VSE

Breaking: Trump has appointed Oklahoma Senator Markwayne Mullin to become the next DHS

In the past year, Mullin has traded over $10.2M worth of stocks

His current portfolio includes multiple potential conflicts of interest. Here's what he owns

1. $115K of Raytheon Technologies $RTX(RTX.US) — major defense & aerospace contractor

Recently Raytheon spun off "Nightwing" which protested a $2.4B DHS contract awarded to a competitor. The DCS then pulled the contract.

Raytheon also holds an active $1.2B Einstein cybersecurity contract with the DHS

2. $150K of Carpenter Tech $Carpenter Tech(CRS.US) — defense alloys (Raytheon, Lockheed supplier)

Carpenter supplies specialty alloys used in military aircraft, naval vessels, and missile systems. All of which are operated by DHS agencies including the Coast Guard and Customs & Border Protection.

3. $150K VSE Corp $VSE(VSEC.US) — defense contractor ($565M Air Force deal)

VSE right now is bidding on a contract for "storage, maintenance, & disposal services for personal property seized by various federal agencies" including the DHS.

4. $150K of Amkor Tech $Amkor Tech(AMKR.US) — semiconductor company funded by the CHIPS Act

Amkor receives federal funding from the CHIPS act where the DHS/CISA designated semis/chips as critical infrastructure

Other potential conflicts of interest include $150K of Chevron #CVX

His entire tracker is listed on Autopilot, but we'll be keeping an eye on these positions from here