Nelson Capital Management, LLC
Annual return '25
+15.6%
SPY '25
+17.7%
Alpha
-2.1ptsvs SPY
Invested
$1.6B
Holdings
108
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 98.0% (1.60M → 31.5k shares)
35.0%
02
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Exited (was 643.2k shares)
5.4%
03
$IGSB
ISHARES TR
Q1 2026: Exited (was 660.6k shares)
4.7%
04
$XLK
SELECT SECTOR SPDR TR
Q1 2026: Exited (was 163.1k shares)
3.2%
05
$MSFT
MICROSOFT CORP
Q1 2026: Sold 88.7% (68.6k → 7.7k shares)
3.2%
06
$SPTS
SPDR SERIES TRUST
Q1 2026: Exited (was 865.3k shares)
3.2%
07
$AAPL
APPLE INC
Q1 2026: Sold 73.0% (95.9k → 26.0k shares)
2.9%
08
$GOOG
ALPHABET INC
Q1 2026: Exited (was 79.2k shares)
2.7%
09
$XLI
SELECT SECTOR SPDR TR
Q1 2026: Exited (was 129.1k shares)
2.5%
10
$VB
VANGUARD INDEX FDS
Q1 2026: Exited (was 62.9k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:14 UTC.