PT STRATEGY LLC

$4.82M 2025-2026 cycle

PT STRATEGY LLC is a strategy & research vendor. In the 2025-2026 cycle PT STRATEGY LLC was paid $4.82M across 26 client committees, of which $3.36M flowed through Independent Expenditures rather than direct committee payments.

Strategy & Research ● Active

Part I Identity

Stable facts about this entity. These figures do not change as you adjust the timeframe in Part II.

Source split

$4.82M = $1.46M (Schedule B) + $3.36M (Independent Expenditures)
Schedule B
direct committee payments
$1,462,586 225 rows 30.3%
Independent Expenditures
money this entity spent supporting candidates, NOT a committee paying them
$3,357,562 71 rows 69.7%
Activity span ALL TIME
Jul 12, 2023 → Aug 7, 2026
spans 3.1 years
Disbursements ALL TIME
225
Schedule B + IE rows
Client committees ALL TIME
26
distinct payers

Part II Activity in selected window

One timeframe control governs all three panels below. Change it once and the trajectory, top buyers, and party breakdown all update together.

Spend trajectory

Monthly spend to this vendor over the last 12 months.

Jul 2025 Jun 2026
$471K across 12 months
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Top buyers

Two views of the same data — diagram and table share the time-window control and the same top-buyers slice. Click "View all buyers in research" to drill in with the matching date range.

VIEW 1 DIAGRAM DECORATIVE

Top buyers last 1 months · top 1

PATRIOTIC FUND, INC. $2K — · 1 txn PS PT STRATEGY LLC
VIEW 2 TABLE EXPORTABLE
Filer Total spend Disbursements
PATRIOTIC FUND, INC.
C00899419
$2,045
IE $2,045
1
VIEW 1 DIAGRAM DECORATIVE

Top buyers last 3 months · top 10

OBERWEIS, JAMES MR. $141K — · 9 txns COCHRAN, JED $21K — · 20 txns GUY, TONY $14K — · 4 txns ADAIR, PATTI $10K — · 2 txns MALES, JOE $7K — · 3 txns SMITH, DAVID BROCK $6K — · 4 txns BASSETT FOR SENATE 2026 $4K — · 1 txn MORALES FOR ASSEMBLY 2026 $4K — · 1 txn PATRIOTIC FUND, INC. $2K — · 1 txn CRANK, JEFF $2K — · 1 txn PS PT STRATEGY LLC
VIEW 2 TABLE EXPORTABLE
Filer Total spend Disbursements
OBERWEIS, JAMES MR.
FL · House REP
$141,158 9
COCHRAN, JED
OK · House REP
$21,004 20
GUY, TONY
PA · House REP
$13,797 4
ADAIR, PATTI
OR · House REP
$10,434 2
MALES, JOE
CA · House REP
$7,177 3
SMITH, DAVID BROCK
OR · Senate REP
$6,083 4
BASSETT FOR SENATE 2026
1485321
$4,000 1
MORALES FOR ASSEMBLY 2026
1484996
$3,500 1
PATRIOTIC FUND, INC.
C00899419
$2,045
IE $2,045
1
CRANK, JEFF
CO · House REP
$1,700 1
VIEW 1 DIAGRAM DECORATIVE

Top buyers last 6 months · top 10

OBERWEIS, JAMES MR. $166K — · 18 txns PATRIOTIC FUND, INC. $104K — · 6 txns ADAIR, PATTI $65K — · 6 txns GUY, TONY $27K — · 12 txns COCHRAN, JED $21K — · 20 txns MALES, JOE $18K — · 6 txns SMITH, DAVID BROCK $17K — · 9 txns BASSETT FOR SENATE 2026 $16K Strategy & Research · 4 txns MORALES FOR ASSEMBLY 2026 $7K Strategy & Research · 2 txns DOWNING, TROY $4K — · 2 txns PS PT STRATEGY LLC
VIEW 2 TABLE EXPORTABLE
Filer Total spend Disbursements
OBERWEIS, JAMES MR.
FL · House REP
$165,988 18
PATRIOTIC FUND, INC.
C00899419
$103,647
IE $103,647
6
ADAIR, PATTI
OR · House REP
$64,667 6
GUY, TONY
PA · House REP
$26,814 12
COCHRAN, JED
OK · House REP
$21,004 20
MALES, JOE
CA · House REP
$18,060 6
SMITH, DAVID BROCK
OR · Senate REP
$16,983 9
BASSETT FOR SENATE 2026
1485321
$16,000 4
MORALES FOR ASSEMBLY 2026
1484996
$7,000 2
DOWNING, TROY
MT · House REP
$4,000 2
VIEW 1 DIAGRAM DECORATIVE

Top buyers last 12 months · top 10

TEXAS DEFENSE PAC $2.62M — · 40 txns PATRIOTIC FUND, INC. $525K Print & Mail · 26 txns OBERWEIS, JAMES MR. $182K Strategy & Research · 24 txns ADAIR, PATTI $73K — · 8 txns MALES, JOE $34K Strategy & Research · 14 txns GUY, TONY $27K — · 12 txns BASSETT FOR SENATE 2026 $24K Strategy & Research · 6 txns RIOS, LORENZO $21K Strategy & Research · 8 txns COCHRAN, JED $21K — · 20 txns SMITH, DAVID BROCK $17K — · 9 txns PS PT STRATEGY LLC
VIEW 2 TABLE EXPORTABLE
Filer Total spend Disbursements
TEXAS DEFENSE PAC
00088727
$2,624,880
IE $2,624,880
40
PATRIOTIC FUND, INC.
C00899419
$525,327
IE $525,327 · SB net $0 (reversed)
26
OBERWEIS, JAMES MR.
FL · House REP
$181,988 24
ADAIR, PATTI
OR · House REP
$72,745 8
MALES, JOE
CA · House REP
$33,775 14
GUY, TONY
PA · House REP
$26,814 12
BASSETT FOR SENATE 2026
1485321
$24,000 6
RIOS, LORENZO
CA · House REP
$21,140 8
COCHRAN, JED
OK · House REP
$21,004 20
SMITH, DAVID BROCK
OR · Senate REP
$16,983 9
VIEW 1 DIAGRAM DECORATIVE

Top buyers last 18 months · top 10

TEXAS DEFENSE PAC $2.62M — · 40 txns PATRIOTIC FUND, INC. $525K Print & Mail · 26 txns OBERWEIS, JAMES MR. $182K Strategy & Research · 24 txns ADAIR, PATTI $73K — · 8 txns MALES, JOE $42K Strategy & Research · 16 txns DOWNING, TROY $28K Strategy & Research · 14 txns GUY, TONY $27K — · 12 txns BASSETT FOR SENATE 2026 $24K Strategy & Research · 6 txns RIOS, LORENZO $21K Strategy & Research · 8 txns COCHRAN, JED $21K — · 20 txns PS PT STRATEGY LLC
VIEW 2 TABLE EXPORTABLE
Filer Total spend Disbursements
TEXAS DEFENSE PAC
00088727
$2,624,880
IE $2,624,880
40
PATRIOTIC FUND, INC.
C00899419
$525,327
IE $525,327 · SB net $0 (reversed)
26
OBERWEIS, JAMES MR.
FL · House REP
$181,988 24
ADAIR, PATTI
OR · House REP
$72,745 8
MALES, JOE
CA · House REP
$42,456 16
DOWNING, TROY
MT · House REP
$28,000 14
GUY, TONY
PA · House REP
$26,814 12
BASSETT FOR SENATE 2026
1485321
$24,000 6
RIOS, LORENZO
CA · House REP
$21,140 8
COCHRAN, JED
OK · House REP
$21,004 20
VIEW 1 DIAGRAM DECORATIVE

Top buyers last 24 months · top 10

TEXAS DEFENSE PAC $2.62M — · 40 txns PATRIOTIC FUND, INC. $525K Print & Mail · 26 txns OBERWEIS, JAMES MR. $182K Strategy & Research · 24 txns ELECT PRINCIPLED VETERANS FUND (EPV F… $111K Strategy & Research · 10 txns WILLIAMS, LILY TANG $92K Strategy & Research · 10 txns CRANK, JEFF $91K Strategy & Research · 4 txns DOWNING, TROY $81K Strategy & Research · 19 txns WITH HONOR FUND II, INC. $77K Strategy & Research · 7 txns ADAIR, PATTI $73K — · 8 txns MALES, JOE $42K Strategy & Research · 16 txns PS PT STRATEGY LLC
VIEW 2 TABLE EXPORTABLE
Filer Total spend Disbursements
TEXAS DEFENSE PAC
00088727
$2,624,880
IE $2,624,880
40
PATRIOTIC FUND, INC.
C00899419
$525,327
IE $525,327 · SB net $0 (reversed)
26
OBERWEIS, JAMES MR.
FL · House REP
$181,988 24
ELECT PRINCIPLED VETERANS FUND (EPV FUND)
C00772152
$110,905
IE $110,905 · SB net $0 (reversed)
10
WILLIAMS, LILY TANG
NH · House REP
$91,999 10
CRANK, JEFF
CO · House REP
$91,341 4
DOWNING, TROY
MT · House REP
$80,700 19
WITH HONOR FUND II, INC.
C00831404
$77,260
IE $77,260 · SB net $0 (reversed)
7
ADAIR, PATTI
OR · House REP
$72,745 8
MALES, JOE
CA · House REP
$42,456 16

By party

Revenue by party

100% R
D · 0%
R · 100%
PartyAmount%
Democratic $0 0.00%
Republican $4,681,232 97.12%
Non-partisan $138,916 2.88%

Part III Reference tables

Full all-time and cycle-to-date data.

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Money flow through this vendor

Where their ad buys point

IE payers (left) → races the buys targeted (right) · independent-expenditure filings only
PT STRATEGY LLC PATRIOTIC FUND, INC. $2K H6FL09294 (support) $2K Total in: $2K Total out: $2K
PT STRATEGY LLC PATRIOTIC FUND, INC. $2K H6FL09294 (support) $2K Total in: $2K Total out: $2K
PT STRATEGY LLC PATRIOTIC FUND, INC. $104K Robert Smullen (support) $96K James R Dr. Baird (support) $6K H6FL09294 (support) $2K Total in: $104K Total out: $104K
PT STRATEGY LLC TEXAS DEFENSE PAC $2.62M PATRIOTIC FUND, INC. $525K Daniel Crenshaw (support) $225K Alexandra Mealer (support) $142K Robert Smullen (support) $96K Clay Fuller (support) $55K James R Dr. Baird (support) $6K H6FL09294 (support) $2K Unspecified races (40 filin… $2.62M Total in: $3.15M Total out: $3.15M
PT STRATEGY LLC TEXAS DEFENSE PAC $2.62M PATRIOTIC FUND, INC. $525K Daniel Crenshaw (support) $225K Alexandra Mealer (support) $142K Robert Smullen (support) $96K Clay Fuller (support) $55K James R Dr. Baird (support) $6K H6FL09294 (support) $2K Unspecified races (40 filin… $2.62M Total in: $3.15M Total out: $3.15M
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Cycle-over-cycle trajectory

2023202420252026 Q3 2023 (2024 cycle): $11KQ4 2023 (2024 cycle): $19KQ1 2024 (2024 cycle): $277KQ2 2024 (2024 cycle): $115KQ3 2024 (2024 cycle): $272KQ4 2024 (2024 cycle): $169KQ1 2025 (2026 cycle): $39KQ2 2025 (2026 cycle): $12KQ3 2025 (2026 cycle): $38KQ4 2025 (2026 cycle): $125KQ1 2026 (2026 cycle): $71KQ2 2026 (2026 cycle): $315K Q3Q1Q3Q1Q3Q1Q2 $315K

current cycle earlier election cycle off-cycle year quarterly · 4 years

Per-quarter totals
Year Q Cycle Total Txns Top buyer · share Top category · share Cum. (cycle) YoY %
2023 Q3 2024 $11K 1 CITIZENS FOR FREE ENTERPRISE 100% Strategy & Research 100% $11K
2023 Q4 2024 $19K 6 SHERYL ADAMS FOR CONGRESS 74% Strategy & Research 100% $30K
2024 Q1 2024 $277K 22 CONTOGIANNIS, MARY ANN DR 75% Strategy & Research 100% $307K
2024 Q2 2024 $115K 18 WALKER, CHRISTOPHER 42% Strategy & Research 100% $422K
2024 Q3 2024 $272K 21 WILLIAMS, LILY TANG 29% Strategy & Research 100% $694K
2024 Q4 2024 $169K 12 CRANK, JEFF 52% Strategy & Research 100% $863K
2025 Q1 2026 $39K 3 DOWNING, TROY 100% Strategy & Research 100% $39K
2025 Q2 2026 $12K 5 GUINCHARD, MARY JO-ANN 50% Strategy & Research 100% $51K
2025 Q3 2026 $38K 10 KNIGHT, JASON 43% Strategy & Research 97% $89K +248%
2025 Q4 2026 $125K 24 PATRIOTIC FUND, INC. 62% Print & Mail 62% $214K +549%
2026 Q1 2026 $71K 23 OBERWEIS, JAMES MR. 29% Strategy & Research 27% $285K -74%
2026 Q2 2026 $315K 71 OBERWEIS, JAMES MR. 48% Strategy & Research 1% $600K +173%
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Revenue by service category

No category revenue in this window.

No category revenue in this window.

Revenue by service category

last 6 months · hover bars for cycle context
Strategy & Research — cycle-to-date Total: $833K across 132 disbursements (avg $6K/check) Top buyer: CONTOGIANNIS, MARY ANN DR (25% of category) Last paid: 4mo ago · +24% vs prior cycle Strategy & Research $12K

Revenue by service category

last 12 months · hover bars for cycle context
Print & Mail — cycle-to-date Total: $79K across 3 disbursements (avg $26K/check) Top buyer: PATRIOTIC FUND, INC. (98% of category) Last paid: 7mo ago · no prior-cycle baseline Print & Mail $77K Strategy & Research — cycle-to-date Total: $833K across 132 disbursements (avg $6K/check) Top buyer: CONTOGIANNIS, MARY ANN DR (25% of category) Last paid: 4mo ago · +24% vs prior cycle Strategy & Research $76K

Revenue by service category

last 18 months · hover bars for cycle context
Strategy & Research — cycle-to-date Total: $833K across 132 disbursements (avg $6K/check) Top buyer: CONTOGIANNIS, MARY ANN DR (25% of category) Last paid: 4mo ago · +24% vs prior cycle Strategy & Research $122K Print & Mail — cycle-to-date Total: $79K across 3 disbursements (avg $26K/check) Top buyer: PATRIOTIC FUND, INC. (98% of category) Last paid: 7mo ago · no prior-cycle baseline Print & Mail $79K

Revenue by service category

last 24 months · hover bars for cycle context
Strategy & Research — cycle-to-date Total: $833K across 132 disbursements (avg $6K/check) Top buyer: CONTOGIANNIS, MARY ANN DR (25% of category) Last paid: 4mo ago · +24% vs prior cycle Strategy & Research $367K Print & Mail — cycle-to-date Total: $79K across 3 disbursements (avg $26K/check) Top buyer: PATRIOTIC FUND, INC. (98% of category) Last paid: 7mo ago · no prior-cycle baseline Print & Mail $79K
Per-category breakdown · cycle-to-date
Category Total spend Txns Avg check % of total Top buyer · share Last paid
Strategy & Research $833,402 132 $6K 99.9% CONTOGIANNIS, MARY ANN DR 25% 4mo ago
Print & Mail $78,512 3 $26K 9.4% PATRIOTIC FUND, INC. 98% 7mo ago
Other / Unclassified -$77,330 2 $-39K -9.3% PATRIOTIC FUND, INC. 0% 7mo ago
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Client retention

Sticky-relationship signal: how many clients keep coming back across cycles vs one-time buyers.

0
Anchor clients 3+ cycles
$0 · 0% of revenue
3
Repeat clients 2 cycles
$309,660 · 21% of revenue
23
One-time clients 1 cycle
$1,152,926 · 79% of revenue
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Geographic concentration

Where this vendor's clients are based — federal committees by state, plus implicit jurisdiction for CA and TX state filers.

State   Total spend % of revenue Clients
VA
$266,495 18.6% 4
NC
$208,986 14.6% 1
FL
$181,988 12.7% 1
CO
$143,205 10.0% 3
CA
$142,068 9.9% 5
MT
$139,755 9.8% 1
NH
$102,696 7.2% 1
OR
$89,728 6.3% 2
WV
$55,820 3.9% 1
NJ
$53,058 3.7% 2
PA
$26,814 1.9% 1
OK
$21,004 1.5% 1
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Notable disbursements

5 largest all-time · 5 largest in the current cycle · 5 most recent. Each row earns its place.

Reason Date Filer Category Purpose Amount
Largest all-time 2024-09-27 WITH HONOR FUND II, INC. Strategy & Research PREPAYMENT FOR DIRECT MAIL $77,260
Largest all-time 2024-09-19 ELECT PRINCIPLED VETERANS FUND (EPV FUND) Strategy & Research PREPAYMENT FOR DIRECT MAIL $75,151
Largest all-time 2026-05-27 OBERWEIS, JAMES MR. DISPLAY ADS $66,156
Largest all-time 2026-06-25 OBERWEIS, JAMES MR. DIRECT MAILING $57,667
Largest all-time 2024-03-06 CONTOGIANNIS, MARY ANN DR Strategy & Research DIRECT MAIL SERVICES, TEXTING SERVICES $50,302
Largest this cycle 2025-12-31 PATRIOTIC FUND, INC. Print & Mail PREPAYMENT FOR DIRECT MAIL $41,885
Largest this cycle 2026-04-23 ADAIR, PATTI DIRECT MAIL SERVICES $36,114
Largest this cycle 2025-12-29 PATRIOTIC FUND, INC. Print & Mail PREPAYMENT FOR DIRECT MAIL $35,445
Recent 2026-06-26 GUY, TONY POLICY AND STRATEGY CONSULTING $5,000
Recent 2026-06-18 OBERWEIS, JAMES MR. TEXT MSG - CD 19 VOTERS $4,580
Recent 2026-06-30 OBERWEIS, JAMES MR. MEDIA CONSULTING $3,500
Recent 2026-06-18 COCHRAN, JED SMS/TEXTING SOLICITATION $816
3 raw FEC name variants collapsed into this canonical entity
See all 225 disbursements →