Honeywell Tech

Big Sell Alert 🚨

Rep. Kevin Hern (R) just disclosed up to $820,000 of new trades

Buys: $0

Sells: $820,000

Biggest sells include:

• $100,000 of Home Depot $Home Depot(HD.US)

• $100,000 of Procter & Gamble $Procter & Gamble(PG.US)

• $50,000 of Medtronic $Medtronic(MDT.US)

• $50,000 of Microsoft $Microsoft(MSFT.US)

• $50,000 of Honeywell Aerospace $Honeywell Aerospace(HONA.US)

All 27 sells were filed in August

Breaking: Citadel Advisors just filed its Q2 2026 13F

Here's everything you need to know about the recent 13F

Top 10 positions:

• SPDR S&P 500 ETF $SPY [Call] (4.1%)

• Invesco QQQ Trust $QQQ [Put] (3.0%)

• Invesco QQQ Trust $QQQ [Call] (2.7%)

• SPDR S&P 500 ETF $SPY [Put] (2.7%)

• Micron Technology $Micron Tech(MU.US) [Put] (2.5%)

• Micron Technology $Micron Tech(MU.US) [Call] (1.9%)

• Tesla $Tesla(TSLA.US) [Call] (1.6%)

• iShares Core S&P 500 ETF $IVV (1.5%)

• Nvidia $NVIDIA(NVDA.US) [Call] (1.4%)

• SanDisk $Sandisk(SNDK.US) [Put] (1.3%)

Top 10 new positions (by $ size):

• SpaceX [Call]

• SpaceX [Put]

• Roundhill Memory ETF $MEM [Call]

• SpaceX (equity)

• Roundhill Memory ETF $MEM [Put]

• Cerebras Systems (equity)

• Madison Air Solutions

• Cerebras Systems [Call]

• Cerebras Systems [Put]

• Quantinuum

Top 10 full exits (by prior $ size):

• Western Digital note

• Live Nation note

• Coterra Energy $Coterra Energy(CTRA.US)

• Clearwater Analytics $Clearwater Analytics(CWAN.US)

• Honeywell $Honeywell Tech(HON.US) [Call]

• Terns Pharmaceuticals $Terns Pharmaceuticals(TERN.US)

• Carnival $Carnival(CCL.US) [Put]

• Honeywell $Honeywell Tech(HON.US) [Put]

• Carnival $Carnival(CCL.US) (equity)

• Honeywell $Honeywell Tech(HON.US) (equity)

Summary: Citadel's book grew 41.5% to $875.1B this quarter

$Advanced Semiconductor Engineering(ASX.US) filed ~$160M of equipment POs in the last 48hrs:

$36M Advantest + $35M Hon Precision handlers at SPIL, filed an hour apart - full test cells.

Advantest POs hit the disclosure threshold in 3 weeks vs 12 months for the handlers.

Plus a $50M ASMPT batch at ASE - likely TCBs - and $39M of All Ring Tech dispensing/automation for the packaging lines.

Source: Chips & Wafers

There are so many things wrong with this

Rep. Julie Johnson (D) just filed trades spanning May 2025 through Feb 2026, meaning her oldest trade was 455 days late

• Purchased up to $645,000

• Sold up to $3,345,000

• 97 stocks, 267 total trades

Included in those trades: $RTX(RTX.US), $General Dynamics(GD.US), $Boeing(BA.US), $Honeywell Tech(HON.US)

She sits on the House Homeland Security Committee. That means she gets classified briefings on Raytheon, General Dynamics, Boeing, and Honeywell before the public does. All four are direct DHS contractors

Also the fine for 455 days late: $200

$Honeywell Tech(HON.US) | Bernstein SocGen Group maintains 𝗠𝗮𝗿𝗸𝗲𝘁 𝗣𝗲𝗿𝗳𝗼𝗿𝗺 on 𝗛𝗼𝗻𝗲𝘆𝘄𝗲𝗹𝗹, 𝗿𝗮𝗶𝘀𝗲𝘀 𝗣𝗧 𝘁𝗼 $𝟮𝟰𝟯 from $233

Analyst updates model post-Aerospace spin-off, valuing RemainCo at $204/share and the Quantinuum stake at $39/share to derive the new $243 PT.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Quantinuum Raises $𝟏.𝟔𝟖𝐁 in Nasdaq IPO - $Quantinuum(QNT.US) $Honeywell Tech(HON.US)

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ Quantinuum raises $𝟏.𝟔𝟖𝐁 through its initial public offering.

➤ IPO priced 𝟐𝟖𝐌 shares at $𝟔𝟎 per share.

➤ Final pricing exceeded the revised $𝟓𝟑–$𝟓𝟓 target range.

➤ Shares begin trading on Nasdaq under ticker 𝐐𝐍𝐓.

➤ Company was spun off from 𝐇𝐨𝐧𝐞𝐲𝐰𝐞𝐥𝐥 $Honeywell Tech(HON.US).

➤ J.P. Morgan and 𝐌𝐨𝐫𝐠𝐚𝐧 𝐒𝐭𝐚𝐧𝐥𝐞𝐲 led the offering.

➤ Marks one of the largest public offerings in the 𝐪𝐮𝐚𝐧𝐭𝐮𝐦 𝐜𝐨𝐦𝐩𝐮𝐭𝐢𝐧𝐠 sector.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Quantinuum(QNT.US) Quantinuum Is Weighing Raising the Number of Shares Offered in IPO as Well as Increasing Its Share Price Range by About 10% - Bloomberg

$Honeywell Tech(HON.US) $IonQ(IONQ.US) $Arqit Quantum(ARQQ.US) $D-Wave Quantum(QBTS.US) $Quantum(QMCO.US) $SEALSQ(LAES.US) $BTQ Tech(BTQ.US) $Quantum Computing(QUBT.US) $Quantum(QMCO.US) $Rigetti Computing(RGTI.US)

$Honeywell Tech(HON.US) | Wolfe Research maintains 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐇𝐨𝐧𝐞𝐲𝐰𝐞𝐥𝐥, 𝐜𝐮𝐭𝐬 𝐏𝐓 𝐭𝐨 $𝟐𝟕𝟓 𝐟𝐫𝐨𝐦 $𝟐𝟖𝟏

Analyst previews upcoming investor days for the Aerospace spin and RemainCo, expecting management to lay out growth paths leading to LDD EPS growth.