The "Capitol Hill Hedge Fund" is rotating out of Tech. Here’s what they’re buying instead.

They say money never sleeps. Apparently, neither does the Senate Ethics Committee (kidding, they definitely sleep).

But the traders in Congress? They are wide awake.

We just spent the last 48 hours manually reviewing over 200 financial disclosures filed by sitting members of Congress this week. And if you’re holding heavy bags in Big Tech, you might want to pay attention.

The Big Shift

Here is the trend we’re seeing in the data: The smart money on the Hill is rebalancing.

We saw significant sell-offs in "crowded" tech trades.

• Sen. Mitch McConnell’s family sold Luminar Technologies (LAZR).

• Sen. Tommy Tuberville dumped Apple (AAPL) and Google (GOOGL).

• Rep. Josh Gottheimer—who sits on Financial Services—offloaded ServiceNow, Uber, and a bunch of others.

When the people writing the laws start selling the winners, I get nervous.

The "Whale" of the Week

But the real story isn't the selling. It's the buying.

Specifically, Sen. Markwayne Mullin.

While you were probably recovering from Christmas dinner, Mullin’s account was executing a massive accumulation strategy. We tracked 31 purchases on a single day (Dec 29).

He bought the dip on industrial giants (Caterpillar, Deere) and doubled down on defense (RTX).

Why does this matter? He sits on the Armed Services Committee.

Unlock the Alpha

In the full report below, we break down:

1. The Full Ticker List: Every single stock Sen. Mullin bought (and the specific amounts).

2. The "Conflict" Watch: We found a Senator on the Agriculture Chair trading massive amounts of commodities and farm equipment. (Yes, really).

3. The Trust Fund Kids: Two House reps just moved huge chunks of bonds and structured notes—we tell you which ones.

You can try to read these disclosures yourself on the clunky government website 45 days late... or you can get the clean, actionable intelligence right now.

Congress has access to information you don't. Stop trading against them and start trading with them. See exactly which Committee Members are making moves this week.

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Stop trading blindly. Your access includes::

• • The Committee Conflicts: See who is betting on the industries they regulate.
• • The "Unusual" Activity: Track sudden portfolio shifts by key decision-makers.
• • The Copy-Trade: Get the tickers Congress is accumulating right now.