Nelson Capital Management, LLC
CIK
1512611
Location
MENLO PARK, CA
Portfolio Value
Micro
$16,459,990
Diversification
Highly concentrated
Filing Date
Global Rank
#2,519
/ 8,588
▼ 74
Top Industry
Semiconductors
55.1%
3Y Alpha vs SPY
-1.1%
Period ended 3 months ago
Filed May 7, 2026 · 41d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+71.8%
SPY
+76.8%
Annualised alpha
-1.1%
Max drawdown
−21.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
72 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
53.1%
+1.8 pts
Top 5
66.9%
+0.7 pts
Top 10
76.3%
+1.6 pts
HHI
2,902
Highly concentrated+178
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 67.3% | $360,816,091 |
| Financial Services | 7.0% | $37,402,436 |
| Healthcare | 5.7% | $30,443,802 |
| Consumer Cyclical | 4.9% | $26,040,402 |
| Consumer Defensive | 3.8% | $20,246,075 |
| Basic Materials | 3.1% | $16,459,990 |
| Unclassified | 2.6% | $13,815,357 |
| Energy | 2.4% | $13,060,567 |
| Communication Services | 1.7% | $9,061,762 |
| Industrials | 1.6% | $8,566,356 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +29,904 | 1,630,355 | $284,333,912 | |
| DIS | Walt Disney Co | +1,344 | 38,171 | $3,678,920 | |
| MSFT | Microsoft Corp | +1,014 | 69,641 | $25,779,008 | |
| P | Everpure, Inc. | +779 | 7,065 | $417,117 | |
| SHEL | Shell plc | +779 | 36,049 | $3,352,557 | |
| PANW | Palo Alto Networks Inc | +343 | 2,671 | $428,214 | |
| BSX | Boston Scientific Corp | +303 | 26,319 | $1,651,517 | |
| ISRG | Intuitive Surgical Inc | +215 | 7,333 | $3,380,439 | |
| TJX | Tjx Companies Inc /De/ | +208 | 46,117 | $7,364,884 | |
| CRM | Salesforce, Inc. | +142 | 8,723 | $1,628,322 | |
| TEL | TE Connectivity plc | +91 | 15,849 | $3,312,757 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QCOM | Qualcomm Inc/De | −24,521 | 24,323 | $3,132,315 | |
| XOM | Exxon Mobil Corp | −21,957 | 27,328 | $4,636,468 | |
| CVX | Chevron Corp | −9,734 | 18,771 | $3,883,719 | |
| SPGI | S&P Global Inc. | −3,245 | 6,629 | $2,819,578 | |
| AAPL | Apple Inc. | −1,770 | 94,170 | $23,899,404 | |
| VZ | Verizon Communications Inc | −1,500 | 5,157 | $258,881 | |
| TPL | Texas Pacific Land Corp | −1,400 | 2,503 | $1,187,823 | |
| CSCO | Cisco Systems, Inc. | −1,136 | 134,407 | $10,428,639 | |
| MAS | Masco Corp /De/ | −1,135 | 36,637 | $2,211,775 | |
| ROP | Roper Technologies Inc | −1,063 | 8,526 | $3,017,010 | |
| AMZN | Amazon Com Inc | −1,062 | 58,721 | $12,229,822 | |
| PM | Philip Morris International Inc. | −1,004 | 1,384 | $228,830 | |
| AEM | Agnico Eagle Mines Ltd | −967 | 55,552 | $11,275,944 | |
| JPM | Jpmorgan Chase & Co | −946 | 42,574 | $12,523,567 | |
| KO | Coca Cola Co | −854 | 36,178 | $2,751,336 | |
| ABNB | Airbnb, Inc. | −750 | 3,513 | $443,621 | |
| EMR | Emerson Electric Co | −537 | 24,726 | $3,239,600 | |
| NFLX | Netflix Inc | −501 | 25,541 | $2,455,767 | |
| SCHW | Schwab Charles Corp | −436 | 37,933 | $3,564,943 | |
| CB | Chubb Ltd | −403 | 9,696 | $3,160,217 | |
| PG | PROCTER & GAMBLE Co | −329 | 47,480 | $6,858,011 | |
| V | Visa Inc. | −304 | 30,218 | $9,133,088 | |
| AMGN | Amgen Inc | −302 | 14,224 | $5,004,714 | |
| INTU | Intuit Inc. | −300 | 1,365 | $590,198 | |
| SPY | Spdr S&P 500 ETF Trust | −288 | 14,760 | $9,599,018 | |
| No positions match the current search. | |||||
4 positions ·
$16,459,990 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Reduced | 55,552 | $11,275,944 | 68.51% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 8,574 | $4,250,646 | 25.82% | |
| NUE |
Nucor Corp
Basic Materials
|
Held | 3,632 | $614,171 | 3.73% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Held | 2,949 | $319,229 | 1.94% |