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Policy-exposure board

The “tribal” signal, made explicit. This board scores every name by how much it sits in the path of political money: held or bought in the President’s own 2025 financial disclosure, bought by members of Congress, and winning federal contract awards. It is a research signal, orthogonal to our PriorScore (they correlate about 0.1), shown for transparency. It is descriptive, not a recommendation, and it does not drive the served ranking until it clears a walk-forward test. As of 2026-09-22.

StockPolicy scoreSignalsPriorScore
GOOGL2/3President's bookCongress buying84
PANW2/3President's bookCongress buying81
AMD2/3President's bookCongress buying77
META2/3President's bookCongress buying74
AVGO2/3President's bookCongress buying73

Sources: the President’s 2025 OGE Form 278e (public record), congressional STOCK Act disclosures, and USAspending federal contract awards. A dash in PriorScore means the name is not on the current forward board. Research, not investment advice.