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NELSON CAPITAL MANAGEMENT, LLC
NELSON CAPITAL MANAGEMENT, LLC
Latest filing: 2026-06-30
NELSON CAPITAL MANAGEMENT, LLC runs NELSON CAPITAL MANAGEMENT, LLC and currently holds 120 stock positions, which is fewer than the average of 230 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 #462 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%.
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120 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 35.25% | $81.72 | $214.76 | +162.80% | Trimmed -1.49% |
 VEA VANGUARD TAX-MANAGED FDS | 5.43% | $49.20 | $73.43 | +49.25% | Added +1.23% |
 IGSB ISHARES TR | 4.46% | $51.41 | $52.11 | +1.36% | Added +7.11% |
 XLK SELECT SECTOR SPDR TR | 4.19% | $95.53 | $183.35 | +91.93% | Added +1.58% |
 GOOG ALPHABET INC | 2.96% | $51.67 | $341.75 | +561.41% | Trimmed -1.72% |
 AAPL APPLE INC | 2.95% | $70.28 | $309.35 | +340.17% | Trimmed -1.21% |
 MSFT MICROSOFT CORP | 2.85% | $156.90 | $483.24 | +207.99% | Added +0.03% |
 SPTS SPDR SERIES TRUST | 2.75% | $29.49 | $28.96 | -1.81% | Trimmed -1.78% |
 XLI SELECT SECTOR SPDR TR | 2.53% | $98.31 | $180.23 | +83.33% | Trimmed -0.94% |
 VB VANGUARD INDEX FDS | 2.06% | $152.43 | $304.74 | +99.92% | Trimmed -1.17% |
Showing 1-10 of 120