Nancy Pelosi, the congresswoman and former Speaker of the House, has become a closely watched figure among retail investors who track her disclosures for potential profit opportunities.
Over the course of 2024, Pelosi’s portfolio secured a 146.2% return. Since the start of 2025, she has purchased five stocks, all on January 14. Each of these trades was officially filed on January 17, according to Finbold’s Senator Trade Tracker Tool.
Her latest filings reveal that she invested in Vistra Corp (NYSE: VST), purchasing 50 call options with a $50 strike price, expiring on January 16, 2026, with a value between $500,001 and $1 million.
The congresswoman also bought Tempus AI (NASDAQ: TEM), acquiring 50 call options with a $20 strike price and the same expiration date, valued between $50,001 and $100,000. In addition, she placed trades in Nvidia (NASDAQ: NVDA), Amazon (NASDAQ: AMZN), and Alphabet (NASDAQ: GOOGL).
For this analysis, let’s consider a hypothetical scenario where an investor allocated $200 to each of these stocks at the time of Pelosi’s trades, totaling a $1,000 investment.
Tempus AI leads Pelosi’s stock gains
The clear standout so far is Tempus AI, which Pelosi bought at $31.83. As of pre-market trading, it has surged to $70.83, delivering a 122.53% gain. TEM stock has benefited from the ongoing AI boom, with investors pouring capital into AI-driven healthcare solutions.
Amazon has also performed well, climbing from Pelosi’s purchase price of $217.76 to $237.06, reflecting an 8.86% increase. Vistra saw a more modest gain, moving from $170.51 to $172.56, a 1.20% uptick.
Not every stock in Pelosi’s portfolio is in the green. Nvidia, which was bought at $131.76, initially spiked to $147 before dropping as low as $112 due to concerns surrounding DeepSeek AI. The Chinese AI startup introduced a competitive model that raised fears about Nvidia’s market dominance.
However, sentiment has improved, and Nvidia has recovered to $125.89, though it remains 4.46% below Pelosi’s entry price.
Google has had a particularly rough stretch, dropping nearly 8% on February 5 after Alphabet’s earnings report revealed weaker-than-expected growth in its cloud computing division and an aggressive $75 billion AI investment, $15 billion more than Wall Street had anticipated. The news prompted UBS and JPMorgan to lower their price targets, but the stock has since stabilized at $192.12, representing a 1.30% gain from Pelosi’s purchase.
With an initial $1,000 investment ($200 per stock), the portfolio of stocks bought since the start of 2025, is now worth $1,258.87, reflecting a $258.87 gain or a 25.89% overall.
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