Nelson Capital Management, LLC

CIK 0001512611 • 6 13F filings • May 6, 2025 – Jul 24, 2026

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Filer information

Filed by: Nelson Capital Management, LLC, Chief Compliance Officer
Address: 545 MIDDLEFIELD ROAD, SUITE 200, MENLO PARK, CA, 94025
Phone: 650-322-4000
AUM: $854.6M

AUM over time

$911.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $819.2M106 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$418K	0.1%	4,070 SH	New
ABBVIE INC	COM	$5.0M	0.6%Prev: 0.9%	22,850 SH	Decreased-1,196 SH
ADOBE INC	COM	$631K	0.1%Prev: 0.5%	2,597 SH	Decreased-4,620 SH
AGNICO EAGLE MINES LTD	COM	$11.3M	1.4%Prev: 1.1%	55,552 SH	Increased-1,344 SH
AIRBNB INC	COM CL A	$444K	0.1%Prev: 0.1%	3,513 SH	Decreased-1,087 SH
ALPHABET INC	CAP STK CL A	$1.7M	0.2%Prev: 0.1%	5,785 SH	Increased+180 SH
ALPHABET INC	CAP STK CL C	$22.3M	2.7%Prev: 2.3%	77,702 SH	Increased-5,685 SH
AMAZON COM INC	COM	$12.2M	1.5%Prev: 2.0%	58,721 SH	Increased-2,853 SH
AMGEN INC	COM	$5.0M	0.6%Prev: 0.8%	14,224 SH	Increased-499 SH
APPLE INC	COM	$23.9M	2.9%Prev: 3.8%	94,170 SH	Increased-5,361 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.0M	0.4%Prev: 0.5%	6,335 SH	Decreased+467 SH
BOSTON SCIENTIFIC CORP	COM	$1.7M	0.2%	26,319 SH	New
BROADCOM INC	COM	$460K	0.1%Prev: 0.0%	1,486 SH	Increased-99 SH
CARIBOU BIOSCIENCES INC	COM	$112K	0.0%Prev: 0.0%	58,685 SH	Increased-26,335 SH
CATERPILLAR INC	COM	$381K	0.0%	538 SH	New
CHEVRON CORPORATION	COM	$3.9M	0.5%	18,771 SH	New
CHUBB LTD SWITZ	COM	$3.2M	0.4%	9,696 SH	New
CISCO SYS INC	COM	$10.4M	1.3%Prev: 1.4%	134,407 SH	Increased+4,514 SH
COCA COLA CO	COM	$2.8M	0.3%Prev: 0.4%	36,178 SH	Increased+1,086 SH
COLUMBIA ETF TR II	EM CORE EX ETF	$7.4M	0.9%	181,608 SH	New
COSTCO WHOLESALE CORPORATION	COM	$9.6M	1.2%	9,616 SH	New
DELL TECHNOLOGIES INC	CL C	$335K	0.0%	2,043 SH	New
DISNEY WALT CO	COM	$3.7M	0.4%Prev: 0.5%	38,171 SH	Increased+7,062 SH
ELI LILLY & CO	COM	$4.1M	0.5%Prev: 0.5%	4,431 SH	Increased+765 SH
EMERSON ELEC CO	COM	$3.2M	0.4%Prev: 0.5%	24,726 SH	Increased-266 SH
ENVIRI CORP	COM	$566K	0.1%Prev: 0.0%	28,825 SH	Increased
EVERPURE INC	CL A	$417K	0.1%	7,065 SH	New
EXXON MOBIL CORP	COM	$4.6M	0.6%Prev: 1.0%	27,328 SH	Decreased-21,372 SH
GALLAGHER ARTHUR J & CO	COM	$2.8M	0.3%Prev: 0.8%	12,908 SH	Decreased-104 SH
GILEAD SCIENCES INC	COM	$408K	0.0%	2,931 SH	New
GLOBAL X FDS	US PFD ETF	$409K	0.0%Prev: 0.1%	22,219 SH	Decreased-2,113 SH
GOLDMAN SACHS GROUP INC	COM	$370K	0.0%Prev: 0.1%	437 SH	Decreased-250 SH
HOME DEPOT INC	COM	$3.0M	0.4%Prev: 0.6%	9,056 SH	Decreased-93 SH
INTERNATIONAL BUSINESS MACHS	COM	$303K	0.0%Prev: 0.1%	1,248 SH	Decreased-236 SH
INTUIT	COM	$590K	0.1%Prev: 0.2%	1,365 SH	Decreased-600 SH
INTUITIVE SURGICAL INC	COM NEW	$3.4M	0.4%	7,333 SH	New
INVESCO QQQ TR	UNIT SER 1	$921K	0.1%Prev: 0.1%	1,596 SH	Increased-90 SH
ISHARES INC	MSCI EMRG CHN	$9.9M	1.2%Prev: 2.0%	125,607 SH	Decreased-83,129 SH
ISHARES TR	CORE S&P MCP ETF	$338K	0.0%	5,005 SH	New
ISHARES TR	CORE S&P SCP ETF	$1.1M	0.1%Prev: 0.2%	8,737 SH	Decreased-3,242 SH
ISHARES TR	CORE S&P500 ETF	$8.5M	1.0%Prev: 1.2%	12,959 SH	Increased+345 SH
ISHARES TR	CYBERSECURITY	$4.1M	0.5%Prev: 0.7%	93,899 SH	Decreased+5,899 SH
ISHARES TR	GL CLEAN ENE ETF	$312K	0.0%Prev: 0.0%	17,075 SH	Increased+585 SH
ISHARES TR	ISHS 1-5YR INVS	$38.1M	4.7%Prev: 4.6%	724,911 SH	Increased+213,314 SH
ISHARES TR	RUS 2000 GRW ETF	$392K	0.0%Prev: 0.1%	1,250 SH	Increased-25 SH
ISHARES TR	RUSSELL 2000 ETF	$206K	0.0%	830 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.4M	0.2%Prev: 0.3%	24,586 SH	Decreased-5,544 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$931K	0.1%Prev: 0.2%	18,388 SH	Decreased-3,557 SH
JOHNSON & JOHNSON	COM	$1.2M	0.2%Prev: 0.1%	5,080 SH	Increased+92 SH
JPMORGAN CHASE & CO	COM	$12.5M	1.5%	42,574 SH	New
LAM RESEARCH CORP	COM NEW	$616K	0.1%Prev: 0.1%	2,885 SH	Increased-1,605 SH
LINDE PLC	SHS	$4.3M	0.5%Prev: 0.7%	8,574 SH	Increased-173 SH
MASCO CORP	COM	$2.2M	0.3%Prev: 0.5%	36,637 SH	Decreased-1,489 SH
MCDONALDS CORP	COM	$374K	0.0%Prev: 0.0%	1,202 SH	Increased+322 SH
MERCK & CO INC	COM	$483K	0.1%Prev: 0.1%	4,016 SH	Increased-1,208 SH
META PLATFORMS INC	CL A	$1.0M	0.1%Prev: 0.2%	1,756 SH	Decreased-239 SH
MICROSOFT CORP	COM	$25.8M	3.1%Prev: 4.6%	69,641 SH	Decreased-1,811 SH
NETFLIX INC.	COM	$2.5M	0.3%	25,541 SH	New
NEWMONT CORP	COM	$319K	0.0%	2,949 SH	New
NUCOR CORP	COM	$614K	0.1%Prev: 0.1%	3,632 SH	Increased+500 SH
NVIDIA CORPORATION	COM	$284.3M	34.7%Prev: 19.3%	1,630,355 SH	Increased+600,796 SH
ORACLE CORP	COM	$1.5M	0.2%Prev: 0.2%	10,222 SH	Increased+928 SH
PALO ALTO NETWORKS INC	COM	$428K	0.1%Prev: 0.0%	2,671 SH	Increased+1,347 SH
PARKER-HANNIFIN CORP	COM	$345K	0.0%Prev: 0.0%	385 SH	Increased
PEPSICO INC	COM	$202K	0.0%Prev: 0.1%	1,299 SH	Decreased-900 SH
PHILIP MORRIS INTL INC	COM	$229K	0.0%Prev: 0.0%	1,384 SH	Increased+8 SH
PROCTER & GAMBLE CO	COM	$6.9M	0.8%	47,480 SH	New
QUALCOMM INC	COM	$3.1M	0.4%Prev: 1.3%	24,323 SH	Decreased-23,322 SH
ROPER TECHNOLOGIES INC	COM	$3.0M	0.4%Prev: 1.0%	8,526 SH	Decreased-1,055 SH
ROYAL CARIBBEAN GROUP	COM	$2.4M	0.3%	8,759 SH	New
S&P GLOBAL INC	COM	$2.8M	0.3%Prev: 0.9%	6,629 SH	Decreased-3,083 SH
SALESFORCE INC	COM	$1.6M	0.2%Prev: 0.4%	8,723 SH	Decreased+229 SH
SCHWAB CHARLES CORP	COM	$3.6M	0.4%Prev: 0.5%	37,933 SH	Increased-439 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.0M	0.4%Prev: 0.5%	120,962 SH	Increased-11,112 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$518K	0.1%Prev: 0.1%	21,360 SH	Decreased-6,762 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$3.7M	0.5%	33,319 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$5.7M	0.7%	59,716 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$2.1M	0.3%	34,513 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$5.1M	0.6%	102,826 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$3.8M	0.5%	26,249 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$20.3M	2.5%	125,582 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$1.6M	0.2%	32,679 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$4.2M	0.5%	102,602 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$26.3M	3.2%	197,517 SH	New
SHELL PLC	SPON ADS	$3.4M	0.4%Prev: 0.4%	36,049 SH	Increased+630 SH
SPDR GOLD TR	GOLD SHS	$3.3M	0.4%Prev: 0.4%	7,658 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$25.9M	3.2%	882,133 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$9.6M	1.2%	14,760 SH	New
STRYKER CORPORATION	COM	$5.2M	0.6%Prev: 0.8%	15,809 SH	Increased+4,013 SH
TE CONNECTIVITY PLC	ORD SHS	$3.3M	0.4%Prev: 0.4%	15,849 SH	Increased+448 SH
TESLA INC	COM	$240K	0.0%Prev: 0.0%	645 SH	Decreased-375 SH
TEXAS PACIFIC LAND CORPORATI	COM	$1.2M	0.1%Prev: 0.3%	2,503 SH	Decreased+1,102 SH
THERMO FISHER SCIENTIFIC INC	COM	$3.5M	0.4%Prev: 0.6%	7,130 SH	Decreased-180 SH
TJX COS INC NEW	COM	$7.4M	0.9%Prev: 1.0%	46,117 SH	Increased+766 SH
VANGUARD INDEX FDS	GROWTH ETF	$670K	0.1%Prev: 0.1%	1,533 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$467K	0.1%Prev: 0.1%	782 SH	Increased-79 SH
VANGUARD INDEX FDS	SMALL CP ETF	$16.4M	2.0%Prev: 3.2%	62,686 SH	Decreased-20,871 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$10.7M	1.3%Prev: 1.2%	197,132 SH	Increased+46,612 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$324K	0.0%Prev: 0.0%	2,951 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$44.0M	5.4%Prev: 4.3%	685,976 SH	Increased+198,060 SH
VANGUARD WORLD FD	UTILITIES ETF	$12.2M	1.5%Prev: 1.7%	61,505 SH	Increased+3,179 SH
VERIZON COMMUNICATIONS INC	COM	$259K	0.0%Prev: 0.5%	5,157 SH	Decreased-55,501 SH
VISA INC	COM CL A	$9.1M	1.1%Prev: 1.8%	30,218 SH	Decreased+82 SH
WALMART INC	COM	$625K	0.1%Prev: 0.1%	5,025 SH	Increased-68 SH
WISDOMTREE TR	US HIGH DIVIDEND	$513K	0.1%Prev: 0.1%	4,700 SH	Increased-245 SH
XYLEM INC	COM	$2.4M	0.3%Prev: 0.4%	19,993 SH	Decreased-466 SH

Sold (vs prior filing)

ABBOTT LABS — $617K
BOOKING HOLDINGS INC — $5.2M
CHEVRON CORP NEW — $5.0M
CHUBB LIMITED — $2.9M
COMCAST CORP NEW — $2.7M
COSTCO WHSL CORP NEW — $9.4M
JPMORGAN CHASE & CO. — $10.3M
KIMBERLY-CLARK CORP — $210K
MEDTRONIC PLC — $3.6M
PFIZER INC — $2.3M
PROCTER AND GAMBLE CO — $8.4M
SELECT SECTOR SPDR TR — $3.0M
SELECT SECTOR SPDR TR — $1.6M
SELECT SECTOR SPDR TR — $3.9M
SELECT SECTOR SPDR TR — $17.1M
SELECT SECTOR SPDR TR — $4.2M
SELECT SECTOR SPDR TR — $2.6M
SELECT SECTOR SPDR TR — $2.2M
SELECT SECTOR SPDR TR — $3.5M
SELECT SECTOR SPDR TR — $1.1M
… and 4 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001512611-26-000001	$854.6M	View
Nov 13, 2025	Q3 2025	13F-HR	0001512611-25-000003	$839.7M	View
Jul 24, 2026	Q2 2026