Bridge preview

Pelosi Tracker

Estimated Pelosi-family holdings converted into an approval-gated, source-aware bridge artifact.

Demo question: What does the high-attention Pelosi basket look like when source caveats stay attached?
OverviewSignalsEthosSourcesPolicyAgent JSON

Version

pelosi-holdings-v0.1+2026-06-01

As of

2026-06-01

Signals

11 surfaced

Policy

warn

Model card

What this pack is for

Let an agent inspect estimated holdings, concentration, freshness, and official-filing caveats without scraping pages.

Source chain

  • • Estimated Pelosi-family current holdings translated into a SignalPack research artifact.
  • • PELOSI_TRACKER_ESTIMATED_HOLDINGS: Pelosi-only tracker (2026-06-01)
  • • PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION: NVIDIA Corporation (Pelosi-only tracker) (2026-06-01)
  • • PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION: Broadcom Inc. (Pelosi-only tracker) (2026-06-01)

Methodology

  • • Import latest PelosiTracker estimated holdings snapshot.
  • • Filter to simple US-tradeable tickers.
  • • Carry estimated-holdings and disclosure-lag warnings into the artifact.
  • • Leave execution disabled and require approval for any downstream draft.

Agent handoff

Clean context before action

Let an agent inspect estimated holdings, concentration, freshness, and official-filing caveats without scraping pages.

Execution

disabled

Human approval

required

Mock next action: Prepare a review brief or rebalance draft for human approval. Do not execute.

Signals

What the pack surfaced

Each row is the normalized research object an agent can consume instead of scraping a source site or raw filing.

NVDA NVIDIA Corporation

unchanged · 18% weight · watch

PelosiTracker estimated current holding at 18% weight.

Target weight 18%Source score 0.18Source weight 18%

AVGO Broadcom Inc.

unchanged · 17% weight · watch

PelosiTracker estimated current holding at 17% weight.

Target weight 17%Source score 0.17Source weight 17%

GOOGL Alphabet Inc.

unchanged · 15% weight · watch

PelosiTracker estimated current holding at 15% weight.

Target weight 15%Source score 0.15Source weight 15%

PANW Palo Alto Networks, Inc.

unchanged · 10% weight · watch

PelosiTracker estimated current holding at 10% weight.

Target weight 10%Source score 0.1Source weight 10%

VST Vistra Corp.

unchanged · 7% weight · watch

PelosiTracker estimated current holding at 7% weight.

Target weight 7%Source score 0.07Source weight 7%

CRWD CrowdStrike Holdings, Inc.

unchanged · 7% weight · watch

PelosiTracker estimated current holding at 7% weight.

Target weight 7%Source score 0.07Source weight 7%

AMZN Amazon.com, Inc.

unchanged · 6% weight · watch

PelosiTracker estimated current holding at 6% weight.

Target weight 6%Source score 0.06Source weight 6%

TEM Tempus AI, Inc.

unchanged · 5% weight · watch

PelosiTracker estimated current holding at 5% weight.

Target weight 5%Source score 0.05Source weight 5%

MSFT Microsoft Corporation

unchanged · 3% weight · watch

PelosiTracker estimated current holding at 3% weight.

Target weight 3%Source score 0.03Source weight 3%

AAPL Apple Inc.

unchanged · 3% weight · watch

PelosiTracker estimated current holding at 3% weight.

Target weight 3%Source score 0.03Source weight 3%

TSLA Tesla, Inc.

unchanged · 3% weight · watch

PelosiTracker estimated current holding at 3% weight.

Target weight 3%Source score 0.03Source weight 3%

Ethos

How methodologies interpret the same pack

13F has true scored ethos outputs today. Finance-derived packs show honest demo interpretations and clearly mark where formal scoring still needs to be added.

Momentum Default

warn

Large-cap AI and platform exposure creates an understandable momentum watchlist, but this bridge artifact has not applied formal ethos scores yet.

NVDA: 18% estimated weight

AVGO: 17% estimated weight

GOOGL: 15% estimated weight

PANW: 10% estimated weight

Bogle Default

warn

Diversification lens flags concentration in NVDA, AVGO, GOOGL.

Estimated holdings only

Residual weight remains cash

Official filing reconciliation still needed

Intelligent Investor

not-applied

Value/fundamental scoring needs issuer fundamentals before this pack should claim a Graham-style pass/fail.

No fundamentals snapshot attached

Source is estimated current holdings

Use as research context only

Sources

Traceable inputs

The demo keeps source identity, freshness, and limitations attached to every pack output.

Pelosi-only tracker

PELOSI_TRACKER_ESTIMATED_HOLDINGS · 2026-06-01

https://pelositracker.app/portfolios/nancy-pelosi

NVIDIA Corporation (Pelosi-only tracker)

PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION · 2026-06-01

https://pelositracker.app/portfolios/nancy-pelosi

Broadcom Inc. (Pelosi-only tracker)

PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION · 2026-06-01

https://pelositracker.app/portfolios/nancy-pelosi

Alphabet Inc. (Pelosi-only tracker)

PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION · 2026-06-01

https://pelositracker.app/portfolios/nancy-pelosi

Palo Alto Networks, Inc. (Pelosi-only tracker)

PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION · 2026-06-01

https://pelositracker.app/portfolios/nancy-pelosi

Vistra Corp. (Pelosi-only tracker)

PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION · 2026-06-01

https://pelositracker.app/portfolios/nancy-pelosi

CrowdStrike Holdings, Inc. (Pelosi-only tracker)

PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION · 2026-06-01

https://pelositracker.app/portfolios/nancy-pelosi

Amazon.com, Inc. (Pelosi-only tracker)

PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION · 2026-06-01

https://pelositracker.app/portfolios/nancy-pelosi

Tempus AI, Inc. (Pelosi-only tracker)

PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION · 2026-06-01

https://pelositracker.app/portfolios/nancy-pelosi

Microsoft Corporation (Pelosi-only tracker)

PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION · 2026-06-01

https://pelositracker.app/portfolios/nancy-pelosi

Apple Inc. (Pelosi-only tracker)

PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION · 2026-06-01

https://pelositracker.app/portfolios/nancy-pelosi

Tesla, Inc. (Pelosi-only tracker)

PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION · 2026-06-01

https://pelositracker.app/portfolios/nancy-pelosi

Limitations

Trust notes stay visible

Uses PelosiTracker estimated holdings, not exact live official holdings.

Congressional disclosures are delayed and range-based.

Requires official House/Senate filing verification before commercial use.

Bridge-v0 source records currently point to PelosiTracker and official disclosure portals, not reconciled per-holding PTR links.

Ethos scoring has not yet been applied to this finance-derived bridge artifact.

Pelosi-only model is sourced from PelosiTracker's estimated current holdings, not official exact live holdings.

Congressional disclosures are delayed and report ranges; do not treat this as real-time insider data.

Some PelosiTracker holdings were excluded as likely not directly tradeable in Robinhood.

Policy

Guardrails before broker handoff

The artifact carries explicit pass/warn/blocked checks, and the default demo posture never enables execution.

Execution disabled

pass

Pelosi Tracker is research output only. SignalPack does not place trades.

Human approval required

pass

Any downstream order draft requires explicit human approval outside this artifact.

Freshness and lag visible

warn

Pelosi-only model is sourced from PelosiTracker's estimated current holdings, not official exact live holdings.

Concentration review

warn

Artifact proposes 11 positions and 6% cash.

Agent JSON

What an agent receives

This is the product thesis in concrete form: clean strategy context, source notes, normalized signals, ethos interpretation, and policy in one response.

Endpoint

GET /api/packs/pelosi-tracker/latest
{
  "pack": "pelosi-tracker",
  "title": "Pelosi Tracker",
  "version": "pelosi-holdings-v0.1+2026-06-01",
  "asOf": "2026-06-01T16:48:27Z",
  "status": "bridge",
  "source": {
    "type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS",
    "sample": false,
    "urls": [
      "https://pelositracker.app/portfolios/nancy-pelosi"
    ],
    "freshnessNotes": [
      "Source artifact generated at 2026-06-01T16:48:27Z."
    ],
    "limitations": [
      "Uses PelosiTracker estimated holdings, not exact live official holdings.",
      "Congressional disclosures are delayed and range-based.",
      "Requires official House/Senate filing verification before commercial use.",
      "Bridge-v0 source records currently point to PelosiTracker and official disclosure portals, not reconciled per-holding PTR links."
    ]
  },
  "methodologyVersion": "pelosi-holdings-v0.1",
  "signals": [
    {
      "ticker": "NVDA",
      "action": "unchanged",
      "reviewStatus": "watch",
      "weightPct": 18,
      "summary": "PelosiTracker estimated current holding at 18% weight.",
      "convictionSignals": [
        "Target weight 18%",
        "Source score 0.18",
        "Source weight 18%"
      ],
      "sourceIds": [
        "pelosi-tracker:source:latest",
        "pelosi-tracker:source:nvda"
      ],
      "ethosScores": []
    },
    {
      "ticker": "AVGO",
      "action": "unchanged",
      "reviewStatus": "watch",
      "weightPct": 17,
      "summary": "PelosiTracker estimated current holding at 17% weight.",
      "convictionSignals": [
        "Target weight 17%",
        "Source score 0.17",
        "Source weight 17%"
      ],
      "sourceIds": [
        "pelosi-tracker:source:latest",
        "pelosi-tracker:source:avgo"
      ],
      "ethosScores": []
    },
    {
      "ticker": "GOOGL",
      "action": "unchanged",
      "reviewStatus": "watch",
      "weightPct": 15,
      "summary": "PelosiTracker estimated current holding at 15% weight.",
      "convictionSignals": [
        "Target weight 15%",
        "Source score 0.15",
        "Source weight 15%"
      ],
      "sourceIds": [
        "pelosi-tracker:source:latest",
        "pelosi-tracker:source:googl"
      ],
      "ethosScores": []
    },
    {
      "ticker": "PANW",
      "action": "unchanged",
      "reviewStatus": "watch",
      "weightPct": 10,
      "summary": "PelosiTracker estimated current holding at 10% weight.",
      "convictionSignals": [
        "Target weight 10%",
        "Source score 0.1",
        "Source weight 10%"
      ],
      "sourceIds": [
        "pelosi-tracker:source:latest",
        "pelosi-tracker:source:panw"
      ],
      "ethosScores": []
    },
    {
      "ticker": "VST",
      "action": "unchanged",
      "reviewStatus": "watch",
      "weightPct": 7,
      "summary": "PelosiTracker estimated current holding at 7% weight.",
      "convictionSignals": [
        "Target weight 7%",
        "Source score 0.07",
        "Source weight 7%"
      ],
      "sourceIds": [
        "pelosi-tracker:source:latest",
        "pelosi-tracker:source:vst"
      ],
      "ethosScores": []
    },
    {
      "ticker": "CRWD",
      "action": "unchanged",
      "reviewStatus": "watch",
      "weightPct": 7,
      "summary": "PelosiTracker estimated current holding at 7% weight.",
      "convictionSignals": [
        "Target weight 7%",
        "Source score 0.07",
        "Source weight 7%"
      ],
      "sourceIds": [
        "pelosi-tracker:source:latest",
        "pelosi-tracker:source:crwd"
      ],
      "ethosScores": []
    },
    {
      "ticker": "AMZN",
      "action": "unchanged",
      "reviewStatus": "watch",
      "weightPct": 6,
      "summary": "PelosiTracker estimated current holding at 6% weight.",
      "convictionSignals": [
        "Target weight 6%",
        "Source score 0.06",
        "Source weight 6%"
      ],
      "sourceIds": [
        "pelosi-tracker:source:latest",
        "pelosi-tracker:source:amzn"
      ],
      "ethosScores": []
    },
    {
      "ticker": "TEM",
      "action": "unchanged",
      "reviewStatus": "watch",
      "weightPct": 5,
      "summary": "PelosiTracker estimated current holding at 5% weight.",
      "convictionSignals": [
        "Target weight 5%",
        "Source score 0.05",
        "Source weight 5%"
      ],
      "sourceIds": [
        "pelosi-tracker:source:latest",
        "pelosi-tracker:source:tem"
      ],
      "ethosScores": []
    }
  ],
  "ethos": [
    {
      "id": "momentum-default",
      "status": "warn",
      "summary": "Large-cap AI and platform exposure creates an understandable momentum watchlist, but this bridge artifact has not applied formal ethos scores yet."
    },
    {
      "id": "bogle-default",
      "status": "warn",
      "summary": "Diversification lens flags concentration in NVDA, AVGO, GOOGL."
    },
    {
      "id": "intelligent-investor",
      "status": "not-applied",
      "summary": "Value/fundamental scoring needs issuer fundamentals before this pack should claim a Graham-style pass/fail."
    }
  ],
  "policy": {
    "executionEnabled": false,
    "humanApprovalRequired": true,
    "status": "warn",
    "blockedReasons": [],
    "checks": [
      {
        "id": "execution-disabled",
        "label": "Execution disabled",
        "status": "pass",
        "message": "Pelosi Tracker is research output only. SignalPack does not place trades."
      },
      {
        "id": "human-approval-required",
        "label": "Human approval required",
        "status": "pass",
        "message": "Any downstream order draft requires explicit human approval outside this artifact."
      },
      {
        "id": "freshness-and-source-lag",
        "label": "Freshness and lag visible",
        "status": "warn",
        "message": "Pelosi-only model is sourced from PelosiTracker's estimated current holdings, not official exact live holdings."
      },
      {
        "id": "concentration-review",
        "label": "Concentration review",
        "status": "warn",
        "message": "Artifact proposes 11 positions and 6% cash."
      }
    ]
  },
  "handoff": {
    "executionEnabled": false,
    "humanApprovalRequired": true,
    "nextAgentAction": "prepare_review_brief"
  }
}
{
  "id": "pelosi-tracker:latest",
  "pack": "pelosi-tracker",
  "version": "pelosi-holdings-v0.1+2026-06-01",
  "asOf": "2026-06-01T16:48:27Z",
  "sourceSummary": {
    "sourceType": "PELOSI_TRACKER_ESTIMATED_HOLDINGS",
    "sample": false,
    "description": "Estimated Pelosi-family current holdings translated into a SignalPack research artifact.",
    "filingCount": 12,
    "sourceUrls": [
      "https://pelositracker.app/portfolios/nancy-pelosi"
    ],
    "freshnessNotes": [
      "Source artifact generated at 2026-06-01T16:48:27Z."
    ],
    "limitations": [
      "Uses PelosiTracker estimated holdings, not exact live official holdings.",
      "Congressional disclosures are delayed and range-based.",
      "Requires official House/Senate filing verification before commercial use.",
      "Bridge-v0 source records currently point to PelosiTracker and official disclosure portals, not reconciled per-holding PTR links.",
      "Ethos scoring has not yet been applied to this finance-derived bridge artifact.",
      "Pelosi-only model is sourced from PelosiTracker's estimated current holdings, not official exact live holdings.",
      "Congressional disclosures are delayed and report ranges; do not treat this as real-time insider data.",
      "Some PelosiTracker holdings were excluded as likely not directly tradeable in Robinhood.",
      "Source weights do not sum to 100%; residual is left as cash."
    ]
  },
  "inputs": [
    {
      "id": "pelosi-tracker:source:latest",
      "type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS",
      "cik": "n/a",
      "managerName": "Pelosi-only tracker",
      "accessionNumber": "pelosi_only:latest",
      "filedAt": "2026-06-01T16:48:27Z",
      "reportQuarter": "2026-06-01",
      "sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
    },
    {
      "id": "pelosi-tracker:source:nvda",
      "type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION",
      "cik": "n/a",
      "managerName": "NVIDIA Corporation (Pelosi-only tracker)",
      "accessionNumber": "pelosi_only:NVDA:latest",
      "filedAt": "2026-06-01T16:48:27Z",
      "reportQuarter": "2026-06-01",
      "sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
    },
    {
      "id": "pelosi-tracker:source:avgo",
      "type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION",
      "cik": "n/a",
      "managerName": "Broadcom Inc. (Pelosi-only tracker)",
      "accessionNumber": "pelosi_only:AVGO:latest",
      "filedAt": "2026-06-01T16:48:27Z",
      "reportQuarter": "2026-06-01",
      "sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
    },
    {
      "id": "pelosi-tracker:source:googl",
      "type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION",
      "cik": "n/a",
      "managerName": "Alphabet Inc. (Pelosi-only tracker)",
      "accessionNumber": "pelosi_only:GOOGL:latest",
      "filedAt": "2026-06-01T16:48:27Z",
      "reportQuarter": "2026-06-01",
      "sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
    },
    {
      "id": "pelosi-tracker:source:panw",
      "type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION",
      "cik": "n/a",
      "managerName": "Palo Alto Networks, Inc. (Pelosi-only tracker)",
      "accessionNumber": "pelosi_only:PANW:latest",
      "filedAt": "2026-06-01T16:48:27Z",
      "reportQuarter": "2026-06-01",
      "sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
    },
    {
      "id": "pelosi-tracker:source:vst",
      "type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION",
      "cik": "n/a",
      "managerName": "Vistra Corp. (Pelosi-only tracker)",
      "accessionNumber": "pelosi_only:VST:latest",
      "filedAt": "2026-06-01T16:48:27Z",
      "reportQuarter": "2026-06-01",
      "sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
    },
    {
      "id": "pelosi-tracker:source:crwd",
      "type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION",
      "cik": "n/a",
      "managerName": "CrowdStrike Holdings, Inc. (Pelosi-only tracker)",
      "accessionNumber": "pelosi_only:CRWD:latest",
      "filedAt": "2026-06-01T16:48:27Z",
      "reportQuarter": "2026-06-01",
      "sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
    },
    {
      "id": "pelosi-tracker:source:amzn",
      "type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION",
      "cik": "n/a",
      "managerName": "Amazon.com, Inc. (Pelosi-only tracker)",
      "accessionNumber": "pelosi_only:AMZN:latest",
      "filedAt": "2026-06-01T16:48:27Z",
      "reportQuarter": "2026-06-01",
      "sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
    },
    {
      "id": "pelosi-tracker:source:tem",
      "type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION",
      "cik": "n/a",
      "managerName": "Tempus AI, Inc. (Pelosi-only tracker)",
      "accessionNumber": "pelosi_only:TEM:latest",
      "filedAt": "2026-06-01T16:48:27Z",
      "reportQuarter": "2026-06-01",
      "sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
    },
    {
      "id": "pelosi-tracker:source:msft",
      "type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION",
      "cik": "n/a",
      "managerName": "Microsoft Corporation (Pelosi-only tracker)",
      "accessionNumber": "pelosi_only:MSFT:latest",
      "filedAt": "2026-06-01T16:48:27Z",
      "reportQuarter": "2026-06-01",
      "sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
    },
    {
      "id": "pelosi-tracker:source:aapl",
      "type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION",
      "cik": "n/a",
      "managerName": "Apple Inc. (Pelosi-only tracker)",
      "accessionNumber": "pelosi_only:AAPL:latest",
      "filedAt": "2026-06-01T16:48:27Z",
      "reportQuarter": "2026-06-01",
      "sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
    },
    {
      "id": "pelosi-tracker:source:tsla",
      "type": "PELOSI_TRACKER_ESTIMATED_HOLDINGS_POSITION",
      "cik": "n/a",
      "managerName": "Tesla, Inc. (Pelosi-only tracker)",
      "accessionNumber": "pelosi_only:TSLA:latest",
      "filedAt": "2026-06-01T16:48:27Z",
      "reportQuarter": "2026-06-01",
      "sourceUrl": "https://pelositracker.app/portfolios/nancy-pelosi"
    }
  ],
  "changes": [
    {
      "ticker": "NVDA",
      "issuerName": "NVIDIA Corporation",
      "action": "unchanged",
      "currentWeightPct": 18,
      "convictionSignals": [
        "Target weight 18%",
        "Source score 0.18",
        "Source weight 18%"
      ],
      "sourceIds": [
        "pelosi-tracker:source:latest",
        "pelosi-tracker:source:nvda"
      ],
      "reviewStatus": "watch",
      "summary": "PelosiTracker estimated current holding at 18% weight."
    },
    {
      "ticker": "AVGO",
      "issuerName": "Broadcom Inc.",
      "action": "unchanged",
      "currentWeightPct": 17,
      "convictionSignals": [
        "Target weight 17%",
        "Source score 0.17",
        "Source weight 17%"
      ],
      "sourceIds": [
        "pelosi-tracker:source:latest",
        "pelosi-tracker:source:avgo"
      ],
      "reviewStatus": "watch",
      "summary": "PelosiTracker estimated current holding at 17% weight."
    },
    {
      "ticker": "GOOGL",
      "issuerName": "Alphabet Inc.",
      "action": "unchanged",
      "currentWeightPct": 15,
      "convictionSignals": [
        "Target weight 15%",
        "Source score 0.15",
        "Source weight 15%"
      ],
      "sourceIds": [
        "pelosi-tracker:source:latest",
        "pelosi-tracker:source:googl"
      ],
      "reviewStatus": "watch",
      "summary": "PelosiTracker estimated current holding at 15% weight."
    }
  ],
  "ethosScores": [],
  "policy": {
    "executionEnabled": false,
    "humanApprovalRequired": true,
    "status": "warn",
    "blockedReasons": [],
    "checks": [
      {
        "id": "execution-disabled",
        "label": "Execution disabled",
        "status": "pass",
        "message": "Pelosi Tracker is research output only. SignalPack does not place trades."
      },
      {
        "id": "human-approval-required",
        "label": "Human approval required",
        "status": "pass",
        "message": "Any downstream order draft requires explicit human approval outside this artifact."
      },
      {
        "id": "freshness-and-source-lag",
        "label": "Freshness and lag visible",
        "status": "warn",
        "message": "Pelosi-only model is sourced from PelosiTracker's estimated current holdings, not official exact live holdings."
      },
      {
        "id": "concentration-review",
        "label": "Concentration review",
        "status": "warn",
        "message": "Artifact proposes 11 positions and 6% cash."
      }
    ]
  }
}