Institutions / Nelson Capital Management, LLC
Nelson Capital Management, LLC
CIK 1512611 · Institution · as of Dec 31, 2025
Portfolio value
$854.59M
Positions
107
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 107 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $298.48M | 34.9% |
| Vanguard Tax-Managed Fds | $40.18M | 4.7% |
| iShares Tr | $34.93M | 4.1% |
| Microsoft Corp | $33.19M | 3.9% |
| Apple Inc. | $26.08M | 3.1% |
| SPDR Series Trust | $25.34M | 3.0% |
| Alphabet Inc. | $24.86M | 2.9% |
| Select Sector SPDR Tr | $23.48M | 2.7% |
| Select Sector SPDR Tr | $20.02M | 2.3% |
| Vanguard Index Fds | $16.21M | 1.9% |
| JPMorgan Chase & Co | $14.02M | 1.6% |
| Amazon.com Inc | $13.80M | 1.6% |
| Vanguard World Fd | $11.36M | 1.3% |
| Visa Inc | $10.70M | 1.3% |
| Cisco Systems, Inc. | $10.44M | 1.2% |
| SPDR S&P 500 ETF Tr | $10.26M | 1.2% |
| Agnico Eagle Mines Ltd | $9.58M | 1.1% |
| iShares Inc | $9.39M | 1.1% |
| iShares Tr | $9.37M | 1.1% |
| Vanguard Intl Equity Index F | $8.46M | 1.0% |
| Costco Wholesale Corp /New | $8.44M | 1.0% |
| Qualcomm INC/DE | $8.35M | 1.0% |
| TJX Cos Inc/The | $7.05M | 0.8% |
| PROCTER & GAMBLE Co | $6.85M | 0.8% |
| Columbia ETF Tr II | $6.13M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.