Nelson Capital Management, LLC
Top Portfolio Positions
72 positions ·
$535,912,838 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,630,355 | $284,333,912 | 53.06% | |
| MSFT |
Microsoft Corp
Technology
|
69,641 | $25,779,008 | 4.81% | |
| AAPL |
Apple Inc.
Technology
|
94,170 | $23,899,404 | 4.46% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
42,574 | $12,523,567 | 2.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
58,721 | $12,229,822 | 2.28% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
55,552 | $11,275,944 | 2.10% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
134,407 | $10,428,639 | 1.95% | |
| SPY |
Spdr S&P 500 ETF Trust
|
14,760 | $9,599,018 | 1.79% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
9,616 | $9,581,670 | 1.79% | |
| V |
Visa Inc.
Financial Services
|
30,218 | $9,133,088 | 1.70% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NVRI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $0 | 28,825 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $0 | 28,825 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $0 | 28,825 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $0 | 28,825 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $0 | 28,825 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $0 | 28,825 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $0 | 28,825 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $0 | 37,650 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $0 | 37,650 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $0 | 37,650 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $0 | 37,650 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $0 | 37,650 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $0 | 20,000 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $0 | 20,000 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $0 | 37,650 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $0 | 37,650 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $0 | 37,650 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $0 | 37,650 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $0 | 37,650 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $0 | 37,650 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $0 | 57,650 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $0 | 57,650 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $0 | 57,650 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $0 | 77,650 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $0 | 77,650 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||