Nelson Capital Management, LLC Top Holdings and 13F Report (2026) About Nelson Capital Management, LLCInvestment ActivityNelson Capital Management, LLC has $819.22 million in total holdings as of March 31, 2026.Nelson Capital Management, LLC owns shares of 108 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 2.94% of the portfolio was purchased this quarter.About 2.89% of the portfolio was sold this quarter.This quarter, Nelson Capital Management, LLC has purchased 107 new stocks and bought additional shares in 23 stocks.Nelson Capital Management, LLC sold shares of 61 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $284,333,946Vanguard FTSE Developed Markets ETF $43,957,345iShares 1-5 Year Investment Grade Corporate Bond ETF $38,101,303Technology Select Sector SPDR Fund $26,250,010Microsoft $25,778,880 Largest New Holdings this Quarter V7780T103 - Royal Caribbean Cruises $2,410,416 Holding375558103 - Gilead Sciences $408,494 Holding713448108 - PepsiCo $201,722 Holding Largest Purchases this Quarter NVIDIA 29,904 shares (about $5.22M)Technology Select Sector SPDR Fund 34,429 shares (about $4.58M)iShares 1-5 Year Investment Grade Corporate Bond ETF 64,309 shares (about $3.38M)Vanguard FTSE Developed Markets ETF 42,799 shares (about $2.74M)Royal Caribbean Cruises 8,759 shares (about $2.41M) Largest Sales this Quarter ExxonMobil 21,957 shares (about $3.73M)Qualcomm 24,521 shares (about $3.16M)Chevron 9,734 shares (about $2.01M)S&P Global 3,245 shares (about $1.38M)Texas Pacific Land 1,400 shares (about $664.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNelson Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$284,333,946$5,215,258 ▲1.9%1,630,35534.7%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$43,957,345$2,742,560 ▲6.7%685,9765.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$38,101,303$3,380,079 ▲9.7%724,9114.7%ManufacturingXLKTechnology Select Sector SPDR Fund$26,250,010$4,575,614 ▲21.1%197,5173.2%ETFMSFTMicrosoft$25,778,880$375,351 ▲1.5%69,6413.1%Computer and TechnologySPTSSPDR Portfolio Short Term Treasury ETF$25,683,368$434,111 ▲1.7%880,1703.1%ETFAAPLApple$23,899,524$449,211 ▼-1.8%94,1702.9%Computer and TechnologyGOOGAlphabet$22,289,533$433,731 ▼-1.9%77,7022.7%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$20,310,377$563,306 ▼-2.7%125,5822.5%ETFVBVanguard Small-Cap ETF$16,418,720$45,312 ▼-0.3%62,6862.0%ETFJPMJPMorgan Chase & Co.$12,523,535$278,275 ▼-2.2%42,5741.5%FinanceAMZNAmazon.com$12,229,823$221,183 ▼-1.8%58,7211.5%Retail/WholesaleVPUVanguard Utilities ETF$12,186,506$19,616 ▲0.2%61,5051.5%ETFAEMAgnico Eagle Mines$11,275,945$196,282 ▼-1.7%55,5521.4%Basic MaterialsVWOVanguard FTSE Emerging Markets ETF$10,654,961$2,147,564 ▲25.2%197,1321.3%ETFCSCOCisco Systems$10,428,632$88,142 ▼-0.8%134,4071.3%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$9,880,247$284,907 ▼-2.8%125,6071.2%ManufacturingSPYSPDR S&P 500 ETF Trust$9,598,772$187,293 ▼-1.9%14,7601.2%FinanceCOSTCostco Wholesale$9,581,364$167,395 ▼-1.7%9,6161.2%Retail/WholesaleVVisa$9,133,075$91,881 ▼-1.0%30,2181.1%Business ServicesIVViShares Core S&P 500 ETF$8,464,748$467,034 ▼-5.2%12,9591.0%ETFXCEMColumbia EM Core ex-China ETF$7,411,423$886,189 ▲13.6%181,6080.9%ETFTJXTJX Companies$7,364,885$33,218 ▲0.5%46,1170.9%Retail/WholesalePGProcter & Gamble$6,858,044$47,521 ▼-0.7%47,4800.8%Consumer StaplesSYKStryker$5,194,799$72,291 ▼-1.4%15,8090.6%MedicalXLFFinancial Select Sector SPDR Fund$5,076,520$486,048 ▲10.6%102,8260.6%ETFAMGNAmgen$5,004,715$106,259 ▼-2.1%14,2240.6%MedicalABBVAbbVie$4,969,647$30,884 ▼-0.6%22,8500.6%MedicalXOMExxonMobil$4,636,419$3,725,185 ▼-44.6%27,3280.6%EnergyLINDE PLC$4,250,647$136,334 ▼-3.1%8,5740.5%SHSXLREReal Estate Select Sector SPDR Fund$4,189,240$34,011 ▲0.8%102,6020.5%ETFIHAKiShares Cybersecurity and Tech ETF$4,098,692$16,020 ▼-0.4%93,8990.5%ETFLLYEli Lilly and Company$4,075,501$201,430 ▼-4.7%4,4310.5%MedicalCVXChevron$3,883,720$2,013,965 ▼-34.1%18,7710.5%EnergyXLVHealth Care Select Sector SPDR Fund$3,848,366$13,781 ▼-0.4%26,2490.5%ETFXLCCommunication Services Select Sector SPDR Fund$3,693,745$62,636 ▲1.7%33,3190.5%ETFDISWalt Disney$3,678,921$129,535 ▲3.6%38,1710.4%Consumer DiscretionarySCHWCharles Schwab$3,564,955$40,975 ▼-1.1%37,9330.4%FinanceTMOThermo Fisher Scientific$3,504,645$4,424 ▼-0.1%7,1300.4%MedicalISRGIntuitive Surgical$3,380,440$99,113 ▲3.0%7,3330.4%MedicalSHELShell$3,352,581$72,448 ▲2.2%36,0490.4%EnergyTE CONNECTIVITY PLC$3,312,758$19,021 ▲0.6%15,8490.4%ORD SHSXLYConsumer Discretionary Select Sector SPDR Fund$3,308,742$126,635 ▲4.0%30,3610.4%FinanceGLDSPDR Gold Shares$3,295,1610.0%7,6580.4%FinanceEMREmerson Electric$3,239,601$70,358 ▼-2.1%24,7260.4%IndustrialsCBChubb$3,160,392$131,357 ▼-4.0%9,6960.4%FinanceQCOMQualcomm$3,132,303$3,157,801 ▼-50.2%24,3230.4%Computer and TechnologyBRK.BBerkshire Hathaway$3,035,733$14,376 ▼-0.5%6,3350.4%FinanceROPER TECHNOLOGIES INC$3,017,097$376,164 ▼-11.1%8,5260.4%COMSCHFSchwab International Equity ETF$2,993,810$75,983 ▼-2.5%120,9620.4%ETFHDHome Depot$2,978,553$16,116 ▼-0.5%9,0560.4%Retail/WholesaleSPGIS&P Global$2,819,579$1,380,228 ▼-32.9%6,6290.3%FinanceAJGArthur J. Gallagher & Co.$2,795,615$38,768 ▼-1.4%12,9080.3%FinanceKOCocaCola$2,751,390$64,948 ▼-2.3%36,1780.3%Consumer StaplesNFLXNetflix$2,455,768$48,171 ▼-1.9%25,5410.3%Consumer DiscretionaryRCLRoyal Caribbean Cruises$2,410,416$2,410,416 ▲New Holding8,7590.3%Consumer DiscretionaryXLPConsumer Staples Select Sector SPDR Fund$2,406,523$738 ▼0.0%29,3550.3%ETFXYLXylem$2,389,164$22,108 ▼-0.9%19,9930.3%Business ServicesMASMasco$2,211,778$68,520 ▼-3.0%36,6370.3%ConstructionXLEEnergy Select Sector SPDR Fund$2,114,267$114,863 ▼-5.2%34,5130.3%ETFGOOGLAlphabet$1,663,535$35,370 ▼-2.1%5,7850.2%Computer and TechnologyBSXBoston Scientific$1,651,518$19,013 ▲1.2%26,3190.2%MedicalXLBMaterials Select Sector SPDR Fund$1,632,970$90,396 ▲5.9%32,6790.2%ETFCRMSalesforce$1,628,323$26,507 ▲1.7%8,7230.2%Computer and TechnologyORCLOracle$1,503,759$9,415 ▼-0.6%10,2220.2%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$1,393,535$381,116 ▼-21.5%24,5860.2%ETFJNJJohnson & Johnson$1,241,756$18,577 ▼-1.5%5,0800.2%MedicalTPLTexas Pacific Land$1,187,824$664,384 ▼-35.9%2,5030.1%EnergyIJRiShares Core S&P Small-Cap ETF$1,086,101$55,815 ▼-4.9%8,7370.1%ETFMETAMeta Platforms$1,004,661$7,438 ▼-0.7%1,7560.1%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$930,614$136,495 ▼-12.8%18,3880.1%ETFQQQInvesco QQQ$921,180$17,893 ▼-1.9%1,5960.1%FinanceVUGVanguard Growth ETF$669,6000.0%1,5330.1%ETFADBEAdobe$631,279$59,555 ▼-8.6%2,5970.1%Computer and TechnologyWALMART INC$624,507$8,451 ▼-1.3%5,0250.1%COMLAM RESEARCH CORP$616,4100.0%2,8850.1%COM NEWNUENucor$614,1720.0%3,6320.1%Basic MaterialsINTUIntuit$590,199$129,714 ▼-18.0%1,3650.1%Computer and TechnologyNVRIEnviri$565,5470.0%28,8250.1%Business ServicesSCHOSchwab Short-Term U.S. Treasury ETF$518,408$36,696 ▼-6.6%21,3600.1%ETFDHSWisdomTree U.S. High Dividend Fund$513,3340.0%4,7000.1%FinanceMRKMerck & Co., Inc.$483,085$3,488 ▼-0.7%4,0160.1%MedicalVOOVanguard S&P 500 ETF$467,2850.0%7820.1%ETFAVGOBroadcom$459,932$6,190 ▼-1.3%1,4860.1%Computer and TechnologyABNBAirbnb$443,622$94,710 ▼-17.6%3,5130.1%Consumer DiscretionaryPANWPalo Alto Networks$428,215$54,990 ▲14.7%2,6710.1%Computer and TechnologyABTAbbott Laboratories$417,8670.0%4,0700.1%MedicalEVERPURE INC$417,118$45,992 ▲12.4%7,0650.1%CL APFFDGlobal X U.S. Preferred ETF$408,830$114,503 ▼-21.9%22,2190.0%ETFGILDGilead Sciences$408,494$408,494 ▲New Holding2,9310.0%MedicalIWOiShares Russell 2000 Growth ETF$392,2630.0%1,2500.0%ETFCATCaterpillar$381,1520.0%5380.0%IndustrialsMCDMcDonald's$373,5700.0%1,2020.0%Retail/WholesaleGSThe Goldman Sachs Group$369,6980.0%4370.0%FinancePHParker-Hannifin$344,6680.0%3850.0%IndustrialsIJHiShares Core S&P Mid-Cap ETF$337,9880.0%5,0050.0%ETFDELLDell Technologies$335,3180.0%2,0430.0%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$323,6960.0%2,9510.0%ETFNEMNewmont$319,2300.0%2,9490.0%Basic MaterialsICLNiShares Global Clean Energy ETF$312,3020.0%17,0750.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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