Key Takeaways
- Pelosi and Trump’s portfolios overlap in 10 companies: Nvidia, Apple, Amazon, Alphabet, Uber, Intel, Broadcom, Palo Alto Networks, Tempus AI, and Vistra Corp
- In 2025, Pelosi’s holdings delivered a 20.1% return, surpassing the S&P 500’s 16.6% performance
- Trump executed more than 21,000 stock transactions in 2025 — averaging approximately 60 daily trades
- Trump acquired Dell stock before publicly encouraging Americans to purchase it; Dell subsequently gained 107%
- Despite public support for restrictions, both political figures continue active stock trading
Nancy Pelosi and Donald Trump represent two of the most closely monitored political investors in America, and their portfolios reveal an interesting intersection of 10 identical stock holdings.
Their shared investments span major technology and infrastructure companies: Nvidia, Apple, Amazon, Alphabet, Uber, Intel, Broadcom, Palo Alto Networks, Tempus AI, and Vistra Corp.
Pelosi’s investment activities are executed by her spouse, Paul Pelosi, who brings experience as a former venture capital professional. Trump’s transactions flow through what White House officials characterize as completely discretionary blind trust structures.
Pelosi’s strategy centers on purchasing call options for major technology stocks before converting them to equity positions. Trump operates with substantially higher transaction frequency spanning diverse market sectors.
Regarding Nvidia specifically, Pelosi converted 50 call options into 5,000 shares during January 2026. Trump completed 18 separate Nvidia transactions in 2026, including several exceeding $1 million each.
With Amazon, Pelosi exercised options yielding 5,000 shares in January 2026. Trump executed 26 Amazon transactions throughout 2026, featuring multiple acquisitions ranging from $1 million to $5 million.
Portfolio Performance Comparison
Pelosi’s investment holdings generated a 20.1% gain throughout 2025, exceeding the S&P 500’s 16.6% benchmark. Her decade-long cumulative performance reaches approximately 816%, dramatically outpacing Berkshire Hathaway’s 282% return across the identical timeframe.
Trump’s precise portfolio returns remain impossible to determine. His extensive 927-page financial filing combines equities, property holdings, cryptocurrency, and media revenue totaling approximately $2.2 billion during 2025.
For Q1 2026, Trump revealed exceeding 3,600 transactions valued between $220 million and $750 million.
Three specific Trump transactions attracted particular scrutiny. He purchased between $247,000 and $630,000 worth of Palantir shares in early 2026, subsequently endorsing the company publicly via Truth Social in April.
On February 10, 2026, Trump acquired $1 million to $5 million in Dell stock. Three months later on May 8, he publicly encouraged Americans to “go out and buy a Dell.” Dell’s stock climbed approximately 14% that trading day and ultimately appreciated 107% between his initial purchase and public recommendation.
Trump additionally expanded his Intel position following the federal government’s 9.9% stake acquisition in August 2025. Intel has delivered over 523% returns since that development.
The Congressional Trading Ban They Both Endorse — Yet Remains Unpassed
Both Pelosi and Trump have publicly declared support for prohibiting congressional stock trading. The PELOSI Act represents one legislative attempt currently deadlocked in Congress lacking sufficient support for passage.
Pelosi plans to retire in January 2027, which will terminate her mandatory financial disclosure obligations.
Republican members comprised five of the top nine congressional stock performers during 2025. Rep. Warren Davidson achieved the highest returns among all members at 78.8%. Pelosi placed 28th overall.
Trump incurred a $200 penalty for delayed disclosure filing and remains exempt from conflict-of-interest regulations governing other executive branch personnel.
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