TRADE ALERT: McCaul household keeps dumping Big Tech & China names

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 (my site — straight from US House Clerk filings)
Sources: disclosures.house.gov · congress.gov H.R. 8315 · H.R. 8284 · mccaul.house.gov