Nelson Capital Management, LLC

Q2 2025 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
6/30/2025
Date filed
7/23/2025
Form type
13F-HR
Num holdings
101
Total value ($000)
$756,486
Net value change ($000)
—
New positions
101
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2014 Next filing: 11/13/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 255,601 —
MSFT 35,647 —
VEA 35,411 —
IGSB 27,828 —
SPTS 23,539 —
AAPL 20,292 —
XLI 19,428 —
XLK 16,478 —
VB 14,999 —
GOOGL 14,932 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type