Universe · entity
Nelson Capital Management, LLC
Institutional manager (13F) · CIK 1512611
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $764M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $284M | 1,630,355 |
| 2 | VANGUARD TAX-MANAGED FDS | $44M | 685,976 |
| 3 | ISHARES TR | $38M | 724,911 |
| 4 | SELECT SECTOR SPDR TR | $26M | 197,517 |
| 5 | MICROSOFT CORP | $26M | 69,641 |
| 6 | SPDR SERIES TRUST | $26M | 880,170 |
| 7 | APPLE INC | $24M | 94,170 |
| 8 | ALPHABET INC | $22M | 77,702 |
| 9 | SELECT SECTOR SPDR TR | $20M | 125,582 |
| 10 | VANGUARD INDEX FDS | $16M | 62,686 |
| 11 | JPMORGAN CHASE & CO | $13M | 42,574 |
| 12 | AMAZON COM INC | $12M | 58,721 |
| 13 | VANGUARD WORLD FD | $12M | 61,505 |
| 14 | AGNICO EAGLE MINES LTD | $11M | 55,552 |
| 15 | VANGUARD INTL EQUITY INDEX F | $11M | 197,132 |
| 16 | CISCO SYS INC | $10M | 134,407 |
| 17 | ISHARES INC | $10M | 125,607 |
| 18 | STATE STR SPDR S&P 500 ETF T | $10M | 14,760 |
| 19 | COSTCO WHOLESALE CORPORATION | $10M | 9,616 |
| 20 | VISA INC | $9M | 30,218 |
| 21 | ISHARES TR | $8M | 12,959 |
| 22 | COLUMBIA ETF TR II | $7M | 181,608 |
| 23 | TJX COS INC NEW | $7M | 46,117 |
| 24 | PROCTER & GAMBLE CO | $7M | 47,480 |
| 25 | STRYKER CORPORATION | $5M | 15,809 |
| 26 | SELECT SECTOR SPDR TR | $5M | 102,826 |
| 27 | AMGEN INC | $5M | 14,224 |
| 28 | ABBVIE INC | $5M | 22,850 |
| 29 | EXXON MOBIL CORP | $5M | 27,328 |
| 30 | LINDE PLC | $4M | 8,574 |
| 31 | SELECT SECTOR SPDR TR | $4M | 102,602 |
| 32 | ISHARES TR | $4M | 93,899 |
| 33 | ELI LILLY & CO | $4M | 4,431 |
| 34 | CHEVRON CORPORATION | $4M | 18,771 |
| 35 | SELECT SECTOR SPDR TR | $4M | 26,249 |
| 36 | SELECT SECTOR SPDR TR | $4M | 33,319 |
| 37 | DISNEY WALT CO | $4M | 38,171 |
| 38 | SCHWAB CHARLES CORP | $4M | 37,933 |
| 39 | THERMO FISHER SCIENTIFIC INC | $4M | 7,130 |
| 40 | INTUITIVE SURGICAL INC | $3M | 7,333 |
| 41 | SHELL PLC | $3M | 36,049 |
| 42 | TE CONNECTIVITY PLC | $3M | 15,849 |
| 43 | SELECT SECTOR SPDR TR | $3M | 30,361 |
| 44 | SPDR GOLD TR | $3M | 7,658 |
| 45 | EMERSON ELEC CO | $3M | 24,726 |
| 46 | CHUBB LTD SWITZ | $3M | 9,696 |
| 47 | QUALCOMM INC | $3M | 24,323 |
| 48 | BERKSHIRE HATHAWAY INC DEL | $3M | 6,335 |
| 49 | ROPER TECHNOLOGIES INC | $3M | 8,526 |
| 50 | SCHWAB STRATEGIC TR | $3M | 120,962 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.