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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 $911,581,979
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 1,606,013 $321,347,217 35.25%
2.
Vanguard Tax-Managed Fds
 694,445 $49,479,234 5.43%
3.
Ishares Tr
 776,458 $40,694,174 4.46%
4.
Sector Spdr Trust
 XLE 200,639 $38,225,743 4.19%
5.
Alphabet Inc.
 GOOGL 76,367 $26,982,674 2.96%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.