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

Page 5 of 6

Sort by:

Merck & Co., Inc.

MRK|58933Y105

Shares:5.2K

Value:$468.9K

% of Portfolio:0.1% ($468.9K/$579.0M)

37954Y657

Shares:24.3K

Value:$463.3K

% of Portfolio:0.1% ($463.3K/$579.0M)

Walmart Inc.

WMT|931142103

Shares:5.1K

Value:$447.1K

% of Portfolio:0.1% ($447.1K/$579.0M)

922908363

VOO|922908363

Shares:861

Value:$442.5K

% of Portfolio:0.1% ($442.5K/$579.0M)

NUCOR CORP

NUE|670346105

Shares:3.1K

Value:$376.9K

% of Portfolio:0.1% ($376.9K/$579.0M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:687

Value:$375.3K

% of Portfolio:0.1% ($375.3K/$579.0M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.5K

Value:$369.0K

% of Portfolio:0.1% ($369.0K/$579.0M)

PEPSICO INC

PEP|713448108

Shares:2.2K

Value:$329.7K

% of Portfolio:0.1% ($329.7K/$579.0M)

LAM RESEARCH CORP

LRCX|512807306

Shares:4.5K

Value:$326.4K

% of Portfolio:0.1% ($326.4K/$579.0M)

464287648

IWO|464287648

Shares:1.3K

Value:$325.8K

% of Portfolio:0.1% ($325.8K/$579.0M)

MCDONALDS CORP

MCD|580135101

Shares:880

Value:$274.9K

% of Portfolio:0.0% ($274.9K/$579.0M)

92206C680

VONG|92206C680

Shares:3.0K

Value:$273.8K

% of Portfolio:0.0% ($273.8K/$579.0M)

Broadcom Inc.

AVGO|11135F101

Shares:1.6K

Value:$265.4K

% of Portfolio:0.0% ($265.4K/$579.0M)

Tesla, Inc.

TSLA|88160R101

Shares:1.0K

Value:$264.3K

% of Portfolio:0.0% ($264.3K/$579.0M)

Parker-Hannifin Corp

PH|701094104

Shares:385

Value:$234.0K

% of Portfolio:0.0% ($234.0K/$579.0M)

Palo Alto Networks Inc

PANW|697435105

Shares:1.3K

Value:$225.9K

% of Portfolio:0.0% ($225.9K/$579.0M)

Philip Morris International Inc.

PM|718172109

Shares:1.4K

Value:$218.4K

% of Portfolio:0.0% ($218.4K/$579.0M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:1.5K

Value:$210.5K

% of Portfolio:0.0% ($210.5K/$579.0M)

ENVIRI Corp

NVRI|415864107

Shares:28.8K

Value:$191.7K

% of Portfolio:0.0% ($191.7K/$579.0M)

464288224

Shares:16.5K

Value:$188.3K

% of Portfolio:0.0% ($188.3K/$579.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Merck & Co., Inc.(MRKcusip58933Y105)	5.2K	QoQ -8.73% (-500) YoY -84.43% (-28.3K)	All Managers (Combined)	$468.9K	0.1% ($468.9K/$579.0M)	QoQ -17.65% (-$100.5K) YoY -89.41% (-$4.0M)
(cusip37954Y657)✕	24.3K	QoQ -18.82% (-5.6K) YoY -15.89% (-4.6K)	All Managers (Combined)	$463.3K	0.1% ($463.3K/$579.0M)	QoQ -20.78% (-$121.5K) YoY -20.56% (-$119.9K)
Walmart Inc.(WMTcusip931142103)	5.1K	QoQ -10.53% (-600) YoY -13.99% (-829)	All Managers (Combined)	$447.1K	0.1% ($447.1K/$579.0M)	QoQ -13.07% (-$67.2K) YoY +25.47% (-$90.8K)
(VOOcusip922908363)	861	QoQ +2.25% (-19) YoY +82.80% (+390)	All Managers (Combined)	$442.5K	0.1% ($442.5K/$579.0M)	QoQ -2.46% (-$11.2K) YoY +95.43% (+$216.1K)
NUCOR CORP(NUEcusip670346105)	3.1K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$376.9K	0.1% ($376.9K/$579.0M)	QoQ +3.11% (+$11.4K) YoY -39.19% (-$242.9K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	687	QoQ -0.29% (-2) YoY -7.16% (-53)	All Managers (Combined)	$375.3K	0.1% ($375.3K/$579.0M)	QoQ -4.87% (-$19.2K) YoY +21.42% (-$66.2K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.5K	QoQ 0.00% (+0) YoY +6.37% (+89)	All Managers (Combined)	$369.0K	0.1% ($369.0K/$579.0M)	QoQ +13.11% (+$42.8K) YoY +38.52% (+$102.6K)
PEPSICO INC(PEPcusip713448108)	2.2K	QoQ -4.39% (-101) YoY -28.94% (-896)	All Managers (Combined)	$329.7K	0.1% ($329.7K/$579.0M)	QoQ -5.72% (-$20.0K) YoY -39.12% (-$211.9K)
LAM RESEARCH CORP(LRCXcusip512807306)	4.5K	QoQ 0.00% (+0) YoY NEW(+4.5K)	All Managers (Combined)	$326.4K	0.1% ($326.4K/$579.0M)	QoQ +0.65% (+$2.1K) YoY NEW(+$326.4K)
(IWOcusip464287648)	1.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$325.8K	0.1% ($325.8K/$579.0M)	QoQ -11.21% (-$41.2K) YoY -5.63% (-$19.5K)
MCDONALDS CORP(MCDcusip580135101)	880	QoQ 0.00% (+0) YoY -1.12% (-10)	All Managers (Combined)	$274.9K	0.0% ($274.9K/$579.0M)	QoQ +7.75% (+$19.8K) YoY +9.54% (-$23.9K)
(VONGcusip92206C680)	3.0K	QoQ 0.00% (-0) YoY NEW(+3.0K)	All Managers (Combined)	$273.8K	0.0% ($273.8K/$579.0M)	QoQ -10.17% (-$31.0K) YoY NEW(+$273.8K)
Broadcom Inc.(AVGOcusip11135F101)	1.6K	QoQ 0.00% (-0) YoY NEW(+1.6K)	All Managers (Combined)	$265.4K	0.0% ($265.4K/$579.0M)	QoQ -27.78% (-$102.1K) YoY NEW(+$265.4K)
Tesla, Inc.(TSLAcusip88160R101)	1.0K	QoQ +0.29% (-3) YoY NEW(+1.0K)	All Managers (Combined)	$264.3K	0.0% ($264.3K/$579.0M)	QoQ -35.63% (-$146.4K) YoY NEW(+$264.3K)
Parker-Hannifin Corp(PHcusip701094104)	385	QoQ 0.00% (-0) YoY NEW(+385)	All Managers (Combined)	$234.0K	0.0% ($234.0K/$579.0M)	QoQ -4.43% (-$10.8K) YoY NEW(+$234.0K)
Palo Alto Networks Inc(PANWcusip697435105)	1.3K	QoQ -7.02% (-100) YoY +62.65% (-510)	All Managers (Combined)	$225.9K	0.0% ($225.9K/$579.0M)	QoQ -12.80% (-$33.2K) YoY -2.31% (-$5.4K)
Philip Morris International Inc.(PMcusip718172109)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$218.4K	0.0% ($218.4K/$579.0M)	QoQ NEW(+$218.4K) YoY NEW(+$218.4K)
KIMBERLY CLARK CORP(KMBcusip494368103)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$210.5K	0.0% ($210.5K/$579.0M)	QoQ NEW(+$210.5K) YoY NEW(+$210.5K)
ENVIRI Corp(NVRIcusip415864107)	28.8K	QoQ 0.00% (-0) YoY -23.43% (-8.8K)	All Managers (Combined)	$191.7K	0.0% ($191.7K/$579.0M)	QoQ -13.63% (-$30.3K) YoY -44.35% (-$152.8K)
(cusip464288224)✕	16.5K	QoQ 0.00% (+0) YoY NEW(+16.5K)	All Managers (Combined)	$188.3K	0.0% ($188.3K/$579.0M)	QoQ +0.35% (+$659) YoY NEW(+$188.3K)