Jun. 30 at 8:49 PM
Interesting flow data emerging when you look at corporate PAC contributions tied to the 2026 cycle.
Top estimated contributors so far include:
•
$HON ~
$3.57M
•
$HGTY ~
$2.81M
•
$NOC ~
$2.70M
•
$HD ~
$2.51M
•
$BA ~
$2.02M
While this isn’t a direct trading signal, it does highlight where major industrial and defense-linked corporations are heavily engaged in policy influence cycles.
Worth noting: many of these names also sit at the center of long-duration government + infrastructure spending trends.
Sometimes capital flow tells you as much as price action.
