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Institutional Investment Manager
Nelson Capital Management, LLC
Nelson Capital Management, LLC (CIK: 0001512611) incorporated in California, located at 545 Middlefield Road, Menlo Park, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 260 holdings with a total value of $286,347,000.
#
Name
Shares
Value ($)
%
Options
Notes
251 PRICE T ROWE GROUP INC 92,025 6,926,000 2.42%
252 SELECT SECTOR SPDR TR 142,631 6,928,000 2.42%
253 GOOGLE INC 9,499 7,332,000 2.56%
254 FIRST REP BK SAN FRANCISCO C 84,201 7,758,000 2.71%
255 SCHLUMBERGER LTD 92,833 7,793,000 2.72%
256 UNITEDHEALTH GROUP INC 49,128 7,862,000 2.75%
257 TJX COS INC NEW 108,526 8,154,000 2.85%
258 AKAMAI TECHNOLOGIES INC 124,940 8,331,000 2.91%
259 COSTCO WHSL CORP NEW 55,510 8,888,000 3.10%
260 AMAZON COM INC 17,968 13,474,000 4.71%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001512611-17-000003, filed 2017.02.09).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.