Nelson Capital Management, LLC
CIK 1512611
13F filing for Q2 2026・No. 2,736
- Holdings
- US$911.58M
- Quarter change
- +US$92.36M
- Entries
- 120
- Net bought (estimate)
- −US$2.45M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 16
- Sold out 4
- Cut 44
- Added 39
- Corporate actions 0
- Unchanged 21
Largest holdings
120 stocks worth US$911.58M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 1,606,013 | US$321.35M | 35.25% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 694,445 | US$49.48M | 5.43% |
| ISHARES TRISHS 1-5YR INVS | Added | 776,458 | US$40.69M | 4.46% |
| SELECT SECTOR SPDR TRST STR TECHN ETF | Added | 200,639 | US$38.23M | 4.19% |
| GOOGALPHABET INCCAP STK CL C | Cut | 76,367 | US$26.98M | 2.96% |
| AAPLAppleCOM | Cut | 93,035 | US$26.92M | 2.95% |
| MSFTMicrosoftCOM | Added | 69,664 | US$25.99M | 2.85% |
| SPDR SERIES TRUSTST SHO TREAS ETF | Cut | 864,508 | US$25.08M | 2.75% |
| XLISELECT SECTOR SPDR TRST STR INDL ETF | Cut | 124,403 | US$23.04M | 2.53% |
| VANGUARD INDEX FDSSMALL CP ETF | Cut | 61,952 | US$18.78M | 2.06% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.