Nelson Capital Management, LLC - Q22026 Holdings

Nelson Capital Management, LLC holds 120 stocks with a total portfolio value of $ 911.58M as of Q22026. In Q22026, Nelson Capital Management, LLC added 16 new positions, increased stakes in 40 stocks, reduced 44 holdings, and fully exited 4 positions. The largest holding is Nvidia Corporation (NVDA), representing 35.25% of the total portfolio.