Sponsored

The Analysis of Nelson Capital Management, LLC's Holdings & P&L

Currently, Nelson Capital Management, LLC holds 108 types of securities in its portfolio with a total value $819.2M. In the most recent quarter, they have increased their positions in NVDA (+29.9K shares, valued at $5.2M), XLK (+34.4K shares, valued at $4.6M), IGSB (+64.3K shares, valued at $3.4M); decreased their positions in XOM (-22.0K shares, valued at $3.7M), QCOM (-24.5K shares, valued at $3.2M), CVX (-9.7K shares, valued at $2.0M); initiated new positions in RCL (+8.8K shares, valued at $2.4M), GILD (+2.9K shares, valued at $408.5K), PEP (+1.3K shares, valued at $201.7K).

1M P&L

+45.2M+5.34%

3M P&L

+59.8M+7.20%

HY P&L

+89.7M+11.19%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors287.5M

36.8%

2N/A272.9M

34.9%

3Software - Infrastructure27.7M

3.5%

Top Industries by Stock Count

1N/A36 stocks

36.7%

2Drug Manufacturers - General5 stocks

5.1%

3Software - Application4 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION1.6M shares1.87%2026-03-312026-05-07

VEA VANGUARD TAX-MANAGED FDS686.0K shares6.65%2026-03-312026-05-07

IGSB ISHARES TR724.9K shares9.73%2026-03-312026-05-07

XLK SELECT SECTOR SPDR TR197.5K shares21.11%2026-03-312026-05-07

MSFT MICROSOFT CORP69.6K shares1.48%2026-03-312026-05-07

SPTS SPDR SERIES TRUST880.2K shares1.72%2026-03-312026-05-07

AAPL APPLE INC94.2K shares-1.84%2026-03-312026-05-07

ALPHABET INC ALPHABET INC77.7K shares-1.91%2026-03-312026-05-07

Sponsored

XLI SELECT SECTOR SPDR TR125.6K shares-2.70%2026-03-312026-05-07

VB VANGUARD INDEX FDS62.7K shares-0.28%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO42.6K shares-2.17%2026-03-312026-05-07

AMZN AMAZON COM INC58.7K shares-1.78%2026-03-312026-05-07

VPU VANGUARD WORLD FD61.5K shares0.16%2026-03-312026-05-07

AEM AGNICO EAGLE MINES LTD55.6K shares-1.71%2026-03-312026-05-07

VWO VANGUARD INTL EQUITY INDEX F197.1K shares25.24%2026-03-312026-05-07

CSCO CISCO SYS INC134.4K shares-0.84%2026-03-312026-05-07

Sponsored

EMXC ISHARES INC125.6K shares-2.80%2026-03-312026-05-07

SPY STATE STR SPDR S&P 500 ETF T14.8K shares-1.91%2026-03-312026-05-07

COST COSTCO WHOLESALE CORPORATION9.6K shares-1.72%2026-03-312026-05-07

V VISA INC30.2K shares-1.00%2026-03-312026-05-07

IVV ISHARES TR13.0K shares-5.23%2026-03-312026-05-07

XCEM COLUMBIA ETF TR II181.6K shares13.58%2026-03-312026-05-07

TJX TJX COS INC NEW46.1K shares0.45%2026-03-312026-05-07

PG PROCTER & GAMBLE CO47.5K shares-0.69%2026-03-312026-05-07

Sponsored

SYK STRYKER CORPORATION15.8K shares-1.37%2026-03-312026-05-07

XLF SELECT SECTOR SPDR TR102.8K shares10.59%2026-03-312026-05-07

AMGN AMGEN INC14.2K shares-2.08%2026-03-312026-05-07

ABBV ABBVIE INC22.9K shares-0.62%2026-03-312026-05-07

XOM EXXON MOBIL CORP27.3K shares-44.55%2026-03-312026-05-07

LINDE PLC LINDE PLC8.6K shares-3.11%2026-03-312026-05-07

XLRE SELECT SECTOR SPDR TR102.6K shares0.82%2026-03-312026-05-07

IHAK ISHARES TR93.9K shares-0.39%2026-03-312026-05-07

Sponsored

LLY ELI LILLY & CO4.4K shares-4.71%2026-03-312026-05-07

CVX CHEVRON CORPORATION18.8K shares-34.15%2026-03-312026-05-07

XLV SELECT SECTOR SPDR TR26.2K shares-0.36%2026-03-312026-05-07

XLC SELECT SECTOR SPDR TR33.3K shares1.72%2026-03-312026-05-07

DIS DISNEY WALT CO38.2K shares3.65%2026-03-312026-05-07

SCHW SCHWAB CHARLES CORP37.9K shares-1.14%2026-03-312026-05-07

TMO THERMO FISHER SCIENTIFIC INC7.1K shares-0.13%2026-03-312026-05-07

ISRG INTUITIVE SURGICAL INC7.3K shares3.02%2026-03-312026-05-07

Sponsored

SHEL SHELL PLC36.0K shares2.21%2026-03-312026-05-07

TE CONNECTIVITY PLC TE CONNECTIVITY PLC15.8K shares0.58%2026-03-312026-05-07

XLY SELECT SECTOR SPDR TR30.4K shares3.98%2026-03-312026-05-07

GLD SPDR GOLD TR7.7K shares0.00%2026-03-312026-05-07

EMR EMERSON ELEC CO24.7K shares-2.13%2026-03-312026-05-07

CB CHUBB LTD SWITZ9.7K shares-3.99%2026-03-312026-05-07

QCOM QUALCOMM INC24.3K shares-50.20%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.3K shares-0.47%2026-03-312026-05-07

Sponsored

ROP ROPER TECHNOLOGIES INC8.5K shares-11.09%2026-03-312026-05-07

SCHF SCHWAB STRATEGIC TR121.0K shares-2.48%2026-03-312026-05-07

HD HOME DEPOT INC9.1K shares-0.54%2026-03-312026-05-07

SPGI S&P GLOBAL INC6.6K shares-32.86%2026-03-312026-05-07

AJG GALLAGHER ARTHUR J & CO12.9K shares-1.37%2026-03-312026-05-07

KO COCA COLA CO36.2K shares-2.31%2026-03-312026-05-07

NFLX NETFLIX INC.25.5K shares-1.92%2026-03-312026-05-07

RCL ROYAL CARIBBEAN GROUP8.8K sharesnew addition2026-03-312026-05-07

Sponsored

XLP SELECT SECTOR SPDR TR29.4K shares-0.03%2026-03-312026-05-07

XYL XYLEM INC20.0K shares-0.92%2026-03-312026-05-07

MAS MASCO CORP36.6K shares-3.00%2026-03-312026-05-07

XLE SELECT SECTOR SPDR TR34.5K shares-5.15%2026-03-312026-05-07

ALPHABET INC ALPHABET INC5.8K shares-2.08%2026-03-312026-05-07

BSX BOSTON SCIENTIFIC CORP26.3K shares1.16%2026-03-312026-05-07

XLB SELECT SECTOR SPDR TR32.7K shares5.86%2026-03-312026-05-07

CRM SALESFORCE INC8.7K shares1.65%2026-03-312026-05-07

Sponsored

ORCL ORACLE CORP10.2K shares-0.62%2026-03-312026-05-07

JEPI J P MORGAN EXCHANGE TRADED F24.6K shares-21.48%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON5.1K shares-1.47%2026-03-312026-05-07

TPL TEXAS PACIFIC LAND CORPORATI2.5K shares-35.87%2026-03-312026-05-07

IJR ISHARES TR8.7K shares-4.89%2026-03-312026-05-07

META META PLATFORMS INC1.8K shares-0.73%2026-03-312026-05-07

JPST J P MORGAN EXCHANGE TRADED F18.4K shares-12.79%2026-03-312026-05-07

INVESCO QQQ TR INVESCO QQQ TR1.6K shares-1.91%2026-03-312026-05-07

Sponsored

VUG VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-05-07

ADBE ADOBE INC2.6K shares-8.62%2026-03-312026-05-07

WMT WALMART INC5.0K shares-1.34%2026-03-312026-05-07

LAM RESEARCH CORP LAM RESEARCH CORP2.9K shares0.00%2026-03-312026-05-07

NUE NUCOR CORP3.6K shares0.00%2026-03-312026-05-07

INTU INTUIT1.4K shares-18.02%2026-03-312026-05-07

NVRI ENVIRI CORP28.8K shares0.00%2026-03-312026-05-07

SCHO SCHWAB STRATEGIC TR21.4K shares-6.61%2026-03-312026-05-07

Sponsored

DHS WISDOMTREE TR4.7K shares0.00%2026-03-312026-05-07

MERCK & CO INC MERCK & CO INC4.0K shares-0.72%2026-03-312026-05-07

VANGUARD INDEX FDS VANGUARD INDEX FDS782 shares0.00%2026-03-312026-05-07

BROADCOM INC BROADCOM INC1.5K shares-1.33%2026-03-312026-05-07

ABNB AIRBNB INC3.5K shares-17.59%2026-03-312026-05-07

PANW PALO ALTO NETWORKS INC2.7K shares14.73%2026-03-312026-05-07

ABT ABBOTT LABORATORIES4.1K shares0.00%2026-03-312026-05-07

PSTG EVERPURE INC7.1K shares12.39%2026-03-312026-05-07

Sponsored

PFFD GLOBAL X FDS22.2K shares-21.88%2026-03-312026-05-07

GILD GILEAD SCIENCES INC2.9K sharesnew addition2026-03-312026-05-07

IWO ISHARES TR1.3K shares0.00%2026-03-312026-05-07

CAT CATERPILLAR INC538 shares0.00%2026-03-312026-05-07

MCD MCDONALDS CORP1.2K shares0.00%2026-03-312026-05-07

GS GOLDMAN SACHS GROUP INC437 shares0.00%2026-03-312026-05-07

PH PARKER-HANNIFIN CORP385 shares0.00%2026-03-312026-05-07

IJH ISHARES TR5.0K shares0.00%2026-03-312026-05-07

Sponsored

DELL DELL TECHNOLOGIES INC2.0K shares0.00%2026-03-312026-05-07

VONG VANGUARD SCOTTSDALE FDS3.0K shares0.00%2026-03-312026-05-07

NEM NEWMONT CORP2.9K shares0.00%2026-03-312026-05-07

ICLN ISHARES TR17.1K shares0.00%2026-03-312026-05-07

IBM INTERNATIONAL BUSINESS MACHS1.2K shares-5.60%2026-03-312026-05-07

VZ VERIZON COMMUNICATIONS INC5.2K shares-22.53%2026-03-312026-05-07

TSLA TESLA INC645 shares-19.98%2026-03-312026-05-07

PM PHILIP MORRIS INTL INC1.4K shares-42.04%2026-03-312026-05-07

Sponsored

XME SPDR SERIES TRUST2.0K shares0.00%2026-03-312026-05-07

IWM ISHARES TR830 shares0.00%2026-03-312026-05-07

PEP PEPSICO INC1.3K sharesnew addition2026-03-312026-05-07

CRBU CARIBOU BIOSCIENCES INC58.7K shares0.00%2026-03-312026-05-07

NVDA

NVIDIA CORPORATION

1.87%

Shares1.6M

Event2026-03-31

Filed2026-05-07

VEA

VANGUARD TAX-MANAGED FDS

6.65%

Shares686.0K

Event2026-03-31

Filed2026-05-07

IGSB

ISHARES TR

9.73%

Shares724.9K

Event2026-03-31

Filed2026-05-07

XLK

SELECT SECTOR SPDR TR

21.11%

Shares197.5K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

1.48%

Shares69.6K

Event2026-03-31

Filed2026-05-07

SPTS

SPDR SERIES TRUST

1.72%

Shares880.2K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

-1.84%

Shares94.2K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

-1.91%

Shares77.7K

Event2026-03-31

Filed2026-05-07

XLI

SELECT SECTOR SPDR TR

-2.70%

Shares125.6K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

-0.28%

Shares62.7K

Event2026-03-31

Filed2026-05-07

JPM

JPMORGAN CHASE & CO

-2.17%

Shares42.6K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

-1.78%

Shares58.7K

Event2026-03-31

Filed2026-05-07

VPU

VANGUARD WORLD FD

0.16%

Shares61.5K

Event2026-03-31

Filed2026-05-07

AEM

AGNICO EAGLE MINES LTD

-1.71%

Shares55.6K

Event2026-03-31

Filed2026-05-07

VWO

VANGUARD INTL EQUITY INDEX F

25.24%

Shares197.1K

Event2026-03-31

Filed2026-05-07

CSCO

CISCO SYS INC

-0.84%

Shares134.4K

Event2026-03-31

Filed2026-05-07

EMXC

ISHARES INC

-2.80%

Shares125.6K

Event2026-03-31

Filed2026-05-07

SPY

STATE STR SPDR S&P 500 ETF T

-1.91%

Shares14.8K

Event2026-03-31

Filed2026-05-07

COST

COSTCO WHOLESALE CORPORATION

-1.72%

Shares9.6K

Event2026-03-31

Filed2026-05-07

VISA INC

-1.00%

Shares30.2K

Event2026-03-31

Filed2026-05-07

IVV

ISHARES TR

-5.23%

Shares13.0K

Event2026-03-31

Filed2026-05-07

XCEM

COLUMBIA ETF TR II

13.58%

Shares181.6K

Event2026-03-31

Filed2026-05-07

TJX

TJX COS INC NEW

0.45%

Shares46.1K

Event2026-03-31

Filed2026-05-07

PROCTER & GAMBLE CO

-0.69%

Shares47.5K

Event2026-03-31

Filed2026-05-07

SYK

STRYKER CORPORATION

-1.37%

Shares15.8K

Event2026-03-31

Filed2026-05-07

XLF

SELECT SECTOR SPDR TR

10.59%

Shares102.8K

Event2026-03-31

Filed2026-05-07

AMGN

AMGEN INC

-2.08%

Shares14.2K

Event2026-03-31

Filed2026-05-07

ABBV

ABBVIE INC

-0.62%

Shares22.9K

Event2026-03-31

Filed2026-05-07

XOM

EXXON MOBIL CORP

-44.55%

Shares27.3K

Event2026-03-31

Filed2026-05-07

LINDE PLC

-3.11%

Shares8.6K

Event2026-03-31

Filed2026-05-07

XLRE

SELECT SECTOR SPDR TR

0.82%

Shares102.6K

Event2026-03-31

Filed2026-05-07

IHAK

ISHARES TR

-0.39%

Shares93.9K

Event2026-03-31

Filed2026-05-07

LLY

ELI LILLY & CO

-4.71%

Shares4.4K

Event2026-03-31

Filed2026-05-07

CVX

CHEVRON CORPORATION

-34.15%

Shares18.8K

Event2026-03-31

Filed2026-05-07

XLV

SELECT SECTOR SPDR TR

-0.36%

Shares26.2K

Event2026-03-31

Filed2026-05-07

XLC

SELECT SECTOR SPDR TR

1.72%

Shares33.3K

Event2026-03-31

Filed2026-05-07

DIS

DISNEY WALT CO

3.65%

Shares38.2K

Event2026-03-31

Filed2026-05-07

SCHW

SCHWAB CHARLES CORP

-1.14%

Shares37.9K

Event2026-03-31

Filed2026-05-07

TMO

THERMO FISHER SCIENTIFIC INC

-0.13%

Shares7.1K

Event2026-03-31

Filed2026-05-07

ISRG

INTUITIVE SURGICAL INC

3.02%

Shares7.3K

Event2026-03-31

Filed2026-05-07

SHEL

SHELL PLC

2.21%

Shares36.0K

Event2026-03-31

Filed2026-05-07

TE CONNECTIVITY PLC

0.58%

Shares15.8K

Event2026-03-31

Filed2026-05-07

XLY

SELECT SECTOR SPDR TR

3.98%

Shares30.4K

Event2026-03-31

Filed2026-05-07

GLD

SPDR GOLD TR

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-07

EMR

EMERSON ELEC CO

-2.13%

Shares24.7K

Event2026-03-31

Filed2026-05-07

CHUBB LTD SWITZ

-3.99%

Shares9.7K

Event2026-03-31

Filed2026-05-07

QCOM

QUALCOMM INC

-50.20%

Shares24.3K

Event2026-03-31

Filed2026-05-07

BERKSHIRE HATHAWAY INC DEL

-0.47%

Shares6.3K

Event2026-03-31

Filed2026-05-07

ROP

ROPER TECHNOLOGIES INC

-11.09%

Shares8.5K

Event2026-03-31

Filed2026-05-07

SCHF

SCHWAB STRATEGIC TR

-2.48%

Shares121.0K

Event2026-03-31

Filed2026-05-07

HOME DEPOT INC

-0.54%

Shares9.1K

Event2026-03-31

Filed2026-05-07

SPGI

S&P GLOBAL INC

-32.86%

Shares6.6K

Event2026-03-31

Filed2026-05-07

AJG

GALLAGHER ARTHUR J & CO

-1.37%

Shares12.9K

Event2026-03-31

Filed2026-05-07

COCA COLA CO

-2.31%

Shares36.2K

Event2026-03-31

Filed2026-05-07

NFLX

NETFLIX INC.

-1.92%

Shares25.5K

Event2026-03-31

Filed2026-05-07

RCL

ROYAL CARIBBEAN GROUP

New

Shares8.8K

Event2026-03-31

Filed2026-05-07

XLP

SELECT SECTOR SPDR TR

-0.03%

Shares29.4K

Event2026-03-31

Filed2026-05-07

XYL

XYLEM INC

-0.92%

Shares20.0K

Event2026-03-31

Filed2026-05-07

MAS

MASCO CORP

-3.00%

Shares36.6K

Event2026-03-31

Filed2026-05-07

XLE

SELECT SECTOR SPDR TR

-5.15%

Shares34.5K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

-2.08%

Shares5.8K

Event2026-03-31

Filed2026-05-07

BSX

BOSTON SCIENTIFIC CORP

1.16%

Shares26.3K

Event2026-03-31

Filed2026-05-07

XLB

SELECT SECTOR SPDR TR

5.86%

Shares32.7K

Event2026-03-31

Filed2026-05-07

CRM

SALESFORCE INC

1.65%

Shares8.7K

Event2026-03-31

Filed2026-05-07

ORCL

ORACLE CORP

-0.62%

Shares10.2K

Event2026-03-31

Filed2026-05-07

JEPI

J P MORGAN EXCHANGE TRADED F

-21.48%

Shares24.6K

Event2026-03-31

Filed2026-05-07

JNJ

JOHNSON & JOHNSON

-1.47%

Shares5.1K

Event2026-03-31

Filed2026-05-07

TPL

TEXAS PACIFIC LAND CORPORATI

-35.87%

Shares2.5K

Event2026-03-31

Filed2026-05-07

IJR

ISHARES TR

-4.89%

Shares8.7K

Event2026-03-31

Filed2026-05-07