Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Nelson Capital Management, LLC (CIK 1512611) reported $911.6M across 120 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($321.3M, 35.25%), VEA ($49.5M, 5.43%), IGSB ($40.7M, 4.46%), XLK ($38.2M, 4.19%), GOOG ($27.0M, 2.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $321.3M | 35.25% | 1.6M | Trimmed |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $49.5M | 5.43% | 694,445 | Added |
| 3 | IGSB | ISHARES TR | $40.7M | 4.46% | 776,458 | Added |
| 4 | XLK | SELECT SECTOR SPDR TR | $38.2M | 4.19% | 200,639 | Added |
| 5 | GOOG | ALPHABET INC | $27.0M | 2.96% | 76,367 | Trimmed |
| 6 | AAPL | APPLE INC | $26.9M | 2.95% | 93,035 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $26.0M | 2.85% | 69,664 | Added |
| 8 | SPTS | SPDR SERIES TRUST | $25.1M | 2.75% | 864,508 | Trimmed |
| 9 | XLI | SELECT SECTOR SPDR TR | $23.0M | 2.53% | 124,403 | Trimmed |
| 10 | VB | VANGUARD INDEX FDS | $18.8M | 2.06% | 61,952 | Trimmed |
| 11 | CSCO | CISCO SYS INC | $15.8M | 1.73% | 134,419 | Added |
| 12 | AMZN | AMAZON COM INC | $14.1M | 1.55% | 59,183 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $13.6M | 1.49% | 41,528 | Trimmed |
| 14 | EMXC | ISHARES INC | $12.6M | 1.38% | 122,916 | Trimmed |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $12.6M | 1.38% | 210,736 | Added |
| 16 | VPU | VANGUARD WORLD FD | $12.0M | 1.31% | 61,096 | Trimmed |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $10.9M | 1.20% | 14,592 | Trimmed |
| 18 | V | VISA INC | $10.4M | 1.14% | 30,226 | Added |
| 19 | IVV | ISHARES TR | $10.4M | 1.14% | 13,877 | Added |
| 20 | XCEM | COLUMBIA ETF TR II | $9.9M | 1.08% | 186,368 | Added |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $8.9M | 0.97% | 9,464 | Trimmed |
| 22 | AEM | AGNICO EAGLE MINES LTD | $8.6M | 0.94% | 55,494 | Trimmed |
| 23 | LLY | ELI LILLY & CO | $7.2M | 0.79% | 6,027 | Added |
| 24 | TJX | TJX COS INC NEW | $7.0M | 0.77% | 46,481 | Added |
| 25 | PG | PROCTER & GAMBLE CO | $6.9M | 0.75% | 46,778 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30