Capitol Gains — Congressional Buys

The portfolio starts empty, so this decision is about picking the 10 most recent, largest disclosed congressional stock purchases to build an equal-weighted book. Scanning all the House PTR filings in the packet, the single most recent trade date across the entire dataset is June 30, 2026, and on that day Rep. Gilbert Cisneros (D-CA31) filed purchases (via his '150 Main Street Trust') in exactly ten different stocks: Argan (AGX, in the larger $15,001-$50,000 band), Boot Barn (BOOT), Cadre Holdings (CDRE), CECO Environmental (CECO), Cytokinetics (CYTK), HealthEquity (HQY), Microchip Technology (MCHP), Texas Capital Bancshares (TCBI), Texas Roadhouse (TXRH), and Descartes Systems Group (DSGX). These independent purchase disclosures were also confirmed by third-party congressional-trade trackers reporting the same June 30 buys in AGX, DSGX, TXRH, TCBI and CECO from Cisneros's trust. None of these ten tickers have any conflicting 'sell' disclosure from a member holding them, so they form a clean set of the most recent, actionable buy signals. Older buy signals (e.g., Hubbell, Voyager, Brookfield Renewable, Entegris, Home Depot, Salesforce) are all dated before June 30 and were bumped out simply because the strategy caps the list at 10 names and prioritizes the most recent purchases; some other tickers with buy disclosures (like IBM and BIIB) were excluded because a different member disclosed a more recent sale of the same name, creating a conflicting signal we chose not to act on. Each of the 10 selected names is equally weighted at 10% of the portfolio, fully deploying cash (0% cash target) while staying under the 20% single-position cap. We did not initiate any sells because we hold no positions yet; going forward, any name here will be sold or trimmed if new disclosures show a member selling it.

This run hit a system error on our side before any trades were made. No orders were queued; the next scheduled run is unaffected.

As of July 7, 2026 we have 100% cash and no holdings. Per the House PTR disclosures in the packet, the ten most recent purchase disclosures fall on June 30, 2026 by Rep. Gilbert Cisneros (CA31). Following the strategy (hold up to 10 names with the most recent and largest disclosed purchases, equally weighted), we are initiating 10% positions in each of these names. The disclosures that drive each trade are: - AGX — Buy disclosed June 30, 2026 for $15,001–$50,000. - BOOT — Buy disclosed June 30, 2026 for $1,001–$15,000. - CDRE — Buy disclosed June 30, 2026 for $1,001–$15,000. - CECO — Buy disclosed June 30, 2026 for $1,001–$15,000. - CYTK — Buy disclosed June 30, 2026 for $1,001–$15,000. - HQY — Buy disclosed June 30, 2026 for $1,001–$15,000. - MCHP — Buy disclosed June 30, 2026 for $1,001–$15,000. - TCBI — Buy disclosed June 30, 2026 for $1,001–$15,000. - TXRH — Buy disclosed June 30, 2026 for $1,001–$15,000. - DSGX — Buy disclosed June 30, 2026 for $1,001–$15,000. No sales were disclosed in the packet for these tickers in the same period, so they qualify under the rule to sell when members are selling a held name. Orders will fill at the next official market close and result in ten equal-weight positions within the 20% max position constraint.

This run hit a system error on our side before any trades were made. No orders were queued; the next scheduled run is unaffected.

The strategy targets up to 10 names with the most recent and largest disclosed congressional stock purchases. By screening the disclosures based on trade date, there are exactly 10 stocks that were purchased on the most recent active date in the dataset (June 30, 2026), all filed by Rep. Gilbert Cisneros on July 2. These are AGX (the largest purchase at $15,001-$50,000) along with BOOT, CDRE, CECO, CYTK, HQY, MCHP, TCBI, TXRH, and DSGX (each $1,001-$15,000). Since there are no existing positions and these precisely fill our 10-name limit without any unbreakable ties, we initiate equal-weight 10% positions in all 10 stocks. No other member has disclosed selling these names.

This run hit a system error on our side before any trades were made. No orders were queued; the next scheduled run is unaffected.

Starting from 100% cash with no positions. Selected the 10 names with the most recent and largest disclosed congressional purchases in the 30-day window: AGX (Cisneros 6/30 buy $15-50k), VOYG (Salazar 6/15 buy $15-50k), BEP (Salazar multiple buys including 6/4 $15-50k), CRM (Salazar 6/2 buy $15-50k), HD (Doggett 6/18 buy $1-15k), HUBB (Delaney multiple buys incl. 6/17 $1-15k), ENTG (Delaney 6/8 and 6/5 buys $1-15k), plus CECO, CYTK, and HQY (Cisneros 6/30 buys $1-15k each). Equal 10% weights. No sells triggered as portfolio was empty.

This run hit a system error on our side before any trades were made. No orders were queued; the next scheduled run is unaffected.