Washington, June 21, 2026, 12:50 EDT
- Congressional filings show the spouse holds stakes in Alphabet, Amazon, Apple, Broadcom, Microsoft, Nvidia, Salesforce, and Visa, each valued between $5 million and $25 million.
- In January, a filing showed a buy of 25,000 AllianceBernstein units. The report also listed options exercised for 5,000 shares each in Alphabet, Amazon, Nvidia, Tempus AI, and Vistra.
- U.S. markets are closed Sunday. The Nasdaq ended the holiday-shortened week up 2.43%. Next up are Micron’s earnings and the Fed’s preferred inflation report.
Pelos family filings show they continue to hold major positions in leading U.S. tech and AI infrastructure stocks, despite selling a large amount of Apple, Nvidia and Amazon back in December. The House filings show these holdings are listed as spouse-owned, not owned directly by Nancy Pelosi.
Semiconductor names jumped, pushing Wall Street higher in Thursday’s final trading before the Juneteenth holiday. The Philadelphia semiconductor index finished up 6.4%. For the week, the Nasdaq rose 2.43%, while the S&P 500 gained 0.93% and the Dow ended 0.71% higher.
Pelosi’s latest report, filed May 15, shows she owns $5 million to $25 million each in Alphabet, Amazon, Apple, Broadcom, Microsoft, Nvidia, Salesforce, and Visa. She also reported holdings of $1 million to $5 million in American Express, CrowdStrike, Netflix, and Palo Alto Networks. The disclosures include smaller positions in Interactive Brokers, Block, Dropbox, and Roblox. The filing also lists $1 million to $5 million in Forge Investments, which the form says includes Databricks shares.
AllianceBernstein saw a 25,000 unit buy in January, with the transaction valued between $1 million and $5 million in the filing. The report also shows 50 call contracts exercised, resulting in buys of 5,000 shares each in Alphabet, Amazon, Nvidia, Tempus AI, and Vistra. A call option gives the holder the right to pick up shares at a set strike before expiration.
On December 30, the tape showed 20 January 2027 call contracts traded each in Alphabet at a $150 strike, Amazon at $120, and Apple and Nvidia at $100. Earlier, on December 24, 45,000 Apple shares were sold, along with 20,000 each in Nvidia and Amazon.
The spread between these names is narrower than it looks. Alphabet, Amazon, and Microsoft all target the same cloud and AI budgets. Nvidia and Broadcom are both tied to the data-center rush. Vistra is after power demand. Tempus AI focuses on health data. Most of the group is tech, with some power, cybersecurity, finance, and healthcare at the margins.
Alphabet ended Thursday’s session at $368.03. Apple settled at $298.01. Amazon closed at $244.39, while Nvidia finished at $210.69. Vistra ended at $163.75, Tempus AI wrapped up at $50.84. These are closing prices, not official holdings numbers for the family.
The AI trade is still drawing in buyers. “Still a lot of juice,” said Andy Pratt, investment-strategy director at Burney Company. Steve Kolano, CIO at Integrated Partners, said chip “demand… just through the roof in relation to chip capacity.” But Drew Matus of MetLife Investment Management struck a different tone, saying he’s “worried about the wealth effect going away.” Reuters
Micron will post fiscal third-quarter results Wednesday after the close. The numbers are set for release at 4:30 p.m. EDT. On Thursday at 8:30 a.m., the Bureau of Economic Analysis puts out May personal income and outlays, which will have the PCE price index, the Fed’s preferred inflation measure.
But concentration is the main risk. If AI spending slows, if chip supply levels out, or if higher rates hurt tech valuations, the trade could reverse. Options bought can expire worthless and go to zero. Congressional disclosures show ranges and lag actual trades, so the portfolio could be different now than at the time reported.
Pelos’s office says she has no stocks in her own name. She backed the idea of a possible congressional trading ban for 2025, saying lawmakers should work for “the public interest — not their personal portfolios.” The filings show only what her household disclosed. They do not show wrongdoing or work as a real-time trading signal. apnews.com
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