Nelson Capital Management, LLC Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$854.0M
Holdings
107
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (107 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 1,600,451 | $298.0M | 34.89% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 643,177 | $40.0M | 4.68% | |
| 3 | IGSBISHARES TR | 660,602 | $34.0M | 3.98% | |
| 4 | MSFTMICROSOFT CORP | 68,627 | $33.0M | 3.86% | |
| 5 | AAPLAPPLE INC | 95,940 | $26.0M | 3.04% | |
| 6 | SPTSSPDR SERIES TRUST | 865,293 | $25.0M | 2.93% | |
| 7 | GOOGALPHABET INC | 79,214 | $24.0M | 2.81% | |
| 8 | XLKSELECT SECTOR SPDR TR | 163,088 | $23.0M | 2.69% | |
| 9 | XLISELECT SECTOR SPDR TR | 129,065 | $20.0M | 2.34% | |
| 10 | VBVANGUARD INDEX FDS | 62,859 | $16.0M | 1.87% | |
| 11 | JPMJPMORGAN CHASE & CO. | 43,520 | $14.0M | 1.64% | |
| 12 | AMZNAMAZON COM INC | 59,783 | $13.0M | 1.52% | |
| 13 | VPUVANGUARD WORLD FD | 61,406 | $11.0M | 1.29% | |
| 14 | SPYSPDR S&P 500 ETF TR | 15,048 | $10.0M | 1.17% | |
| 15 | VVISA INC | 30,522 | $10.0M | 1.17% | |
| 16 | CSCOCISCO SYS INC | 135,543 | $10.0M | 1.17% | |
| 17 | AEMAGNICO EAGLE MINES LTD | 56,519 | $9.0M | 1.05% | |
| 18 | EMXCISHARES INC | 129,229 | $9.0M | 1.05% | |
| 19 | IVVISHARES TR | 13,674 | $9.0M | 1.05% | |
| 20 | COSTCOSTCO WHSL CORP NEW | 9,784 | $8.0M | 0.94% | |
| 21 | VWOVANGUARD INTL EQUITY INDEX F | 157,399 | $8.0M | 0.94% | |
| 22 | QCOMQUALCOMM INC | 48,844 | $8.0M | 0.94% | |
| 23 | TJXTJX COS INC NEW | 45,909 | $7.0M | 0.82% | |
| 24 | XCEMCOLUMBIA ETF TR II | 159,893 | $6.0M | 0.70% | |
| 25 | PGPROCTER AND GAMBLE CO | 47,809 | $6.0M | 0.70% | |
| 26 | ABBVABBVIE INC | 22,992 | $5.0M | 0.59% | |
| 27 | BKNGBOOKING HOLDINGS INC | 1,099 | $5.0M | 0.59% | |
| 28 | SPGIS&P GLOBAL INC | 9,874 | $5.0M | 0.59% | |
| 29 | SYKSTRYKER CORPORATION | 16,029 | $5.0M | 0.59% | |
| 30 | XOMEXXON MOBIL CORP | 49,285 | $5.0M | 0.59% | |
| 31 | XLFSELECT SECTOR SPDR TR | 92,981 | $5.0M | 0.59% | |
| 32 | AMGNAMGEN INC | 14,526 | $4.0M | 0.47% | |
| 33 | ISRGINTUITIVE SURGICAL INC | 7,118 | $4.0M | 0.47% | |
| 34 | LLYELI LILLY & CO | 4,650 | $4.0M | 0.47% | |
| 35 | CVXCHEVRON CORP NEW | 28,505 | $4.0M | 0.47% | |
| 36 | XLVSELECT SECTOR SPDR TR | 26,343 | $4.0M | 0.47% | |
| 37 | TMOTHERMO FISHER SCIENTIFIC INC | 7,139 | $4.0M | 0.47% | |
| 38 | ROPROPER TECHNOLOGIES INC | 9,589 | $4.0M | 0.47% | |
| 39 | DISDISNEY WALT CO | 36,827 | $4.0M | 0.47% | |
| 40 | XLRESELECT SECTOR SPDR TR | 101,769 | $4.0M | 0.47% | |
| 41 | IHAKISHARES TR | 94,266 | $4.0M | 0.47% | |
| 42 | GQ9SPDR GOLD TR | 7,658 | $3.0M | 0.35% | |
| 43 | LINLINDE PLC | 8,849 | $3.0M | 0.35% | |
| 44 | AJGGALLAGHER ARTHUR J & CO | 13,087 | $3.0M | 0.35% | |
| 45 | CBCHUBB LIMITED | 10,099 | $3.0M | 0.35% | |
| 46 | SCHWSCHWAB CHARLES CORP | 38,369 | $3.0M | 0.35% | |
| 47 | EMREMERSON ELEC CO | 25,263 | $3.0M | 0.35% | |
| 48 | XLCSELECT SECTOR SPDR TR | 32,754 | $3.0M | 0.35% | |
| 49 | HDHOME DEPOT INC | 9,105 | $3.0M | 0.35% | |
| 50 | XLYSELECT SECTOR SPDR TR | 29,199 | $3.0M | 0.35% | |
| 51 | TELTE CONNECTIVITY PLC | 15,758 | $3.0M | 0.35% | |
| 52 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,365 | $3.0M | 0.35% | |
| 53 | MASMASCO CORP | 37,772 | $2.0M | 0.23% | |
| 54 | ORCLORACLE CORP | 10,286 | $2.0M | 0.23% | |
| 55 | XYLXYLEM INC | 20,178 | $2.0M | 0.23% | |
| 56 | BSXBOSTON SCIENTIFIC CORP | 26,016 | $2.0M | 0.23% | |
| 57 | SCHFSCHWAB STRATEGIC TR | 124,032 | $2.0M | 0.23% | |
| 58 | NFLXNETFLIX INC | 26,042 | $2.0M | 0.23% | |
| 59 | XLFISELECT SECTOR SPDR TR | 29,364 | $2.0M | 0.23% | |
| 60 | CRMSALESFORCE INC | 8,581 | $2.0M | 0.23% | |
| 61 | SHELSHELL PLC | 35,270 | $2.0M | 0.23% | |
| 62 | KOCOCA COLA CO | 37,032 | $2.0M | 0.23% | |
| 63 | JPSTJ P MORGAN EXCHANGE TRADED F | 21,085 | $1.0M | 0.12% | |
| 64 | METAMETA PLATFORMS INC | 1,769 | $1.0M | 0.12% | |
| 65 | JEPIJ P MORGAN EXCHANGE TRADED F | 31,310 | $1.0M | 0.12% | |
| 66 | INTUINTUIT | 1,665 | $1.0M | 0.12% | |
| 67 | XLBSELECT SECTOR SPDR TR | 30,870 | $1.0M | 0.12% | |
| 68 | JNJJOHNSON & JOHNSON | 5,156 | $1.0M | 0.12% | |
| 69 | GOOGLALPHABET INC | 5,908 | $1.0M | 0.12% | |
| 70 | XLESELECT SECTOR SPDR TR | 36,388 | $1.0M | 0.12% | |
| 71 | TPLTEXAS PACIFIC LAND CORPORATI | 3,903 | $1.0M | 0.12% | |
| 72 | IJRISHARES TR | 9,186 | $1.0M | 0.12% | |
| 73 | TSLATESLA INC | 806 | $0 | 0.00% | |
| 74 | MRKMERCK & CO INC | 4,045 | $0 | 0.00% | |
| 75 | DHRDANAHER CORPORATION | 959 | $0 | 0.00% | |
| 76 | DELLDELL TECHNOLOGIES INC | 2,043 | $0 | 0.00% | |
| 77 | ABNBAIRBNB INC | 4,263 | $0 | 0.00% | |
| 78 | NUENUCOR CORP | 3,632 | $0 | 0.00% | |
| 79 | ICLNISHARES TR | 17,075 | $0 | 0.00% | |
| 80 | NEMNEWMONT CORP | 2,949 | $0 | 0.00% | |
| 81 | AVGOBROADCOM INC | 1,506 | $0 | 0.00% | |
| 82 | LRCXLAM RESEARCH CORP | 2,885 | $0 | 0.00% | |
| 83 | CRBUCARIBOU BIOSCIENCES INC | 58,685 | $0 | 0.00% | |
| 84 | DHSWISDOMTREE TR | 4,700 | $0 | 0.00% | |
| 85 | PSTGPURE STORAGE INC | 6,286 | $0 | 0.00% | |
| 86 | 4I1PHILIP MORRIS INTL INC | 2,388 | $0 | 0.00% | |
| 87 | VONGVANGUARD SCOTTSDALE FDS | 2,951 | $0 | 0.00% | |
| 88 | XMESPDR SERIES TRUST | 1,963 | $0 | 0.00% | |
| 89 | PHPARKER-HANNIFIN CORP | 385 | $0 | 0.00% | |
| 90 | VUGVANGUARD INDEX FDS | 1,533 | $0 | 0.00% | |
| 91 | NVRIENVIRI CORP | 28,825 | $0 | 0.00% | |
| 92 | IJHISHARES TR | 5,005 | $0 | 0.00% | |
| 93 | BACVERIZON COMMUNICATIONS INC | 6,657 | $0 | 0.00% | |
| 94 | PANWPALO ALTO NETWORKS INC | 2,328 | $0 | 0.00% | |
| 95 | WMTWALMART INC | 5,093 | $0 | 0.00% | |
| 96 | IWOISHARES TR | 1,250 | $0 | 0.00% | |
| 97 | ADBEADOBE INC | 2,842 | $0 | 0.00% | |
| 98 | IBMINTERNATIONAL BUSINESS MACHS | 1,322 | $0 | 0.00% | |
| 99 | MCDMCDONALDS CORP | 1,202 | $0 | 0.00% | |
| 100 | ABTABBOTT LABS | 4,070 | $0 | 0.00% |
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