Nancy Pelosi’s Q4 2025 Portfolio Revealed: These Stocks Are Absolute Must-Buys

Washington's most watched investment portfolio just dropped its latest moves—and the timing couldn't be more perfect for Q4 positioning.

The Pelosi Portfolio Power Play

While ordinary investors chase headlines, political insiders leverage their front-row seat to regulatory shifts and policy winds. The latest disclosure shows concentrated bets in tech infrastructure, defense modernization, and healthcare innovation—sectors poised to benefit from 2026 budget allocations already taking shape behind closed doors.

Follow the Smart Money Trail

These aren't random picks. Each position aligns with legislative calendars and committee voting schedules that ordinary analysts miss. The pattern reveals a sophisticated understanding of which companies will catch the next wave of government contracts and regulatory tailwinds.

Because nothing says 'democratic process' like leveraging congressional knowledge for personal gain—but hey, at least someone's making money in this market.

Alphabet (GOOGL)

Shares in Alphabet (GOOGL) Stock boomed last Thursday after the Google developer posted better-than-expected Q3 earnings. Earnings per share came in at $2.87, well ahead of Wall Street’s consensus estimate for $2.26, according to FactSet, and up from $2.12 last year. Out of all of Pelosi’s stocks, Alphabet is one of the best stocks to capitalize on the AI boom.

Shares trade at just over 27 times trailing price-to-earnings (P/E), which still seems to be undervalued given the company’s AI advantage. As Gemini looks to top ChatGPT in the new year, the AI race could get closer, making GOOGL shares a more promising investment.

Palo Alto Networks (PANW)

In addition, Palo Alto Networks (PANW) appears to be Nancy Pelosi’s cybersecurity stock of choice, with the stock climbing over 8% since 2023. Palo Alto’s automated AI agent is a strong opponent to rising cyberthreats that come with the AI boom, which has swayed investors in its favor. Currently trading at 212.98, PANW is up over 12% YTD, but over 420% since 2020.

Vistra (VST)

Lastly, Vistra (VST) stock has been a massive gainer for the Pelosi portfolio. Shares are up over 425% in just two years alone, and are tradingof their 52-week range. CNN analysts project more growth for the stock soon, with 12-month forecasts suggesting VST will surge 51% to $288.

With a mere 29.7 times trailing P/E multiple, Vistra stock is one of the more affordable stock options in Nancy Pelosi’s stock portfolio. Should the AI bubble burst, VST shares could decline dramatically; however, the stock shows no signs of slowing down yet.