NELSON CAPITAL MANAGEMENT, LLC 13F Portfolio
NELSON CAPITAL MANAGEMENT, LLC runs NELSON CAPITAL MANAGEMENT, LLC and currently holds 120 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $911.58M. Their top holdings are NVDA, VEA, IGSB, XLK, GOOG. The top five represent 52.3% of reported portfolio weight. NELSON CAPITAL MANAGEMENT, LLC ranks #469 out of 1000 investors tracked by Alpha Score. In the most recent quarter, NELSON CAPITAL MANAGEMENT, LLC initiated 5 new positions. They added to 39 existing positions. They trimmed 40 positions. Their current best-performing preview position is DELL with returns of +162.88%.
Portfolio Value
$911.58M
Alpha Score
59.8
#469 of 1000
Holdings
120
NELSON CAPITAL MANAGEMENT, LLC Current 13F Holdings
Reported holdings from NELSON CAPITAL MANAGEMENT, LLC's latest SEC 13F filing, ranked by portfolio weight.
120 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 35.25% | $81.72 | $229.28 | +180.57% | Trimmed -1.49% |
 VEA VANGUARD TAX-MANAGED FDS | 5.43% | $49.20 | $70.36 | +43.00% | Added +1.23% |
 IGSB ISHARES TR | 4.46% | $51.41 | $51.23 | -0.35% | Added +7.11% |
 XLK SELECT SECTOR SPDR TR | 4.19% | $95.53 | $198.78 | +108.08% | Added +1.58% |
 GOOG ALPHABET INC | 2.96% | $51.67 | $347.86 | +573.23% | Trimmed -1.72% |
 AAPL APPLE INC | 2.95% | $70.28 | $336.68 | +379.06% | Trimmed -1.21% |
 MSFT MICROSOFT CORP | 2.85% | $156.90 | $535.07 | +241.03% | Added +0.03% |
 SPTS SPDR SERIES TRUST | 2.75% | $29.49 | $28.67 | -2.80% | Trimmed -1.78% |
 XLI SELECT SECTOR SPDR TR | 2.53% | $98.31 | $169.21 | +72.12% | Trimmed -0.94% |
 VB VANGUARD INDEX FDS | 2.06% | $152.43 | $289.48 | +89.91% | Trimmed -1.17% |
Showing 1-10 of 120