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Stephen P. Philpott

Nelson Capital Management, Llc

Assets Managed
$819.222M
Holdings
108
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
-4.13%(2Q avg: -1.18%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Nelson Capital Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 108 positions.

Assets under management

The assets under management (AUM) of Nelson Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 819.222M in assets, with a quarterly growth rate of -4.13% and a 2-quarter average growth rate of -1.18%. The portfolio is managed by Stephen P. Philpott, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 1.87%
34.71%
$284.334M
1.63M shares@ $174.41 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 6.66%
5.37%
$43.957M
685,976 shares@ $64.09 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 9.74%
4.66%
$38.101M
724,911 shares@ $52.56 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 21.12%
3.21%
$26.25M
197,517 shares@ $132.91 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.48%
3.15%
$25.779M
69,641 shares@ $370.17 avg price
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
Increased 1.72%
3.14%
$25.683M
880,170 shares@ $29.19 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.84%
2.92%
$23.9M
94,170 shares@ $253.8 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.9%
2.73%
$22.29M
77,702 shares@ $286.86 avg price
XLI
Industrial Select Sect Spdr
Recent Activity
Decreased -2.69%
2.48%
$20.31M
125,582 shares@ $161.74 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -0.27%
2.01%
$16.419M
62,686 shares@ $261.93 avg price

1-10 of 108