Nancy Pelosi and Donald Trump, two of the most-watched names in political investing, share positions in the same 10 stocks.
The overlap includes Nvidia, Apple, Amazon, Alphabet, Uber, Intel, Broadcom, Palo Alto Networks, Tempus AI, and Vistra Corp.
Pelosi’s trades are managed by her husband, Paul Pelosi, a former venture capitalist. Trump’s trades are handled through what the White House describes as “fully discretionary” blind trust accounts.
Pelosi tends to buy call options on large-cap tech stocks, then exercise them into shares. Trump trades at far higher volume and across a wider range of sectors.
In Nvidia alone, Pelosi exercised 50 call options in January 2026 for 5,000 shares. Trump made 18 Nvidia trades in 2026, several valued at $1 million or more.
For Amazon, Pelosi exercised options for 5,000 shares in January 2026. Trump made 26 Amazon trades in 2026, with multiple purchases in the $1 million to $5 million range.
Pelosi’s portfolio gained 20.1% in 2025, topping the S&P 500’s 16.6% return. Her 10-year cumulative return stands at around 816%, compared to Berkshire Hathaway’s 282% over the same period.
Trump’s exact return cannot be calculated. His 927-page financial disclosure mixes stocks, real estate, crypto, and media income totaling roughly $2.2 billion in 2025.
In Q1 2026, Trump disclosed over 3,600 trades worth between $220 million and $750 million.
Three trades in Trump’s disclosure drew attention. He bought between $247,000 and $630,000 in Palantir stock in early 2026, then endorsed the stock publicly on Truth Social in April.
On February 10, 2026, Trump bought $1 million to $5 million in Dell shares. On May 8, he told Americans to “go out and buy a Dell.” The stock rose around 14% that day and gained 107% between his purchase and that public statement.
Trump also increased his Intel holdings after the US government acquired a 9.9% stake in the company in August 2025. Intel has returned over 523% since then.
Both Pelosi and Trump have said they support a ban on congressional stock trading. The PELOSI Act is one proposal still stalled in Congress without enough votes to pass.
Pelosi is set to retire in January 2027, which will end her required financial disclosures.
Republicans made up five of the top nine congressional stock performers in 2025. Rep. Warren Davidson led all members with a 78.8% return. Pelosi ranked 28th.
Trump paid a $200 fine for filing his disclosure late and is exempt from conflict-of-interest rules that apply to other executive branch employees.
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