Capitol Gains

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Exit AMAT, META, MSFT, and HD because the disclosure feed contains sales of each held name: Dan Newhouse reported a partial AMAT sale, Daniel Crenshaw reported a META sale, Thomas Kean reported a partial MSFT sale, and James Himes reported an HD sale. The strategy requires selling a held name when a member reports a sale, even where other members also reported purchases. Rebalance the remaining selected holdings—APH, ACN, HCA, SPCX, MNST, and FMAO—to equal 10% weights. Their supporting purchases include two APH purchases reported by Dan Newhouse and Rick Larsen, an ACN purchase by Dan Newhouse, multiple HCA, SPCX, and MNST purchases reported by Jared Moskowitz, John McGuire, and Jared Moskowitz respectively, and Robert Latta's FMAO purchase. Add TSM following Cleo Fields's July 30 purchase, the newest reported purchase. Fill the three vacancies with AMCR, ANET, and COST, all purchases reported by Dan Newhouse on July 17 in the same $1,001-$15,000 disclosure band and without offsetting sell disclosures in the packet. This leaves a ten-stock, equal-weight portfolio.

Rebalance to ten equal 10% positions based on the newest disclosed purchase activity. Jared Moskowitz's July 26 filing is the dominant new signal: it reported three Applied Materials purchases, two each of HCA Healthcare, Meta Platforms, Microsoft, and Monster Beverage, plus purchases of Home Depot and SpaceX. The multiple disclosed AMAT purchases make it the largest of these new signals. Robert Latta's July 24 filing disclosed an FMAO purchase through dividend reinvestment, which still qualifies as a reported purchase under this rules-based strategy. Accenture and Amphenol remain because Dan Newhouse reported purchases on July 17, while Rick Larsen separately disclosed an Amphenol purchase on July 12; these were the strongest remaining recent purchase signals after the newer filings. FIS, Uber, FirstEnergy, Arista, Costco, Honeywell, Duke Energy, and Amcor are exited solely to keep the portfolio capped at ten names and concentrated in the most recent purchase disclosures. No currently held name had a new reported sale requiring an exit.

Rotate into an equal-weight basket of the ten selected most recent disclosed purchases. Representative Dan Newhouse reported purchases on July 10, filed July 17, of Accenture, Amcor, Amphenol, Arista Networks, Costco, Duke Energy, Fidelity National Information Services, FirstEnergy, Honeywell, and Uber, each in the $1,001-$15,000 disclosure band. Amphenol is retained and raised to 10% because it also had a July 8 purchase reported by Rick Larsen. The prior June 30 purchases in Boot Barn, Texas Capital Bancshares, HealthEquity, Texas Roadhouse, Argan, CECO Environmental, Microchip Technology, and Descartes are sold because they are no longer among the newest selected purchases. McKesson is exited because Jonathan Jackson disclosed a full sale on June 15, filed July 15, despite Rick Larsen's July 8 purchase.

Process: We hold up to 10 names reflecting the most recent and largest congressional stock purchases in the provided 30‑day disclosure window, and we exit any name if a member discloses selling it. Orders fill at today’s close (Wednesday, July 15, 2026). Adds (most recent buys): - APH: Added after Rep. Rick Larsen (WA‑02) filed on July 12, 2026 a purchase executed July 8, 2026 for $1,001–$15,000. This is one of the newest disclosed buys in the dataset, so it enters the top 10. - MCK: Added after Rep. Rick Larsen (WA‑02) filed on July 12, 2026 a purchase executed July 8, 2026 for $1,001–$15,000. Also among the very latest buys, so it enters the top 10. Removals (making room for newer buys while keeping the portfolio capped at 10): - CYTK: Sold to free a slot. Our CYTK position was based on Rep. Gilbert Cisneros (CA‑31) filing on July 2, 2026 for a June 30, 2026 buy in the $1,001–$15,000 band. That buy is older and smaller than the July 8 additions above, so it falls out of the current top 10 set. - CDRE: Sold to free a slot. Like CYTK, CDRE was from Rep. Gilbert Cisneros’s July 2, 2026 filing for a June 30, 2026 buy in the $1,001–$15,000 band; it is older and smaller than the newest July 8 purchases. Hold rationale for the rest: We retain the remaining June 30, 2026 Cisneros buys (e.g., AGX, BOOT, CECO, DSGX, HQY, MCHP, TCBI, TXRH). They remain within the most recent cohort, and none has a member sell disclosure in the packet. AGX stays in particular because its June 30 buy was in a larger $15,001–$50,000 band. No sell triggers: None of our held names has a sell disclosure in this packet; if such a sell appears in a future update, we will exit that name at the next scheduled decision. Targeting: With two exits and two additions at 10% each, the portfolio remains approximately equal‑weighted across 10 positions, consistent with the strategy.