Nelson Capital Management, LLC
•CIK: 1512611•Filing: Q4 2025
**Nelson Capital Management, LLC** manages $855M across a concentrated portfolio of 107 positions. The fund exhibits significant conviction in technology leaders, with NVDA representing the largest holding at $298.5M. Further notable allocations include MSFT ($33.2M), AAPL ($26.1M), and GOOG ($24.9M), indicating a clear focus on mega-cap growth names. The diverse top holdings also include sector exposure via XLK ($23.5M) and XLI ($20.0M).
Total AUM
$854.6M
QoQ Performance
+1.8%
Positions
85
Top 10 Concentration
63.5%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
NVDA34.9%
VEA4.7%
IGSB4.1%
MSFT3.9%
AAPL3.1%
SPTS3.0%
GOOG2.9%
XLK2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology48.2%
Other36.6%
Financial4.2%
Consumer3.9%
Healthcare2.5%
ETF2.4%
Communication0.8%
Energy0.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑33 increased
↓60 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023