Sector tilt

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

Window

Sectors

Buy notional

$152.2M

Sell notional

$76.9M

Net tilt

+$75.3M

SectorBuy / sell mixBuySellNetTickers

Financials
JPM, GS, FULT · 566 trades
92/8
$93.1M$7.8M+$85.3M107+-
TickerNameBuySellNetTrades
JPMJPMorgan Chase$90.2M$137K+$90.1M29
GSGoldman Sachs$170K$3.4M-$3.3M26
FULTFulton Financial Corporation$0$425K-$425K3
PYPLPayPal$48K$431K-$383K14
CCitigroup$261.5K$16K+$245.5K11
BXBlackstone Inc.$16K$215K-$199K8
HBANHuntington Bancshares$0$175K-$175K1
SFNCSimmons First National Corporation$0$175K-$175K1
STTState Street Corporation$8K$170.5K-$162.5K7
NDAQNasdaq, Inc.$137K$0+$137K11
COFCapital One$158K$40K+$118K8
HOODRobinhood Markets$178K$64.5K+$113.5K15
FCFSFirstCash$97.5K$0+$97.5K3
AJGArthur J. Gallagher & Co.$8K$104.5K-$96.5K11
VVisa Inc.$112K$195.5K-$83.5K27
MSMorgan Stanley$32K$115K-$83K10
MAMastercard$107K$24K+$83K8
AMPAmeriprise Financial$0$83K-$83K2
LLoews Corporation$91K$16K+$75K5
WFCWells Fargo$32K$105K-$73K11
BKBNY Mellon$107K$56K+$51K12
COINCoinbase$80.5K$32K+$48.5K11
FISFidelity National Information Services$24K$72.5K-$48.5K9
ICEIntercontinental Exchange$56.5K$8K+$48.5K5
AXPAmerican Express$88.5K$48K+$40.5K14
BLKBlackRock$24K$64K-$40K11
BACBank of America$16K$56K-$40K9
RFRegions Financial Corporation$16K$48.5K-$32.5K5
SPGIS&P Global$40.5K$73K-$32.5K5
COLBColumbia Banking System$8K$40.5K-$32.5K3
IVZInvesco$8K$40.5K-$32.5K3
BENFranklin Resources$0$32.5K-$32.5K1
TROWT. Rowe Price$0$32.5K-$32.5K1
WRBW. R. Berkley Corporation$16K$48K-$32K8
MORNMorningstar, Inc.$40.5K$72K-$31.5K11
GPNGlobal Payments$16K$40.5K-$24.5K4
SYFSynchrony Financial$8K$32.5K-$24.5K2
BROBrown & Brown$128K$104K+$24K29
MCOMoody's Corporation$0$24K-$24K3
CBChubb Limited$24K$40.5K-$16.5K5
APOApollo Global Management$16K$32K-$16K6
ERIEErie Indemnity$24K$8K+$16K4
KKRKKR & Co.$8K$24K-$16K4
PNCPNC Financial Services$8K$24K-$16K4
CATYCathay General Bancorp$16K$0+$16K2
EFCEllington Financial, Inc.$16K$0+$16K2
FBKFB Financial Corp.$16K$0+$16K2
HMNHorace Mann Educators Corporation$0$16K-$16K2
METMetLife$0$16K-$16K2
TFCTruist Financial$0$16K-$16K2
USBU.S. Bancorp$0$16K-$16K2
WTWWillis Towers Watson$0$16K-$16K2
PGRProgressive Corporation$88K$96.5K-$8.5K20
FISVFiserv$32K$40K-$8K9
CMECME Group$24K$32K-$8K7
FDSFactSet$16K$24K-$8K5
JKHYJack Henry & Associates$24K$16K+$8K5
SBCFSeacoast Banking Corporation of Florida$24K$16K+$8K5
AIGAmerican International Group$8K$16K-$8K3
ARESAres Management$8K$16K-$8K3
KEYKeyCorp$8K$16K-$8K3
PRUPrudential Financial$8K$16K-$8K3
ABCBAmeris Bancorp$0$8K-$8K1
AIZAssurant$8K$0+$8K1
ALLYAlly Financial$0$8K-$8K1
BBTBeacon Financial Corp.$0$8K-$8K1
CNOCNO Financial Group$0$8K-$8K1
CNSCohen & Steers, Inc.$8K$0+$8K1
EQHEquitable Holdings$0$8K-$8K1
FNBFNB Corporation$0$8K-$8K1
FNFFidelity National Financial$0$8K-$8K1
GBCIGlacier Bancorp$8K$0+$8K1
HIGHartford (The)$0$8K-$8K1
HLIHoulihan Lokey$8K$0+$8K1
MKTXMarketAxess$0$8K-$8K1
SBSISouthside Bancshares, Inc.$0$8K-$8K1
UBSIUnited Bankshares$0$8K-$8K1
VLYValley Bank$0$8K-$8K1
SCHWCharles Schwab Corporation$56.5K$56K+$50011
EGEverest Group$24K$24K$06
NTRSNorthern Trust$24K$24K$06
SFStifel$24K$24K$06
UNMUnum$24K$24K$06
HOMBHome BancShares$16K$16K$04
IBKRInteractive Brokers$16K$16K$04
PFGPrincipal Financial Group$16K$16K$04
WSFSWSFS Financial Corporation$16K$16K$04
CBOECboe Global Markets$8K$8K$02
CBUCommunity Bank System, Inc.$8K$8K$02
EIGEmployers Holdings, Inc.$8K$8K$02
ESNTEssent Group Ltd.$8K$8K$02
EVTCEVERTEC, Inc.$8K$8K$02
FFINFirst Financial Bankshares$8K$8K$02
FHBFirst Hawaiian, Inc.$8K$8K$02
FITBFifth Third Bancorp$8K$8K$02
GLGlobe Life$8K$8K$02
GNWGenworth Financial, Inc.$8K$8K$02
HTHHilltop Holdings Inc.$8K$8K$02
LNCLincoln Financial$8K$8K$02
MTBM&T Bank$8K$8K$02
MTGMGIC Investment Corporation$8K$8K$02
RLIRLI Corp.$8K$8K$02
SIGISelective Insurance Group$8K$8K$02
STWDStarwood Property Trust$8K$8K$02
TRVTravelers Companies (The)$8K$8K$02
VOYAVoya Financial$8K$8K$02
WALWestern Alliance Bancorporation$8K$8K$02
Energy
AESI, CVX, VNOM · 158 trades
95/5
$15.9M$853K+$15M32+-
TickerNameBuySellNetTrades
AESIAtlas Energy Solutions, Inc.$15.2M$0+$15.2M2
CVXChevron Corporation$105K$145K-$40K20
VNOMViper Energy$40.5K$8K+$32.5K3
MTDRMatador Resources$0$32.5K-$32.5K1
COPConocoPhillips$64.5K$96.5K-$32K14
MPCMarathon Petroleum$8K$40K-$32K6
TRGPTarga Resources$40K$8K+$32K6
CHRDChord Energy$16K$32K-$16K6
DVNDevon Energy$16K$0+$16K4
OXYOccidental Petroleum$24K$8K+$16K4
WMBWilliams Companies$8K$24K-$16K4
DINOHF Sinclair$0$16K-$16K2
VLOValero Energy$0$16K-$16K2
XOMExxonMobil$131K$123K+$8K15
KMIKinder Morgan$32K$40K-$8K9
HALHalliburton$32K$24K+$8K7
MGYMagnolia Oil & Gas, Corp.$24K$32K-$8K7
SLBSchlumberger$24K$32K-$8K7
EXEExpand Energy$16K$24K-$8K5
OKEOneok$24K$16K+$8K5
FANGDiamondback Energy$8K$16K-$8K3
RRCRange Resources$8K$16K-$8K3
CRGYCrescent Energy Company$0$8K-$8K1
OVVOvintiv$8K$0+$8K1
EOGEOG Resources$32.5K$32K+$5005
BKRBaker Hughes$16K$16K$04
APAAPA Corporation$8K$8K$02
ARAntero Resources$8K$8K$02
EQTEQT Corporation$8K$8K$02
NOGNorthern Oil and Gas, Inc.$8K$8K$02
NOVNOV Inc.$8K$8K$02
TPLTexas Pacific Land Corporation$8K$8K$02
Utilities
VST, AWK, EXC · 86 trades
50/50
$488K$483K+$5K27+-
TickerNameBuySellNetTrades
VSTVistra Corp.$199K$16K+$183K6
AWKAmerican Water Works$8K$91K-$83K4
EXCExelon$56.5K$16K+$40.5K6
ATOAtmos Energy$40.5K$0+$40.5K2
NEENextEra Energy$16K$56K-$40K9
CMSCMS Energy$0$32K-$32K4
XELXcel Energy$0$32K-$32K4
SRESempra$16K$32K-$16K6
CEGConstellation Energy$16K$24K-$8K5
DUKDuke Energy$24K$16K+$8K5
PEGPublic Service Enterprise Group$8K$16K-$8K3
SOSouthern Company$16K$8K+$8K3
AEEAmeren$0$8K-$8K1
BKHBlack Hills Corporation$0$8K-$8K1
EIXEdison International$0$8K-$8K1
ESEversource Energy$0$8K-$8K1
IDAIdacorp$8K$0+$8K1
NJRNew Jersey Resources$0$8K-$8K1
PCGPG&E Corporation$0$8K-$8K1
PPLPPL Corporation$0$8K-$8K1
WECWEC Energy Group$0$8K-$8K1
AEPAmerican Electric Power$24K$24K$06
SRSpire$16K$16K$04
WTRGEssential Utilities$16K$16K$04
LNTAlliant Energy$8K$8K$02
NWENorthWestern Energy$8K$8K$02
OGEOGE Energy$8K$8K$02
Materials
APD, PKG, MLM · 125 trades
49/51
$536.5K$562K-$25.5K34+-
TickerNameBuySellNetTrades
APDAir Products$24K$64.5K-$40.5K8
PKGPackaging Corporation of America$64K$24K+$40K11
MLMMartin Marietta Materials$24K$56.5K-$32.5K7
CTVACorteva$0$32.5K-$32.5K1
SHWSherwin-Williams$56.5K$88.5K-$32K12
RPMRPM International$40K$8K+$32K6
LINLinde plc$40K$16K+$24K7
AVNTAvient$24K$0+$24K3
PPGPPG Industries$24K$0+$24K3
FCXFreeport-McMoRan$32K$16K+$16K6
AMCRAmcor$24K$8K+$16K4
NEMNewmont$8K$24K-$16K4
DOWDow Inc.$16K$0+$16K2
SLGNSilgan Holdings$0$16K-$16K2
SOLSSolstice Advanced Materials$0$8K-$8K4
ECLEcolab$8K$16K-$8K3
IPInternational Paper$8K$16K-$8K3
LYBLyondellBasell$8K$16K-$8K3
MOSMosaic Company (The)$8K$16K-$8K3
RGLDRoyal Gold$8K$16K-$8K3
ATRAptarGroup$8K$0+$8K1
CCKCrown Holdings$0$8K-$8K1
CRHCRH plc$0$8K-$8K1
IFFInternational Flavors & Fragrances$8K$0+$8K1
MTXMinerals Technologies$0$8K-$8K1
SWSmurfit Westrock$8K$0+$8K1
LPXLouisiana-Pacific$24K$24K$06
FMCFMC Corporation$16K$16K$04
RSReliance, Inc.$16K$16K$04
CFCF Industries$8K$8K$02
DDDuPont$8K$8K$02
EMNEastman Chemical Company$8K$8K$02
GPKGraphic Packaging$8K$8K$02
STLDSteel Dynamics$8K$8K$02
Industrials
APG, UBER, MMM · 621 trades
49/51
$3.5M$3.6M-$95K122+-
TickerNameBuySellNetTrades
APGAPi Group$137.5K$0+$137.5K8
UBERUber$271.5K$139K+$132.5K19
MMM3M$8K$139K-$131K10
TDGTransDigm Group$136.5K$24K+$112.5K17
UPSUnited Parcel Service$72K$179.5K-$107.5K20
MTZMasTec$16K$113.5K-$97.5K7
CRSCarpenter Technology$97.5K$0+$97.5K3
VSECVSE Corporation$97.5K$0+$97.5K3
MIDDMiddleby$8K$96.5K-$88.5K10
BWXTBWX Technologies$97K$16K+$81K8
FDXFedEx$81K$8K+$73K5
AITApplied Industrial Technologies$0$73K-$73K3
CSXCSX Corporation$0$73K-$73K3
CNMCore & Main$24K$89K-$65K8
PWRQuanta Services$48K$112.5K-$64.5K17
HUBBHubbell Incorporated$64.5K$0+$64.5K5
SAROStandardAero$64K$0+$64K8
FTVFortive$8K$64.5K-$56.5K6
FBINFortune Brands Innovations$0$56K-$56K7
NOCNorthrop Grumman$16K$64.5K-$48.5K7
ROLRollins, Inc.$64.5K$16K+$48.5K7
CATCaterpillar Inc.$56.5K$8K+$48.5K5
PAYXPaychex$64.5K$112.5K-$48K16
HWMHowmet Aerospace$8K$56K-$48K8
GEVGE Vernova$64.5K$24K+$40.5K8
PHParker Hannifin$40K$80K-$40K15
CSWCSW Industrials, Inc.$40K$0+$40K5
RSGRepublic Services$0$40K-$40K5
UNPUnion Pacific Corporation$99K$64K+$35K12
FLRFluor$0$32.5K-$32.5K1
HIIHuntington Ingalls Industries$0$32.5K-$32.5K1
OCOwens Corning$0$32.5K-$32.5K1
SWKStanley Black & Decker$32.5K$0+$32.5K1
VRSKVerisk Analytics$24K$56K-$32K10
LHXL3Harris$8K$40K-$32K6
AVAVAeroVironment$32K$0+$32K4
DOVDover Corporation$0$32K-$32K4
NSCNorfolk Southern$0$32K-$32K4
PNRPentair$32.5K$8K+$24.5K2
CHRWC.H. Robinson$80.5K$56.5K+$24K11
EMEEmcor$56K$32K+$24K11
PRIMPrimoris Services Corporation$8K$32K-$24K5
WABWabtec$8K$32K-$24K5
EPACEnerpac Tool Group$24K$0+$24K3
FSSFederal Signal Corporation$24K$0+$24K3
JCIJohnson Controls$0$24K-$24K3
STRLSterling Infrastructure$0$24K-$24K3
DEDeere & Company$40.5K$64K-$23.5K10
ETNEaton Corporation$131K$112.5K+$18.5K19
AALAmerican Airlines Group$175K$158K+$17K4
ADPAutomatic Data Processing$64.5K$48K+$16.5K11
RTXRTX Corporation$48.5K$32K+$16.5K7
URIUnited Rentals$32K$48.5K-$16.5K7
ALKAlaska Air Group$8K$24K-$16K4
SNDRSchneider National$8K$24K-$16K4
VLTOVeralto$24K$8K+$16K4
CTASCintas$0$16K-$16K2
FIXComfort Systems USA$16K$0+$16K2
GTESGates Corporation$16K$0+$16K2
GTLSChart Industries$0$16K-$16K2
CARRCarrier Global$64.5K$56K+$8.5K12
BABoeing$56.5K$48K+$8.5K10
CLHClean Harbors$40.5K$32K+$8.5K6
GEGE Aerospace$64.5K$56.5K+$8K9
CMICummins$32K$24K+$8K7
HONHoneywell$56.5K$48.5K+$8K7
ITTITT Inc.$32K$24K+$8K7
OTISOtis Worldwide$24K$32K-$8K7
BRBroadridge Financial Solutions$24K$16K+$8K5
SAICScience Applications Intl Corp$24K$16K+$8K5
TXTTextron$24K$16K+$8K5
AMEAmetek$16K$8K+$8K3
CACICACI International$8K$16K-$8K3
LUVSouthwest Airlines$16K$8K+$8K3
OSKOshkosh$8K$16K-$8K3
PAYCPaycom$8K$16K-$8K3
RBCRBC Bearings$8K$16K-$8K3
UFPIUFP Industries$8K$16K-$8K3
WSOWatsco$8K$16K-$8K3
AOSA. O. Smith$0$8K-$8K1
CPRTCopart$0$8K-$8K1
DYDycom Industries$8K$0+$8K1
GXOGXO Logistics$8K$0+$8K1
KNXKnight-Swift$8K$0+$8K1
NVTnVent Electric plc$0$8K-$8K1
ODFLOld Dominion$0$8K-$8K1
PCARPaccar$0$8K-$8K1
RRXRegal Rexnord$0$8K-$8K1
SPXCSPX Technologies$0$8K-$8K1
STSensata Technologies$8K$0+$8K1
TTTrane Technologies$0$8K-$8K1
TTCToro$0$8K-$8K1
WCCWESCO International$0$8K-$8K1
GDGeneral Dynamics$32K$32K$08
VRTVertiv$32K$32K$08
ITWIllinois Tool Works$24K$24K$06
ALLEAllegion$16K$16K$04
BCOBrink's$16K$16K$04
CNHCNH Industrial$16K$16K$04
DALDelta Air Lines$16K$16K$04
EMREmerson Electric$16K$16K$04
IEXIDEX Corporation$16K$16K$04
LMTLockheed Martin$16K$16K$04
RBARB Global$16K$16K$04
WMWaste Management$16K$16K$04
AGCOAGCO$8K$8K$02
AWIArmstrong World Industries, Inc.$8K$8K$02
BCCBoise Cascade$8K$8K$02
CSLCarlisle Companies$8K$8K$02
CWCurtiss-Wright$8K$8K$02
EFXEquifax$8K$8K$02
EXPOExponent, Inc.$8K$8K$02
FCNFTI Consulting$8K$8K$02
GATXGATX$8K$8K$02
GGGGraco Inc.$8K$8K$02
LSTRLandstar System$8K$8K$02
MANManpowerGroup$8K$8K$02
TKRTimken$8K$8K$02
TRNTrinity Industries, Inc.$8K$8K$02
UALUnited Airlines Holdings$8K$8K$02
WMSAdvanced Drainage Systems$8K$8K$02
XPOXPO, Inc.$8K$8K$02
Real Estate
CSGP, JLL, PLD · 148 trades
47/53
$674.5K$772.5K-$98K47+-
TickerNameBuySellNetTrades
CSGPCoStar Group$120.5K$16K+$104.5K14
JLLJones Lang LaSalle$16K$72.5K-$56.5K8
PLDPrologis$40K$91K-$51K8
IRMIron Mountain$0$48.5K-$48.5K3
RHPRyman Hospitality Properties$48.5K$8K+$40.5K4
ADCAgree Realty$16K$48.5K-$32.5K5
WPCW. P. Carey$40.5K$8K+$32.5K3
SPGSimon Property Group$32.5K$8K+$24.5K2
VREVeris Residential, Inc.$32.5K$8K+$24.5K2
AMTAmerican Tower$0$24K-$24K3
CCICrown Castle$0$24K-$24K3
PSAPublic Storage$0$24K-$24K3
WYWeyerhaeuser$0$24K-$24K3
ORealty Income$24K$8K+$16K4
EQIXEquinix$0$16K-$16K2
AMHAmerican Homes 4 Rent$16K$24K-$8K5
GTYGetty Realty Corp.$16K$24K-$8K5
IRTIRT Living$24K$16K+$8K5
AREAlexandria Real Estate Equities$16K$8K+$8K3
BXPBXP, Inc.$8K$16K-$8K3
ELSEquity Lifestyle Properties$8K$16K-$8K3
FCPTFour Corners Property Trust, Inc.$8K$16K-$8K3
DLRDigital Realty$8K$0+$8K1
EQREquity Residential$0$8K-$8K1
ESSEssex Property Trust$0$8K-$8K1
FBRTFranklin BSP Realty Trust, Inc.$0$8K-$8K1
HSTHost Hotels & Resorts$8K$0+$8K1
LXPLexington Realty Trust$0$8K-$8K1
PKPark Hotels & Resorts$0$8K-$8K1
REGRegency Centers$8K$0+$8K1
UDRUDR, Inc.$0$8K-$8K1
WELLWelltower$8K$0+$8K1
KRGKite Realty Group Trust$24K$24K$06
AVBAvalonBay Communities$16K$16K$04
DOCHealthpeak Properties$16K$16K$04
SBACSBA Communications$16K$16K$04
UEUrban Edge Properties$16K$16K$04
VICIVici Properties$16K$16K$04
CDPCOPT Defense Properties$8K$8K$02
CUBECubeSmart$8K$8K$02
CUZCousins Properties$8K$8K$02
EXRExtra Space Storage$8K$8K$02
FRFirst Industrial Realty Trust$8K$8K$02
INVHInvitation Homes$8K$8K$02
NNNNNN Reit$8K$8K$02
PECOPhillips Edison & Company$8K$8K$02
VTRVentas$8K$8K$02
Consumer Staples
PEP, PG, HSY · 288 trades
42/58
$1.2M$1.7M-$507.5K45+-
TickerNameBuySellNetTrades
PEPPepsiCo$48K$201.5K-$153.5K22
PGProcter & Gamble$160.5K$250K-$89.5K36
HSYHershey Company (The)$8K$91K-$83K4
CPBCampbell's Company (The)$91K$16K+$75K5
ADMArcher Daniels Midland$0$75K-$75K1
SMPLSimply Good Foods Company$73K$0+$73K3
KOCoca-Cola Company (The)$96.5K$40K+$56.5K14
KVUEKenvue$32K$88.5K-$56.5K12
MDLZMondelez International$0$56K-$56K7
COSTCostco$72.5K$32K+$40.5K10
BJBJ's Wholesale Club$32K$72K-$40K13
PMPhilip Morris International$8K$48K-$40K7
CHDChurch & Dwight$16K$48.5K-$32.5K5
PFGCPerformance Food Group$16K$48.5K-$32.5K5
CLColgate-Palmolive$16K$48K-$32K8
MKCMcCormick & Company$8K$32K-$24K5
KRKroger$48K$32K+$16K10
MNSTMonster Beverage$32K$16K+$16K6
STZConstellation Brands$24K$8K+$16K4
SYYSysco$8K$24K-$16K4
DGDollar General$0$16K-$16K2
KHCKraft Heinz$0$16K-$16K2
GISGeneral Mills$40K$32K+$8K9
CASYCasey's$24K$16K+$8K5
TAPMolson Coors Beverage Company$16K$24K-$8K5
DLTRDollar Tree$8K$16K-$8K3
FLOFlowers Foods$8K$16K-$8K3
KDPKeurig Dr Pepper$8K$16K-$8K3
KMBKimberly-Clark$8K$16K-$8K3
USFDUS Foods$8K$16K-$8K3
CENTACentral Garden & Pet Company (Class A)$8K$0+$8K1
TSNTyson Foods$0$8K-$8K1
WMTWalmart$123K$129K-$6K17
CAGConagra Brands$48K$48K$012
CLXClorox$24K$24K$06
SFMSprouts Farmers Market$24K$24K$06
ACIAlbertsons$16K$16K$04
HRLHormel Foods$16K$16K$04
INGRIngredion$16K$16K$04
SJMJ.M. Smucker Company (The)$16K$16K$04
CARTMaplebear Inc.$8K$8K$02
COCOThe Vita Coco Company$8K$8K$02
FIZZNational Beverage Corp.$8K$8K$02
TGTTarget Corporation$8K$8K$02
WDFCWD-40 Company$8K$8K$02
Consumer Discretionary
AMZN, MCD, DASH · 410 trades
47/53
$5.2M$5.8M-$652.5K75+-
TickerNameBuySellNetTrades
AMZNAmazon$2.9M$3.1M-$221K54
MCDMcDonald's$129.5K$296K-$166.5K17
DASHDoorDash$120K$16K+$104K17
LOWLowe's$8K$107K-$99K6
TJXTJX Companies$8K$107K-$99K6
HOGHarley-Davidson$195K$107.5K+$87.5K8
LRNStride, Inc.$97.5K$16K+$81.5K5
CMGChipotle Mexican Grill$32K$113K-$81K12
AZOAutoZone$16K$91K-$75K5
ORLYO’Reilly Automotive$8K$80.5K-$72.5K8
TSCOTractor Supply$64K$129K-$65K18
RHRH$65K$0+$65K2
SCIService Corp Intl$8K$56K-$48K8
TPRTapestry, Inc.$0$40.5K-$40.5K2
SBUXStarbucks$16K$56K-$40K9
WHRWhirlpool Corporation$40.5K$8K+$32.5K3
FFord Motor Company$0$32.5K-$32.5K1
NWLNewell Brands$32.5K$0+$32.5K1
DRIDarden Restaurants$32K$56.5K-$24.5K8
HLTHilton Worldwide$32.5K$8K+$24.5K2
SKYChampion Homes, Inc.$24K$0+$24K3
HDHome Depot (The)$184.5K$201.5K-$17K36
ULTAUlta Beauty$32.5K$16K+$16.5K3
BKNGBooking Holdings$32K$16K+$16K6
CCLCarnival Corporation$16K$0+$16K2
NKENike, Inc.$0$16K-$16K2
PATKPatrick Industries, Inc.$16K$0+$16K2
LGIHLGI Homes$237.5K$250K-$12.5K8
CBRLCracker Barrel$205K$215K-$10K9
LULULululemon Athletica$24K$32K-$8K7
LENLennar$16K$24K-$8K5
ARMKAramark$16K$8K+$8K3
CVNACarvana$16K$8K+$8K3
DECKDeckers Brands$8K$16K-$8K3
DPZDomino's$16K$8K+$8K3
DUOLDuolingo$8K$16K-$8K3
WYNNWynn Resorts$8K$16K-$8K3
CHDNChurchill Downs Inc.$0$8K-$8K1
GAPGap Inc.$0$8K-$8K1
GMGeneral Motors$0$8K-$8K1
GMEGameStop$8K$0+$8K1
HRBH&R Block$0$8K-$8K1
KBHKB Home$0$8K-$8K1
LZBLa-Z-Boy, Inc.$0$8K-$8K1
MARMarriott International$0$8K-$8K1
NVRNVR, Inc.$8K$0+$8K1
RCLRoyal Caribbean Group$8K$0+$8K1
SHAKShake Shack, Inc.$8K$0+$8K1
SNSharkNinja$0$8K-$8K1
UAUnder Armour (Class C)$0$8K-$8K1
WSMWilliams-Sonoma, Inc.$8K$0+$8K1
TSLATesla, Inc.$72K$72.5K-$50015
SGISomnigroup International$48K$48K$012
IBPInstalled Building Products, Inc.$40K$40K$010
DHID. R. Horton$24K$24K$06
TXRHTexas Roadhouse$24K$24K$06
BURLBurlington Stores$16K$16K$04
DKSDick's Sporting Goods$16K$16K$04
FIVEFive Below$16K$16K$04
HASHasbro$16K$16K$04
NCLHNorwegian Cruise Line Holdings$16K$16K$04
PIIPolaris$16K$16K$04
ROSTRoss Stores$16K$16K$04
TMHCTaylor Morrison$16K$16K$04
ALVAutoliv$8K$8K$02
BCBrunswick$8K$8K$02
BOOTBoot Barn Holdings, Inc.$8K$8K$02
CPRICapri Holdings$8K$8K$02
EBAYeBay Inc.$8K$8K$02
FUNSix Flags$8K$8K$02
GPIGroup 1 Automotive, Inc.$8K$8K$02
HHyatt$8K$8K$02
LADLithia Motors$8K$8K$02
TNLTravel + Leisure Co.$8K$8K$02
YUMYum! Brands$8K$8K$02
Communication Services
DIS, GOOG, META · 258 trades
47/53
$6.9M$7.9M-$1M23+-
TickerNameBuySellNetTrades
DISWalt Disney Company (The)$24K$3M-$3M9
GOOGAlphabet Inc. (Class C)$1.5M$104.5K+$1.4M35
METAMeta Platforms$1.5M$96.5K+$1.4M33
GOOGLAlphabet Inc. (Class A)$2.2M$3.3M-$1.1M40
NFLXNetflix$1M$131K+$899K24
VZVerizon$261.5K$454.5K-$193K21
CMCSAComcast$8K$185.5K-$177.5K15
TMUST-Mobile US$24K$182K-$158K9
PINSPinterest$0$113.5K-$113.5K5
TAT&T$236.5K$169.5K+$67K24
TTDTrade Desk (The)$40K$72K-$32K14
OMCOmnicom Group$8K$32K-$24K5
WBDWarner Bros. Discovery$16K$32K-$16K6
SATSEchoStar$8K$16K-$8K3
TTWOTake-Two Interactive$8K$16K-$8K3
FOXFox Corporation (Class B)$8K$0+$8K1
LYVLive Nation Entertainment$8K$0+$8K1
NWSNews Corp (Class B)$8K$0+$8K1
TKOTKO Group Holdings$8K$0+$8K1
PSKYParamount Skydance Corporation$8K$8K$03
CHTRCharter Communications$8K$8K$02
NYTNew York Times Company$8K$8K$02
VSNTVersant Media Group, Inc.$0$0$01
Health Care
PODD, DXCM, UNH · 479 trades
37/63
$2.6M$4.3M-$1.8M85+-
TickerNameBuySellNetTrades
PODDInsulet Corporation$0$350K-$350K2
DXCMDexcom$8K$350K-$342K3
UNHUnitedHealth Group$300.5K$595K-$294.5K34
JNJJohnson & Johnson$56K$274.5K-$218.5K26
PFEPfizer$32K$207K-$175K9
SYKStryker Corporation$24K$178.5K-$154.5K10
TMOThermo Fisher Scientific$24K$121K-$97K12
MCKMcKesson Corporation$137.5K$48K+$89.5K14
CICigna$8K$80K-$72K11
DHRDanaher Corporation$32K$99K-$67K8
ABTAbbott Laboratories$56K$120.5K-$64.5K20
STESteris$64K$8K+$56K9
IQVIQVIA$32.5K$83K-$50.5K3
ISRGIntuitive Surgical$64.5K$16K+$48.5K7
ELVElevance Health$56.5K$8K+$48.5K5
MDTMedtronic$8K$56.5K-$48.5K5
LHLabcorp$48K$0+$48K6
LLYLilly (Eli)$137K$96K+$41K23
ZTSZoetis$32K$72.5K-$40.5K10
ABBVAbbVie$32K$72K-$40K13
RVTYRevvity$48K$8K+$40K7
CNCCentene Corporation$219K$183K+$36K11
MEDPMedpace$40K$72.5K-$32.5K11
BDXBecton Dickinson$8K$40.5K-$32.5K3
MASIMasimo$0$32.5K-$32.5K1
SOLVSolventum$0$32.5K-$32.5K1
BSXBoston Scientific$72.5K$104.5K-$32K16
WATWaters Corporation$56K$24K+$32K12
CVSCVS Health$16K$48K-$32K8
BMYBristol Myers Squibb$16K$40K-$24K7
AVTRAvantor$8K$32K-$24K5
AZTAAzenta, Inc.$24K$0+$24K3
CORCencora$24K$0+$24K3
LGNDLigand Pharmaceuticals, Inc.$24K$0+$24K3
TECHBio-Techne$24K$40K-$16K8
IDXXIdexx Laboratories$16K$32K-$16K6
MOHMolina Healthcare$8K$24K-$16K4
VRTXVertex Pharmaceuticals$8K$24K-$16K4
DGXQuest Diagnostics$0$16K-$16K2
GEHCGE HealthCare$0$16K-$16K2
REGNRegeneron Pharmaceuticals$16K$0+$16K2
TNDMTandem Diabetes Care$16K$0+$16K2
AMGNAmgen$64.5K$72.5K-$8K11
HUMHumana$40K$32K+$8K9
THCTenet Health$48.5K$56.5K-$8K7
CYTKCytokinetics$16K$8K+$8K3
HQYHealthEquity$8K$16K-$8K3
SUPNSupernus Pharmaceuticals, Inc.$16K$8K+$8K3
VCYTVeracyte, Inc.$16K$8K+$8K3
AORTArtivion$0$8K-$8K1
BIIBBiogen$8K$0+$8K1
CAHCardinal Health$8K$0+$8K1
CHEChemed Corp.$8K$0+$8K1
COOCooper Companies (The)$8K$0+$8K1
DVADaVita$0$8K-$8K1
ELANElanco$0$8K-$8K1
EWEdwards Lifesciences$0$8K-$8K1
FTREFortrea$0$8K-$8K1
HALOHalozyme$8K$0+$8K1
HIMSHims & Hers Health$8K$0+$8K1
OGNOrganon & Co.$0$8K-$8K1
PENPenumbra, Inc.$0$8K-$8K1
UHSUniversal Health Services$8K$0+$8K1
VTRSViatris$8K$0+$8K1
MRKMerck & Co.$56K$56K$014
BAXBaxter International$24K$24K$06
RGENRepligen$24K$24K$06
EHCEncompass Health$16K$16K$04
GMEDGlobus Medical$16K$16K$04
ILMNIllumina, Inc.$16K$16K$04
OPCHOption Care Health$16K$16K$04
ROIVRoivant Sciences$16K$16K$04
UTHRUnited Therapeutics$16K$16K$04
AAgilent Technologies$8K$8K$02
ALGNAlign Technology$8K$8K$02
ASTHAstrana Health, Inc.$175K$175K$02
CONConcentra Group Holdings Parent, Inc.$8K$8K$02
DOCSDoximity$32.5K$32.5K$02
GILDGilead Sciences$8K$8K$02
HCAHCA Healthcare$8K$8K$02
MMSIMerit Medical Systems, Inc.$8K$8K$02
MTDMettler Toledo$8K$8K$02
NBIXNeurocrine Biosciences$8K$8K$02
TFXTeleflex$8K$8K$02
WSTWest Pharmaceutical Services$8K$8K$02
Information Technology
AAPL, NVDA, AVGO · 883 trades
34/66
$22.1M$43M-$20.8M96+-
TickerNameBuySellNetTrades
AAPLApple Inc.$2.4M$30.6M-$28.3M60
NVDANvidia$8.3M$3.7M+$4.6M74
AVGOBroadcom$3.4M$152.5K+$3.2M38
MSFTMicrosoft$3.9M$1.6M+$2.3M77
QCOMQualcomm$32.5K$1.5M-$1.5M6
TXNTexas Instruments$24K$830.5K-$806.5K11
ACNAccenture$24K$743.5K-$719.5K20
PLTRPalantir Technologies$569.5K$129.5K+$440K23
AMDAdvanced Micro Devices$309.5K$64.5K+$245K20
CSCOCisco$204K$32K+$172K15
FLEXFlex Ltd.$8K$137K-$129K12
MUMicron Technology$215K$88.5K+$126.5K14
IBMIBM$137K$260.5K-$123.5K26
INTCIntel$154K$272K-$118K14
MPWRMonolithic Power Systems$105.5K$0+$105.5K4
INTUIntuit$64.5K$169.5K-$105K17
AMKRAmkor Technology$97.5K$0+$97.5K3
GDDYGoDaddy$24K$121K-$97K12
ADBEAdobe Inc.$137.5K$48K+$89.5K14
COHRCoherent Corp.$24K$113.5K-$89.5K8
PRGSProgress Software Corporation$8K$83K-$75K3
GLWCorning Inc.$73K$0+$73K3
VSATViasat, Inc.$75K$8K+$67K2
DELLDell Technologies$56.5K$121.5K-$65K10
RALRalliant Corp$0$65K-$65K2
ROPRoper Technologies$16K$72.5K-$56.5K8
CDWCDW Corporation$8K$56K-$48K8
WDAYWorkday, Inc.$80.5K$40K+$40.5K12
PTCPTC Inc.$72.5K$32K+$40.5K10
FNFabrinet$56.5K$16K+$40.5K6
ADIAnalog Devices$16K$56K-$40K9
AMATApplied Materials$48.5K$16K+$32.5K5
CTSHCognizant$16K$48.5K-$32.5K5
STXSeagate Technology$32.5K$64.5K-$32K6
SMTCSemtech Corporation$32K$0+$32K4
ORCLOracle Corporation$180K$210K-$30K22
PANWPalo Alto Networks$72K$99K-$27K13
CRMSalesforce$129K$104.5K+$24.5K20
CVLTCommVault Systems$40K$16K+$24K7
VIAVVIAVI Solutions$0$24K-$24K3
LRCXLam Research$139.5K$161K-$21.5K20
NOWServiceNow$80.5K$64K+$16.5K15
APPAppLovin$48K$64.5K-$16.5K11
ANETArista Networks$56K$40K+$16K12
DTDynatrace$16K$32K-$16K6
SNDKSandisk$32K$16K+$16K6
MTSIMACOM Technology Solutions$8K$24K-$16K4
ADSKAutodesk$0$16K-$16K2
CDNSCadence Design Systems$0$16K-$16K2
LITELumentum$16K$0+$16K2
TDYTeledyne Technologies$0$16K-$16K2
ENTGEntegris$56K$48K+$8K13
ITGartner$32K$40K-$8K9
DDOGDatadog$24K$32K-$8K7
SNPSSynopsys$16K$24K-$8K6
APPFAppFolio$16K$24K-$8K5
CIENCiena$16K$24K-$8K5
CRWDCrowdStrike$24K$16K+$8K5
FICOFair Isaac$16K$24K-$8K5
HPEHewlett Packard Enterprise$16K$24K-$8K5
TYLTyler Technologies$24K$16K+$8K5
AEISAdvanced Energy$16K$8K+$8K3
GENGen Digital$8K$16K-$8K3
KLACKLA Corporation$8K$16K-$8K3
NOVTNovanta$16K$8K+$8K3
OKTAOkta, Inc.$8K$16K-$8K3
TRMBTrimble Inc.$8K$16K-$8K3
APHAmphenol$0$8K-$8K1
FFIVF5, Inc.$0$8K-$8K1
ICHRIchor Holdings, Ltd.$8K$0+$8K1
KDKyndryl$0$8K-$8K1
NTAPNetApp$8K$0+$8K1
TELTE Connectivity$8K$0+$8K1
TWLOTwilio$8K$0+$8K1
VNTVontier$0$8K-$8K1
FTNTFortinet$40K$40K$010
NXPINXP Semiconductors$32K$32K$08
VRSNVerisign$24K$24K$06
ACIWACI Worldwide$16K$16K$04
AKAMAkamai Technologies$16K$16K$04
BLBlackLine Systems, Inc.$16K$16K$04
DLBDolby$16K$16K$04
EPAMEPAM Systems, Inc. Common Stock$16K$16K$04
GWREGuidewire Software$16K$16K$04
MKSIMKS Instruments$16K$16K$04
MSIMotorola Solutions$16K$16K$04
PSTGEverpure$16K$16K$04
QLYSQualys$16K$16K$04
SMCISupermicro$16K$16K$04
TERTeradyne$16K$16K$04
BILLBill Holdings$8K$8K$02
DBXDropbox$8K$8K$02
DOCUDocusign$8K$8K$02
FSLRFirst Solar$8K$8K$02
QQnity Electronics$0$0$02
SWKSSkyworks Solutions$8K$8K$02