0001512611-11-000005.txt : 20110812 0001512611-11-000005.hdr.sgml : 20110812 20110812141934 ACCESSION NUMBER: 0001512611-11-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110630 FILED AS OF DATE: 20110812 DATE AS OF CHANGE: 20110812 EFFECTIVENESS DATE: 20110812 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Nelson Roberts Investment Advisors, LLC CENTRAL INDEX KEY: 0001512611 IRS NUMBER: 200745262 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14154 FILM NUMBER: 111030701 BUSINESS ADDRESS: STREET 1: 1950 UNIVERSITY AVENUE #202 CITY: EAST PALO ALTO STATE: CA ZIP: 94303 BUSINESS PHONE: (650) 322- 4000 MAIL ADDRESS: STREET 1: 1950 UNIVERSITY AVENUE #202 CITY: EAST PALO ALTO STATE: CA ZIP: 94303 13F-HR 1 q3201113f.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter ended: 6/30/2011 Check here if Amendment [ ]; Amendment Number: This Amendment : [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: NELSON ROBERTS INVESTMENT ADVISORS, LLC Address: 1950 University Avenue, Suite 202 East Palo Alto, California 94303 13F File Number: 028-14154 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this submission. Person Signing this Report on Behalf of Reporting Manager: Name: Brian Roberts Title: Manager Phone: 650-322-4000 Signature, Place, and Date of Signing: Brian Roberts /s/ East Palo Alto, CA 8/12/2011 Report Type (Check only one.): [x] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: 0 FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 74 Form 13F Information Table Value Total: $142554 FORM 13F INFORMATION TABLE TITLE OF VALUE SHARES/ SH/ PUT/ INVESTMT OTHER VOTING AUTHORITY NAME OF ISSUER CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETN MGRS SOLE SHARED NONE -------------------------- -------- --------- -------- ------- --- ---- -------- ----- ------- ------ ---- AT&T Corp COM 001957109 1042 33162 SH SOLE 33162 0 0 Adobe Systems Inc COM 00724F101 2545 80909 SH SOLE 80909 0 0 Akamai Technologies COM 00971T101 3304 104974 SH SOLE 104974 0 0 Royal Dutch Shell PLC COM 020503181 3565 49680 SH SOLE 49680 0 0 American Express COM 025816109 900 17400 SH SOLE 17400 0 0 Invesco Ltd COM 033203250 2812 120155 SH SOLE 120155 0 0 Apple Computer COM 037833100 1087 3237 SH SOLE 3237 0 0 Automatic Data Processing COM 053015103 337 6400 SH SOLE 6400 0 0 Brown & Brown Inc COM 115236101 2281 88908 SH SOLE 88908 0 0 CVS Corporation COM 126650100 1045 27800 SH SOLE 27800 0 0 Cavium Networks, Inc. COM 14964U108 1890 43365 SH SOLE 43365 0 0 Chevron Corp. COM 166764100 4925 47887 SH SOLE 47887 0 0 Cisco Systems Inc. COM 17275R102 2888 185024 SH SOLE 185024 0 0 Citigroup 7.5% Pfd PFD 172967416 336 2800 SH SOLE 2800 0 0 Coca-Cola COM 191216100 1030 15300 SH SOLE 15300 0 0 Colgate Palmolive COM 194162103 2973 34010 SH SOLE 34010 0 0 Costco Wholesale Corp COM 22160K105 3412 42003 SH SOLE 42003 0 0 Danaher Corp Del COM 235851102 832 15700 SH SOLE 15700 0 0 Diageo PLC-SP ADR SPON ADR 25243Q205 3285 40124 SH SOLE 40124 0 0 Disney (Walt & Co.) COM 254687106 2511 64330 SH SOLE 64330 0 0 Dollar Tree, Inc COM 256746108 706 10600 SH SOLE 10600 0 0 Emerson Electric COM 291011104 3961 70414 SH SOLE 70414 0 0 Expeditors Intl Wash Inc COM 302130109 3244 63375 SH SOLE 63375 0 0 Express Scripts Inc COM 302182100 684 12680 SH SOLE 12680 0 0 Exxon Mobil Corp COM 30231G102 1020 12534 SH SOLE 12534 0 0 Ford Motor Co COM 345370860 222 16100 SH SOLE 16100 0 0 Gen-Probe Inc. COM 36866T103 1686 24375 SH SOLE 24375 0 0 General Electric COM 369604103 338 17896 SH SOLE 17896 0 0 Goldman Sachs Group COM 38141G104 416 3125 SH SOLE 3125 0 0 Google Inc. - Cl A COM 38259P508 547 1081 SH SOLE 1081 0 0 Hess Corporation COM 42809H107 2083 27865 SH SOLE 27865 0 0 Hewlett Packard COM 428236103 1215 33390 SH SOLE 33390 0 0 Illumina Inc. COM 452327109 1691 22500 SH SOLE 22500 0 0 Intel Corp. COM 458140100 2028 91494 SH SOLE 91494 0 0 Int'l Business Machines COM 459200101 1997 11642 SH SOLE 11642 0 0 J.P.Morgan Chase & Co COM 46625H100 1306 31900 SH SOLE 31900 0 0 Lindsay Corporation COM 535555106 3656 53144 SH SOLE 53144 0 0 Lowes Companies Inc. COM 548661107 620 26600 SH SOLE 26600 0 0 Rare Earth ETF COM 57060U472 1679 65085 SH SOLE 65085 0 0 McDonald's Corp COM 580135101 1094 12980 SH SOLE 12980 0 0 Microsoft Corp COM 594918104 2424 93246 SH SOLE 93245 0 0 Myriad Gentics COM 62855J104 1854 81660 SH SOLE 81660 0 0 National Oilwell Varco INC COM 637071101 747 9550 SH SOLE 9550 0 0 Novartis A G Spon ADR SPON ADR 66987V109 2936 48045 SH SOLE 48045 0 0 Nucor Corporation COM 670346105 2892 70160 SH SOLE 70160 0 0 Oracle Corp. COM 68389X105 4030 122469 SH SOLE 122469 0 0 Paychex Inc. COM 704326107 4275 139170 SH SOLE 139170 0 0 Pepsico Inc. COM 713448108 683 9700 SH SOLE 9700 0 0 Power Integrations COM 739276103 3509 91299 SH SOLE 91299 0 0 Praxair Inc COM 74005P104 2909 26835 SH SOLE 26835 0 0 Qualcomm Inc COM 747525103 264 4650 SH SOLE 4650 0 0 Schlumberger Ltd COM 806857108 4486 51917 SH SOLE 51917 0 0 Materials Select Sector SPDR COM 81369Y100 398 10118 SH SOLE 10118 0 0 Healthcare SPDR COM 81369Y209 1058 29781 SH SOLE 29781 0 0 Consumer Staples SPDR COM 81369Y308 483 15453 SH SOLE 15453 0 0 Consumer Disc SPDR COM 81369Y407 475 11819 SH SOLE 11819 0 0 Energy Select SPDR COM 81369Y506 621 8244 SH SOLE 8244 0 0 Financial Select Sector COM 81369Y605 541 35252 SH SOLE 35252 0 0 Industrial Sector SPDR COM 81369Y704 1052 28243 SH SOLE 28243 0 0 Technology Sector SPDR COM 81369Y803 1652 64286 SH SOLE 64286 0 0 Utilities Sector SPDR COM 81369Y886 2505 74835 SH SOLE 74835 0 0 Sigma-Aldrich COM 826552101 2489 33922 SH SOLE 33922 0 0 J.M. Smucker COM 832696405 3417 44697 SH SOLE 44697 0 0 Staples COM 855030102 589 37275 SH SOLE 37275 0 0 GOLD Trust ETF COM 863307104 1160 7945 SH SOLE 7945 0 0 Sun Hydraulics Corp COM 866942105 2528 52886 SH SOLE 52886 0 0 TJX Companies Inc. COM 872540109 3630 69112 SH SOLE 69112 0 0 Thermo Fisher Scientific COM 883556102 3160 49071 SH SOLE 49071 0 0 3M Company COM 88579Y101 3066 32327 SH SOLE 32327 0 0 Travelers Companies Inc. COM 89417E109 2318 39709 SH SOLE 39709 0 0 US Bancorp COM 902973304 902 35364 SH SOLE 35364 0 0 Varian Medical Systems Inc. COM 92220P105 3121 44567 SH SOLE 44567 0 0 Verizon Communications COM 92343V104 2369 63643 SH SOLE 63643 0 0 Walgreen Co COM 931422109 818 19260 SH SOLE 19260 0 0