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.
READ ALSO: Mario Gabelli Stock Portfolio: Top 10 Stock Picks and David Einhorn Stock Portfolio: Top 10 Stock Picks.
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 (NYSE:DIS) 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.
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