Nelson Capital Management, LLC 13F Holdings
CIK 0001512611 · MINNEAPOLIS, MN
As of Sep 30, 2025, Nelson Capital Management, LLC reported 108 positions worth $839.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 1,599,289 | $298.4M | 35.53% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 633,099 | $37.9M | 4.52% |
| MICROSOFT CORP | MSFT | Technology | 70,084 | $36.3M | 4.32% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 574,360 | $30.5M | 3.63% |
| APPLE INC | AAPL | Technology | 96,607 | $24.6M | 2.93% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF | SPTS | — | 833,569 | $24.4M | 2.91% |
| THE INDUSTRIAL SELECT SECTOR SPDR FUND | XLI | — | 131,222 | $20.2M | 2.41% |
| ALPHABET INC | GOOG | Equity | 82,150 | $20.0M | 2.38% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 68,517 |