The investment activity of former US House Speaker Nancy Pelosi has become a focal point of both financial fascination and political scrutiny. While she does not personally execute the trades, her husband, Paul Pelosi, runs a San Francisco-based investment firm, and the family’s financial disclosures are required under the STOCK Act, offering a public window into a portfolio that consistently targets high-growth sectors. The success of these trades, often yielding double-digit returns that outperform the S&P 500, has fueled a persistent national debate over Congressional insider trading.
Critics argue that lawmakers have access to non-public information regarding subsidies, like the CHIPS Act, or regulatory shifts that could unfairly influence their private wealth. In response, 2025 and 2026 saw renewed, though still contested, legislative efforts to ban members of Congress from trading individual stocks entirely. Pelosi, who has announced she will not seek re-election in late 2026 and will retire in early 2027, remains a polarizing figure in this arena. Her portfolio’s gains in 2024 and 2025 ensure that even as she nears retirement, the Pelosi Tracker remains one of the most-watched metrics in the retail investing world.
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Our Methodology
For this article, we consulted Capitol Trades, a platform that tracks the stock trading activity of politicians in the United States. It is important to clarify that the stocks listed below were picked from the public record of investments Pelosi and her family have made in the past few months. These stocks are also popular among hedge funds. Data for the hedge fund sentiment surrounding each stock was taken from Insider Monkey’s Q4 2025 database of 1041 elite hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
Best Stocks to Buy According to Nancy Pelosi
10. The Walt Disney Company (NYSE:DIS)
According to a Periodic Transaction Report from last year, Nancy Pelosi sold 10,000 shares of The Walt Disney Company (NYSE:DIS) stock in December last year. The value of this transaction was worth somewhere between $1,000,000 and $5,000,000. The firm operates as an entertainment company in the Americas, Europe, and the Asia Pacific. It produces and distributes film and television content under the ABC Television Network, Disney, Freeform, FX, Fox, National Geographic, and Star brand television channels, as well as ABC television stations and A+E television networks.
After achieving initial profitability in 2024, The Walt Disney Company is now targeting 10% operating margins for its streaming business in fiscal 2026. The full integration of Disney+, Hulu, and ESPN into a single master app has significantly lowered subscriber churn. Wall Street favors this because it stabilizes recurring revenue, a key metric for institutional valuation models. Another catalyst for the shares is Disney’s aggressive plan to return cash to shareholders. The firm has authorized a $7 billion stock buyback program for 2026, which is expected to retire roughly 3.5% of its market cap. Following a 33% dividend increase in 2025, the company has signaled that its fortress balance sheet will support continued dividend hikes throughout 2026 and 2027.
9. Palo Alto Networks, Inc. (NASDAQ:PANW)
Per mandatory filings released last year, Nancy Pelosi exercised 140 call options on Palo Alto Networks, Inc. (NASDAQ:PANW) stock purchased in late December 2024, consisting of 14,000 shares, at a strike price of $100. The value of this transaction was worth somewhere between $1,000,000 and $5,000,000. The company provides cybersecurity solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. It offers Prisma Access, a secure access service edge solution, and Strata Cloud Manager, a network security management solution, as well as Prisma AIRS to protect entire AI ecosystems.
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Palo Alto Networks, Inc. has recently embarked on a platformization strategy, moving customers from individual security products to a unified, integrated platform. In early 2026, the company reported a record 1,550 total platformizations, a 35% year-over-year increase. Platformized customers show a 119% net retention rate with extremely low churn. Elite investors view this as a long-term moat. Another catalyst for the shares in the near-term is a massive insider purchase by CEO Nikesh Arora. In late March 2026, Arora purchased approximately $10 million of PANW stock at an average price of $147. The move was interpreted as a clear bullish signal, as it increased the CEO’s direct ownership by roughly 25% during a time when the market was fearful of AI disruption.
8. Broadcom Inc. (NASDAQ:AVGO)
A financial disclosure report from last year shows that Nancy Pelosi exercised 200 CALL options on Broadcom Inc. (NASDAQ:AVGO) stock purchased back in June 2024 with a strike price of $80. The value of this transaction was worth somewhere between $1,000,000 and $5,000,000. The firm designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally. It offers networking connectivity, such as custom silicon solutions, ethernet switching & routing, ethernet NIC controllers, physical layer devices, and fiber optic components, as well as wireless device connectivity, including RF semiconductor devices, connectivity solutions, and custom touch controllers.
Broadcom Inc. is becoming equally important as rival NVIDIA in the AI race as the focus of businesses shifts from buying off-the-shelf GPUs to building proprietary AI chips. Broadcom is the primary design partner for Google’s TPU, Meta’s MTIA, and now OpenAI’s new custom silicon. The chipmaker has an AI backlog exceeding $73 billion. Wall Street favors this because it provides a guaranteed growth runway through 2027, regardless of short-term market volatility. Recently disclosed orders from Anthropic, expected to hit 3GW of capacity by 2027, have added billions to the company’s long-term revenue projections. While AI provides the growth, the VMware acquisition by Broadcom is providing the stability investors crave.
7. Vistra Corp. (NYSE:VST)
A securities filings from late January 2026 shows that Nancy Pelosi exercised 50 CALL options on Vistra Corp. (NYSE:VST) stock purchased back in January 2025 with a strike price of $50. The value of this transaction was worth somewhere between $100,000 and $250,000. The firm operates as an integrated retail electricity and power generation company in the United States. It retails electricity and natural gas to residential, commercial, and industrial customers across states in the United States and the District of Columbia. It is also involved in electricity generation, wholesale energy purchases and sales, commodity risk management, fuel procurement, and fuel logistics management activities.
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Vistra Corp. and the nuclear power it can offer to AI companies has been one of the most discussed topics in finance circles worldwide. Hyperscalers like Microsoft, Meta, and Google require round the clock carbon-free power to run their AI training clusters. Vistra owns the second-largest nuclear fleet in the US, which elite investors view as a scarce, high-value asset in the AI era. In early 2026, Vistra finalized a massive 20-year power purchase agreement (PPA) to provide thousands of megawatts of nuclear energy to Meta Platforms, a move that significantly boosted institutional confidence.
6. Tempus AI, Inc. (NASDAQ:TEM)
A regulatory filing dated late January 2026 shows that Nancy Pelosi exercised 50 CALL options on Tempus AI, Inc. (NASDAQ:TEM) stock purchased back in January 2025 with a strike price of $20. The value of this transaction was worth around $100,000. Tempus operates as a healthcare technology company in the United States. It offers the Tempus platform, a closed-loop, full-stack, bi-directional integration between a clinician’s desktop and its laboratory diagnostic capabilities, analytics platform, and repository of multimodal data. It also markets Hub, a clinical application for physicians and other healthcare providers for use in the diagnostics product line as an end-to-end application for healthcare providers for NGS tests.
In the AI-focused world, investors often look at Tempus AI, Inc. as a data company first and a biotech company second. Tempus has built one of the world’s largest libraries of clinical and molecular data. Investors are betting that this flywheel effect, where more data leads to better AI models, which attracts more doctors, is nearly impossible for competitors to replicate. Another figure worth looking at is total contract value. As of early 2026, Tempus reported a TCV exceeding $1.1 billion, providing a high degree of revenue visibility that attracts smart money looking for growth with predictable backlogs.
5. NVIDIA Corporation (NASDAQ:NVDA)
A financial disclosure report filed by Nancy Pelosi earlier this year shows that the politician purchased 20 CALL options on NVIDIA Corporation (NASDAQ:NVDA) stock with a strike price of $100 and an expiration date of late January 2027. She also sold 20,000 shares of the chipmaker late last year in a transaction worth somewhere between $1,000,000 and $5,000,000. A third transaction disclosed revealed that Pelosi exercised 50 CALL options on the stock purchased in early 2025 at a strike price of $80.
The dominance of NVIDIA Corporation in the AI universe is best understood by considering that while competitors are still catching up to the Blackwell chip architecture, NVIDIA is already looking toward the Vera Rubin platform, which was unveiled at GTC 2026. Sometimes called the vertical supercomputer, Rubin integrates CPUs, GPUs, and high-speed networking into a single vertically integrated system. Hegde fund titans view this as a way for the chipmaker to lock in customers, making it difficult for cloud providers to switch to cheaper, custom-built silicon. Rubin is designed to cut the cost of inference, running AI models, by up to 10x, which directly addresses the market’s growing concern over the high energy costs of AI.
4. Apple Inc. (NASDAQ:AAPL)
A regulatory filing dated late January 2026 shows that Nancy Pelosi sold 45,000 shares of Apple Inc. (NASDAQ:AAPL) in late December 2025. The value of this transaction was somewhere between $5,000,000 and $25,000,000. In the same month, per the same filing, Pelosi bought 20 CALL options on the stock with a strike price of $100 and an expiration date of late January 2027. A third transaction related to the tech firm shows that Pelosi contributed 28,000 shares of Apple to a Donor Advised Fund. This third transaction was worth somewhere between $5,000,000 and $25,000,000.
Apple Inc. has grabbed headlines in finance media through an AI strategy that is focused on winning the AI race not by building the biggest model, but by owning the interface. One of the examples of this is Siri. The rollout of the revamped, agentic Siri in early 2026, powered by a hybrid of Apple’s on-device models and Google’s Gemini, is seen as a monetization catalyst. Prominent analysts like Dan Ives have argued that AI integration could add roughly $100 per share to Apple’s valuation by shifting users toward higher-margin AI subscription services. With leaks of a foldable iPhone slated for late 2026/early 2027, elite investors are positioning early for what they believe will be the largest upgrade cycle since the iPhone 12. Despite rising component costs, Apple maintained a dominant 20% global smartphone market share in late 2025, proving its pricing power remains intact.
3. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders: 339
Latest securities filings reveal that Nancy Pelosi exercised 50 CALL options on Amazon.com, Inc. (NASDAQ:AMZN) stock purchased back in January last year at a strike price of $150 and an expiration date of mid-January 2026. This transaction was worth between $500,000 and $1,000,000. The same filings show that the politician also purchased 20 CALL options on the stock with a strike price of $120 and an expiration date of mid-January 2027. The value of this transaction, which was made late December last year and disclosed early this year, was somewhere between $100,000 and $250,000.
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Wall Street interest in Amazon.com, Inc. this year is centered around Amazon Web Services. In Q4 2025, AWS reported its fastest growth in 13 quarters, with an annualized revenue run rate reaching $142 billion. The sticky nature of AWS is evidenced by a massive $244 billion backlog, providing multi-year revenue visibility that investors find highly attractive. Another major catalyst for institutional buying was the recent disclosure of an expanded $100 billion, 8-year partnership with OpenAI. The deal positions AWS as a critical distribution layer for frontier AI models.
2. Alphabet Inc. (NASDAQ:GOOGL)
Per mandatory filings dated January 2026, Nancy Pelosi exercised 50 CALL options on Alphabet Inc. (NASDAQ:GOOGL) stock purchased back in mid-January 2025 at a strike price of $150. The value of this transaction was somewhere between $500,000 and $1,000,000. The same filings show that Pelosi also purchased 20 CALL options on the shares with a strike price of $150 and an expiration date of mid-January 2027. A third activity related to the tech stock shows that the politician contributed more than 7,700 shares of Alphabet held personally to a Donor Advised Fund. The value of this contribution was between $1,000,000 and $5,000,000.
Alphabet Inc. stock has attracted interest from elite investor circles as the AI race heats up. Alphabet is often seen as the value play of the Magnificent Seven. Another interesting trend is that Wall Street bigwigs are now focused on investing in companies that have the most users, as opposed to who has the best AI model. Alphabet is integrating Gemini into Search, Workspace, and Android. Top investors view this as a free ad campaign. Because they already own the platform, Google doesn’t have the high acquisition costs that OpenAI or Anthropic face. The 2025/2026 deal to power Apple’s Siri and AI features with Gemini has also been a major confidence booster, effectively making Google the backbone of mobile AI.
1. AllianceBernstein Holding L.P. (NYSE:AB)
According to a Periodic Transaction Report signed in late January 2026, Nancy Pelosi bought 25,000 shares in AllianceBernstein Holding L.P. (NYSE:AB) worth somewhere between $1,000,000 and $5,000,000 in mid-January this year. The company is a publicly owned investment manager. It provides its services to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.
Earlier this year, AllianceBernstein Holding L.P. released earnings for the fourth quarter of 2025. The company reported non-GAAP earnings per unit of $0.96. The revenue over the period was $957 million, down 1.7% compared to the revenue over the same period last year. The firm has paid a dividend to shareholders consistently for the past 25 years. For the last two years, this payment has registered growth as well. In February, the firm declared a quarterly dividend of $0.96/share, an 11.6% increase from prior dividend of $0.86. The forward yield was 9.05%. In mid-April, the firm revealed that assets under management fell to $839 billion, from $880 billion at the end of February, primarily due to market depreciation.
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