Notify me when Nelson Capital Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 107 | $854,591,473 | +$29,460,200 | -$13,350,543 | +$16,109,657 | NVDA, VEA, IGSB, MSFT, AAPL | 13F-HR | 10 Feb 2026, 11:20 |
| Q3 2025 | 108 | $839,745,676 | +$18,168,874 | -$10,728,936 | +$7,439,938 | NVDA, VEA, MSFT, IGSB, AAPL | 13F-HR | 13 Nov 2025, 17:23 |
| Q2 2025 | 101 | $756,486,427 | +$113,028,800 | -$18,201,595 | +$94,827,205 | NVDA, MSFT, VEA, IGSB, SPTS | 13F-HR | 23 Jul 2025, 17:04 |
| Q1 2025 | 101 | $578,962,819 | +$16,168,775 | -$10,062,043 | +$6,106,732 | NVDA, MSFT, IGSB, VEA, SPTS | 13F-HR | 05 May 2025, 19:25 |
| Q4 2024 | 107 | $602,690,978 | +$16,802,096 | -$14,106,804 | +$2,695,292 | NVDA, MSFT, AAPL, IGSB, SPTS | 13F-HR | 04 Feb 2025, 19:51 |
| Q3 2024 | 109 | $593,551,141 | +$23,490,999 | -$9,781,069 | +$13,709,930 | NVDA, MSFT, VEA, SPTS, AAPL | 13F-HR | 04 Nov 2024, 12:58 |
| Q2 2024 | 105 | $563,542,068 | +$121,646,735 | -$9,604,440 | +$112,042,295 | NVDA, MSFT, VEA, SPTS, IGSB | 13F-HR | 07 Aug 2024, 19:21 |
| Q1 2024 | 103 | $523,052,108 | +$31,645,034 | -$25,282,126 | +$6,362,908 | NVDA, MSFT, VEA, IGSB, SPTS | 13F-HR | 06 May 2024, 21:47 |
| Q4 2023 | 94 | $446,967,661 | +$13,484,864 | -$13,620,118 | -$135,254 | NVDA, MSFT, IGSB, VEA, AAPL | 13F-HR | 26 Jan 2024, 17:24 |
| Q3 2023 | 91 | $407,824,023 | +$43,210,101 | -$13,170,873 | +$30,039,228 | NVDA, MSFT, IGSB, VEA, AAPL | 13F-HR | 14 Nov 2023, 13:52 |
| Q2 2023 | 91 | $387,177,174 | +$30,725,680 | -$18,255,086 | +$12,470,594 | MSFT, IGSB, NVDA, VEA, AAPL | 13F-HR | 10 Aug 2023, 17:09 |
| Q1 2023 | 89 | $352,130,591 | +$39,845,356 | -$43,966,277 | -$4,120,921 | MSFT, VEA, AAPL, VB, XLI | 13F-HR | 09 May 2023, 17:09 |
| Q4 2022 | 90 | $340,773,552 | +$19,215,627 | -$42,306,692 | -$23,091,065 | MSFT, VB, AAPL, VEA, VWO | 13F-HR | 02 Feb 2023, 21:24 |
| Q3 2022 | 97 | $340,263,000 | +$34,035,762 | -$23,956,858 | +$10,078,904 | MSFT, AAPL, KO, VB, VEA | 13F-HR | 02 Nov 2022, 20:28 |
| Q2 2022 | 98 | $362,110,000 | +$42,342,645 | -$117,418,765 | -$75,076,120 | MSFT, KO, IVV, AAPL, VB | 13F-HR | 26 Jul 2022, 19:30 |
| Q1 2022 | 105 | $511,267,000 | +$44,084,237 | -$40,863,468 | +$3,220,769 | JPST, MSFT, AAPL, SPTS, JSCP | 13F-HR | 02 May 2022, 17:09 |
| Q4 2021 | 106 | $540,721,000 | +$30,185,626 | -$22,062,109 | +$8,123,517 | JPST, SPTS, MSFT, AAPL, VB | 13F-HR | 11 Feb 2022, 20:48 |
| Q3 2021 | 98 | $502,733,000 | +$23,111,595 | -$8,973,493 | +$14,138,102 | SPTS, JPST, MSFT, VB, AAPL | 13F-HR | 08 Nov 2021, 20:40 |
| Q2 2021 | 98 | $494,094,000 | +$21,683,161 | -$30,048,148 | -$8,364,987 | SPTS, JPST, MSFT, VB, AAPL | 13F-HR | 10 Aug 2021, 11:55 |
| Q1 2021 | 98 | $467,512,000 | +$20,717,985 | -$28,339,598 | -$7,621,613 | SPTS, JPST, VB, AMZN, MSFT | 13F-HR | 10 May 2021, 17:03 |
| Q4 2020 | 95 | $465,108,000 | +$8,557,983 | -$166,325,362 | -$157,767,379 | SPTS, JPST, AMZN, AAPL, MSFT | 13F-HR | 17 Feb 2021, 12:26 |
| Q3 2020 | 96 | $571,505,000 | +$131,664,246 | -$38,210,875 | +$93,453,371 | SPTS, JPST, AMZN, MSFT, AAPL | 13F-HR | 12 Nov 2020, 17:41 |
| Q2 2020 | 91 | $458,813,000 | +$45,242,880 | -$27,137,194 | +$18,105,686 | AMZN, MSFT, GOOG, VB, AAPL | 13F-HR | 13 Aug 2020, 14:32 |
| Q1 2020 | 87 | $372,389,000 | +$23,327,571 | -$52,188,356 | -$28,860,785 | IJR, AMZN, MSFT, GOOG, VEA | 13F-HR | 12 May 2020, 16:30 |
| Q4 2019 | 100 | $475,674,000 | +$52,045,561 | -$28,328,061 | +$23,717,500 | IJR, GOOG, MSFT, VEA, AMZN | 13F-HR | 10 Feb 2020, 15:56 |
| Q3 2019 | 327 | $412,772,000 | +$12,653,757 | -$17,281,916 | -$4,628,159 | IJR, GOOG, COST, VEA, AMZN | 13F-HR | 07 Nov 2019, 19:59 |
| Q2 2019 | 309 | $422,932,000 | +$25,287,066 | -$20,062,430 | +$5,224,636 | IJR, AMZN, GOOG, VEA, MSFT | 13F-HR | 24 Jul 2019, 18:16 |
| Q1 2019 | 301 | $400,924,000 | +$39,749,501 | -$41,548,484 | -$1,798,983 | IJR, GOOG, AMZN, VEA, COST | 13F-HR | 09 May 2019, 15:29 |
| Q4 2018 | 286 | $358,829,000 | +$38,262,854 | -$47,330,706 | -$9,067,852 | IJR, AMZN, GOOG, VEA, COST | 13F-HR | 29 Jan 2019, 19:25 |
| Q3 2018 | 300 | $434,723,000 | +$18,030,785 | -$22,310,056 | -$4,279,271 | IJR, AMZN, VEA, GOOG, COST | 13F-HR | 09 Oct 2018, 14:48 |
| Q2 2018 | 254 | $329,244,000 | +$19,931,415 | -$31,232,793 | -$11,301,378 | AMZN, GOOG, UNH, COST, CRM | 13F-HR | 17 Jul 2018, 16:38 |
| Q1 2018 | 259 | $385,810,000 | +$74,747,665 | -$11,227,449 | +$63,520,216 | IJR, VEA, AMZN, GOOG, COST | 13F-HR | 20 Apr 2018, 13:54 |
| Q4 2017 | 342 | $320,701,000 | +$6,758,485 | -$11,891,849 | -$5,133,364 | GOOG, AMZN, UNH, COST, VZ | 13F-HR | 26 Jan 2018, 15:03 |
| Q3 2017 | 242 | $303,348,000 | +$34,274,630 | -$35,737,773 | -$1,463,143 | GOOG, AMZN, UNH, COST, FRCB | 13F-HR | 01 Nov 2017, 18:53 |
| Q2 2017 | 294 | $295,027,000 | +$17,702,383 | -$25,617,032 | -$7,914,649 | AMZN, COST, UNH, GOOG, FRCB | 13F-HR | 11 Aug 2017, 15:57 |
| Q1 2017 | 250 | $297,245,000 | +$13,692,658 | -$13,983,932 | -$291,274 | AMZN, COST, UNH, FRCB, GOOG | 13F-HR | 03 May 2017, 14:26 |
| Q4 2016 | 253 | $286,342,000 | +$17,768,647 | -$25,087,338 | -$7,318,691 | AMZN, COST, AKAM, TJX, UNH | 13F-HR | 08 Feb 2017, 18:32 |
| Q3 2016 | 249 | $282,037,000 | +$26,915,000 | -$21,222,737 | +$5,692,263 | AMZN, COST, TJX, GOOG, SLB | 13F-HR | 27 Oct 2016, 13:10 |
| Q2 2016 | 267 | $266,042,000 | +$6,623,690 | -$9,157,468 | -$2,533,778 | AMZN, COST, TJX, XLU, SLB | 13F-HR | 09 Aug 2016, 17:36 |
| Q1 2016 | 252 | $265,395,000 | +$22,739,546 | -$18,867,935 | +$3,871,611 | AMZN, MAS, COST, TJX, GILD | 13F-HR | 06 May 2016, 13:00 |
| Q4 2015 | 254 | $260,184,000 | +$2,446,549 | -$14,256,084 | -$11,809,535 | AMZN, COST, DIS, UPS, TJX | 13F-HR | 01 Feb 2016, 17:53 |
| Q3 2015 | 253 | $261,305,000 | +$17,458,677 | -$14,981,474 | +$2,477,203 | AMZN, AKAM, UPS, COST, DIS | 13F-HR | 21 Oct 2015, 19:26 |
| Q2 2015 | 259 | $276,556,000 | +$14,091,271 | -$13,401,122 | +$690,149 | AMZN, AKAM, DIS, SLB, UPS | 13F-HR | 30 Jul 2015, 16:25 |
| Q1 2015 | 264 | $277,260,000 | +$23,095,813 | -$21,077,510 | +$2,018,303 | WWAV, AMZN, AKAM, COST, IVZ | 13F-HR | 12 May 2015, 13:38 |
| Q4 2014 | 302 | $269,826,000 | +$15,554,193 | -$17,649,856 | -$2,095,663 | TJX, UPS, WWAV, COST, TROW | 13F-HR | 09 Feb 2015, 15:25 |
| Q3 2014 | 305 | $264,960,000 | +$28,663,044 | -$13,382,360 | +$15,280,684 | SLB, IVZ, WWAV, TJX, UPS | 13F-HR | 31 Oct 2014, 17:15 |
| Q2 2014 | 297 | $249,757,000 | +$36,503,908 | -$20,385,789 | +$16,118,119 | IVZ, DEO, UPS, QCOM, AMZN | 13F-HR | 13 Aug 2014, 17:32 |
| Q1 2014 | 254 | $227,540,000 | +$12,667,495 | -$11,353,976 | +$1,313,519 | IVZ, DEO, AMZN, QCOM, UPS | 13F-HR | 14 May 2014, 17:15 |
| Q4 2013 | 231 | $224,894,000 | $0 | $0 | $0 | AMZN, DEO, IVZ, QCOM, PAYX | 13F-HR | 11 Feb 2014, 17:37 |