Nelson Capital Management, LLC

Est. AUM

$819.2M

13F long equity, this entity only

Positions

108

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$284.3M	1630355	34.71%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$44.0M	685976	5.37%	SOLE
3	ISHARES TR	ISHS 1-5YR INVS	$38.1M	724911	4.65%	SOLE
4	SELECT SECTOR SPDR TR	STATE STREET TEC	$26.3M	197517	3.20%	SOLE
5	MICROSOFT CORP	COM	$25.8M	69641	3.15%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$25.7M	880170	3.14%	SOLE
7	APPLE INC	COM	$23.9M	94170	2.92%	SOLE
8	ALPHABET INC	CAP STK CL C	$22.3M	77702	2.72%	SOLE
9	SELECT SECTOR SPDR TR	STATE STREET IND	$20.3M	125582	2.48%	SOLE
10	VANGUARD INDEX FDS	SMALL CP ETF	$16.4M	62686	2.00%	SOLE
11	JPMORGAN CHASE & CO	COM	$12.5M	42574	1.53%	SOLE
12	AMAZON COM INC	COM	$12.2M	58721	1.49%	SOLE
13	VANGUARD WORLD FD	UTILITIES ETF	$12.2M	61505	1.49%	SOLE
14	AGNICO EAGLE MINES LTD	COM	$11.3M	55552	1.38%	SOLE
15	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$10.7M	197132	1.30%	SOLE
16	CISCO SYS INC	COM	$10.4M	134407	1.27%	SOLE
17	ISHARES INC	MSCI EMRG CHN	$9.9M	125607	1.21%	SOLE
18	STATE STR SPDR S&P 500 ETF T	TR UNIT	$9.6M	14760	1.17%	SOLE
19	COSTCO WHOLESALE CORPORATION	COM	$9.6M	9616	1.17%	SOLE
20	VISA INC	COM CL A	$9.1M	30218	1.11%	SOLE
21	ISHARES TR	CORE S&P500 ETF	$8.5M	12959	1.03%	SOLE
22	COLUMBIA ETF TR II	EM CORE EX ETF	$7.4M	181608	0.90%	SOLE
23	TJX COS INC NEW	COM	$7.4M	46117	0.90%	SOLE
24	PROCTER & GAMBLE CO	COM	$6.9M	47480	0.84%	SOLE
25	STRYKER CORPORATION	COM	$5.2M	15809	0.63%	SOLE
26	SELECT SECTOR SPDR TR	STATE STREET FIN	$5.1M	102826	0.62%	SOLE
27	AMGEN INC	COM	$5.0M	14224	0.61%	SOLE
28	ABBVIE INC	COM	$5.0M	22850	0.61%	SOLE
29	EXXON MOBIL CORP	COM	$4.6M	27328	0.57%	SOLE
30	LINDE PLC	SHS	$4.3M	8574	0.52%	SOLE
31	SELECT SECTOR SPDR TR	STATE STREET REA	$4.2M	102602	0.51%	SOLE
32	ISHARES TR	CYBERSECURITY	$4.1M	93899	0.50%	SOLE
33	ELI LILLY & CO	COM	$4.1M	4431	0.50%	SOLE
34	CHEVRON CORPORATION	COM	$3.9M	18771	0.47%	SOLE
35	SELECT SECTOR SPDR TR	STATE STREET HEA	$3.8M	26249	0.47%	SOLE
36	SELECT SECTOR SPDR TR	STATE STREET COM	$3.7M	33319	0.45%	SOLE
37	DISNEY WALT CO	COM	$3.7M	38171	0.45%	SOLE
38	SCHWAB CHARLES CORP	COM	$3.6M	37933	0.44%	SOLE
39	THERMO FISHER SCIENTIFIC INC	COM	$3.5M	7130	0.43%	SOLE
40	INTUITIVE SURGICAL INC	COM NEW	$3.4M	7333	0.41%	SOLE
41	SHELL PLC	SPON ADS	$3.4M	36049	0.41%	SOLE
42	TE CONNECTIVITY PLC	ORD SHS	$3.3M	15849	0.40%	SOLE
43	SELECT SECTOR SPDR TR	STATE STREET CON	$3.3M	30361	0.40%	SOLE
44	SPDR GOLD TR	GOLD SHS	$3.3M	7658	0.40%	SOLE
45	EMERSON ELEC CO	COM	$3.2M	24726	0.40%	SOLE
46	CHUBB LTD SWITZ	COM	$3.2M	9696	0.39%	SOLE
47	QUALCOMM INC	COM	$3.1M	24323	0.38%	SOLE
48	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.0M	6335	0.37%	SOLE
49	ROPER TECHNOLOGIES INC	COM	$3.0M	8526	0.37%	SOLE
50	SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.0M	120962	0.37%	SOLE

1–50 of 108

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.