| THE FILING CABINET | MON · JUN 22 2026 |
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FOLLOW THE MONEY IN WASHINGTON. THE CAPITOL
DESK. |
We tracked 44 political actions this week. Here are the ones that matter. |
▸ THE ONE-LINER The VA just sent $175M to DaVita, more than double what it spent last quarter. Meanwhile, General Motors pulled in $294M in government contracts, a 200%+ jump from Q3. Two companies, two very different businesses, same direction. |
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| 01 — GOVERNMENT CONTRACTS | 3 CONTRACTS |
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MRSH, GM, DVA drove 202% average QoQ contract growth this quarter. |
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| $GM MRSH, GM and 19 more land $1.6B in Q1 2026 government contracts, +202% QoQ Consumer Discretionary | +$294.2M |
| | $LMT Defense contractors land $10.5B combined, up -75% QoQ Industrials | +$9K |
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SPREAD THE FILE KNOW SOMEONE WHO FOLLOWS
POLITICAL TRADES? |
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THE FILING CABINET Not financial advice. Not even close. |