Filed: 5/7/2026ACC: 0001512611-26-000002
📋 What this filing means
NELSON CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 108 equity positions with a total reported market value of $819.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
108
Positions
$819.22M
Total AUM (reported)
7M
Total Shares
Allocation by class
COM$491.72M60.0%
VAN FTSE DEV MKT$43.96M5.4%
ISHS 1-5YR INVS$38.10M4.7%
STATE STREET TEC$26.25M3.2%
STATE STREET SPD$25.90M3.2%
CAP STK CL C$22.29M2.7%
STATE STREET IND$20.31M2.5%
Portfolio Concentration
Top 3$366.39M44.7%
4–10$160.63M19.6%
11–25$142.79M17.4%
Rest$149.41M18.2%
Top 3 weight
44.7%
Top 10 weight
64.3%
Voting Authority Distribution
Total shares with voting rights: 7M
Sole
Full voting authority
6.98M
shares
% of voting shares99.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
25.37K
shares
% of voting shares0.4%
Investment Discretion (by position count)
Sole108
Shared0
Other0
Dominant voting typeSole · 99.6% of voting shares
Institutional Holdings108
Rows:
NVIDIA CORPORATION
SOLEShares1.63M
TypeSH
Market value$284.33M
34.71%
Sole
1.63M
Shared
0.00
None
196.00
VANGUARD TAX-MANAGED FDS
SOLEShares685.98K
TypeSH
Market value$43.96M
5.37%
Sole
683.51K
Shared
0.00
None
2.46K
ISHARES TR
SOLEShares724.91K
TypeSH
Market value$38.10M
4.65%
Sole
723.79K
Shared
0.00
None
1.12K
SELECT SECTOR SPDR TR
SOLEShares197.52K
TypeSH
Market value$26.25M
3.20%
Sole
196.23K
Shared
0.00
None
1.29K
MICROSOFT CORP
SOLEShares69.64K
TypeSH
Market value$25.78M
3.15%
Sole
69.50K
Shared
0.00
None
144.00
SPDR SERIES TRUST
SOLEShares880.17K
TypeSH
Market value$25.68M
3.14%
Sole
869.73K
Shared
0.00
None
10.45K
APPLE INC
SOLEShares94.17K
TypeSH
Market value$23.90M
2.92%
Sole
93.97K
Shared
0.00
None
202.00
ALPHABET INC
SOLEShares77.70K
TypeSH
Market value$22.29M
2.72%
Sole
77.50K
Shared
0.00
None
207.00
SELECT SECTOR SPDR TR
SOLEShares125.58K
TypeSH
Market value$20.31M
2.48%
Sole
125.06K
Shared
0.00
None
524.00
VANGUARD INDEX FDS
SOLEShares62.69K
TypeSH
Market value$16.42M
2.00%
Sole
62.43K
Shared
0.00
None
256.00
JPMORGAN CHASE & CO
SOLEShares42.57K
TypeSH
Market value$12.52M
1.53%
Sole
42.47K
Shared
0.00
None
109.00
AMAZON COM INC
SOLEShares58.72K
TypeSH
Market value$12.23M
1.49%
Sole
58.56K
Shared
0.00
None
157.00
VANGUARD WORLD FD
SOLEShares61.51K
TypeSH
Market value$12.19M
1.49%
Sole
61.25K
Shared
0.00
None
254.00
AGNICO EAGLE MINES LTD
SOLEShares55.55K
TypeSH
Market value$11.28M
1.38%
Sole
55.41K
Shared
0.00
None
147.00
VANGUARD INTL EQUITY INDEX F
SOLEShares197.13K
TypeSH
Market value$10.65M
1.30%
Sole
196.42K
Shared
0.00
None
714.00
CISCO SYS INC
SOLEShares134.41K
TypeSH
Market value$10.43M
1.27%
Sole
134.08K
Shared
0.00
None
325.00
ISHARES INC
SOLEShares125.61K
TypeSH
Market value$9.88M
1.21%
Sole
125.47K
Shared
0.00
None
141.00
STATE STR SPDR S&P 500 ETF T
SOLEShares14.76K
TypeSH
Market value$9.60M
1.17%
Sole
14.76K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares9.62K
TypeSH
Market value$9.58M
1.17%
Sole
9.61K
Shared
0.00
None
11.00
VISA INC
SOLEShares30.22K
TypeSH
Market value$9.13M
1.11%
Sole
30.13K
Shared
0.00
None
93.00
ISHARES TR
SOLEShares12.96K
TypeSH
Market value$8.46M
1.03%
Sole
12.96K
Shared
0.00
None
0.00
COLUMBIA ETF TR II
SOLEShares181.61K
TypeSH
Market value$7.41M
0.90%
Sole
181.03K
Shared
0.00
None
577.00
TJX COS INC NEW
SOLEShares46.12K
TypeSH
Market value$7.36M
0.90%
Sole
45.98K
Shared
0.00
None
142.00
PROCTER & GAMBLE CO
SOLEShares47.48K
TypeSH
Market value$6.86M
0.84%
Sole
47.36K
Shared
0.00
None
117.00
STRYKER CORPORATION
SOLEShares15.81K
TypeSH
Market value$5.19M
0.63%
Sole
15.76K
Shared
0.00
None
50.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.63M | SH | $284.33M 34.71% | 1.63M | 0.00 | 196.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 685.98K | SH | $43.96M 5.37% | 683.51K | 0.00 | 2.46K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 724.91K | SH | $38.10M 4.65% | 723.79K | 0.00 | 1.12K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 197.52K | SH | $26.25M 3.20% | 196.23K | 0.00 | 1.29K |
MICROSOFT CORPSOLE | COM | 69.64K | SH | $25.78M 3.15% | 69.50K | 0.00 | 144.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 880.17K | SH | $25.68M 3.14% | 869.73K | 0.00 | 10.45K |
APPLE INCSOLE | COM | 94.17K | SH | $23.90M 2.92% | 93.97K | 0.00 | 202.00 |
ALPHABET INCSOLE | CAP STK CL C | 77.70K | SH | $22.29M 2.72% | 77.50K | 0.00 | 207.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 125.58K | SH | $20.31M 2.48% | 125.06K | 0.00 | 524.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 62.69K | SH | $16.42M 2.00% | 62.43K | 0.00 | 256.00 |
JPMORGAN CHASE & COSOLE | COM | 42.57K | SH | $12.52M 1.53% | 42.47K | 0.00 | 109.00 |
AMAZON COM INCSOLE | COM | 58.72K | SH | $12.23M 1.49% | 58.56K | 0.00 | 157.00 |
VANGUARD WORLD FDSOLE | UTILITIES ETF | 61.51K | SH | $12.19M 1.49% | 61.25K | 0.00 | 254.00 |
AGNICO EAGLE MINES LTDSOLE | COM | 55.55K | SH | $11.28M 1.38% | 55.41K | 0.00 | 147.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 197.13K | SH | $10.65M 1.30% | 196.42K | 0.00 | 714.00 |
CISCO SYS INCSOLE | COM | 134.41K | SH | $10.43M 1.27% | 134.08K | 0.00 | 325.00 |
ISHARES INCSOLE | MSCI EMRG CHN | 125.61K | SH | $9.88M 1.21% | 125.47K | 0.00 | 141.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 14.76K | SH | $9.60M 1.17% | 14.76K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 9.62K | SH | $9.58M 1.17% | 9.61K | 0.00 | 11.00 |
VISA INCSOLE | COM CL A | 30.22K | SH | $9.13M 1.11% | 30.13K | 0.00 | 93.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 12.96K | SH | $8.46M 1.03% | 12.96K | 0.00 | 0.00 |
COLUMBIA ETF TR IISOLE | EM CORE EX ETF | 181.61K | SH | $7.41M 0.90% | 181.03K | 0.00 | 577.00 |
TJX COS INC NEWSOLE | COM | 46.12K | SH | $7.36M 0.90% | 45.98K | 0.00 | 142.00 |
PROCTER & GAMBLE COSOLE | COM | 47.48K | SH | $6.86M 0.84% | 47.36K | 0.00 | 117.00 |
STRYKER CORPORATIONSOLE | COM | 15.81K | SH | $5.19M 0.63% | 15.76K | 0.00 | 50.00 |
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