The week's densest overlap is not a single ticker but a thread running through four of them. Executive Action signals registered this week against $LMT, $CTSH, $EPAM and $INFY — a defense prime and three IT-services names — and all four also appear in congressional disclosure filings. Six members traded $LMT, four traded $CTSH, two traded $EPAM, and one traded $INFY: thirteen member-filings in total sitting alongside the same category of policy signal.
The IT-services grouping is the more unusual part. $CTSH, $EPAM and $INFY are not names that typically cluster in congressional disclosures the way megacap tech does; they surface together here because the same executive-branch signal touched all three. $LMT carries a second layer, with both an Executive Action and a Federal Contract signal attached to a name six members disclosed activity in. That combination — contracting flow plus executive action plus member trading — is the tightest stack on the board this week.
Telecom produced the larger headcount. Ten members disclosed trades in $VZ and nine in $T, with Federal Contract signals on both and an additional Lobbying signal on $VZ. Nineteen member-filings across two carriers, both of which sit on the federal contracting rolls, makes telecom the most-trafficked policy-adjacent sector of the week by member count, even if no single name matches $LMT's signal density.
Two other convergences are worth logging. $COIN drew four members alongside signals from both the CFTC and the SEC — the only ticker this week carrying two separate financial-regulator signals. $REGN drew four members with an 8-K and a Federal Contract signal. In the consensus column, $AAPL remains the most widely traded name at 28 members (34 buys, 29 sells) with 10 committee-sector overlaps, followed by $MSFT at 25 members and a buy-skewed 58/41 split with 12 committee-sector overlaps — the highest overlap count in the dataset. $GOOGL ran the other direction: 16 members, 12 buys against 23 sells, 9 committee-sector overlaps. Two individual filings cleared the $5M threshold: Nancy Pelosi disclosed a sale of $AAPL in the $5M–$25M range, and Chip Roy disclosed a purchase of $AESI in the same range.
The pre-registered strategies continue to diverge sharply by position count. Big Bets ≥$250K leads at +18.4% versus SPY on just 6 positions, with High Conviction ≥45 at +10.09% on 4 positions and Options Tape at +5.79% on 20 — all small samples. The broad baskets trail: Copy Everything is -2.71% across 697 positions, Convergence -1.91% across 352, and Committee Overlap -0.63% across 127. High Conviction ≥60 sits at -12.43% on 2 positions. In the ETF race, NANC is +3.03% against SPY's +1.59%.
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