StockDriftsStockDriftsTop 50 Nelson Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 34.71% | 1.63M | $284.3M | +1.87%(+29.90K) | $73.05(+166.71%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.37% | 686.0K | $44.0M | +6.65%(+42.80K) | $47.33(+49.59%) | 2026-03-31 | |
| IGSB | ISHARES TR | 4.65% | 724.9K | $38.1M | +9.73%(+64.31K) | $51.30(+1.86%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 3.2% | 197.5K | $26.3M | +21.11%(+34.43K) | $92.92(+94.35%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.15% | 69.6K | $25.8M | +1.48%(+1.01K) | $151.96(+156.96%) | 2026-03-31 | |
| SPTS | SPDR SERIES TRUST | 3.14% | 880.2K | $25.7M | +1.72%(+14.88K) | $29.52(-1.94%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.92% | 94.2K | $23.9M | -1.84%(-1.77K) | $73.14(+321.98%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.72% | 77.7K | $22.3M | -1.91%(-1.51K) | $40.61(+777.14%) | 2026-03-31 | |
| XLI | SELECT SECTOR SPDR TR | 2.48% | 125.6K | $20.3M | -2.70%(-3.48K) | $97.36(+88.90%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 2% | 62.7K | $16.4M | -0.28%(-173) | $139.89(+114.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.52% | +97.75% |
| Top 20 Holdings Unweighted | +17.69% | +63.03% |
Sign up free to track Nelson Capital Management, LLC, compare funds side by side, and get alerts the moment positions change.