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Nelson Capital Management, LLC - Portfolio Stock Holdings

Nelson Capital Management, LLC disclosed 124 stock positions in a recent SEC 13F filing. $974,057,724 of stock holdings were filed, with the largest holdings including NVDA, VEA, and XLK. This filing represented positions held on Sept. 30, 2026, and was filed on Nov. 6, 2026.

We estimate the fund has a total AUM of $810,783,772 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

124

Est. Stock Holding Value:

$974,057,724

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Nelson Capital Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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