Pelosi holdings tracker 2025-11-01

[Original summary post: https://www.lakebbs.ca/post-013d6d7c]

[It is recommended to bookmark the original summary post directly]

NVDA 20% (-1%)

APPL 4% (--)

AVGO 15% (+1%)

GOOGL 13% (+3%)

PANW 9% (-1%)

CRWD 6% (--)

MSFT 4% (-1%)

TSLA 4% (+1%)

AMZN 8% (-1%)

VST 8% (-2%)

TEM 9% (+1%)

1-year return +50.3%

3-month return +20.3%

1-month return +8.7%

1-week return +4.0%

Core observations and logical analysis

• Semiconductors/hardware core: NVDA (20%), AVGO (15%), AAPL (4%)
• Software and cloud services: MSFT (4%), GOOGL (13%), AMZN (8%)
• Cybersecurity special: PANW (9%), CRWD (6%)
• Other tech: TSLA (4%)
• Non-tech portion: VST (8%, suspected energy), TEM (9%, suspected emerging markets or industrials), very small proportion.