Nelson Capital Management, LLC
All holdings · as of Dec 31, 2025
| 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% |
| EXXON MOBIL CORP | $5.93M | 0.7% |
| Booking Holdings Inc | $5.89M | 0.7% |
| STRYKER CORP | $5.63M | 0.7% |
| AbbVie Inc. | $5.25M | 0.6% |
| S&P Global Inc. | $5.16M | 0.6% |
| SELECT SECTOR SPDR TR | $5.09M | 0.6% |
| ELI LILLY & Co | $5.00M | 0.6% |
| AMGEN INC | $4.75M | 0.6% |
| ISHARES TR | $4.54M | 0.5% |
| CHEVRON CORP | $4.34M | 0.5% |
| ROPER TECHNOLOGIES INC | $4.27M | 0.5% |
| Walt Disney Co | $4.19M | 0.5% |
| THERMO FISHER SCIENTIFIC INC. | $4.14M | 0.5% |
| SELECT SECTOR SPDR TR | $4.11M | 0.5% |
| SELECT SECTOR SPDR TR | $4.08M | 0.5% |
| Intuitive Surgical Inc | $4.03M | 0.5% |
| SELECT SECTOR SPDR TR | $3.86M | 0.5% |
| SCHWAB CHARLES CORP | $3.83M | 0.4% |
| LINDE PLC | $3.77M | 0.4% |
| TE Connectivity PLC | $3.59M | 0.4% |
| SELECT SECTOR SPDR TR | $3.49M | 0.4% |
| Arthur J. Gallagher & Co. | $3.39M | 0.4% |
| EMERSON ELECTRIC CO | $3.35M | 0.4% |
| Warren E. Buffett | $3.20M | 0.4% |
| Chubb Ltd | $3.15M | 0.4% |