**His seat:** Chair Emeritus, House Foreign Affairs · Vice Chair, Homeland Security. Author of the ENFORCE Act (H.R. 8315) and BIS License Enhancement Act (H.R. 8284) to choke off advanced-chip exports to China.

**This week's filing — sold:**

* $AAPL — $100K–$250K
* $LDOS — $100K–$250K (defense IT)
* $NVS — $100K–$250K
* $BIDU — $50K–$100K (China)
* $PANW — $50K–$100K
* $LEU — $50K–$100K (nuclear fuel)
* $NUE — $50K–$100K
* $MSFT — $65K–$150K (two lots)
* $CRM — $15K–$50K
* $ACN — $15K–$50K

**This week's filing — bought:**

* $LEN — $150K–$300K (three lots)
* $WMT — $150K–$300K (three lots)
* $CAT — $50K–$100K
* $FDX — $50K–$100K
* $DVN — $50K–$100K
* $BMY — $50K–$100K
* $KTOS — $1K–$15K (defense)

**The bigger pattern (late 2025):**

* $ASML — 15 sells, 0 buys (\~$380K), the #1 China litho-export target
* $NVDA — net sold (\~$115K)
* $AVGO — net sold (\~$200K)
* $TXN — net sold (\~$160K)
* Treasuries — $5M–$25M bought
* $LMT — bought (\~$582K, incl. a $250K–$500K lot)

**The through-line:** keep selling the mega-cap and China-exposed chip names he's spent years trying to restrict, raise cash, rotate defensive.

**Full history:** [disclosedcapitol.com](http://disclosedcapitol.com) *(straight from US House Clerk filings)*  
**Sources:** disclosures.house.gov · congress.gov H.R. 8315 · H.R. 8284 · mccaul.house.gov

TRADE ALERT: Michael McCaul (R-TX) — the China-chip hawk's household just filed again, and it's still trimming Big Tech