Nelson-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "VONG",
  "GOOGL",
  "AVGO",
  "CRBU",
  "NVRI",
  "HD",
  "MCD",
  "INTU",
  "QCOM",
  null,
  "EMXC",
  "EMR",
  "BKNG",
  "META",
  null,
  "LRCX",
  "LIN",
  "MDT",
  "MSFT",
  "IJR",
  "ORCL",
  "PANW",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "MAS",
  "SPGI",
  null,
  null,
  "ROP",
  "SHEL",
  "GLD",
  null,
  null,
  null,
  "IBM",
  "SYK",
  "TEL",
  "TMO",
  "TJX",
  "SCHW",
  null,
  "VWO",
  "IWO",
  "XLB",
  null,
  null,
  null,
  null,
  "AJG",
  "AMZN",
  null,
  "TPL",
  null,
  "VUG",
  "VEA",
  "VB",
  "VOO",
  null,
  "V",
  "WMT",
  null,
  "XYL",
  null,
  "AEM",
  "SCHF",
  "CRM",
  null,
  "NUE",
  "KMB",
  "BRK-B",
  "CVX",
  "CB",
  "CSCO",
  "KO",
  "CMCSA",
  "COST",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "PH",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 101
Total Value: 578962819
Accession Number: 0001085146-25-002617
Form Type: 13F-HR
CIK: nelson-capital-management
Manager Name: Nelson-Capital-Management

Data Enrichment

82% identified

83 identified18 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

101 positions • $579.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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81369Y209

Shares:24.0K

Value:$3.5M

% of Portfolio:0.6% ($3.5M/$579.0M)

HOME DEPOT, INC.

HD|437076102

Shares:9.1K

Value:$3.4M

% of Portfolio:0.6% ($3.4M/$579.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:5.9K

Value:$3.1M

% of Portfolio:0.5% ($3.1M/$579.0M)

Walt Disney Co

DIS|254687106

Shares:31.1K

Value:$3.1M

% of Portfolio:0.5% ($3.1M/$579.0M)

ELI LILLY & Co

LLY|532457108

Shares:3.7K

Value:$3.0M

% of Portfolio:0.5% ($3.0M/$579.0M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:38.4K

Value:$3.0M

% of Portfolio:0.5% ($3.0M/$579.0M)

81369Y852

Shares:30.8K

Value:$3.0M

% of Portfolio:0.5% ($3.0M/$579.0M)

Chubb Ltd

CB|H1467J104

Shares:9.6K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$579.0M)

ADOBE INC.

ADBE|00724F101

Shares:7.2K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$579.0M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:60.7K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$579.0M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:25.0K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$579.0M)

COMCAST CORP

CMCSA|20030N101

Shares:72.6K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$579.0M)

MASCO CORP /DE/

MAS|574599106

Shares:38.1K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$579.0M)

808524805

SCHF|808524805

Shares:132.1K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$579.0M)

81369Y407

Shares:13.2K

Value:$2.6M

% of Portfolio:0.4% ($2.6M/$579.0M)

Shell plc

SHEL|780259305

Shares:35.4K

Value:$2.6M

% of Portfolio:0.4% ($2.6M/$579.0M)

COCA COLA CO

KO|191216100

Shares:35.1K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$579.0M)

Xylem Inc.

XYL|98419M100

Shares:20.5K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$579.0M)

PFIZER INC

PFE|717081103

Shares:91.6K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$579.0M)

Salesforce, Inc.

CRM|79466L302

Shares:8.5K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$579.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y209)✕	24.0K	QoQ +8.46% (+1.9K) YoY +20.78% (+4.1K)	All Managers (Combined)	$3.5M	0.6% ($3.5M/$579.0M)	QoQ +15.11% (+$460.8K) YoY +19.37% (+$569.5K)
HOME DEPOT, INC.(HDcusip437076102)	9.1K	QoQ +0.50% (-46) YoY -3.62% (-344)	All Managers (Combined)	$3.4M	0.6% ($3.4M/$579.0M)	QoQ -5.30% (-$188.0K) YoY -7.92% (-$288.5K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	5.9K	QoQ +357.72% (+4.6K) YoY +369.06% (+4.6K)	All Managers (Combined)	$3.1M	0.5% ($3.1M/$579.0M)	QoQ +437.79% (+$2.5M) YoY +494.06% (+$2.6M)
Walt Disney Co(DIScusip254687106)	31.1K	QoQ +32.85% (+7.7K) YoY +41.35% (+9.1K)	All Managers (Combined)	$3.1M	0.5% ($3.1M/$579.0M)	QoQ +17.76% (+$463.2K) YoY +14.02% (+$377.7K)
ELI LILLY & Co(LLYcusip532457108)	3.7K	QoQ +1.21% (+44) YoY +1024.53% (+3.3K)	All Managers (Combined)	$3.0M	0.5% ($3.0M/$579.0M)	QoQ +8.28% (+$231.6K) YoY +1093.85% (+$2.8M)
SCHWAB CHARLES CORP(SCHWcusip808513105)	38.4K	QoQ +2.70% (+1.0K) YoY +1.71% (+646)	All Managers (Combined)	$3.0M	0.5% ($3.0M/$579.0M)	QoQ +8.63% (+$238.7K) YoY +10.06% (+$274.7K)
(cusip81369Y852)✕	30.8K	QoQ +9.84% (+2.8K) YoY +22.30% (+5.6K)	All Managers (Combined)	$3.0M	0.5% ($3.0M/$579.0M)	QoQ +9.43% (+$255.9K) YoY +44.45% (+$913.1K)
Chubb Ltd(CBcusipH1467J104)	9.6K	QoQ -0.44% (-43) YoY -0.94% (-91)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$579.0M)	QoQ +8.80% (-$234.1K) YoY +15.44% (-$386.8K)
ADOBE INC.(ADBEcusip00724F101)	7.2K	QoQ +0.20% (-15) YoY -11.05% (-897)	All Managers (Combined)	$2.8M	0.5% ($2.8M/$579.0M)	QoQ -13.57% (-$434.6K) YoY -32.39% (-$1.3M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	60.7K	QoQ +0.90% (+545) YoY +4.06% (+2.4K)	All Managers (Combined)	$2.8M	0.5% ($2.8M/$579.0M)	QoQ +14.45% (+$347.5K) YoY +12.50% (+$305.8K)
EMERSON ELECTRIC CO(EMRcusip291011104)	25.0K	QoQ +2.12% (-520) YoY -0.30% (-77)	All Managers (Combined)	$2.7M	0.5% ($2.7M/$579.0M)	QoQ -9.65% (-$292.7K) YoY -3.62% (-$103.2K)
COMCAST CORP(CMCSAcusip20030N101)	72.6K	QoQ +0.73% (-533) YoY +3.17% (-2.2K)	All Managers (Combined)	$2.7M	0.5% ($2.7M/$579.0M)	QoQ -0.95% (-$25.7K) YoY -12.17% (-$371.2K)
MASCO CORP /DE/(MAScusip574599106)	38.1K	QoQ -0.79% (-306) YoY -3.48% (-1.4K)	All Managers (Combined)	$2.7M	0.5% ($2.7M/$579.0M)	QoQ -4.93% (-$137.7K) YoY -14.91% (-$464.6K)
(SCHFcusip808524805)	132.1K	QoQ -2.73% (-3.7K) YoY +89.28% (-62.3K)	All Managers (Combined)	$2.6M	0.5% ($2.6M/$579.0M)	QoQ +3.99% (-$100.3K) YoY -4.05% (-$110.3K)
(cusip81369Y407)✕	13.2K	QoQ +11.32% (-1.3K) YoY +25.13% (+2.6K)	All Managers (Combined)	$2.6M	0.4% ($2.6M/$579.0M)	QoQ -2.01% (-$53.5K) YoY +34.37% (+$664.8K)
Shell plc(SHELcusip780259305)	35.4K	QoQ -1.49% (-536) YoY -54.50% (-42.4K)	All Managers (Combined)	$2.6M	0.4% ($2.6M/$579.0M)	QoQ +15.22% (-$342.9K) YoY -50.26% (-$2.6M)
COCA COLA CO(KOcusip191216100)	35.1K	QoQ +0.49% (+173) YoY +0.98% (+341)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$579.0M)	QoQ +15.60% (+$339.3K) YoY +18.21% (+$387.2K)
Xylem Inc.(XYLcusip98419M100)	20.5K	QoQ +0.75% (+153) YoY -4.41% (-946)	All Managers (Combined)	$2.4M	0.4% ($2.4M/$579.0M)	QoQ +3.74% (+$88.1K) YoY -11.65% (-$322.4K)
PFIZER INC(PFEcusip717081103)	91.6K	QoQ -7.38% (-7.3K) YoY +4.41% (-3.9K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$579.0M)	QoQ -11.54% (-$302.8K) YoY -4.65% (-$113.3K)
Salesforce, Inc.(CRMcusip79466L302)	8.5K	QoQ +3.81% (-312) YoY +22.51% (+1.6K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$579.0M)	QoQ -16.67% (-$456.1K) YoY +9.16% (+$191.3K)