CapitolMarkets
Sector themes

Where the dollars are flowing

Every disclosed Congressional trade, indexed by industry. Each tile is live — year-to-date volume, net buy/sell flow, and the politicians whose trades drove it.

Featured

6 sectors

The editorial spine — sectors where committee jurisdiction creates the highest-stakes conflict-of-interest risk.

Volume
$7.5M

Defense Hawks

Members of Armed Services and Foreign Affairs committees + every disclosed trade in Lockheed Martin, RTX, Northrop Grumman, General Dynamics, and the rest of the prime contractors.

Industry YTD
-6.8%
avg of sector stocks
Politicians YTD
Net selling $950.5K
$3.3M buys · $4.2M sells
Top stocks
PalantirTransDigmBoeingGE AerospaceRTX (Raytheon)
Donald J. Trump
Gilbert Ray Cisneros Jr.
April McClain Delaney
Jared Moskowitz
+2
Top trader
Donald J. Trump
+51.4%
Volume
$45.3M

AI & Big Tech

NVIDIA, Microsoft, Meta, Broadcom, Alphabet — the 2026 megacap rotation, ranked by who got in early and who's selling the rip.

Industry YTD
+26.7%
avg of sector stocks
Politicians YTD
Net selling $12.4M
$16.4M buys · $28.9M sells
Top stocks
MicrosoftAccentureServiceNowDellNVIDIA
Donald J. Trump
Nancy Pelosi
Gilbert Ray Cisneros Jr.
Sara Jacobs
+2
Top trader
Donald J. Trump
+51.4%
Ξ
Volume
$177.5K

Crypto Curious

Coinbase, MicroStrategy, the Bitcoin and Ethereum ETFs, miners. Cross-checked against the Digital Assets, FinTech & AI subcommittee roster.

Industry YTD
-22.6%
avg of sector stocks
Politicians YTD
Net selling $113.5K
$32K buys · $145.5K sells
Top stocks
MicroStrategyRobinhoodCleanSparkCoinbase
Donald J. Trump
Gilbert Ray Cisneros Jr.
Byron Donalds
Jonathan L. Jackson
+1
Top trader
Donald J. Trump
+51.4%
$
Volume
$8.6M

Banking & Finance

JPMorgan, Bank of America, Goldman Sachs, Morgan Stanley, BlackRock, Blackstone, KKR, and the exchanges — held against the Banking & Financial Services committee membership.

Industry YTD
-9.3%
avg of sector stocks
Politicians YTD
Net selling $5.5M
$1.6M buys · $7M sells
Top stocks
Goldman SachsS&PMoody'sBerkshire HathawayPNC Financial
Donald J. Trump
David McCormick
Tina Smith
Gilbert Ray Cisneros Jr.
+2
Top trader
Donald J. Trump
+51.4%
Volume
$890K

Energy & Oil

ExxonMobil, Chevron, Occidental, Diamondback, integrated oil and the natural gas plays — flagged when an Energy committee member is on either side of the trade.

Industry YTD
+23.3%
avg of sector stocks
Politicians YTD
Net selling $46K
$422K buys · $468K sells
Top stocks
ExxonMobilChevronConocoPhillipsEOGMatador
Gilbert Ray Cisneros Jr.
Donald J. Trump
August Pfluger
David J. Taylor
+2
Top trader
Gilbert Ray Cisneros Jr.
+9.4%
Volume
$5.1M

Healthcare & Pharma

UnitedHealth, Eli Lilly, Johnson & Johnson, Pfizer, Merck, biotech long-tail — Energy & Commerce and HELP committee members trading the names they regulate.

Industry YTD
-11.0%
avg of sector stocks
Politicians YTD
Net selling $1.6M
$1.7M buys · $3.4M sells
Top stocks
Boston ScientificDanaherBecton DickinsonDexcomInsulet
Donald J. Trump
Tina Smith
Kevin Hern
Gilbert Ray Cisneros Jr.
+2
Top trader
Donald J. Trump
+51.4%

More sectors

9 sectors

The long tail. Smaller volume than the featured set, but every trade still cross-referenced against committee jurisdiction.

Volume
$1.7M

Real Estate

REITs, homebuilders, commercial property — Prologis, American Tower, Equinix, Public Storage.

Industry YTD
-0.1%
avg of sector stocks
Politicians YTD
Net selling $1.3M
$177K buys · $1.5M sells
Top stocks
Smartstop Self Storage ReitRyman Hospitality PropertiesPrologisJones Lang LasalleBlackrock Muniassets Fund
Kevin Hern
Gilbert Ray Cisneros Jr.
April McClain Delaney
Jonathan L. Jackson
+2
Top trader
Kevin Hern
Volume
$1.1M

Telecom & Media

Verizon, AT&T, T-Mobile, Comcast, Charter — spectrum auctions and broadband subsidies route through Energy & Commerce.

Industry YTD
-7.2%
avg of sector stocks
Politicians YTD
Net selling $682K
$203K buys · $885K sells
Top stocks
NetflixVerizonAT&TSirius XmComcast
Donald J. Trump
Jennifer L. McClellan
Gilbert Ray Cisneros Jr.
Tim Moore
+2
Top trader
Donald J. Trump
+51.4%
Volume
$1M

Consumer Discretionary

Home Depot, Lowe's, McDonald's, Starbucks, Nike, Tesla — the discretionary side of household spending.

Industry YTD
-7.9%
avg of sector stocks
Politicians YTD
Net selling $527K
$249K buys · $776K sells
Top stocks
Harley-davidsonTractor SupplyHome DepotAutozoneTJX Companies
John W. Hickenlooper
Tim Moore
Gilbert Ray Cisneros Jr.
Josh Gottheimer
+2
Top trader
John W. Hickenlooper
-3.1%
Volume
$946.5K

Industrials

Honeywell, Caterpillar, Deere, GE, Eaton, Emerson Electric — heavy machinery, automation, and the contractors behind every federal infrastructure dollar.

Industry YTD
+12.9%
avg of sector stocks
Politicians YTD
Net selling $57.5K
$444.5K buys · $502K sells
Top stocks
EatonParker Hannifin3MDayforceUnited Rentals
Gilbert Ray Cisneros Jr.
April McClain Delaney
David J. Taylor
Maria Elvira Salazar
+2
Top trader
Gilbert Ray Cisneros Jr.
+9.4%
Volume
$502.5K

Consumer Staples

Walmart, Procter & Gamble, Coca-Cola, PepsiCo, Costco — the household names that show up in every long-tenure portfolio.

Industry YTD
+4.6%
avg of sector stocks
Politicians YTD
Net selling $160.5K
$171K buys · $331.5K sells
Top stocks
HersheyWalmartBj's Wholesale Club HoldingsP&GPerformance Food
Scott Franklin
Gilbert Ray Cisneros Jr.
Jonathan L. Jackson
April McClain Delaney
+2
Top trader
Scott Franklin
Volume
$435.5K

Utilities

NextEra, Duke Energy, Southern, AEP, Dominion — regulated power-generation monopolies in a grid-modernization regulatory window.

Industry YTD
+15.4%
avg of sector stocks
Politicians YTD
Net buying $173.5K
$304.5K buys · $131K sells
Top stocks
VistraMonolithic PowerAmerican Water WorksNextEra EnergyConstellation Energy
Nancy Pelosi
Markwayne Mullin
Rick W. Allen
Rick Larsen
+2
Top trader
Nancy Pelosi
+9.4%
Volume
$353.5K

Index Funds & ETFs

SPY, VOO, QQQ, AGG, TLT — what politicians actually buy when they're being boring. Cross-references against committee jurisdiction don't apply here, but the volume signal does.

Industry YTD
-0.1%
avg of sector stocks
Politicians YTD
Net buying $31.5K
$192.5K buys · $161K sells
Top stocks
iShares 1-3 Year Treasury Bond ETFBondBloxx Bloomberg Two Year Target Duration US Treasury ETFJPMorgan BetaBuilders Europe ETFTortoise North American Pipeline ETFInvesco Short Term Treasury ETF
John Boozman
Mark Alford
Richard McCormick
Debbie Dingell
Top trader
John Boozman
+7.7%
Volume
$340K

Basic Materials

Newmont, Linde, Air Products, Freeport-McMoRan — metals, chemicals, mining, and the input-cost layer of every other sector.

Industry YTD
+1.7%
avg of sector stocks
Politicians YTD
Net buying $61K
$200.5K buys · $139.5K sells
Top stocks
Pan American SilverSherwin-WilliamsMartin Marietta MaterialsRpm International Inc/de/Packaging Corporation of America
Gilbert Ray Cisneros Jr.
Josh Gottheimer
Maria Elvira Salazar
David J. Taylor
+2
Top trader
Gilbert Ray Cisneros Jr.
+9.4%
Volume
$185.5K

Transportation & Logistics

Union Pacific, FedEx, UPS, the airlines and the rails — capacity-constrained, regulatory-sensitive, and politically tracked.

Industry YTD
+30.2%
avg of sector stocks
Politicians YTD
Net buying $56.5K
$121K buys · $64.5K sells
Top stocks
C.H. RobinsonFedExUnion PacificUnited Parcel ServiceCanadian Pacific Kansas City
April McClain Delaney
Maria Elvira Salazar
Gilbert Ray Cisneros Jr.
John Boozman
Top trader
April McClain Delaney
-2.9%
Looking for something different? The conflicts page ranks politicians by committee-to-sector overlap density, and the leaderboard sorts everyone by performance.