| THE FILING CABINET | MON · JUN 29 2026 |
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FOLLOW THE MONEY IN WASHINGTON. THE CAPITOL
DESK. |
We tracked 50 political actions this week. Here are the ones that matter. |
▸ THE ONE-LINER DHS just handed Palantir $46M to build out an immigration investigations system, and it's the kind of contract that lands differently when you remember Congress is still mid-debate on border enforcement funding. Meanwhile, General Motors pulled in $294M in government contracts this quarter, up more than 200% from last quarter, and DaVita quietly doubled its federal healthcare business to $175M. Three very different companies. 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 | +$18K |
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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. |