Sector tilt

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

Window

30d

Sectors

Buy notional

$176K

Sell notional

$349K

Net tilt

-$173K

SectorBuy / sell mixBuySellNetTickers

Utilities
CMS, EIX, LNT · 3 trades
100/0
$24K$0+$24K3+-
TickerNameBuySellNetTrades
CMSCMS ENERGY CORP$8K$0+$8K1
EIXEDISON INTERNATIONAL$8K$0+$8K1
LNTALLIANT ENERGY CORP$8K$0+$8K1
Health Care
ILMN, LLY, MRNA · 5 trades
60/40
$24K$16K+$8K5+-
TickerNameBuySellNetTrades
ILMNILLUMINA INC$0$8K-$8K1
LLYELI LILLY + CO$8K$0+$8K1
MRNAMODERNA INC$8K$0+$8K1
PODDINSULET CORP$8K$0+$8K1
RVTYREVVITY INC$0$8K-$8K1
Real Estate
ARE, O · 2 trades
50/50
$8K$8K$02+-
TickerNameBuySellNetTrades
AREALEXANDRIA REAL ESTATE EQUIT$8K$0+$8K1
OREALTY INCOME CORP$0$8K-$8K1
Materials
CF, SOLS · 2 trades
50/50
$8K$8K$02+-
TickerNameBuySellNetTrades
CFCF INDUSTRIES HOLDINGS INC$8K$0+$8K1
SOLSSolstice Advanced Materials Inc.$0$8K-$8K1
Financials
CINF, FIS, WFC · 4 trades
50/50
$16K$16K$04+-
TickerNameBuySellNetTrades
CINFCINCINNATI FINANCIAL CORP$0$8K-$8K1
FISFIDELITY NATIONAL INFO SERV$8K$0+$8K1
WFCWELLS FARGO + CO$8K$0+$8K1
WSBCWESBANCO INC$0$8K-$8K1
Industrials
UBER · 1 trades
0/100
$0$8K-$8K1+-
TickerNameBuySellNetTrades
UBERUBER TECHNOLOGIES INC$0$8K-$8K1
Consumer Staples
PG, CPB, GIS · 5 trades
40/60
$16K$24K-$8K4+-
TickerNameBuySellNetTrades
PGPROCTER + GAMBLE CO/THE$16K$0+$16K2
CPBTHE CAMPBELL S COMPANY$0$8K-$8K1
GISGENERAL MILLS INC$0$8K-$8K1
PEPPEPSICO INC$0$8K-$8K1
Information Technology
PTC, STX, NVDA · 13 trades
37/63
$56K$97K-$41K10+-
TickerNameBuySellNetTrades
PTCPTC INC$0$32.5K-$32.5K1
STXSEAGATE TECHNOLOGY HOLDINGS$0$32.5K-$32.5K1
NVDANVIDIA CORP$16K$8K+$8K3
AMATAPPLIED MATERIALS INC$8K$0+$8K1
CIENCIENA CORP$0$8K-$8K1
IBMINTL BUSINESS MACHINES CORP$0$8K-$8K1
LITELUMENTUM HOLDINGS INC$8K$0+$8K1
MTSIMACOM Technology Solutions Holdings Inc.$8K$0+$8K1
NOWSERVICENOW INC$8K$0+$8K1
CSCOCISCO SYSTEMS INC$8K$8K$02
Communication Services
GOOG, APP, CMCSA · 4 trades
16/84
$16K$83K-$67K4+-
TickerNameBuySellNetTrades
GOOGALPHABET INC CL C$0$75K-$75K1
APPAPPLOVIN CORP CLASS A$0$8K-$8K1
CMCSACOMCAST CORP CLASS A$8K$0+$8K1
FOXAFOX CORP CLASS A$8K$0+$8K1
Consumer Discretionary
AMZN, LOW, CMG · 6 trades
8/92
$8K$89K-$81K6+-
TickerNameBuySellNetTrades
AMZNAMAZON.COM INC$0$32.5K-$32.5K1
LOWLOWE S COS INC$0$32.5K-$32.5K1
CMGCHIPOTLE MEXICAN GRILL INC$0$8K-$8K1
HDHOME DEPOT INC$0$8K-$8K1
MCDMCDONALD S CORP$0$8K-$8K1
TXRHTexas Roadhouse Inc.$8K$0+$8K1