Nelson Capital Management, LLC
110 holdingsFiling period: 2026-03-31Current AUM: $925.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.63M | $284.3M | $327.3M | 35.37% | +29.9K | 2026-03-31 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 686.0K | $44.0M | $48.4M | 5.24% | +42.8K | 2026-03-31 |
| 3 | IGSB | ISHARES TR | 724.9K | $38.1M | $37.8M | 4.09% | +64.3K | 2026-03-31 |
| 4 | XLK | SELECT SECTOR SPDR TR | 197.5K | $26.3M | $34.6M | 3.74% | +34.4K | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 69.6K | $25.8M | $32.4M | 3.50% | +1.0K | 2026-03-31 |
| 6 | SPTS | SPDR SERIES TRUST | 880.2K | $25.7M | $25.5M | 2.75% | +14.9K | 2026-03-31 |
| 7 | AAPL | APPLE INC | 94.2K | $23.9M | $29.1M | 3.14% | -1,770 | 2026-03-31 |
| 8 | GOOG | ALPHABET INC | 77.7K | $22.3M | $27.7M | 2.99% | -1,512 | 2026-03-31 |
| 9 | XLI | SELECT SECTOR SPDR TR | 125.6K | $20.3M | $22.6M | 2.44% | -3,483 | 2026-03-31 |
| 10 | VB | VANGUARD INDEX FDS | 62.7K | $16.4M | $18.5M | 2.00% | -173 | 2026-03-31 |
| 11 | JPM | JPMORGAN CHASE & CO | 42.6K | $12.5M | $15.0M | 1.62% | -946 | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC | 58.7K | $12.2M | $15.9M | 1.72% | -1,062 | 2026-03-31 |
| 13 | VPU | VANGUARD WORLD FD | 61.5K | $12.2M | $11.8M | 1.27% | +99 | 2026-03-31 |
| 14 | AEM | AGNICO EAGLE MINES LTD | 55.6K | $11.3M | $8.1M | 0.87% | -967 | 2026-03-31 |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | 197.1K | $10.7M | $11.6M | 1.25% | +39.7K | 2026-03-31 |
| 16 | CSCO | CISCO SYS INC | 134.4K | $10.4M | $15.6M | 1.68% | -1,136 | 2026-03-31 |
| 17 | EMXC | ISHARES INC | 125.6K | $9.9M | $11.6M | 1.25% | -3,622 | 2026-03-31 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | 14.8K | $9.6M | $11.0M | 1.19% | -288 | 2026-03-31 |
| 19 | COST | COSTCO WHOLESALE CORPORATION | 9.6K | $9.6M | $9.2M | 0.99% | -168 | 2026-03-31 |
| 20 | V | VISA INC | 30.2K | $9.1M | $11.1M | 1.20% | -304 | 2026-03-31 |
| 21 | IVV | ISHARES TR | 13.0K | $8.5M | $9.7M | 1.05% | -715 | 2026-03-31 |
| 22 | XCEM | COLUMBIA ETF TR II | 181.6K | $7.4M | $8.6M | 0.93% | +21.7K | 2026-03-31 |
| 23 | TJX | TJX COS INC NEW | 46.1K | $7.4M | $7.3M | 0.78% | +208 | 2026-03-31 |
| 24 | PG | PROCTER & GAMBLE CO | 47.5K | $6.9M | $6.9M | 0.74% | -329 | 2026-03-31 |
| 25 | SYK | STRYKER CORPORATION | 15.8K | $5.2M | $5.1M | 0.56% | -220 | 2026-03-31 |
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