StockDriftsStockDriftsTop 50 Nelson Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 35.25% | 1.61M | $321.3M | -1.49%(-24.34K) | $73.05(+209.46%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.43% | 694.4K | $49.5M | +1.23%(+8.47K) | $47.57(+55.58%) | 2026-06-30 | |
| IGSB | ISHARES TR | 4.46% | 776.5K | $40.7M | +7.11%(+51.55K) | $51.37(+1.54%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 4.19% | 200.6K | $38.2M | +1.58%(+3.12K) | $93.95(+103.01%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.96% | 76.4K | $27.0M | -1.72%(-1.33K) | $40.61(+743.82%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.95% | 93.0K | $26.9M | -1.21%(-1.14K) | $73.14(+317.54%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.85% | 69.7K | $26.0M | +0.03%(+23) | $152.04(+219.71%) | 2026-06-30 | |
| SPTS | SPDR SERIES TRUST | 2.75% | 864.5K | $25.1M | -1.78%(-15.66K) | $29.52(-1.87%) | 2026-06-30 | |
| XLI | SELECT SECTOR SPDR TR | 2.53% | 124.4K | $23.0M | -0.94%(-1.18K) | $97.36(+92.42%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 2.06% | 62.0K | $18.8M | -1.17%(-734) | $154.18(+100.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +27.74% | +108.42% | +15.15% | +102.44% |
| Top 20 Holdings Unweighted | +20.11% | +73.29% | +9.88% | +60.19% |
Nelson Capital Management, LLC reports $911.58M in US-listed equity holdings across 120 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (35.3%), VEA (5.4%) and IGSB (4.5%). The top 20 holdings account for 78.83% of reported assets. Its disclosed equity book has returned +108.42% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Nelson Capital Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1512611). View Nelson Capital Management, LLC’s 13F filings on SEC