Nelson Capital Management, LLC holds a focused book of 120 stocks worth $911.6M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Penumbra Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 35% of the equity book. Cloning the disclosed picks since 2024 would be +35% (+18.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1512611/holdings"
Use Arkolith to show Nelson Capital Management, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.2 points over this window.
Growth of $10,000 cloning Nelson Capital Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
66% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $321.3M | 1.61M | 35.3% | ▼−1.5% Reduced · −24K sh | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $49.5M | 694.4K | 5.4% | ▲+1.2% Added · +8K sh | |
| 3 | Ishares TR ISHS 1-5YR INVS | $40.7M | 776.5K | 4.5% | ▲+7.1% Added · +52K sh | |
| 4 | Select Sector SPDR TR ST STR TECHN ETF | $38.2M | 200.6K | 4.2% | ▲+1.6% Added · +3K sh | |
| 5 | Alphabet Inc CAP STK CL C | $27.0M | 76.4K | 3.0% | ▼−1.7% Reduced · −1K sh | |
| 6 | Apple Inc COM | $26.9M | 93.0K | 3.0% | ▼−1.2% Reduced · −1K sh | |
| 7 | Microsoft Corp COM | $26.0M | 69.7K | 2.9% | ▲~0% Added · +23 sh | |
| 8 | SPDR Series Trust ST SHO TREAS ETF | $25.1M | 864.5K | 2.8% | ▼−1.8% Reduced · −16K sh | |
| 9 | Select Sector SPDR TR ST STR INDL ETF | $23.0M | 124.4K | 2.5% | ▼−0.9% Reduced · −1K sh | |
| 10 | Vanguard Index FDS SMALL CP ETF | $18.8M | 62.0K | 2.1% | ▼−1.2% Reduced · −734 sh | |
| 11 | Cisco Sys Inc COM | $15.8M | 134.4K | 1.7% | ▲~0% Added · +12 sh | |
| 12 | Amazon Com Inc COM | $14.1M | 59.2K | 1.5% | ▲+0.8% Added · +462 sh | |
| 13 | JPMorgan Chase & Co COM | $13.6M | 41.5K | 1.5% | ▼−2.5% Reduced · −1K sh | |
| 14 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $12.6M | 210.7K | 1.4% | ▲+6.9% Added · +14K sh | |
| 15 | Ishares Inc MSCI EMRG CHN | $12.6M | 122.9K | 1.4% | ▼−2.1% Reduced · −3K sh | |
| 16 | Vanguard World FD UTILITIES ETF | $12.0M | 61.1K | 1.3% | ▼−0.7% Reduced · −409 sh | |
| 17 | State STR SPDR S&P 500 ETF T TR UNIT | $10.9M | 14.6K | 1.2% | ▼−1.1% Reduced · −168 sh | |
| 18 | Ishares TR CORE S&P500 ETF | $10.4M | 13.9K | 1.1% | ▲+7.1% Added · +918 sh | |
| 19 | Visa Inc COM CL A | $10.4M | 30.2K | 1.1% | ▲~0% Added · +8 sh | |
| 20 | Columbia ETF TR II EM CORE EX ETF | $9.9M | 186.4K | 1.1% | ▲+2.6% Added · +5K sh | |
| 21 | Costco Wholesale Corporation COM | $8.9M | 9.5K | 1.0% | ▼−1.6% Reduced · −152 sh | |
| 22 | Agnico Eagle Mines Ltd COM | $8.6M | 55.5K | 0.9% | ▼−0.1% Reduced · −58 sh | |
| 23 | Eli Lilly & Co COM | $7.2M | 6.0K | 0.8% | ▲+36% Added · +2K sh | |
| 24 | TJX Cos Inc New COM | $7.0M | 46.5K | 0.8% | ▲+0.8% Added · +364 sh | |
| 25 | Procter & Gamble Co COM | $6.9M | 46.8K | 0.8% | ▼−1.5% Reduced · −702 sh | |
| 26 | Abbvie Inc COM | $5.9M | 23.3K | 0.6% | ▲+2.2% Added · +495 sh | |
| 27 | Select Sector SPDR TR ST STR FINL ETF | $5.7M | 107.2K | 0.6% | ▲+4.3% Added · +4K sh | |
| 28 | Ishares TR CYBERSECURITY | $5.7M | 94.0K | 0.6% | ▲+0.1% Added · +77 sh | |
| 29 | Stryker Corporation COM | $4.9M | 15.5K | 0.5% | ▼−2.2% Reduced · −343 sh | |
| 30 | Qualcomm Inc COM | $4.4M | 24.0K | 0.5% | ▼−1.3% Reduced · −306 sh | |
| 31 | Linde PLC SHS | $4.4M | 8.4K | 0.5% | ▼−2.2% Reduced · −190 sh | |
| 32 | Select Sector SPDR TR ST STR CARE ETF | $4.3M | 27.4K | 0.5% | ▲+4.4% Added · +1K sh | |
| 33 | Select Sector SPDR TR ST STR REAL ETF | $4.3M | 97.4K | 0.5% | ▼−5.1% Reduced · −5K sh | |
| 34 | Select Sector SPDR TR ST STR SVC ETF | $3.8M | 35.2K | 0.4% | ▲+5.5% Added · +2K sh | |
| 35 | Select Sector SPDR TR ST STR DISCR ETF | $3.7M | 31.8K | 0.4% | ▲+4.7% Added · +1K sh | |
| 36 | Disney Walt Co COM | $3.7M | 38.5K | 0.4% | ▲+0.8% Added · +314 sh | |
| 37 | Exxon Mobil Corp COM | $3.6M | 26.4K | 0.4% | ▼−3.5% Reduced · −948 sh | |
| 38 | Thermo Fisher Scientific Inc COM | $3.6M | 7.1K | 0.4% | ▼−0.5% Reduced · −35 sh | |
| 39 | Schwab Charles Corp COM | $3.5M | 38.5K | 0.4% | ▲+1.4% Added · +517 sh | |
| 40 | Emerson Elec Co COM | $3.5M | 24.3K | 0.4% | ▼−1.7% Reduced · −431 sh | |
| 41 | Schwab Strategic TR INTL EQTY ETF | $3.3M | 118.5K | 0.4% | ▼−2.1% Reduced · −3K sh | |
| 42 | Chubb Limited COM | $3.2M | 9.5K | 0.4% | ▼−1.7% Reduced · −166 sh | |
| 43 | Te Connectivity PLC ORD SHS | $3.2M | 15.8K | 0.3% | ▼−0.2% Reduced · −39 sh | |
| 44 | Berkshire Hathaway Inc Del CL B NEW | $3.2M | 6.3K | 0.3% | ▼−0.5% Reduced · −29 sh | |
| 45 | Home Depot Inc COM | $3.1M | 8.8K | 0.3% | ▼−2.7% Reduced · −247 sh | |
| 46 | Chevron Corporation COM | $3.1M | 18.4K | 0.3% | ▼−1.9% Reduced · −349 sh | |
| 47 | Masco Corp COM | $3.0M | 37.3K | 0.3% | ▲+1.9% Added · +682 sh | |
| 48 | Coca Cola Co COM | $3.0M | 36.4K | 0.3% | ▲+0.7% Added · +242 sh | |
| 49 | Gallagher Arthur J & Co COM | $2.9M | 12.6K | 0.3% | ▼−2.1% Reduced · −272 sh | |
| 50 | Royal Caribbean Group COM | $2.9M | 9.0K | 0.3% | ▲+2.5% Added · +219 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 120 | $911.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 108 | $819.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 107 | $854.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 108 | $839.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 101 | $756.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 101 | $579.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 108 | $604.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 110 | $594.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.