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July 13, 2026

🏛️ Whitehouse sells NVDA, buys Coherent in semis portfolio shuffle

Whitehouse rotated his semiconductor holdings on Monday, selling $15K-$50K of NVIDIA and picking up $15K-$50K of Coherent in the same session. He also trimmed Apple and exited Crown Castle entirely. Whitehouse sits on the Senate Judiciary Committee, which has jurisdiction over tech antitrust, and...

The Capitol Desk

Whitehouse shuffled his semiconductor holdings this week, selling NVDA and rotating into Coherent and Micron while sitting on committees with direct oversight of tech policy. ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
THE FILING CABINETMON · JUL 13 2026
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Whitehouse rotated his semiconductor holdings on Monday, selling $15K-$50K of NVIDIA and picking up $15K-$50K of Coherent in the same session. He also trimmed Apple and exited Crown Castle entirely. Whitehouse sits on the Senate Judiciary Committee, which has jurisdiction over tech antitrust, and NVIDIA has been a centerpiece of that conversation all year.
10
TRADES
42
CONTRACTS
01 — GOVERNMENT CONTRACTS3 CONTRACTS
 
$CHTRCommunication Services
MCK, GM and 10 more land $1.8B in Q2 2026 government contracts, up 1725% QoQ
MCK, GM, ORCL drove 1725% average QoQ contract growth this quarter.
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$ORCL
MCK, GM and 10 more land $1.8B in Q2 2026 government contracts, up 1725% QoQ
Information Technology
+$133.6M
$LMT
Defense contractors land $1.4B combined, down 83% QoQ
Industrials
+$36K
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