Nelson Capital Management, LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$839.7M

Holdings

108

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (108 positions)

StockValue
NVDANVIDIA CORPORATION
$298.4M
VEAVANGUARD TAX-MANAGED FDS
$37.9M
MSFTMICROSOFT CORP
$36.3M
IGSBISHARES TR
$30.5M
AAPLAPPLE INC
$24.6M
SPTSSPDR SERIES TRUST
$24.4M
XLISELECT SECTOR SPDR TR
$20.2M
GOOGALPHABET INC
$20.0M
XLKSELECT SECTOR SPDR TR
$19.3M
VBVANGUARD INDEX FDS
$16.1M
JPMJPMORGAN CHASE & CO.
$13.9M
AMZNAMAZON COM INC
$13.5M
VPUVANGUARD WORLD FD
$11.5M
VVISA INC
$10.5M
SPYSPDR S&P 500 ETF TR
$10.4M
AEMAGNICO EAGLE MINES LTD
$9.7M
COSTCOSTCO WHSL CORP NEW
$9.4M
IVVISHARES TR
$9.2M
CSCOCISCO SYS INC
$9.1M
EMXCISHARES INC
$9.0M
VWOVANGUARD INTL EQUITY INDEX F
$8.5M
QCOMQUALCOMM INC
$8.2M
PGPROCTER AND GAMBLE CO
$7.5M
TJXTJX COS INC NEW
$6.7M
BKNGBOOKING HOLDINGS INC
$6.1M
SYKSTRYKER CORPORATION
$6.0M
XOMEXXON MOBIL CORP
$5.5M
XCEMCOLUMBIA ETF TR II
$5.5M
ABBVABBVIE INC
$5.4M
IHAKISHARES TR
$4.9M
SPGIS&P GLOBAL INC
$4.8M
ROPROPER TECHNOLOGIES INC
$4.8M
CVXCHEVRON CORP NEW
$4.5M
XLFSELECT SECTOR SPDR TR
$4.5M
XLRESELECT SECTOR SPDR TR
$4.3M
LINLINDE PLC
$4.2M
AMGNAMGEN INC
$4.2M
AJGGALLAGHER ARTHUR J & CO
$4.1M
DISDISNEY WALT CO
$4.0M
XLCSELECT SECTOR SPDR TR
$3.9M
HDHOME DEPOT INC
$3.8M
SCHWSCHWAB CHARLES CORP
$3.7M
LLYELI LILLY & CO
$3.6M
TMOTHERMO FISHER SCIENTIFIC INC
$3.5M
XLVSELECT SECTOR SPDR TR
$3.5M
TELTE CONNECTIVITY PLC
$3.4M
XLYSELECT SECTOR SPDR TR
$3.4M
EMREMERSON ELEC CO
$3.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.2M
ISRGINTUITIVE SURGICAL INC
$3.1M
SCHFSCHWAB STRATEGIC TR
$3.0M
XYLXYLEM INC
$3.0M
ORCLORACLE CORP
$2.9M
CBCHUBB LIMITED
$2.9M
GQ9SPDR GOLD TR
$2.7M
MASMASCO CORP
$2.7M
BACVERIZON COMMUNICATIONS INC
$2.7M
BSXBOSTON SCIENTIFIC CORP
$2.5M
SHELSHELL PLC
$2.5M
ADBEADOBE INC
$2.5M
KOCOCA COLA CO
$2.4M
CMCSACOMCAST CORP NEW
$2.2M
XLFISELECT SECTOR SPDR TR
$2.2M
JEPIJ P MORGAN EXCHANGE TRADED F
$2.1M
CRMSALESFORCE INC
$2.1M
XLESELECT SECTOR SPDR TR
$1.7M
METAMETA PLATFORMS INC
$1.4M
GOOGLALPHABET INC
$1.4M
TPLTEXAS PACIFIC LAND CORPORATI
$1.2M
XLBSELECT SECTOR SPDR TR
$1.2M
IJRISHARES TR
$1.2M
INTUINTUIT
$1.1M
JPSTJ P MORGAN EXCHANGE TRADED F
$1.1M
NDQINVESCO QQQ TR
$1.0M
JNJJOHNSON & JOHNSON
$986K
VUGVANGUARD INDEX FDS
$735K
PFFDGLOBAL X FDS
$604K
PSTGPURE STORAGE INC
$585K
SCHOSCHWAB STRATEGIC TR
$581K
ABNBAIRBNB INC
$560K
ABTABBOTT LABS
$553K
LRCXLAM RESEARCH CORP
$534K
PANWPALO ALTO NETWORKS INC
$529K
VOOVANGUARD INDEX FDS
$528K
WMTWALMART INC
$524K
DHSWISDOMTREE TR
$498K
AVGOBROADCOM INC
$497K
NUENUCOR CORP
$424K
IBMINTERNATIONAL BUSINESS MACHS
$417K
IWOISHARES TR
$400K
MRKMERCK & CO INC
$390K
NVRIENVIRI CORP
$365K
VONGVANGUARD SCOTTSDALE FDS
$355K
MCDMCDONALDS CORP
$349K
GSGOLDMAN SACHS GROUP INC
$348K
NEMNEWMONT CORP
$332K
IJHISHARES TR
$326K
TSLATESLA INC
$309K
PHPARKER-HANNIFIN CORP
$291K
DELLDELL TECHNOLOGIES INC
$289K
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