Nelson Capital Management, LLC

13F filer · CIK 0001512611

Reported Jul 24, 2026

Net seller this quarter

13F portfolio value$912MU.S. long equity reported on 13F

Positions8311 new · 3 closed

Net flow last quarter-$7.96MBuys minus sells

Top 10 positions weight54.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 202683 positions
NVDANvidia Corp	$321M	35.25%	0.01%	-1.5%	Q4 2015
GOOGAlphabet Inc.	$27M	2.96%	Not reported	-1.7%	Q4 2017
AAPLApple Inc.	$26.9M	2.95%	0.00%	-1.2%	Q2 2013
MSFTMicrosoft Corp	$26M	2.85%	0.00%	0.0%	Q2 2013
SPTSSports Media Inc	$25.1M	2.75%	Not reported	-1.8%	Q4 2019
CSCOCisco Systems, Inc.	$15.8M	1.73%	0.00%	0.0%	Q2 2013
AMZNAmazon Com Inc	$14.1M	1.55%	0.00%	+0.8%	Q2 2013
JPMJPMorgan Chase & Co	$13.6M	1.49%	0.00%	-2.5%	Q2 2013
EMXCEmax Holdings Corp	$12.6M	1.38%	Not reported	-2.1%	Q3 2023
SPYSPDR S&P 500 ETF Trust	$10.9M	1.20%	Not reported	-1.1%	Q1 2018
VVisa Inc.	$10.4M	1.14%	0.00%	0.0%	Q4 2017
COSTCostco Wholesale Corp	$8.85M	0.97%	0.00%	-1.6%	Q2 2013
AEMAgnico Eagle Mines Ltd	$8.61M	0.94%	0.01%	-0.1%	Q1 2022
LLYELI LILLY & Co	$7.23M	0.79%	0.00%	+36.0%	Q2 2013
TJXTJX Companies Inc	$7.04M	0.77%	0.00%	+0.8%	Q2 2013
PGPROCTER & GAMBLE Co	$6.86M	0.75%	0.00%	-1.5%	Q2 2013
ABBVAbbVie Inc.	$5.87M	0.64%	0.00%	+2.2%	Q2 2013
SYKStryker Corp	$4.87M	0.53%	0.00%	-2.2%	Q2 2016
QCOMQualcomm Inc	$4.44M	0.49%	0.00%	-1.3%	Q2 2013
LINLinde PLC	$4.35M	0.48%	0.00%	-2.2%	Q1 2019
DISWalt Disney Co	$3.7M	0.41%	0.00%	+0.8%	Q2 2013
XOMExxonMobil Holdings Corp	$3.61M	0.40%	0.00%	-3.5%	Q2 2013
TMOThermo Fisher Scientific Inc.	$3.56M	0.39%	0.00%	-0.5%	Q2 2013
SCHWSchwab Charles Corp	$3.55M	0.39%	0.00%	+1.4%	Q2 2014
EMREmerson Electric Co	$3.48M	0.38%	0.00%	-1.7%	Q2 2013
CBChubb Ltd	$3.25M	0.36%	0.00%	-1.7%	Q2 2013
TELTE Connectivity plc	$3.19M	0.35%	0.01%	-0.3%	Q3 2023
BRK.BBerkshire Hathaway Inc	$3.16M	0.35%	Not reported	-0.5%	Q2 2016
HDHome Depot, Inc.	$3.11M	0.34%	0.00%	-2.7%	Q2 2014
CVXChevron Corp	$3.05M	0.33%	0.00%	-1.9%	Q2 2013
MASMasco Corp	$3.04M	0.33%	0.02%	+1.9%	Q2 2014
KOCoca Cola Co	$2.96M	0.32%	0.00%	+0.7%	Q2 2013
AJGArthur J. Gallagher & Co.	$2.9M	0.32%	0.00%	-2.1%	Q4 2023
RCLRoyal Caribbean Cruises Ltd	$2.85M	0.31%	0.00%	+2.5%	Q1 2026
ISRGIntuitive Surgical Inc	$2.85M	0.31%	0.00%	-2.3%	Q2 2013
GLDSPDR Gold Trust	$2.82M	0.31%	0.00%	Not reported	Q4 2019
ROPRoper Technologies Inc	$2.8M	0.31%	0.01%	-3.0%	Q1 2016
SHELShell plc	$2.79M	0.31%	0.00%	-0.3%	Q1 2022
SPGIS&P Global Inc.	$2.59M	0.28%	0.00%	-4.0%	Q3 2024
XYLXylem Inc.	$2.39M	0.26%	0.01%	+0.9%	Q1 2021
GOOGLAlphabet Inc.	$2.07M	0.23%	0.00%	-0.1%	Q4 2017
NFLXNetflix Inc	$1.83M	0.20%	0.00%	+0.2%	Q4 2015
ORCLOracle Corp	$1.53M	0.17%	0.00%	+2.5%	Q2 2013
CRMSalesforce, Inc.	$1.39M	0.15%	0.00%	+1.9%	Q3 2014
JNJJohnson & Johnson	$1.33M	0.15%	0.00%	+2.8%	Q2 2013
LRCXLam Research Corp	$1.25M	0.14%	0.00%	Not reported	Q1 2024
QQQInvesco QQQ Trust, Series 1	$1.18M	0.13%	Not reported	Not reported	Q1 2024
PENPenumbra Inc	$1.1M	0.12%	0.01%	New	Q2 2026
TPLTexas Pacific Land Corp	$1.1M	0.12%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$989K	0.11%	Not reported	Not reported	Q2 2013

Q1 2026Reported May 7, 202675 positions
NVDANvidia Corp	$284M	34.71%	0.01%	+1.9%	Q4 2015
MSFTMicrosoft Corp	$25.8M	3.15%	0.00%	+1.5%	Q2 2013
SPTSSports Media Inc	$25.7M	3.14%	Not reported	+1.7%	Q4 2019
AAPLApple Inc.	$23.9M	2.92%	0.00%	-1.8%	Q2 2013
GOOGAlphabet Inc.	$22.3M	2.72%	Not reported	-1.9%	Q4 2017
JPMJPMorgan Chase & Co	$12.5M	1.53%	0.00%	-2.2%	Q2 2013
AMZNAmazon Com Inc	$12.2M	1.49%	0.00%	-1.8%	Q2 2013
AEMAgnico Eagle Mines Ltd	$11.3M	1.38%	0.01%	-1.7%	Q1 2022
CSCOCisco Systems, Inc.	$10.4M	1.27%	0.00%	-0.8%	Q2 2013
EMXCEmax Holdings Corp	$9.88M	1.21%	Not reported	-2.8%	Q3 2023
SPYSPDR S&P 500 ETF Trust	$9.6M	1.17%	Not reported	-1.9%	Q1 2018
COSTCostco Wholesale Corp	$9.58M	1.17%	0.00%	-1.7%	Q2 2013
VVisa Inc.	$9.13M	1.11%	0.00%	-1.0%	Q4 2017
TJXTJX Companies Inc	$7.36M	0.90%	0.00%	+0.5%	Q2 2013
PGPROCTER & GAMBLE Co	$6.86M	0.84%	0.00%	-0.7%	Q2 2013
SYKStryker Corp	$5.19M	0.63%	0.00%	-1.4%	Q2 2016
AMGNAmgen Inc	$5M	0.61%	0.00%	-2.1%	Q2 2013
ABBVAbbVie Inc.	$4.97M	0.61%	0.00%	-0.6%	Q2 2013
XOMExxonMobil Holdings Corp	$4.64M	0.57%	0.00%	-44.6%	Q2 2013
LINLinde PLC	$4.25M	0.52%	0.00%	-3.1%	Q1 2019
LLYELI LILLY & Co	$4.08M	0.50%	0.00%	-4.7%	Q2 2013
CVXChevron Corp	$3.88M	0.47%	0.00%	-34.2%	Q2 2013
DISWalt Disney Co	$3.68M	0.45%	0.00%	+3.7%	Q2 2013
SCHWSchwab Charles Corp	$3.56M	0.44%	0.00%	-1.1%	Q2 2014
TMOThermo Fisher Scientific Inc.	$3.5M	0.43%	0.00%	-0.1%	Q2 2013
ISRGIntuitive Surgical Inc	$3.38M	0.41%	0.00%	+3.0%	Q2 2013
SHELShell plc	$3.35M	0.41%	0.00%	+2.2%	Q1 2022
TELTE Connectivity plc	$3.31M	0.40%	0.01%	+0.6%	Q3 2023
GLDSPDR Gold Trust	$3.3M	0.40%	0.00%	Not reported	Q4 2019
EMREmerson Electric Co	$3.24M	0.40%	0.00%	-2.1%	Q2 2013
CBChubb Ltd	$3.16M	0.39%	0.00%	-4.0%	Q2 2013
QCOMQualcomm Inc	$3.13M	0.38%	0.00%	-50.2%	Q2 2013
BRK.BBerkshire Hathaway Inc	$3.04M	0.37%	Not reported	-0.5%	Q2 2016
ROPRoper Technologies Inc	$3.02M	0.37%	0.01%	-11.1%	Q1 2016
HDHome Depot, Inc.	$2.98M	0.36%	0.00%	-0.5%	Q2 2014
SPGIS&P Global Inc.	$2.82M	0.34%	0.00%	-32.9%	Q3 2024
AJGArthur J. Gallagher & Co.	$2.8M	0.34%	0.01%	-1.4%	Q4 2023
KOCoca Cola Co	$2.75M	0.34%	0.00%	-2.3%	Q2 2013
NFLXNetflix Inc	$2.46M	0.30%	0.00%	-1.9%	Q4 2015
RCLRoyal Caribbean Cruises Ltd	$2.41M	0.29%	0.00%	New	Q1 2026
XYLXylem Inc.	$2.39M	0.29%	0.01%	-0.9%	Q1 2021
MASMasco Corp	$2.21M	0.27%	0.02%	-3.0%	Q2 2014
GOOGLAlphabet Inc.	$1.66M	0.20%	0.00%	-2.1%	Q4 2017
BSXBoston Scientific Corp	$1.65M	0.20%	0.00%	+1.2%	Q4 2017
CRMSalesforce, Inc.	$1.63M	0.20%	0.00%	+1.7%	Q3 2014
ORCLOracle Corp	$1.5M	0.18%	0.00%	-0.6%	Q2 2013
JNJJohnson & Johnson	$1.24M	0.15%	0.00%	-1.5%	Q2 2013
TPLTexas Pacific Land Corp	$1.19M	0.14%	0.00%	-35.9%	Q4 2024
METAMeta Platforms, Inc.	$1M	0.12%	Not reported	-0.7%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$921K	0.11%	Not reported	-1.9%	Q1 2024

Q4 2025Reported Feb 10, 202674 positions
NVDANvidia Corp	$298M	34.93%	0.01%	+0.1%	Q4 2015
MSFTMicrosoft Corp	$33.2M	3.88%	0.00%	-2.1%	Q2 2013
AAPLApple Inc.	$26.1M	3.05%	0.00%	-0.7%	Q2 2013
SPTSSports Media Inc	$25.3M	2.96%	Not reported	+3.8%	Q4 2019
GOOGAlphabet Inc.	$24.9M	2.91%	Not reported	-3.6%	Q4 2017
JPMJPMorgan Chase & Co	$14M	1.64%	0.00%	-1.1%	Q2 2013
AMZNAmazon Com Inc	$13.8M	1.61%	0.00%	-2.6%	Q2 2013
VVisa Inc.	$10.7M	1.25%	0.00%	-0.9%	Q4 2017
CSCOCisco Systems, Inc.	$10.4M	1.22%	0.00%	+1.4%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$10.3M	1.20%	Not reported	-3.4%	Q1 2018
AEMAgnico Eagle Mines Ltd	$9.58M	1.12%	0.01%	-1.3%	Q1 2022
EMXCEmax Holdings Corp	$9.39M	1.10%	Not reported	-3.3%	Q3 2023
COSTCostco Wholesale Corp	$8.44M	0.99%	0.00%	-3.4%	Q2 2013
QCOMQualcomm Inc	$8.35M	0.98%	0.00%	-0.3%	Q2 2013
TJXTJX Companies Inc	$7.05M	0.83%	0.00%	-0.4%	Q2 2013
PGPROCTER & GAMBLE Co	$6.85M	0.80%	0.00%	-1.8%	Q2 2013
XOMExxonMobil Holdings Corp	$5.93M	0.69%	0.00%	+0.1%	Q2 2013
BKNGBooking Holdings Inc.	$5.89M	0.69%	0.00%	-2.4%	Q3 2018
SYKStryker Corp	$5.63M	0.66%	0.00%	-1.8%	Q2 2016
ABBVAbbVie Inc.	$5.25M	0.61%	0.00%	-1.8%	Q2 2013
SPGIS&P Global Inc.	$5.16M	0.60%	0.00%	-0.6%	Q3 2024
LLYELI LILLY & Co	$5M	0.58%	0.00%	-1.0%	Q2 2013
AMGNAmgen Inc	$4.75M	0.56%	0.00%	-2.6%	Q2 2013
CVXChevron Corp	$4.34M	0.51%	0.00%	-2.2%	Q2 2013
ROPRoper Technologies Inc	$4.27M	0.50%	0.01%	-0.2%	Q1 2016
DISWalt Disney Co	$4.19M	0.49%	0.00%	+4.1%	Q2 2013
TMOThermo Fisher Scientific Inc.	$4.14M	0.48%	0.00%	-2.5%	Q2 2013
ISRGIntuitive Surgical Inc	$4.03M	0.47%	0.00%	+3.1%	Q2 2013
SCHWSchwab Charles Corp	$3.83M	0.45%	0.00%	-1.6%	Q2 2014
LINLinde PLC	$3.77M	0.44%	0.00%	-0.4%	Q1 2019
TELTE Connectivity plc	$3.59M	0.42%	0.01%	+1.2%	Q3 2023
AJGArthur J. Gallagher & Co.	$3.39M	0.40%	0.01%	-1.9%	Q4 2023
EMREmerson Electric Co	$3.35M	0.39%	0.00%	-1.1%	Q2 2013
BRK.BBerkshire Hathaway Inc	$3.2M	0.37%	Not reported	+1.1%	Q2 2016
CBChubb Ltd	$3.15M	0.37%	0.00%	-1.0%	Q2 2013
HDHome Depot, Inc.	$3.13M	0.37%	0.00%	-1.9%	Q2 2014
GLDSPDR Gold Trust	$3.03M	0.36%	0.00%	Not reported	Q4 2019
XYLXylem Inc.	$2.75M	0.32%	0.01%	-1.3%	Q1 2021
SHELShell plc	$2.59M	0.30%	0.00%	+0.7%	Q1 2022
KOCoca Cola Co	$2.59M	0.30%	0.00%	+2.3%	Q2 2013
BSXBoston Scientific Corp	$2.48M	0.29%	0.00%	+0.4%	Q4 2017
NFLXNetflix Inc	$2.44M	0.29%	0.00%	Not reported	Q4 2015
MASMasco Corp	$2.4M	0.28%	0.02%	-1.9%	Q2 2014
CRMSalesforce, Inc.	$2.27M	0.27%	0.00%	-1.5%	Q3 2014
ORCLOracle Corp	$2M	0.23%	0.00%	-1.6%	Q2 2013
GOOGLAlphabet Inc.	$1.85M	0.22%	0.00%	+5.8%	Q4 2017
METAMeta Platforms, Inc.	$1.17M	0.14%	Not reported	-4.5%	Q2 2013
TPLTexas Pacific Land Corp	$1.12M	0.13%	0.01%	Not reported	Q4 2024
INTUIntuit Inc.	$1.1M	0.13%	0.00%	-0.1%	Q1 2015
JNJJohnson & Johnson	$1.07M	0.12%	0.00%	-3.1%	Q2 2013

Q3 2025Reported Nov 13, 202576 positions
NVDANvidia Corp	$298M	35.53%	0.01%	-1.2%	Q4 2015
MSFTMicrosoft Corp	$36.3M	4.32%	0.00%	-2.2%	Q2 2013
AAPLApple Inc.	$24.6M	2.93%	0.00%	-2.3%	Q2 2013
SPTSSports Media Inc	$24.4M	2.91%	Not reported	+3.7%	Q4 2019
GOOGAlphabet Inc.	$20M	2.38%	Not reported	-2.4%	Q4 2017
JPMJPMorgan Chase & Co	$13.9M	1.65%	0.00%	+5.4%	Q2 2013
AMZNAmazon Com Inc	$13.5M	1.60%	0.00%	-1.4%	Q2 2013
VVisa Inc.	$10.5M	1.25%	0.00%	+1.1%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$10.4M	1.24%	Not reported	-2.3%	Q1 2018
AEMAgnico Eagle Mines Ltd	$9.65M	1.15%	0.01%	-0.1%	Q1 2022
COSTCostco Wholesale Corp	$9.37M	1.12%	0.00%	+1.8%	Q2 2013
CSCOCisco Systems, Inc.	$9.15M	1.09%	0.00%	+1.4%	Q2 2013
EMXCEmax Holdings Corp	$9.02M	1.07%	Not reported	-1.5%	Q3 2023
QCOMQualcomm Inc	$8.15M	0.97%	0.00%	+0.4%	Q2 2013
PGPROCTER & GAMBLE Co	$7.48M	0.89%	0.00%	-1.6%	Q2 2013
TJXTJX Companies Inc	$6.66M	0.79%	0.00%	+0.4%	Q2 2013
BKNGBooking Holdings Inc.	$6.08M	0.72%	0.00%	-1.8%	Q3 2018
SYKStryker Corp	$6.03M	0.72%	0.00%	+2.9%	Q2 2016
XOMExxonMobil Holdings Corp	$5.55M	0.66%	0.00%	-0.1%	Q2 2013
ABBVAbbVie Inc.	$5.42M	0.65%	0.00%	-2.2%	Q2 2013
SPGIS&P Global Inc.	$4.83M	0.58%	0.00%	+1.0%	Q3 2024
ROPRoper Technologies Inc	$4.79M	0.57%	0.01%	-0.6%	Q1 2016
CVXChevron Corp	$4.53M	0.54%	0.00%	-2.1%	Q2 2013
LINLinde PLC	$4.22M	0.50%	0.00%	+0.6%	Q1 2019
AMGNAmgen Inc	$4.21M	0.50%	0.00%	-0.6%	Q2 2013
AJGArthur J. Gallagher & Co.	$4.13M	0.49%	0.01%	+1.3%	Q4 2023
DISWalt Disney Co	$4.05M	0.48%	0.00%	+4.4%	Q2 2013
HDHome Depot, Inc.	$3.76M	0.45%	0.00%	+0.2%	Q2 2014
SCHWSchwab Charles Corp	$3.72M	0.44%	0.00%	+1.0%	Q2 2014
LLYELI LILLY & Co	$3.58M	0.43%	0.00%	+26.5%	Q2 2013
TMOThermo Fisher Scientific Inc.	$3.55M	0.42%	0.00%	+0.7%	Q2 2013
TELTE Connectivity plc	$3.42M	0.41%	0.01%	+0.7%	Q3 2023
EMREmerson Electric Co	$3.35M	0.40%	0.00%	+0.6%	Q2 2013
BRK.BBerkshire Hathaway Inc	$3.17M	0.38%	Not reported	+2.9%	Q2 2016
ISRGIntuitive Surgical Inc	$3.09M	0.37%	0.00%	Not reported	Q2 2013
XYLXylem Inc.	$3.01M	0.36%	0.01%	-0.4%	Q1 2021
ORCLOracle Corp	$2.94M	0.35%	0.00%	+10.1%	Q2 2013
CBChubb Ltd	$2.88M	0.34%	0.00%	+2.1%	Q2 2013
GLDSPDR Gold Trust	$2.72M	0.32%	0.00%	Not reported	Q4 2019
MASMasco Corp	$2.71M	0.32%	0.02%	+0.5%	Q2 2014
VZVerizon Communications Inc	$2.7M	0.32%	0.00%	-0.7%	Q2 2013
BSXBoston Scientific Corp	$2.53M	0.30%	0.00%	Not reported	Q4 2017
SHELShell plc	$2.51M	0.30%	0.00%	-0.7%	Q1 2022
ADBEAdobe Inc.	$2.45M	0.29%	0.00%	-0.6%	Q2 2013
KOCoca Cola Co	$2.4M	0.29%	0.00%	+1.2%	Q2 2013
CMCSAComcast Corp	$2.2M	0.26%	0.00%	-4.3%	Q2 2013
CRMSalesforce, Inc.	$2.07M	0.25%	0.00%	+0.3%	Q3 2014
METAMeta Platforms, Inc.	$1.36M	0.16%	Not reported	Not reported	Q2 2013
GOOGLAlphabet Inc.	$1.36M	0.16%	0.00%	-0.6%	Q4 2017
TPLTexas Pacific Land Corp	$1.21M	0.14%	0.01%	Not reported	Q4 2024

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