Market Commentary

How Rep. Delaney Committee Roles Align Perfectly with Her Trades

Turra Rasheed
12 Nov 2025 · 3 minutes read

Some lawmakers make headlines for what they say in committee hearings. Others, like Rep. April Delaney, make waves with what they buy.

Back in April 2025, Delaney purchased roughly $120,000 worth of IDEXX Laboratories (IDXX:US), a veterinary diagnostics and biotech firm. The timing wasn’t just good, it was remarkable. That same month, the National Biotechnology Initiative Act of 2025 was introduced in Congress, a bill aimed at boosting U.S. competitiveness in biotech research and development.

The bill was referred to two key committees: Agriculture and Science, Space & Technology. Delaney sits on both.

Whether coincidence or foresight, the move paid off handsomely. IDXX has surged nearly 90% since her buy, driven by strong earnings and renewed investor interest in animal health and diagnostics. 

But IDEXX wasn’t an isolated call. Delaney’s 2025 portfolio shows a pattern of well-timed bets in sectors that overlap with her committee work, biotech, healthcare, and industrials.

Take STERIS (STE:US), her October buy. The company specializes in sterilization and surgical equipment and even works with NASA on spacecraft sterilization. That trade directly touches on her Science and Space Committee purview, a theme that’s becoming common across her filings.

Delaney has also made steady industrial and insurance bets that reflect a pragmatic streak:

  • ITT Inc (ITT:US), bought around $139 in March, is now up over 35%, fueled by U.S. infrastructure spending.

  • Markel Group (MKL:US), a Berkshire-style insurer she’s bought repeatedly between $1,790 and $1,969, trades near $2,060, a 5–15% gain on conviction buys.

  • Jones Lang LaSalle (JLL:US), acquired in the $240–270 range, has climbed past $300, riding the early stages of a commercial real estate rebound.

Her biotech bets extend beyond IDEXX too. Bio-Techne Corp (TECH:US) delivered a quick 10% win before she trimmed her position, showing she’s not afraid to take profits. On the other hand, Clean Harbors (CLH:US) was among the names she loaded off, she sold near $242 before the stock slipped to around $207, yet another display of immaculate timing.

And while her early-year focus was heavy on biotech and diagnostics, recent filings suggest diversification: new positions in Nasdaq (NDAQ:US), Brown & Brown (BRO:US), LabCorp (LH:US), and Tractor Supply (TSCO:US), each within the $1K–$50K range.

LabCorp, in particular, looks promising, up nearly 8% since her October buy, keeping her healthcare streak intact.

What stands out across her trades is consistency. Delaney isn’t chasing meme stocks or high-risk tech names; her buys are concentrated in regulated, committee-adjacent industries - healthcare, insurance, and infrastructure - sectors that quietly benefit from the very legislation her committees shape.

It’s not the most blatant example of political trading we’ve seen, but it’s certainly one of the most well-timed. From a near-perfect biotech call to solid industrial returns, Rep. April Delaney’s portfolio reflects a blend of precision, pattern, and perhaps a bit of privilege.

And that’s exactly why we track the politicians.