
TickerNameBuySellNetTrades
PGPROCTER + GAMBLE CO/THE$0$75K-$75K1
DLTRDOLLAR TREE INC$0$32.5K-$32.5K1
CLCOLGATE PALMOLIVE CO$0$8K-$8K1
KMBKIMBERLY CLARK CORP$0$8K-$8K1
WMTWALMART INC$8K$0+$8K1
Communication Services
LYV, GOOGL, APP · 8 trades
3/97
$8K$274K-$266K6+-
TickerNameBuySellNetTrades
LYVLIVE NATION ENTERTAINMENT IN$0$175K-$175K1
GOOGLALPHABET INC CL A$0$83K-$83K2
APPAPPLOVIN CORP CLASS A$0$8K-$8K1
METAMETA PLATFORMS INC CLASS A$0$8K-$8K1
TTDTRADE DESK INC/THE CLASS A$8K$0+$8K1
CHTRCHARTER COMMUNICATIONS INC A$0$0$02
Health Care
LH, STE, MRK · 17 trades
23/77
$129.5K$438.5K-$309K13+-
TickerNameBuySellNetTrades
LHLABCORP HOLDINGS INC$0$175K-$175K1
STESTERIS PLC$0$175K-$175K1
MRKMERCK + CO. INC.$65K$0+$65K2
GMEDGlobus Medical Inc Class A$32.5K$0+$32.5K1
MDTMEDTRONIC PLC$0$32.5K-$32.5K1
AMGNAMGEN INC$0$16K-$16K2
JNJJOHNSON + JOHNSON$0$16K-$16K2
AORTARTIVION INC$8K$0+$8K1
BIIBBIOGEN INC$0$8K-$8K1
BSXBOSTON SCIENTIFIC CORP$8K$0+$8K1
PODDINSULET CORP$8K$0+$8K1
VRTXVERTEX PHARMACEUTICALS INC$0$8K-$8K1
MRNAMODERNA INC$8K$8K$02
Financials
BRO, NDAQ, CB · 8 trades
6/94
$24K$398.5K-$374.5K8+-
TickerNameBuySellNetTrades
BROBROWN + BROWN INC$0$175K-$175K1
NDAQNASDAQ INC$0$175K-$175K1
CBCHUBB LTD$0$32.5K-$32.5K1
COINCOINBASE GLOBAL INC CLASS A$0$8K-$8K1
FITBFIFTH THIRD BANCORP$8K$0+$8K1
GSGOLDMAN SACHS GROUP INC$8K$0+$8K1
HMNHORACE MANN EDUCATORS$8K$0+$8K1
MRSHMARSH + MCLENNAN COS$0$8K-$8K1
Materials
MLM, PKG · 3 trades
2/98
$8K$450K-$442K2+-
TickerNameBuySellNetTrades
MLMMARTIN MARIETTA MATERIALS$8K$375K-$367K2
PKGPACKAGING CORP OF AMERICA$0$75K-$75K1
Information Technology
ENTG, TRMB, TDY · 28 trades
16/84
$104.5K$551.5K-$447K17+-
TickerNameBuySellNetTrades
ENTGEntegris Inc.$0$175K-$175K1
TRMBTRIMBLE INC$0$175K-$175K1
TDYTELEDYNE TECHNOLOGIES INC$0$64.5K-$64.5K5
MSFTMICROSOFT CORP$32.5K$73K-$40.5K4
AVGOBROADCOM INC$16K$0+$16K2
IBMINTL BUSINESS MACHINES CORP$8K$16K-$8K3
AAPLAPPLE INC$0$8K-$8K1
AMDADVANCED MICRO DEVICES$0$8K-$8K1
APHAMPHENOL CORP CL A$8K$0+$8K1
CDWCDW CORP/DE$8K$0+$8K1
COHRCOHERENT CORP$0$8K-$8K1
INTUINTUIT INC$8K$0+$8K1
QCOMQUALCOMM INC$0$8K-$8K1
TYLTYLER TECHNOLOGIES INC$8K$0+$8K1
VSATVIASAT INC$0$8K-$8K1
WDAYWORKDAY INC CLASS A$8K$0+$8K1
NVDANVIDIA CORP$8K$8K$02
Consumer Discretionary
SGI, SIG, LTH · 12 trades
2/98
$16K$764K-$748K11+-
TickerNameBuySellNetTrades
SGISomnigroup International Inc.$0$175K-$175K1
SIGSIGNET JEWELERS LTD$0$175K-$175K1
LTHLIFE TIME GROUP HOLDINGS INC$8K$175K-$167K2
HDHOME DEPOT INC$0$75K-$75K1
SCIService Corporation International$0$75K-$75K1
NKENIKE INC CL B$0$32.5K-$32.5K1
TSCOTRACTOR SUPPLY COMPANY$0$32.5K-$32.5K1
DASHDOORDASH INC A$0$8K-$8K1
KMXCARMAX INC$8K$0+$8K1
LOWLOWE S COS INC$0$8K-$8K1
TSLATESLA INC$0$8K-$8K1
Industrials
ITT, BWXT, CHRW · 26 trades
7/93
$145.5K$2M-$1.9M20+-
TickerNameBuySellNetTrades
ITTITT Inc.$0$375K-$375K1
BWXTBWX Technologies Inc.$0$175K-$175K1
CHRWC.H. ROBINSON WORLDWIDE INC$0$175K-$175K1
CNMCore & Main Inc. Class A$0$175K-$175K1
EMEEMCOR GROUP INC$0$175K-$175K1
PAYXPAYCHEX INC$0$175K-$175K1
TDGTRANSDIGM GROUP INC$0$175K-$175K1
WABWABTEC CORP$0$175K-$175K1
HUBBHUBBELL INC$40.5K$175K-$134.5K3
CLHClean Harbors Inc.$0$75K-$75K1
ROLROLLINS INC$0$75K-$75K1
MIDDMiddleby Corporation$0$40.5K-$40.5K2
ETNEATON CORP PLC$32.5K$0+$32.5K1
HONAHONEYWELL AEROSPACE INC$0$32.5K-$32.5K1
PWRQUANTA SERVICES INC$32.5K$0+$32.5K1
ESEESCO TECHNOLOGIES INC$24K$32.5K-$8.5K4
MTZMasTec Inc.$8K$0+$8K1
OTISOTIS WORLDWIDE CORP$8K$0+$8K1
VLTOVERALTO CORP$0$8K-$8K1
VRSKVERISK ANALYTICS INC$0$8K-$8K1