Nelson Capital Management, LLC

Q1 2026 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$819,222
Net value change ($000)
-35,369 (-4.1%)
New positions
3
Sold out positions
2
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEA 3,778 9.4%
IGSB 3,168 9.1%
XLK 2,770 11.8%
RCL 2,410 NEW
VWO 2,193 25.9%
AEM 1,694 17.7%
XCEM 1,278 20.8%
COST 1,144 13.6%
VPU 825 7.3%
SHEL 761 29.4%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -14,150 -4.7%
MSFT -7,410 -22.3%
BKNG -5,886 -100.0%
QCOM -5,223 -62.5%
GOOGL -2,567 -10.3%
SPGI -2,340 -45.3%
AAPL -2,182 -8.4%
V -1,571 -14.7%
AMZN -1,569 -11.4%
JPM -1,499 -10.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type