Nelson Capital Management as of March 31, 2026
Portfolio Holdings for Nelson Capital Management
Nelson Capital Management holds 108 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 34.7 | $284M | 1.6M | 174.40 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.4 | $44M | 686k | 64.08 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 4.7 | $38M | 725k | 52.56 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 3.2 | $26M | 198k | 132.90 | |
| Microsoft Corporation (MSFT) | 3.1 | $26M | 70k | 370.17 | |
| Spdr Series Trust State Street Spd (SPTS) | 3.1 | $26M | 880k | 29.18 | |
| Apple (AAPL) | 2.9 | $24M | 94k | 253.79 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.7 | $22M | 78k | 286.86 | |
| Select Sector Spdr Tr State Street Ind (XLI) | 2.5 | $20M | 126k | 161.73 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.0 | $16M | 63k | 261.92 | |
| JPMorgan Chase & Co. (JPM) | 1.5 | $13M | 43k | 294.16 | |
| Amazon (AMZN) | 1.5 | $12M | 59k | 208.27 | |
| Vanguard World Utilities Etf (VPU) | 1.5 | $12M | 62k | 198.14 | |
| Agnico (AEM) | 1.4 | $11M | 56k | 202.98 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.3 | $11M | 197k | 54.05 | |
| Cisco Systems (CSCO) | 1.3 | $10M | 134k | 77.59 | |
| Ishares Msci Emrg Chn (EMXC) | 1.2 | $9.9M | 126k | 78.66 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $9.6M | 15k | 650.32 | |
| Costco Wholesale Corporation (COST) | 1.2 | $9.6M | 9.6k | 996.40 | |
| Visa Com Cl A (V) | 1.1 | $9.1M | 30k | 302.24 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $8.5M | 13k | 653.19 | |
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.9 | $7.4M | 182k | 40.81 | |
| TJX Companies (TJX) | 0.9 | $7.4M | 46k | 159.70 | |
| Procter & Gamble Company (PG) | 0.8 | $6.9M | 48k | 144.44 | |
| Stryker Corporation (SYK) | 0.6 | $5.2M | 16k | 328.60 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 0.6 | $5.1M | 103k | 49.37 | |
| Amgen (AMGN) | 0.6 | $5.0M | 14k | 351.85 | |
| Abbvie (ABBV) | 0.6 | $5.0M | 23k | 217.49 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $4.6M | 27k | 169.66 | |
| Linde SHS (LIN) | 0.5 | $4.3M | 8.6k | 495.76 | |
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.5 | $4.2M | 103k | 40.83 | |
| Ishares Tr Cybersecurity (IHAK) | 0.5 | $4.1M | 94k | 43.65 | |
| Eli Lilly & Co. (LLY) | 0.5 | $4.1M | 4.4k | 919.77 | |
| Chevron Corporation (CVX) | 0.5 | $3.9M | 19k | 206.90 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.5 | $3.8M | 26k | 146.61 | |
| Select Sector Spdr Tr State Street Com (XLC) | 0.5 | $3.7M | 33k | 110.86 | |
| Walt Disney Company (DIS) | 0.4 | $3.7M | 38k | 96.38 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $3.6M | 38k | 93.98 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $3.5M | 7.1k | 491.54 | |
| Intuitive Surgical Com New (ISRG) | 0.4 | $3.4M | 7.3k | 460.99 | |
| Shell Spon Ads (SHEL) | 0.4 | $3.4M | 36k | 93.00 | |
| Te Connectivity Ord Shs (TEL) | 0.4 | $3.3M | 16k | 209.02 | |
| Select Sector Spdr Tr State Street Con (XLY) | 0.4 | $3.3M | 30k | 108.98 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $3.3M | 7.7k | 430.29 | |
| Emerson Electric (EMR) | 0.4 | $3.2M | 25k | 131.02 | |
| Chubb (CB) | 0.4 | $3.2M | 9.7k | 325.95 | |
| Qualcomm (QCOM) | 0.4 | $3.1M | 24k | 128.78 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.0M | 6.3k | 479.20 | |
| Roper Industries (ROP) | 0.4 | $3.0M | 8.5k | 353.87 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $3.0M | 121k | 24.75 | |
| Home Depot (HD) | 0.4 | $3.0M | 9.1k | 328.90 | |
| S&p Global (SPGI) | 0.3 | $2.8M | 6.6k | 425.34 | |
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $2.8M | 13k | 216.58 | |
| Coca-Cola Company (KO) | 0.3 | $2.8M | 36k | 76.05 | |
| Netflix (NFLX) | 0.3 | $2.5M | 26k | 96.15 | |
| Royal Caribbean Cruises (RCL) | 0.3 | $2.4M | 8.8k | 275.19 | |
| Select Sector Spdr Tr State Street Con (XLP) | 0.3 | $2.4M | 29k | 81.98 | |
| Xylem (XYL) | 0.3 | $2.4M | 20k | 119.50 | |
| Masco Corporation (MAS) | 0.3 | $2.2M | 37k | 60.37 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 0.3 | $2.1M | 35k | 61.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.7M | 5.8k | 287.56 | |
| Boston Scientific Corporation (BSX) | 0.2 | $1.7M | 26k | 62.75 | |
| Select Sector Spdr Tr State Street Mat (XLB) | 0.2 | $1.6M | 33k | 49.97 | |
| salesforce (CRM) | 0.2 | $1.6M | 8.7k | 186.67 | |
| Oracle Corporation (ORCL) | 0.2 | $1.5M | 10k | 147.11 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.4M | 25k | 56.68 | |
| Johnson & Johnson (JNJ) | 0.2 | $1.2M | 5.1k | 244.44 | |
| Texas Pacific Land Corp (TPL) | 0.1 | $1.2M | 2.5k | 474.56 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.1M | 8.7k | 124.31 | |
| Meta Platforms Cl A (META) | 0.1 | $1.0M | 1.8k | 572.13 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $931k | 18k | 50.61 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $921k | 1.6k | 577.18 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $670k | 1.5k | 436.79 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $631k | 2.6k | 243.08 | |
| Wal-Mart Stores (WMT) | 0.1 | $625k | 5.0k | 124.28 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $616k | 2.9k | 213.66 | |
| Nucor Corporation (NUE) | 0.1 | $614k | 3.6k | 169.10 | |
| Intuit (INTU) | 0.1 | $590k | 1.4k | 432.38 | |
| Harsco Corporation (NVRI) | 0.1 | $566k | 29k | 19.62 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $518k | 21k | 24.27 | |
| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $513k | 4.7k | 109.22 | |
| Merck & Co (MRK) | 0.1 | $483k | 4.0k | 120.29 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $467k | 782.00 | 597.55 | |
| Broadcom (AVGO) | 0.1 | $460k | 1.5k | 309.51 | |
| Airbnb Com Cl A (ABNB) | 0.1 | $444k | 3.5k | 126.28 | |
| Palo Alto Networks (PANW) | 0.1 | $428k | 2.7k | 160.32 | |
| Abbott Laboratories (ABT) | 0.1 | $418k | 4.1k | 102.67 | |
| Everpure Cl A (PSTG) | 0.1 | $417k | 7.1k | 59.04 | |
| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $409k | 22k | 18.40 | |
| Gilead Sciences (GILD) | 0.0 | $409k | 2.9k | 139.37 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $392k | 1.3k | 313.81 | |
| Caterpillar (CAT) | 0.0 | $381k | 538.00 | 708.46 | |
| McDonald's Corporation (MCD) | 0.0 | $374k | 1.2k | 310.79 | |
| Goldman Sachs (GS) | 0.0 | $370k | 437.00 | 845.99 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $345k | 385.00 | 895.24 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $338k | 5.0k | 67.53 | |
| Dell Technologies CL C (DELL) | 0.0 | $335k | 2.0k | 164.13 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $324k | 3.0k | 109.69 | |
| Newmont Mining Corporation (NEM) | 0.0 | $319k | 2.9k | 108.25 | |
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $312k | 17k | 18.29 | |
| International Business Machines (IBM) | 0.0 | $303k | 1.2k | 242.39 | |
| Verizon Communications (VZ) | 0.0 | $259k | 5.2k | 50.20 | |
| Tesla Motors (TSLA) | 0.0 | $240k | 645.00 | 371.75 | |
| Philip Morris International (PM) | 0.0 | $229k | 1.4k | 165.34 | |
| Spdr Series Trust State Street Spd (XME) | 0.0 | $212k | 2.0k | 108.01 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $206k | 830.00 | 248.00 | |
| Pepsi (PEP) | 0.0 | $202k | 1.3k | 155.29 | |
| Caribou Biosciences (CRBU) | 0.0 | $112k | 59k | 1.90 |
