Nancy Pelosi's Recent Stock Trades Reveal Major Portfolio Shift

U.S. Congresswoman Nancy Pelosi has recently unveiled her latest portfolio moves through an official STOCK Act disclosure, offering a window into the investment strategies of one of America’s most closely watched political figures. The filing reveals a strategic repositioning across several major technology and energy companies, signaling where this seasoned investor is placing her capital in the current market environment.

STOCK Act Disclosure Shows New Tech Investments

The recent filing documents several significant portfolio transactions that paint a picture of Pelosi’s current market outlook. Her investment activity reveals a particular focus on technology sector stocks and options. Specifically, Pelosi expanded her exposure to Amazon (AMZN) through an options purchase, added to her position in Nvidia (NVDA) with a stock acquisition, and similarly increased her holdings in Google’s parent company Alphabet (GOOGL) via options trades. These moves suggest a concentrated bet on the artificial intelligence and cloud computing narrative that has dominated markets.

On the other side of the ledger, Pelosi also trimmed her position in Apple (AAPL), a notable move given Apple’s prominence in most institutional portfolios. Additionally, she acquired shares of Palo Alto Networks (PANW), a cybersecurity firm, alongside new options positions in Tempus AI (TEM) and Vistra (VST), indicating diversification into emerging growth areas and energy infrastructure.

Breaking Down the Trading Activity

The complete transaction list includes:

• Amazon (AMZN) - Options purchase
• Nvidia (NVDA) - Stock purchase
• Alphabet/Google (GOOGL) - Options purchase
• Apple (AAPL) - Stock sale
• Palo Alto Networks (PANW) - Stock purchase
• Tempus AI (TEM) - Options purchase
• Vistra (VST) - Options purchase

The predominance of technology sector holdings reflects the broader market attention on AI, cloud infrastructure, and cybersecurity themes. The mix of stock purchases and options positions suggests both long-term confidence and tactical trading approaches.

Monitoring Congressional Investment Trends

These disclosure filings are made publicly available through the STOCK Act framework, allowing citizens and investment professionals to track the portfolio activities of elected officials. Platforms like Quiver Quantitative compile this congressional trading data, making it accessible for comparison and analysis across multiple political figures and time periods. This transparency enables observers to monitor whether elected officials’ investment choices align with their policy positions and public statements.

For those interested in congressional trading patterns, detailed breakdowns of all transactions—including specific trade sizes, dates, and holdings—are available through dedicated tracking resources. This level of detail helps investors understand the investment landscape through the lens of informed political actors with substantial capital and market research capabilities.