Nelson Capital Management as of Dec. 31, 2025
Portfolio Holdings for Nelson Capital Management
Nelson Capital Management holds 107 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 34.9 | $299M | 1.6M | 186.50 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.7 | $40M | 643k | 62.47 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 4.1 | $35M | 661k | 52.88 | |
| Microsoft Corporation (MSFT) | 3.9 | $33M | 69k | 483.62 | |
| Apple (AAPL) | 3.1 | $26M | 96k | 271.86 | |
| Spdr Series Trust State Street Spd (SPTS) | 3.0 | $25M | 865k | 29.28 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.9 | $25M | 79k | 313.80 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 2.7 | $24M | 163k | 143.97 | |
| Select Sector Spdr Tr State Street Ind (XLI) | 2.3 | $20M | 129k | 155.12 | |
| Vanguard Index Fds Small Cp Etf (VB) | 1.9 | $16M | 63k | 257.95 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $14M | 44k | 322.22 | |
| Amazon (AMZN) | 1.6 | $14M | 60k | 230.82 | |
| Vanguard World Utilities Etf (VPU) | 1.3 | $11M | 61k | 185.04 | |
| Visa Com Cl A (V) | 1.3 | $11M | 31k | 350.71 | |
| Cisco Systems (CSCO) | 1.2 | $10M | 136k | 77.03 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $10M | 15k | 681.94 | |
| Agnico (AEM) | 1.1 | $9.6M | 57k | 169.53 | |
| Ishares Msci Emrg Chn (EMXC) | 1.1 | $9.4M | 129k | 72.68 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $9.4M | 14k | 684.96 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.0 | $8.5M | 157k | 53.76 | |
| Costco Wholesale Corporation (COST) | 1.0 | $8.4M | 9.8k | 862.31 | |
| Qualcomm (QCOM) | 1.0 | $8.4M | 49k | 171.05 | |
| TJX Companies (TJX) | 0.8 | $7.1M | 46k | 153.61 | |
| Procter & Gamble Company (PG) | 0.8 | $6.9M | 48k | 143.31 | |
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.7 | $6.1M | 160k | 38.36 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $5.9M | 49k | 120.34 | |
| Booking Holdings (BKNG) | 0.7 | $5.9M | 1.1k | 5355.33 | |
| Stryker Corporation (SYK) | 0.7 | $5.6M | 16k | 351.48 | |
| Abbvie (ABBV) | 0.6 | $5.3M | 23k | 228.49 | |
| S&p Global (SPGI) | 0.6 | $5.2M | 9.9k | 522.59 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 0.6 | $5.1M | 93k | 54.77 | |
| Eli Lilly & Co. (LLY) | 0.6 | $5.0M | 4.7k | 1074.68 | |
| Amgen (AMGN) | 0.6 | $4.8M | 15k | 327.31 | |
| Ishares Tr Cybersecurity (IHAK) | 0.5 | $4.5M | 94k | 48.12 | |
| Chevron Corporation (CVX) | 0.5 | $4.3M | 29k | 152.41 | |
| Roper Industries (ROP) | 0.5 | $4.3M | 9.6k | 445.14 | |
| Walt Disney Company (DIS) | 0.5 | $4.2M | 37k | 113.77 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $4.1M | 7.1k | 579.45 | |
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.5 | $4.1M | 102k | 40.35 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.5 | $4.1M | 26k | 154.80 | |
| Intuitive Surgical Com New (ISRG) | 0.5 | $4.0M | 7.1k | 566.36 | |
| Select Sector Spdr Tr State Street Com (XLC) | 0.5 | $3.9M | 33k | 117.72 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $3.8M | 38k | 99.91 | |
| Linde SHS (LIN) | 0.4 | $3.8M | 8.8k | 426.39 | |
| Te Connectivity Ord Shs (TEL) | 0.4 | $3.6M | 16k | 227.51 | |
| Select Sector Spdr Tr State Street Con (XLY) | 0.4 | $3.5M | 29k | 119.41 | |
| Arthur J. Gallagher & Co. (AJG) | 0.4 | $3.4M | 13k | 258.79 | |
| Emerson Electric (EMR) | 0.4 | $3.4M | 25k | 132.72 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.2M | 6.4k | 502.65 | |
| Chubb (CB) | 0.4 | $3.2M | 10k | 312.14 | |
| Home Depot (HD) | 0.4 | $3.1M | 9.1k | 344.11 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $3.0M | 7.7k | 396.31 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $3.0M | 124k | 24.04 | |
| Xylem (XYL) | 0.3 | $2.7M | 20k | 136.18 | |
| Shell Spon Ads (SHEL) | 0.3 | $2.6M | 35k | 73.48 | |
| Coca-Cola Company (KO) | 0.3 | $2.6M | 37k | 69.91 | |
| Boston Scientific Corporation (BSX) | 0.3 | $2.5M | 26k | 95.35 | |
| Netflix (NFLX) | 0.3 | $2.4M | 26k | 93.76 | |
| Masco Corporation (MAS) | 0.3 | $2.4M | 38k | 63.46 | |
| Select Sector Spdr Tr State Street Con (XLP) | 0.3 | $2.3M | 29k | 77.68 | |
| salesforce (CRM) | 0.3 | $2.3M | 8.6k | 264.91 | |
| Oracle Corporation (ORCL) | 0.2 | $2.0M | 10k | 194.91 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.8M | 5.9k | 313.00 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.8M | 31k | 57.24 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $1.6M | 36k | 44.71 | |
| Select Sector Spdr Tr State Street Mat (XLB) | 0.2 | $1.4M | 31k | 45.35 | |
| Meta Platforms Cl A (META) | 0.1 | $1.2M | 1.8k | 660.09 | |
| Texas Pacific Land Corp (TPL) | 0.1 | $1.1M | 3.9k | 287.22 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.1M | 9.2k | 120.18 | |
| Intuit (INTU) | 0.1 | $1.1M | 1.7k | 662.42 | |
| Johnson & Johnson (JNJ) | 0.1 | $1.1M | 5.2k | 206.93 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $1.1M | 21k | 50.59 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1000k | 1.6k | 614.31 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $995k | 2.8k | 349.99 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $748k | 1.5k | 487.86 | |
| Nucor Corporation (NUE) | 0.1 | $592k | 3.6k | 163.11 | |
| Airbnb Com Cl A (ABNB) | 0.1 | $579k | 4.3k | 135.72 | |
| Wal-Mart Stores (WMT) | 0.1 | $567k | 5.1k | 111.41 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $557k | 23k | 24.37 | |
| Global X Fds Us Pfd Etf (PFFD) | 0.1 | $538k | 28k | 18.91 | |
| Broadcom (AVGO) | 0.1 | $521k | 1.5k | 346.10 | |
| Harsco Corporation (NVRI) | 0.1 | $517k | 29k | 17.92 | |
| Abbott Laboratories (ABT) | 0.1 | $510k | 4.1k | 125.29 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $494k | 2.9k | 171.18 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $490k | 782.00 | 627.13 | |
| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $479k | 4.7k | 101.82 | |
| Palo Alto Networks (PANW) | 0.1 | $429k | 2.3k | 184.20 | |
| Merck & Co (MRK) | 0.0 | $426k | 4.0k | 105.26 | |
| Pure Storage Cl A (PSTG) | 0.0 | $421k | 6.3k | 67.01 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $404k | 1.3k | 323.01 | |
| International Business Machines (IBM) | 0.0 | $392k | 1.3k | 296.21 | |
| Goldman Sachs (GS) | 0.0 | $384k | 437.00 | 879.00 | |
| Philip Morris International (PM) | 0.0 | $383k | 2.4k | 160.40 | |
| McDonald's Corporation (MCD) | 0.0 | $367k | 1.2k | 305.63 | |
| Tesla Motors (TSLA) | 0.0 | $363k | 806.00 | 449.72 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $359k | 3.0k | 121.75 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $338k | 385.00 | 878.96 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $330k | 5.0k | 66.00 | |
| Caterpillar (CAT) | 0.0 | $308k | 538.00 | 572.87 | |
| Newmont Mining Corporation (NEM) | 0.0 | $295k | 2.9k | 99.85 | |
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $281k | 17k | 16.43 | |
| Verizon Communications (VZ) | 0.0 | $271k | 6.7k | 40.73 | |
| Dell Technologies CL C (DELL) | 0.0 | $257k | 2.0k | 125.88 | |
| Danaher Corporation (DHR) | 0.0 | $220k | 959.00 | 229.05 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $204k | 830.00 | 246.16 | |
| Spdr Series Trust State Street Spd (XME) | 0.0 | $203k | 2.0k | 103.61 | |
| Caribou Biosciences (CRBU) | 0.0 | $93k | 59k | 1.59 |
