Geopolitics Alpha

Companies A–Z: government contracts, superinvestors & news

Contract data as of Oct 28, 2026. Refreshed daily.

3,102 U.S.-listed companies, each with its own page: federal government contracts from USAspending.gov and Department of Defense announcements at the top, then billionaire 13F holdings, Congress and Trump trades, SEC facts, price and geopolitical news. 198 have federal contracts on record.

473 companies found

CompanyTickerSectorIndustryFederal contracts, 12 moData on page
McKessonMCKConsumerWholesale-Drugs, Proprietaries & Druggists' Sundries$12.33B
Gov contractsSuperinvestorsCongress tradesTrump trades
Amentum HoldingsAMTMConsumerServices-Business Services, NEC$6.84B
Gov contractsSuperinvestorsTrump trades
CencoraCORConsumerWholesale-Drugs, Proprietaries & Druggists' Sundries$4.69B
Gov contractsSuperinvestorsCongress tradesTrump trades
AccentureACNConsumerServices-Business Services, NEC$3.76B
Gov contractsSuperinvestorsCongress tradesTrump trades
RelianceRSConsumerWholesale-Metals Service Centers & of fices$2.02B
Gov contractsSuperinvestors
The GEO GroupGEOConsumerGeneral Bldg Contractors - Residential Bldgs$1.41B
Gov contractsSuperinvestorsTrump trades
Tutor PeriniTPCConsumerGeneral Bldg Contractors - Nonresidential Bldgs$1.35B
Gov contractsSuperinvestors
OshkoshOSKConsumerMotor Vehicles & Passenger Car Bodies$931.3M
Gov contractsSuperinvestors
Ford MotorFConsumerMotor Vehicles & Passenger Car Bodies$796.6M
Gov contractsSuperinvestorsCongress tradesNewsTrump trades
General MotorsGMConsumerMotor Vehicles & Passenger Car Bodies$764.8M
Gov contractsSuperinvestorsNewsTrump trades
Amazon.comAMZNConsumerRetail-Catalog & Mail-Order Houses$709.4M
Gov contractsSuperinvestorsCongress tradesNewsTrump trades
MaximusMMSConsumerServices-Business Services, NEC$602.9M
Gov contractsSuperinvestors
EverforthEFORConsumerServices-Help Supply Services$595.6M
Gov contractsSuperinvestorsTrump trades
US Foods HoldingUSFDConsumerWholesale-Groceries & Related Products$574.7M
Gov contractsSuperinvestors
Stellantis N.VSTLAConsumerMotor Vehicles & Passenger Car Bodies$548.6M
Gov contractsSuperinvestorsTrump trades
W.W. GraingerGWWConsumerWholesale-Durable Goods$375.0M
Gov contractsSuperinvestorsCongress tradesTrump trades
Accendra HealthACHConsumerWholesale-Medical, Dental & Hospital Equipment & Supplies$141.3M
Gov contracts
Omnicom GroupOMCConsumerServices-Advertising Agencies$135.9M
Gov contractsSuperinvestorsTrump trades
SyscoSYYConsumerWholesale-Groceries & Related Products$125.9M
Gov contractsSuperinvestorsCongress tradesTrump trades
Kelly ServicesKELYAConsumerServices-Help Supply Services$117.2M
Gov contracts
MSC Industrial DirectMSMConsumerWholesale-Industrial Machinery & Equipment$99.3M
Gov contractsSuperinvestors
Arrow ElectronicsARWConsumerWholesale-Electronic Parts & Equipment, NEC$92.6M
Gov contractsSuperinvestors
World KinectWKCConsumerWholesale-Petroleum & Petroleum Products (No Bulk Stations)$87.1M
Gov contracts
Performance Food GroupPFGCConsumerWholesale-Groceries, General Line$66.8M
Gov contractsSuperinvestorsNews
RelxRELXConsumerServices-Business Services, NEC$55.5M
Gov contractsSuperinvestors
Cardinal HealthCAHConsumerWholesale-Drugs, Proprietaries & Druggists' Sundries$52.9M
Gov contractsSuperinvestorsTrump trades
Hudson TechnologiesHDSNConsumerWholesale-Machinery, Equipment & Supplies$45.4M
Gov contracts
Gold.comGOLDConsumerWholesale-Jewelry, Watches, Precious Stones & Metals$41.7M
Gov contractsCongress tradesNews
Resideo TechnologiesREZIConsumerWholesale-Hardware$35.9M
Gov contractsSuperinvestors
AerSaleASLEConsumerWholesale-Machinery, Equipment & Supplies$35.0M
Gov contractsSuperinvestors
HealthEquityHQYConsumerServices-Business Services, NEC$26.9M
Gov contractsCongress trades
EtsyETSYConsumerServices-Business Services, NEC$17.5M
Gov contractsSuperinvestorsTrump trades
Herc HoldingsHRIConsumerServices-Miscellaneous Equipment Rental & Leasing$16.0M
Gov contractsSuperinvestors
Henry ScheinHSICConsumerWholesale-Medical, Dental & Hospital Equipment & Supplies$15.6M
Gov contractsSuperinvestorsTrump trades
TeslaTSLAConsumerMotor Vehicles & Passenger Car Bodies–
SuperinvestorsCongress tradesNewsTrump trades
WalmartWMTConsumerRetail-Variety Stores–
SuperinvestorsCongress tradesNewsTrump trades
VisaVConsumerServices-Business Services, NEC–
SuperinvestorsCongress tradesNewsTrump trades
MastercardMAConsumerServices-Business Services, NEC–
SuperinvestorsCongress tradesTrump trades
Costco WholesaleCOSTConsumerRetail-Variety Stores–
SuperinvestorsCongress tradesNewsTrump trades
The Home DepotHDConsumerRetail-Lumber & Other Building Materials Dealers–
SuperinvestorsCongress tradesTrump trades
Alibaba Group HoldingBABAConsumerServices-Business Services, NEC–
SuperinvestorsCongress tradesNews
Toyota MotorTMConsumerMotor Vehicles & Passenger Car Bodies–
News
The Walt DisneyDISConsumerServices-Miscellaneous Amusement & Recreation–
SuperinvestorsCongress tradesTrump trades
McDonald'sMCDConsumerRetail-Eating Places–
SuperinvestorsCongress tradesTrump trades
The TJX CompaniesTJXConsumerRetail-Family Clothing Stores–
SuperinvestorsCongress tradesTrump trades
Uber TechnologiesUBERConsumerServices-Business Services, NEC–
SuperinvestorsCongress tradesTrump trades
S&P GlobalSPGIConsumerServices-Consumer Credit Reporting, Collection Agencies–
SuperinvestorsCongress tradesNewsTrump trades
CVS HealthCVSConsumerRetail-Drug Stores and Proprietary Stores–
SuperinvestorsCongress tradesTrump trades
StarbucksSBUXConsumerRetail-Eating & Drinking Places–
SuperinvestorsCongress tradesNewsTrump trades
Lowe's CompaniesLOWConsumerRetail-Lumber & Other Building Materials Dealers–
SuperinvestorsCongress tradesTrump trades
PDD HoldingsPDDConsumerServices-Business Services, NEC–
SuperinvestorsNews
AirbnbABNBConsumerServices-To Dwellings & Other Buildings–
SuperinvestorsCongress tradesTrump trades
Marriott InternationalMARConsumerHotels & Motels–
SuperinvestorsNews
MercadoLibreMELIConsumerServices-Business Services, NEC–
Superinvestors
CintasCTASConsumerMen's & Boys' Furnishgs, Work Clothg, & Allied Garments–
SuperinvestorsTrump trades
Moody'sMCOConsumerServices-Consumer Credit Reporting, Collection Agencies–
SuperinvestorsTrump trades
The Sherwin-WilliamsSHWConsumerRetail-Building Materials, Hardware, Garden Supply–
Gov contractsSuperinvestorsTrump trades
Hilton Worldwide HoldingsHLTConsumerHotels & Motels–
SuperinvestorsNewsTrump trades
DoorDashDASHConsumerServices-Business Services, NEC–
SuperinvestorsCongress tradesNewsTrump trades
Ross StoresROSTConsumerRetail-Family Clothing Stores–
Superinvestors
O'Reilly AutomotiveORLYConsumerRetail-Auto & Home Supply Stores–
SuperinvestorsCongress tradesTrump trades
TargetTGTConsumerRetail-Variety Stores–
SuperinvestorsCongress tradesNewsTrump trades
Ferrari N.VRACEConsumerMotor Vehicles & Passenger Car Bodies–
Superinvestors
United RentalsURIConsumerServices-Equipment Rental & Leasing, NEC–
SuperinvestorsCongress tradesTrump trades
CarvanaCVNAConsumerRetail-Auto Dealers & Gasoline Stations–
SuperinvestorsTrump trades
FastenalFASTConsumerRetail-Building Materials, Hardware, Garden Supply–
Congress tradesTrump trades
TE ConnectivityTELConsumerWholesale-Electronic Parts & Equipment, NEC–
SuperinvestorsCongress tradesTrump trades
PaccarPCARConsumerMotor Vehicles & Passenger Car Bodies–
SuperinvestorsCongress trades
eBayEBAYConsumerServices-Business Services, NEC–
Superinvestors
AutoZoneAZOConsumerRetail-Auto & Home Supply Stores–
SuperinvestorsCongress tradesNewsTrump trades
PayPal HoldingsPYPLConsumerServices-Business Services, NEC–
SuperinvestorsCongress tradesTrump trades
SeaSEConsumerServices-Miscellaneous Business Services–
Superinvestors
MsciMSCIConsumerServices-Business Services, NEC–
SuperinvestorsCongress tradesTrump trades
Honda MotorHMCConsumerMotor Vehicles & Passenger Car Bodies–
Ferguson EnterprisesFERGConsumerWholesale-Hardware & Plumbing & Heating Equipment & Supplies–
SuperinvestorsCongress trades
Yum! BrandsYUMConsumerRetail-Eating Places–
SuperinvestorsTrump trades
D.R. HortonDHIConsumerOperative Builders–
SuperinvestorsNewsTrump trades
Live Nation EntertainmentLYVConsumerServices-Amusement & Recreation Services–
SuperinvestorsCongress tradesNews
The KrogerKRConsumerRetail-Grocery Stores–
SuperinvestorsCongress tradesTrump trades
Chipotle Mexican GrillCMGConsumerRetail-Eating Places–
SuperinvestorsCongress tradesTrump trades
Restaurant Brands InternationalQSRConsumerRetail-Eating Places–
SuperinvestorsCongress tradesNews
JD.comJDConsumerRetail-Retail Stores, NEC–
SuperinvestorsCongress tradesNews
TKO Group HoldingsTKOConsumerServices-Amusement & Recreation Services–
SuperinvestorsTrump trades
Sunbelt Rentals HoldingsSUNBConsumerServices-Equipment Rental & Leasing, NEC–
Superinvestors
Williams-SonomaWSMConsumerRetail-Home Furniture, Furnishings & Equipment Stores–
Congress tradesTrump trades
Dollar GeneralDGConsumerRetail-Variety Stores–
SuperinvestorsCongress tradesTrump trades
Ulta BeautyULTAConsumerRetail-Retail Stores, NEC–
Congress tradesTrump trades
CorpayCPAYConsumerServices-Business Services, NEC–
SuperinvestorsCongress trades
CopartCPRTConsumerRetail-Auto Dealers & Gasoline Stations–
SuperinvestorsTrump trades
FiservFISVConsumerServices-Business Services, NEC–
SuperinvestorsCongress tradesTrump trades
CoupangCPNGConsumerRetail-Catalog & Mail-Order Houses–
SuperinvestorsTrump trades
Trip.com GroupTCOMConsumerServices-Business Services, NEC–
Superinvestors
Darden RestaurantsDRIConsumerRetail-Eating Places–
SuperinvestorsNewsTrump trades
Dollar TreeDLTRConsumerRetail-Variety Stores–
SuperinvestorsCongress trades
Las Vegas SandsLVSConsumerHotels & Motels–
Superinvestors
AerCap Holdings N.VAERConsumerServices-Equipment Rental & Leasing, NEC–
Superinvestors
PulteGroupPHMConsumerOperative Builders–
SuperinvestorsCongress trades
Ralph LaurenRLConsumerMen's & Boys' Furnishgs, Work Clothg, & Allied Garments–
SuperinvestorsCongress trades
Global PaymentsGPNConsumerServices-Business Services, NEC–
SuperinvestorsTrump trades
EquifaxEFXConsumerServices-Consumer Credit Reporting, Collection Agencies–
SuperinvestorsCongress tradesTrump trades
AmcorAMCRConsumerMiscellaneous Manufacturing Industries–
SuperinvestorsCongress tradesTrump trades
Broadridge Financial SolutionsBRConsumerServices-Business Services, NEC–
SuperinvestorsTrump trades
Best BuyBBYConsumerRetail-Radio, Tv & Consumer Electronics Stores–
NewsTrump trades
CdwCDWConsumerRetail-Catalog & Mail-Order Houses–
SuperinvestorsCongress tradesTrump trades
LennarLENConsumerGeneral Bldg Contractors - Residential Bldgs–
SuperinvestorsCongress tradesNewsTrump trades
Td SynnexSNXConsumerWholesale-Computers & Peripheral Equipment & Software–
Superinvestors
Fidelity National Information ServicesFISConsumerServices-Business Services, NEC–
SuperinvestorsCongress tradesNewsTrump trades
Tractor SupplyTSCOConsumerRetail-Building Materials, Hardware, Garden Supply–
SuperinvestorsCongress tradesTrump trades
Fair IsaacFICOConsumerServices-Business Services, NEC–
SuperinvestorsNewsTrump trades
Genuine PartsGPCConsumerWholesale-Motor Vehicle Supplies & New Parts–
SuperinvestorsTrump trades
Rivian AutomotiveRIVNConsumerMotor Vehicles & Passenger Car Bodies–
SuperinvestorsNews
Joint Stock Company Kaspi.kzKSPIConsumerServices-Business Services, NEC–
Superinvestors
Magna InternationalMGAConsumerMotor Vehicle Parts & Accessories–
Superinvestors
Amer SportsASConsumerApparel & Other Finishd Prods of Fabrics & Similar Matl–
Superinvestors
RollinsROLConsumerServices-To Dwellings & Other Buildings–
SuperinvestorsCongress tradesTrump trades
Warner Music GroupWMGConsumerServices-Amusement & Recreation Services–
Superinvestors
Hyatt HotelsHConsumerHotels & Motels–
Superinvestors
HasbroHASConsumerGames, Toys & Children's Vehicles (No Dolls & Bicycles)–
SuperinvestorsTrump trades
FTAI AviationFTAIConsumerServices-Miscellaneous Equipment Rental & Leasing–
Superinvestors
TransUnionTRUConsumerServices-Consumer Credit Reporting, Collection Agencies–
SuperinvestorsTrump trades
Burlington StoresBURLConsumerRetail-Department Stores–
Superinvestors
RB GlobalRBAConsumerServices-Business Services, NEC–
SuperinvestorsTrump trades
WESCO InternationalWCCConsumerWholesale-Electrical Apparatus & Equipment, Wiring Supplies –
Superinvestors
WayfairWConsumerRetail-Catalog & Mail-Order Houses–
Superinvestors
Yum China HoldingsYUMCConsumerRetail-Eating Places–
Superinvestors
AllegionALLEConsumerServices-Detective, Guard & Armored Car Services–
Superinvestors
DICK'S Sporting GoodsDKSConsumerRetail-Miscellaneous Shopping Goods Stores–
Superinvestors
H World GroupHTHTConsumerHotels & Motels–
Superinvestors
CoStar GroupCSGPConsumerServices-Business Services, NEC–
SuperinvestorsCongress tradesTrump trades
Penske Automotive GroupPAGConsumerRetail-Auto Dealers & Gasoline Stations–
Superinvestors
AramarkARMKConsumerRetail-Eating Places–
Superinvestors
WatscoWSOConsumerWholesale-Hardware & Plumbing & Heating Equipment & Supplies–
SuperinvestorsTrump trades
BJ's Wholesale Club HoldingsBJConsumerRetail-Variety Stores–
SuperinvestorsTrump trades
Akamai TechnologiesAKAMConsumerServices-Business Services, NEC–
SuperinvestorsTrump trades
Toll BrothersTOLConsumerOperative Builders–
Superinvestors
GameStopGMEConsumerRetail-Computer & Computer Software Stores–
Superinvestors
Five BelowFIVEConsumerRetail-Variety Stores–
Superinvestors
MaplebearCARTConsumerServices-Business Services, NEC–
Superinvestors
lululemon athleticaLULUConsumerApparel & Other Finishd Prods of Fabrics & Similar Matl–
SuperinvestorsCongress tradesTrump trades
Applied Industrial TechnologiesAITConsumerWholesale-Machinery, Equipment & Supplies–
Superinvestors
Grab HoldingsGRABConsumerServices-Business Services, NEC–
Superinvestors
Service Corporation InternationalSCIConsumerServices-Personal Services–
Congress tradesNewsTrump trades
QxoQXOConsumerWholesale-Lumber & Other Construction Materials–
SuperinvestorsTrump trades
BorgWarnerBWAConsumerMotor Vehicle Parts & Accessories–
Superinvestors
Li AutoLIConsumerMotor Vehicles & Passenger Car Bodies–
Texas RoadhouseTXRHConsumerRetail-Eating Places–
SuperinvestorsCongress trades
U-Haul HoldingUHALConsumerServices-Auto Rental & Leasing (No Drivers)–
Superinvestors
Domino's PizzaDPZConsumerWholesale-Groceries & Related Products–
SuperinvestorsCongress tradesTrump trades
DraftKingsDKNGConsumerServices-Miscellaneous Amusement & Recreation–
Superinvestors
PayPayPAYPConsumerServices-Business Services, NEC–
Superinvestors
Ryder SystemRConsumerServices-Auto Rental & Leasing (No Drivers)–
Murphy USAMUSAConsumerRetail-Auto Dealers & Gasoline Stations–
Superinvestors
Life Time Group HoldingsLTHConsumerServices-Membership Sports & Recreation Clubs–
SuperinvestorsCongress tradesNewsTrump trades
Madison Square Garden SportsMSGSConsumerServices-Miscellaneous Amusement & Recreation–
Trump trades
AptivAPTVConsumerMotor Vehicle Parts & Accessories–
SuperinvestorsCongress tradesTrump trades
Allison Transmission HoldingsALSNConsumerMotor Vehicle Parts & Accessories–
Gov contractsSuperinvestors
ChewyCHWYConsumerRetail-Catalog & Mail-Order Houses–
SuperinvestorsTrump trades
XPengXPEVConsumerMotor Vehicles & Passenger Car Bodies–
Mohawk IndustriesMHKConsumerCarpets & Rugs–
SuperinvestorsTrump trades
AutolivALVConsumerMotor Vehicle Parts & Accessories–
Superinvestors
NioNIOConsumerMotor Vehicles & Passenger Car Bodies–
Levi StraussLEVIConsumerApparel & Other Finishd Prods of Fabrics & Similar Matl–
Superinvestors
Zillow GroupZGConsumerServices-Business Services, NEC–
SuperinvestorsTrump trades
The GapGAPConsumerRetail-Family Clothing Stores–
SuperinvestorsCongress trades
Brinker InternationalEATConsumerRetail-Eating Places–
SuperinvestorsTrump trades
Wynn ResortsWYNNConsumerHotels & Motels–
Superinvestors
Core & MainCNMConsumerWholesale-Durable Goods, NEC–
SuperinvestorsCongress tradesTrump trades
MGM Resorts InternationalMGMConsumerHotels & Motels–
SuperinvestorsCongress trades
Gildan ActivewearGILConsumerApparel & Other Finishd Prods of Fabrics & Similar Matl–
Superinvestors
Urban OutfittersURBNConsumerRetail-Family Clothing Stores–
SuperinvestorsTrump trades
CarMaxKMXConsumerRetail-Auto Dealers & Gasoline Stations–
SuperinvestorsCongress tradesTrump trades
Dutch BrosBROSConsumerRetail-Eating & Drinking Places–
Superinvestors
AvnetAVTConsumerWholesale-Electronic Parts & Equipment, NEC–
Superinvestors
Modine ManufacturingMODConsumerMotor Vehicle Parts & Accessories–
SuperinvestorsTrump trades
Federal SignalFSSConsumerMotor Vehicles & Passenger Car Bodies–
SuperinvestorsCongress tradesNewsTrump trades
Victorias SecretVSXYConsumerRetail-Women's Clothing Stores–
Superinvestors
PoolPOOLConsumerWholesale-Misc Durable Goods–
SuperinvestorsCongress tradesTrump trades
BBB FoodsTBBBConsumerRetail-Grocery Stores–
Superinvestors
V.FVFCConsumerMen's & Boys' Furnishgs, Work Clothg, & Allied Garments–
Superinvestors
VinFast AutoVFSConsumerMotor Vehicles & Passenger Car Bodies–
Abercrombie & FitchANFConsumerRetail-Family Clothing Stores–
Superinvestors
Albertsons CompaniesACIConsumerRetail-Grocery Stores–
SuperinvestorsTrump trades
WexWEXConsumerServices-Business Services, NEC–
Superinvestors
LyftLYFTConsumerServices-Business Services, NEC–
SuperinvestorsTrump trades
ExlService HoldingsEXLSConsumerServices-Business Services, NEC–
Trump trades
Sprouts Farmers MarketSFMConsumerRetail-Grocery Stores–
SuperinvestorsCongress trades
Lithia MotorsLADConsumerRetail-Auto Dealers & Gasoline Stations–
Superinvestors
Ingram Micro HoldingINGMConsumerWholesale-Computers & Peripheral Equipment & Software–
Superinvestors
CAVA GroupCAVAConsumerRetail-Eating Places–
Superinvestors
Macy'sMConsumerRetail-Department Stores–
SuperinvestorsNews
H&R BlockHRBConsumerServices-Personal Services–
Superinvestors
Builders FirstSourceBLDRConsumerRetail-Lumber & Other Building Materials Dealers–
SuperinvestorsTrump trades
Vipshop HoldingsVIPSConsumerRetail-Catalog & Mail-Order Houses–
Superinvestors
Caesars EntertainmentCZRConsumerHotels & Motels–
SuperinvestorsTrump trades
FrontdoorFTDRConsumerServices-To Dwellings & Other Buildings–
SuperinvestorsTrump trades
Churchill DownsCHDNConsumerServices-Racing, Including Track Operation–
SuperinvestorsTrump trades
LearLEAConsumerMotor Vehicle Parts & Accessories–
Superinvestors
WppWPPConsumerServices-Advertising Agencies–
Super Group (SGHC)SGHCConsumerServices-Miscellaneous Amusement & Recreation–
LkqLKQConsumerWholesale-Motor Vehicles & Motor Vehicle Parts & Supplies–
SuperinvestorsTrump trades
Wyndham Hotels & ResortsWHConsumerHotels & Motels–
SuperinvestorsNews
The Cheesecake FactoryCAKEConsumerRetail-Eating Places–
Superinvestors
Ollie's Bargain Outlet HoldingsOLLIConsumerRetail-Variety Stores–
Superinvestors
AutoNationANConsumerRetail-Auto Dealers & Gasoline Stations–
Superinvestors
Remitly GlobalRELYConsumerServices-Business Services, NEC–
SuperinvestorsTrump trades
Boyd GamingBYDConsumerHotels & Motels–
Superinvestors
Installed Building ProductsIBPConsumerGeneral Bldg Contractors - Residential Bldgs–
SuperinvestorsCongress trades
Vail ResortsMTNConsumerServices-Miscellaneous Amusement & Recreation–
Superinvestors
Red Rock ResortsRRRConsumerHotels & Motels–
Choice Hotels InternationalCHHConsumerHotels & Motels–
Floor & Decor HoldingsFNDConsumerRetail-Lumber & Other Building Materials Dealers–
Superinvestors
UniFirstUNFConsumerServices-Personal Services–
Superinvestors
AdtADTConsumerServices-Detective, Guard & Armored Car Services–
SuperinvestorsTrump trades
XometryXMTRConsumerServices-Business Services, NEC–
Superinvestors
Insight EnterprisesNSITConsumerRetail-Catalog & Mail-Order Houses–
SuperinvestorsCongress tradesTrump trades
Everus Construction GroupECGConsumerOperative Builders–
SuperinvestorsTrump trades
MattelMATConsumerDolls & Stuffed Toys–
Superinvestors
SezzleSEZLConsumerServices-Business Services, NEC–
OpenlaneOPLNConsumerRetail-Auto Dealers & Gasoline Stations–
SuperinvestorsTrump trades
GentexGNTXConsumerMotor Vehicle Parts & Accessories–
Superinvestors
Atour Lifestyle HoldingsATATConsumerHotels & Motels–
Superinvestors
SiteOne Landscape SupplySITEConsumerWholesale-Professional & Commercial Equipment & Supplies–
Signet JewelersSIGConsumerRetail-Jewelry Stores–
Congress tradesTrump trades
The Chefs' WarehouseCHEFConsumerWholesale-Groceries, General Line–
Superinvestors
DLocalDLOConsumerServices-Business Services, NEC–
Superinvestors
Bath & Body WorksBBWIConsumerRetail-Retail Stores, NEC–
Superinvestors
Korn FerryKFYConsumerServices-Employment Agencies–
SuperinvestorsTrump trades
Paymentus HoldingsPAYConsumerServices-Business Services, NEC–
Kontoor BrandsKTBConsumerMen's & Boys' Furnishgs, Work Clothg, & Allied Garments–
SuperinvestorsTrump trades
Garrett MotionGTXConsumerMotor Vehicle Parts & Accessories–
Superinvestors
Travel + LeisureTNLConsumerHotels & Motels–
Superinvestors
Meritage HomesMTHConsumerOperative Builders–
Superinvestors
EquipmentShare.comEQPTConsumerServices-Equipment Rental & Leasing, NEC–
Superinvestors
Planet FitnessPLNTConsumerServices-Membership Sports & Recreation Clubs–
SuperinvestorsTrump trades
Sphere EntertainmentSPHRConsumerServices-Amusement & Recreation Services–
SuperinvestorsTrump trades
Rush Street InteractiveRSIConsumerServices-Miscellaneous Amusement & Recreation–
SuperinvestorsTrump trades
PvhPVHConsumerMen's & Boys' Furnishgs, Work Clothg, & Allied Garments–
Superinvestors
BradyBRCConsumerMiscellaneous Manufacturing Industries–
SuperinvestorsTrump trades
Robert HalfRHIConsumerServices-Help Supply Services–
Superinvestors
Academy Sports and OutdoorsASOConsumerRetail-Miscellaneous Shopping Goods Stores–
SuperinvestorsTrump trades
Madison Square Garden EntertainmentMSGEConsumerServices-Miscellaneous Amusement & Recreation–
Superinvestors
Ermenegildo Zegna N.VZGNConsumerApparel & Other Finishd Prods of Fabrics & Similar Matl–
Superinvestors
Atmus Filtration TechnologiesATMUConsumerMotor Vehicle Parts & Accessories–
Trump trades
ManchesterMANUConsumerServices-Amusement & Recreation Services–
Superinvestors
THOR IndustriesTHOConsumerMotor Homes–
Superinvestors
Avis Budget GroupCARConsumerServices-Auto Rental & Leasing (No Drivers)–
Boot Barn HoldingsBOOTConsumerRetail-Shoe Stores–
FigsFIGSConsumerApparel & Other Finishd Prods of Fabrics & Similar Matl–
Superinvestors
Park Hotels & ResortsPKConsumerHotels & Motels–
Superinvestors
AshlandASHConsumerWholesale-Chemicals & Allied Products–
Superinvestors
TriNet GroupTNETConsumerServices-Business Services, NEC–
Superinvestors
WingstopWINGConsumerRetail-Eating Places–
SuperinvestorsTrump trades
YETI HoldingsYETIConsumerSporting & Athletic Goods, NEC–
SuperinvestorsCongress trades
Columbia SportswearCOLMConsumerApparel & Other Finishd Prods of Fabrics & Similar Matl–
Superinvestors
ABM IndustriesABMConsumerServices-To Dwellings & Other Buildings–
SuperinvestorsTrump trades
Shift4 PaymentsFOURConsumerServices-Business Services, NEC–
SuperinvestorsTrump trades
Asbury Automotive GroupABGConsumerRetail-Auto Dealers & Gasoline Stations–
SuperinvestorsTrump trades
DanaDANConsumerMotor Vehicle Parts & Accessories–
Superinvestors
CbizCBZConsumerServices-Business Services, NEC–
Superinvestors
VersigentVGNTConsumerMotor Vehicle Parts & Accessories–
SuperinvestorsTrump trades
Harley-DavidsonHOGConsumerMotorcycles, Bicycles & Parts–
Superinvestors
American Eagle OutfittersAEOConsumerRetail-Family Clothing Stores–
SuperinvestorsNewsTrump trades
Pattern GroupPTRNConsumerRetail-Catalog & Mail-Order Houses–
Shake ShackSHAKConsumerRetail-Eating & Drinking Places–
SuperinvestorsCongress tradesNewsTrump trades
Hilton Grand VacationsHGVConsumerHotels, Rooming Houses, Camps & Other Lodging Places–
Superinvestors
United Natural FoodsUNFIConsumerWholesale-Groceries, General Line–
SuperinvestorsTrump trades
Kohl'sKSSConsumerRetail-Department Stores–
Superinvestors
Advance Auto PartsAAPConsumerRetail-Auto & Home Supply Stores–
SuperinvestorsNewsTrump trades
KB HomeKBHConsumerOperative Builders–
Superinvestors
RhRHConsumerRetail-Furniture Stores–
SuperinvestorsCongress trades
Callaway GolfCALYConsumerSporting & Athletic Goods, NEC–
SuperinvestorsCongress trades
OneSpaWorld HoldingsOSWConsumerServices-Membership Sports & Recreation Clubs–
SuperinvestorsTrump trades
The BuckleBKEConsumerRetail-Family Clothing Stores–
Trump trades
Payoneer GlobalPAYOConsumerServices-Business Services, NEC–
Superinvestors
Peloton InteractivePTONConsumerSporting & Athletic Goods, NEC–
SuperinvestorsCongress tradesTrump trades
StubHub HoldingsSTUBConsumerServices-Miscellaneous Amusement & Recreation–
Superinvestors
FlywireFLYWConsumerServices-Business Services, NEC–
Superinvestors
PC ConnectionCNXNConsumerWholesale-Computers & Peripheral Equipment & Software–
StagwellSTGWConsumerServices-Advertising Agencies–
Superinvestors
Bob's Discount FurnitureBOBSConsumerRetail-Furniture Stores–
ManpowerGroupMANConsumerServices-Help Supply Services–
Superinvestors
LCI IndustriesLCIIConsumerMotor Vehicle Parts & Accessories–
SuperinvestorsTrump trades
GigaCloud TechnologyGCTConsumerRetail-Catalog & Mail-Order Houses–
PhiniaPHINConsumerMotor Vehicle Parts & Accessories–
Superinvestors
Under ArmourUAAConsumerApparel & Other Finishd Prods of Fabrics & Similar Matl–
SuperinvestorsTrump trades
TIC SolutionsTICConsumerServices-Business Services, NEC–
Superinvestors
PENN EntertainmentPENNConsumerHotels & Motels–
SuperinvestorsCongress trades
ConcentrixCNXCConsumerServices-Business Services, NEC–
Superinvestors
Monarch Casino & ResortMCRIConsumerHotels & Motels–
Trump trades
Custom Truck One SourceCTOSConsumerServices-Equipment Rental & Leasing, NEC–
Superinvestors
The Western UnionWUConsumerServices-Business Services, NEC–
SuperinvestorsTrump trades
Sonic AutomotiveSAHConsumerRetail-Auto Dealers & Gasoline Stations–
Trump trades
Driven Brands HoldingsDRVNConsumerServices-Automotive Repair, Services & Parking–
Blue BirdBLBDConsumerTruck & Bus Bodies–
Superinvestors
VestisVSTSConsumerWholesale-Miscellaneous Nondurable Goods–
AMN Healthcare ServicesAMNConsumerServices-Help Supply Services–
Superinvestors
EzcorpEZPWConsumerRetail-Miscellaneous Retail–
Trump trades
Albany InternationalAINConsumerBroadwoven Fabric Mills, Man Made Fiber & Silk–
SuperinvestorsTrump trades
Brightstar LotteryBRSLConsumerServices-Miscellaneous Amusement & Recreation–
Superinvestors
Genius SportsGENIConsumerServices-Miscellaneous Amusement & Recreation–
SuperinvestorsNews

Contract data: USAspending.gov (federal prime contract obligations, award types A-D, by action date) and the Department of Defense daily contract announcements (awards of $7.5 million or more). Both are public-domain U.S. government data. Company matching uses legal names and parent/child recipient records and is deliberately conservative, so some subsidiaries may be missing. Obligations are not revenue. Not investment advice.