Congresswoman Nancy Pelosi's Latest Portfolio Moves Reveal Tech Stock Preference

Congresswoman Nancy Pelosi recently made several significant portfolio adjustments that were disclosed through the official STOCK Act filing process. These recent trades provide insight into her investment strategy and market positioning. According to the public disclosure, Pelosi has been actively reshaping her holdings with a clear focus on technology sector exposure, while also strategically reducing exposure to certain established tech giants.

Big Tech Plays - Options Trading on Major Companies

The bulk of Nancy Pelosi’s recent trades centered on acquiring options positions in some of the world’s largest technology companies. She purchased options in Amazon (AMZN), one of the most influential e-commerce and cloud computing giants. Simultaneously, Pelosi made a move on Nvidia (NVDA) stock itself, betting on continued growth in semiconductor and AI markets. She also acquired options in Alphabet (GOOGL), positioning herself in the tech search and advertising ecosystem. These strategic moves in major tech names suggest confidence in the technology sector’s long-term trajectory. The diversity of holdings across different tech subsectors—cloud infrastructure, semiconductors, and digital advertising—indicates a multi-layered approach to technology exposure.

Strategic Exit - Why Apple Stock Got Sold

In an interesting contrast to her technology sector buying, Pelosi sold shares of Apple (AAPL) stock. This sale stands out as the only divestment in the recent disclosure, suggesting a deliberate rebalancing of her portfolio. While Apple remains a tech powerhouse, Pelosi’s decision to reduce this particular holding while simultaneously increasing exposure to other tech names may reflect tactical profit-taking or a shift in conviction regarding valuations within the sector.

Cybersecurity and Energy Roundout Holdings

Beyond the major tech acquisitions, Pelosi’s recent trades also included purchases of options in Tempus AI (TEM), a company focused on artificial intelligence applications. She also picked up options positions in Palo Alto Networks (PANW), a leading cybersecurity firm protecting enterprises from threats. Additionally, options in Vistra Corp (VST), an energy company, were acquired, suggesting Pelosi is diversifying beyond pure technology into adjacent sectors that benefit from infrastructure and data security demands. These selections show a broader investment thesis encompassing technology enablement, cybersecurity, and energy infrastructure.

Track Official Congressional Trades on Public Platforms

All of these trades were officially disclosed through the STOCK Act filing process, which mandates transparency for congressional trading activity. Interested investors and research platforms like Quiver Quantitative maintain comprehensive dashboards tracking the portfolios and trading activity of elected officials. These public records allow citizens to monitor how political figures allocate their personal capital, providing a window into their market outlook and investment convictions. The full details of these transactions, including specific trade sizes and dates, are available through official congressional disclosure channels and financial data platforms.