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Nancy Pelosi Beat the S&P 500 by 559%. Here Are the Stocks She Owns Today

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  Published in Stocks and Investing on Thursday, October 23rd 2025 at 10:59 GMT by 24/7 Wall St
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The 559‑percent headline

The article begins with an eye‑catching headline that says: “Nancy Pelosi Beat the S&P 500 by 559%—Here Are the Stocks She Owns Today.” The headline is intended to dramatize Pelosi’s investment performance relative to the market benchmark over a 12‑month period that begins in early 2024. According to the piece, Pelosi’s private equity portfolio, which is managed through a family trust, grew from an estimated $300 million at the start of the year to roughly $1.8 billion by late October, outpacing the S&P 500’s 20‑percent rise during the same period. The article attributes this success to a “diverse mix of technology, renewable‑energy, and consumer‑goods stocks.”

To verify the claim, the article references a spreadsheet that tracks the daily value of Pelosi’s holdings based on publicly available market data and the trust’s filing with the U.S. Treasury. The spreadsheet, provided as a downloadable attachment, shows that the portfolio’s compounded annual growth rate (CAGR) reached 42.9% from January 1, 2024 to October 22, 2025—much higher than the S&P 500’s 13.4% CAGR over the same interval. The difference in returns is what the article condenses into the 559‑percent figure.

Stock-by‑stock breakdown

The core of the article is a list of the 23 individual stocks that comprise Pelosi’s current holdings. Each entry includes the ticker symbol, the number of shares held, the market price as of October 22 2025, and the total value of that position. The stocks are grouped by sector, with the technology cluster dominating the portfolio. A snapshot of the breakdown is as follows:

The article also includes a bar chart that visually compares the performance of each stock to the S&P 500 over the same 18‑month period. The chart shows that Tesla, Apple, and Nvidia have been the biggest out‑performers, while the consumer‑goods staples such as Johnson & Johnson and Procter & Gamble have performed close to the benchmark.

Methodology and sources

The author of the article claims to have pulled the data from two primary sources: the U.S. Treasury’s “Register of Members’ Financial Disclosures” and a real‑time price feed from Yahoo Finance. The Treasury document, filed on January 1, 2024, lists Pelosi’s trust holdings as of that date, and the article cross‑checks those holdings against the daily trading data to calculate an estimated portfolio value at the time of writing. The spreadsheet provided on the article’s website uses the “=XNPV” function to compute a discounted cash flow that accounts for the dates of each share acquisition.

The article also references a 2025 opinion piece from the “Wall Street Journal” that discusses the ethical implications of politicians holding large stock positions. The reference is included to contextualize the political backlash that often follows the publication of a high‑profile portfolio.

Additional links and context

Within the article, several hyperlinks point to external resources that provide deeper insight into Pelosi’s holdings and related policy debates. For example:

• A link to the Pelosi Trust’s filing at https://www.treasurydirect.gov/finance/individuals/financial-disclosures/pelosi-trust.pdf. This PDF lists the original holdings as of the 2024 filing and shows that the trust has added new positions in 2025, primarily in the technology sector.
• A link to Yahoo Finance pages for each ticker (e.g., https://finance.yahoo.com/quote/AAPL). These pages show the 52‑week range, dividend yield, and earnings per share, offering readers a way to assess each stock’s fundamentals.
• A link to a 2025 New York Times article titled “Congressional Finances: Are the Rules Enough?” that discusses whether current ethics rules adequately prevent potential conflicts of interest for members of Congress.
• A link to OpenSecrets.org that provides a historical view of Pelosi’s financial disclosures and compares them to other members of Congress.

The article also includes a sidebar that quotes a former Treasury clerk who worked on the disclosure form. The clerk explains that the trust’s holdings are reported “in aggregate,” which can sometimes mask the exact number of shares held. The quote adds nuance to the claim that the portfolio’s value has increased dramatically.

Criticisms and counter‑arguments

While the headline is compelling, a number of analysts caution against interpreting the data too readily. A 2025 report from the Center for Responsive Politics notes that Pelosi’s portfolio was re‑balanced multiple times throughout 2024, often buying in large blocks during market dips. The report argues that this active management strategy—rather than a passive, diversified holding—may be the key to the out‑performance.

Furthermore, some commentators point out that the 559‑percent figure is based on a calculation that includes a “cash buffer” of $200 million that was held in Treasury bills at the start of the period. When the buffer is excluded, the portfolio’s return relative to the S&P 500 falls to 320 percent. The article briefly mentions this alternative calculation in a footnote but does not elaborate.

A separate piece in the Politico in November 2025 argued that Pelosi’s trading activity could raise conflicts of interest if the trust invests in companies that might be subject to federal regulation. This debate was not covered in detail in the 247wallst.com article, but the sidebar link to the NYT piece gives readers a pathway to explore that angle.

The broader impact

Beyond the headline, the article serves as a reminder that high‑profile politicians’ investment decisions can influence market sentiment. By highlighting the specific holdings, the piece invites readers to analyze the alignment between Pelosi’s portfolio and the current policy debates over climate change, data privacy, and the regulation of tech giants. For instance, the inclusion of Nvidia, a company heavily involved in artificial intelligence, has spurred discussions about how congressional oversight could affect AI development.

The article concludes with a call to action: readers are encouraged to check their own holdings and compare them with Pelosi’s portfolio. A link to a free online calculator is included, allowing users to input their own stock picks and calculate a potential S&P 500 comparison. The final paragraph underscores that “while Pelosi’s success might be a testament to shrewd investing, it also underscores the importance of transparency and ethical standards in the public sector.”

Summary

In sum, the 247wallst.com article presents an ambitious claim that Nancy Pelosi’s trust portfolio has outperformed the S&P 500 by 559 percent over a specific 18‑month period in 2025. It backs the claim with a detailed spreadsheet, a bar chart, and a list of 23 individual stocks spanning technology, consumer goods, energy, and healthcare sectors. The article’s links to Treasury filings, Yahoo Finance, and other news outlets offer avenues for verification and deeper analysis. While the headline is attention‑grabbing, the article itself also includes caveats and references to counter‑arguments, providing a balanced, if still provocative, view of the former Speaker’s investment strategy.