Nelson Capital Management, LLC Portfolio Holdings

Nelson Capital Management, LLC

  • $831 Million
  • Q3 2025

Nelson Capital Management, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $831 Million distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $298M, Vanguard Ftse Developed Market with a value of $37.9M, Microsoft Corp with a value of $36.3M, Ishares Trust Ishares 1 5 Year with a value of $30.5M, and Apple Inc. with a value of $24.6M.

Examining the 13F form we can see an increase of $82M in the current position value, from $749M to 831M.

Below you can find more details about Nelson Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $831 Million
Technology: $388 Million
ETFs: $247 Million
Financial Services: $43.5 Million
Communication Services: $31.7 Million
Consumer Cyclical: $31.2 Million
Healthcare: $30.5 Million
Consumer Defensive: $20.1 Million
Industrials: $15 Million
Other: $24.2 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76.5B
$9.65 Million 1.16% of portfolio
57,278
Q3 2025 Reduced 0.12%
$187B
$8.15 Million 0.98% of portfolio
48,991
Q3 2025 Added 0.4%
$170B
$6.66 Million 0.8% of portfolio
46,068
Q3 2025 Added 0.35%
$191B
$6.08 Million 0.73% of portfolio
1,126
Q3 2025 Reduced 1.83%
$136B
$6.03 Million 0.73% of portfolio
16,320
Q3 2025 Added 2.88%
$47.7B
$4.79 Million 0.58% of portfolio
9,612
Q3 2025 Reduced 0.59%
$159B
$4.83 Million 0.58% of portfolio
9,932
Q3 2025 Added 0.95%
$183B
$4.21 Million 0.51% of portfolio
14,915
Q3 2025 Reduced 0.6%
$54.4B
$4.13 Million 0.5% of portfolio
13,343
Q3 2025 Added 1.32%
$193B
$4.05 Million 0.49% of portfolio
35,362
Q3 2025 Added 4.44%
$167B
$3.72 Million 0.45% of portfolio
39,009
Q3 2025 Added 0.98%
$75.4B
$3.35 Million 0.4% of portfolio
25,548
Q3 2025 Added 0.58%
$193B
$3.09 Million 0.37% of portfolio
6,903
Q3 2025 New
$25.7B
$3.01 Million 0.36% of portfolio
20,436
Q3 2025 Reduced 0.36%
$123B
$2.88 Million 0.35% of portfolio
10,202
Q3 2025 Added 2.14%
$172B
$2.7 Million 0.33% of portfolio
61,486
Q3 2025 Reduced 0.65%
$151B
$2.45 Million 0.3% of portfolio
6,953
Q3 2025 Reduced 0.64%
$147B
$2.53 Million 0.3% of portfolio
25,924
Q3 2025 New
$120B
$2.2 Million 0.26% of portfolio
70,091
Q3 2025 Reduced 4.3%
$182B
$1.14 Million 0.14% of portfolio
1,667
Q3 2025 Added 0.12%
$46.9B
$560,000 0.07% of portfolio
4,613
Q2 2025 Added 0.28%
$25.3B
$585,000 0.07% of portfolio
6,986
Q3 2025 New
$139B
$497,000 0.06% of portfolio
1,507
Q3 2025 Reduced 3.4%
$61.4B
$529,000 0.06% of portfolio
2,598
Q3 2025 Added 93.3%
$38B
$424,000 0.05% of portfolio
3,132
Q1 2024 Reduced 12.78%
$69.1B
$332,000 0.04% of portfolio
3,949
Q2 2025 New
$107B
$291,000 0.04% of portfolio
385
Q3 2024 New
$65.7B
$224,000 0.03% of portfolio
747
Q3 2025 New
$73.4B
$209,000 0.03% of portfolio
5,898
Q3 2025 New
$34.7B
$289,000 0.03% of portfolio
2,043
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $831 Million
  • Prior Value $749 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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