Nancy Pelosi Portfolio

The Nancy Pelosi Portfolio is a thematic basket reflecting equities and options activity inferred from public trading disclosures, popularly attributed to Nancy Pelosi’s household; it is an unofficial, sentiment-driven construct rather than a formal fund. Core tracks typically emphasize U.S. mega-cap technology, semiconductors and AI, cloud/software and cybersecurity, plus select high-growth, policy-sensitive names and broad-market ETFs.The sector's total market cap is 23292.74 billion USD, with a 24h change of -0.10%. Among 25 constituents, 18 are up (72.00%) and 7 are down (28.00%). The top gainer is Salesforce, Inc. (CRM), with a 24h increase of +6.07%.Resilient breadth with leadership strength despite a flat tape. Near term, follow high-quality leaders on dips; mid term, align exposure with earnings momentum and the rate path.

Name	Last Price	change.pct2	Last Price / change.pct2	price.price.band	Action
NVDANvidia Corp	196.52$196.09	-5.04% -0.21% ah.trading	196.52 -5.04%	฿195.58฿201.79	Trade
AAPLApple Inc.	336.94$337.47	+1.16% +0.15% ah.trading	336.94 +1.16%	฿335.16฿338.74	Trade
TSLATesla, Inc.	309.24$308.03	-1.17% -0.39% ah.trading	309.24 -1.17%	฿306.50฿309.30	Trade
MSFTMicrosoft Corp	389.13$389.80	+1.93% +0.17% ah.trading	389.13 +1.93%	฿389.13฿393.73	Trade
GOOGLAlphabet Inc. Class A	326.56$327.00	+2.13% +0.13% ah.trading	326.56 +2.13%	฿326.18฿328.52	Trade
AMZNAmazon.Com Inc	231.36$231.58	-0.30% +0.09% ah.trading	231.36 -0.30%	฿231.36฿234.09	Trade
AVGOBroadcom Inc.	383.35$382.27	+0.40% -0.28% ah.trading	383.35 +0.40%	฿377.32฿384.58	Trade
CRMSalesforce, Inc.	173.55$173.74	+6.07% +0.10% ah.trading	173.55 +6.07%	฿170.89฿176.84	Trade
NFLXNetFlix Inc	70.40$70.86	+0.43% +0.65% ah.trading	70.40 +0.43%	฿70.07฿71.39	Trade
VVISA Inc.	362.28$362.53	+1.88% +0.06% ah.trading	362.28 +1.88%	฿360.23฿363.51	Trade
TAT&T Inc.	24.40$24.37	+1.22% -0.14% ah.trading	24.40 +1.22%	฿24.17฿24.47	Trade
QCOMQualcomm Inc	170.18$169.77	+1.92% -0.24% ah.trading	170.18 +1.92%	฿166.27฿170.24	Trade
PANWPalo Alto Networks, Inc.	317.34$317.00	-1.98% -0.10% ah.trading	317.34 -1.98%	฿317.34฿329.60	Trade
CRWDCrowdStrike Holdings, Inc. Class A	180.10$180.50	-1.72% +0.22% ah.trading	180.10 -1.72%	฿180.10฿186.14	Trade
AXPAmerican Express Company	335.28$335.98	+2.76% +0.20% ah.trading	335.28 +2.76%	฿331.49฿336.18	Trade
CMCSAComcast Corp	22.79$22.87	+2.21% +0.32% ah.trading	22.79 +2.21%	฿22.68฿23.27	Trade
DISThe Walt Disney Company	96.64$96.67	+1.89% +0.03% ah.trading	96.64 +1.89%	฿96.32฿97.08	Trade
WBDWarner Bros. Discovery, Inc. Series A	25.27$25.31	-1.95% +0.13% ah.trading	25.27 -1.95%	฿25.27฿25.70	Trade
VSTVistra Corp.	157.08$156.42	-3.86% -0.42% ah.trading	157.08 -3.86%	฿155.69฿159.75	Trade
XYZBlock, Inc.	81.24$81.17	+5.27% -0.08% ah.trading	81.24 +5.27%	฿79.24฿81.24	Trade