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Home > Institutional Investor > Nelson Roberts Investment Advisors, Llc > Profile

Instuitional Investor - Nelson Roberts Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Nelson Roberts Investment Advisors, Llc
Portfolio Value $854,591,473
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 1,600,451 $298,484,144 34.93%
2.
Vanguard Tax-Managed Fds
 643,177 $40,179,243 4.7%
3.
Ishares Tr
 660,602 $34,932,643 4.09%
4.
Microsoft Corp
 MSFT 68,627 $33,189,164 3.88%
5.
Apple Inc.
 AAPL 95,940 $26,082,376 3.05%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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