Institutional Fund
Nelson Capital Management, LLC
Menlo Park, CACIK 15126115 filings on record
Portfolio Value
$819.22M
Q1 2026
Holdings
108
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-4.1%
from $854.59M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation34.7%
- Vanguard Tax-Managed Fds5.4%
- Ishares Tr4.7%
- Select Sector Spdr Tr3.2%
- Microsoft Corp3.1%
- Spdr Series Trust3.1%
- Other45.8%
Portfolio Holdings
108 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 1.63M | $284.33M | 34.7% | +29.9K | Added |
| 2 | Vanguard Tax-Managed Fds | 686.0K | $43.96M | 5.4% | +42.8K | Added |
| 3 | Ishares Tr | 724.9K | $38.10M | 4.7% | +64.3K | Added |
| 4 | Select Sector Spdr Tr | 197.5K | $26.25M | 3.2% | +34.4K | Added |
| 5 | Microsoft Corp | 69.6K | $25.78M | 3.1% | +1.0K | Added |
| 6 | Spdr Series Trust | 880.2K | $25.68M | 3.1% | +14.9K | Added |
| 7 | Apple Inc | 94.2K | $23.90M | 2.9% | −1.8K | Reduced |
| 8 | Alphabet Inc | 77.7K | $22.29M | 2.7% | −1.5K | Reduced |
| 9 | Select Sector Spdr Tr | 125.6K | $20.31M | 2.5% | −3.5K | Reduced |
| 10 | Vanguard Index Fds | 62.7K | $16.42M | 2.0% | −173 | Reduced |
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