Nelson Capital Management, LLC - Q42025 Holdings

Nelson Capital Management, LLC holds 107 stocks with a total portfolio value of $ 854.59M as of Q42025. In Q42025, Nelson Capital Management, LLC added 3 new positions, increased stakes in 33 stocks, reduced 60 holdings, and fully exited 4 positions. The largest holding is Nvidia Corporation (NVDA), representing 34.93% of the total portfolio.