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.
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.
READ ALSO: 10 Best Stocks to Buy According to Billionaire Rob Citrone.
Palo Alto Networks, Inc. (NASDAQ:PANW) 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. (NASDAQ:AVGO) 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.
READ ALSO: D. E. Shaw Stock Portfolio: Top 10 Stocks to Buy.
Vistra Corp. (NYSE:VST) 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. (NASDAQ:TEM) 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.
While we acknowledge the potential of TEM to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than TEM and that has 100x upside potential, check out our report about the cheapest AI stock.
Click to continue reading and see 5 Best Stocks to Buy According to Nancy Pelosi.
READ NEXT: Israel Englander Stock Portfolio: Top 10 Stock Picks and Billionaire Stan Druckenmiller’s 10 Small and Mid-Cap Stock Picks with Huge Upside Potential.
Disclosure: None. Follow Insider Monkey on Google News.
