Nelson Capital Management, LLC - Q12026 Holdings

Nelson Capital Management, LLC holds 108 stocks with a total portfolio value of $ 819.22M as of Q12026. In Q12026, Nelson Capital Management, LLC added 3 new positions, increased stakes in 23 stocks, reduced 61 holdings, and fully exited 2 positions. The largest holding is Nvidia Corporation (NVDA), representing 34.71% of the total portfolio.