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Latest Nelson Roberts Investment Advisors, LLC Stock Portfolio

$819Million– No. of Holdings #107

Nelson Roberts Investment Advisors, LLC Performance:
2026 Q1: -4.17%YTD: -4.17%2025: 25.22%
Performance for 2026 Q1 is -4.17%, and YTD is -4.17%, and 2025 is 25.22%.

About Nelson Roberts Investment Advisors, LLC and 13F Hedge Fund Stock Holdings

Nelson Capital Management, LLC is a hedge fund based in Menlo Park, CA. On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Nelson Capital Management, LLC reported an equity portfolio of $819.2 Millions as of 31 Mar, 2026.

The top stock holdings of Nelson Capital Management, LLC are NVDA, VEA, AAXJ. The fund has invested 34.7% of it's portfolio in NVIDIA CORPORATION and 5.4% of portfolio in VANGUARD TAX-MANAGED FDS.

The fund managers got completely rid off BOOKING HOLDINGS INC (BKNG) and DANAHER CORPORATION (DHR) stocks. They significantly reduced their stock positions in QUALCOMM INC (QCOM), EXXON MOBIL CORP (XOM) and PHILIP MORRIS INTL INC (PM). Nelson Capital Management, LLC opened new stock positions in ROYAL CARIBBEAN GROUP (RCL), GILEAD SCIENCES INC (GILD) and PEPSICO INC (PEP). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INTL EQUITY INDEX F (VEU), SELECT SECTOR SPDR TR (XLB) and PALO ALTO NETWORKS INC (PANW).
Nelson Roberts Investment Advisors, LLC Equity Portfolio Value
Last Reported on: 07 May, 2026

Nelson Roberts Investment Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Nelson Capital Management, LLC made a return of -4.17% in the last quarter. In trailing 12 months, it's portfolio return was 26.2%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
royal caribbean group2,410,420
gilead sciences inc408,494
pepsico inc201,722
New stocks bought by Nelson Roberts Investment Advisors, LLC

Additions

Ticker% Inc.
vanguard intl equity index f25.24
select sector spdr tr21.11
palo alto networks inc14.73
columbia etf tr ii13.58
everpure inc12.39
select sector spdr tr10.59
ishares tr9.73
vanguard tax-managed fds6.65
Additions to existing portfolio by Nelson Roberts Investment Advisors, LLC

Reductions

Ticker% Reduced
qualcomm inc-50.2
exxon mobil corp-44.55
philip morris intl inc-42.04
texas pacific land corporati-35.87
chevron corporation-34.15
s&p global inc-32.86
verizon communications inc-22.53
global x fds-21.88
Nelson Roberts Investment Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
booking holdings inc-5,885,510
danaher corporation-219,663
Nelson Roberts Investment Advisors, LLC got rid off the above stocks

Sector Distribution

Nelson Capital Management, LLC has about 43.7% of it's holdings in Technology sector.

  • Technology
  • Others
  • Financial Services
  • Communication Services
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
Sector%
Technology43.7
Others36.2
Financial Services4.2
Communication Services3.8
Healthcare3.7
Consumer Cyclical3.2
Consumer Defensive2.5

Market Cap. Distribution

Nelson Capital Management, LLC has about 63.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP55.8
UNALLOCATED36.2
LARGE-CAP8

Stocks belong to which Index?

About 63.7% of the stocks held by Nelson Capital Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50063.7
Others36.3
Top 5 Winners (%)%
TPL
texas pacific land corporati
53.5 %
XLB
select sector spdr tr
36.1 %
XOM
exxon mobil corp
31.9 %
DELL
dell technologies inc
30.4 %
CVX
chevron corporation
29.6 %
Top 5 Winners ($)$
XOM
exxon mobil corp
1.9 M
AEM
agnico eagle mines ltd
1.9 M
COST
costco wholesale corporation
1.3 M
CVX
chevron corporation
1.3 M
VEA
vanguard tax-managed fds
1.1 M
Top 5 Losers (%)%
BSX
boston scientific corp
-34.1 %
INTU
intuit
-31.6 %
CRM
salesforce inc
-29.4 %
ADBE
adobe inc
-29.2 %
ORCL
oracle corp
-24.4 %
Top 5 Losers ($)$
NVDA
nvidia corporation
-19.5 M
MSFT
microsoft corp
-7.8 M
GOOG
alphabet inc
-2.1 M
XLB
select sector spdr tr
-2.0 M
AAPL
apple inc
-1.7 M

Nelson Roberts Investment Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Nelson Roberts Investment Advisors, LLC

Nelson Capital Management, LLC has 107 stocks in it's portfolio. About 64.3% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Nelson Capital Management, LLC last quarter.

Last Reported on: 07 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions