Long-term investor
Nelson Capital Management, LLC @nelsoncapitalmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001512611).
Record
- Tracked since 2025-06-30 (434 days), 22 trades recorded
- Returns: week n/a · month n/a · 90 days +11.4% · 6 months +6.6% · 1 year +17.3% · all +17.3%
- Max drawdown -4.4% · Sharpe 0.76 · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 35.3% · long · since 2025-06-30
- VEA · 5.4% · long · since 2025-06-30
- IGSB · 4.5% · long · since 2025-06-30
- XLK · 4.2% · long · since 2025-06-30
- GOOG · 3.0% · long · since 2025-06-30
- AAPL · 3.0% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- SPTS · 2.8% · long · since 2025-06-30
- XLI · 2.5% · long · since 2025-06-30
- VB · 2.1% · long · since 2025-06-30
- CSCO · 1.7% · long · since 2025-06-30
- AMZN · 1.5% · long · since 2025-06-30