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 $819.2M across 108 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($284.3M, 34.71%), VEA ($44.0M, 5.37%), IGSB ($38.1M, 4.65%), XLK ($26.3M, 3.20%), MSFT ($25.8M, 3.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $284.3M | 34.71% | 1.6M | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $44.0M | 5.37% | 685,976 | Added |
| 3 | IGSB | ISHARES TR | $38.1M | 4.65% | 724,911 | Added |
| 4 | XLK | SELECT SECTOR SPDR TR | $26.3M | 3.20% | 197,517 | Added |
| 5 | MSFT | MICROSOFT CORP | $25.8M | 3.15% | 69,641 | Added |
| 6 | SPTS | SPDR SERIES TRUST | $25.7M | 3.14% | 880,170 | Added |
| 7 | AAPL | APPLE INC | $23.9M | 2.92% | 94,170 | Trimmed |
| 8 | GOOG | ALPHABET INC | $22.3M | 2.72% | 77,702 | Trimmed |
| 9 | XLI | SELECT SECTOR SPDR TR | $20.3M | 2.48% | 125,582 | Trimmed |
| 10 | VB | VANGUARD INDEX FDS | $16.4M | 2.00% | 62,686 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO | $12.5M | 1.53% | 42,574 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $12.2M | 1.49% | 58,721 | Trimmed |
| 13 | VPU | VANGUARD WORLD FD | $12.2M | 1.49% | 61,505 | Added |
| 14 | AEM | AGNICO EAGLE MINES LTD | $11.3M | 1.38% | 55,552 | Trimmed |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $10.7M | 1.30% | 197,132 | Added |
| 16 | CSCO | CISCO SYS INC | $10.4M | 1.27% | 134,407 | Trimmed |
| 17 | EMXC | ISHARES INC | $9.9M | 1.21% | 125,607 | Trimmed |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $9.6M | 1.17% | 9,616 | Trimmed |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $9.6M | 1.17% | 14,760 | Trimmed |
| 20 | V | VISA INC | $9.1M | 1.11% | 30,218 | Trimmed |
| 21 | IVV | ISHARES TR | $8.5M | 1.03% | 12,959 | Trimmed |
| 22 | XCEM | COLUMBIA ETF TR II | $7.4M | 0.90% | 181,608 | Added |
| 23 | TJX | TJX COS INC NEW | $7.4M | 0.90% | 46,117 | Added |
| 24 | PG | PROCTER & GAMBLE CO | $6.9M | 0.84% | 47,480 | Trimmed |
| 25 | SYK | STRYKER CORPORATION | $5.2M | 0.63% | 15,809 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31