$225 Million is the total value of Nelson Capital Management, LLC's 242 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PNW | Exit | Pinnacle West Capital | $0 | – | -18 | -100.0% | 0.00% | – |
| ACTV | Exit | The Active Network, Inc. | $0 | – | -250 | -100.0% | -0.00% | – |
| BBY | Exit | Best Buy Co. Inc | $0 | – | -246 | -100.0% | -0.00% | – |
| SIVB | Exit | SVB Financial Group | $0 | – | -175 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| COSTCO WHSL CORP NEW | 45 | Q2 2024 | 3.7% |
| MICROSOFT CORP | 45 | Q2 2024 | 7.3% |
| Cisco Systems Inc. | 45 | Q2 2024 | 3.0% |
| QUALCOMM INC | 45 | Q2 2024 | 3.4% |
| VERIZON COMMUNICATIONS INC | 45 | Q2 2024 | 3.3% |
| DISNEY WALT CO | 45 | Q2 2024 | 3.2% |
| CHEVRON CORP NEW | 45 | Q2 2024 | 3.3% |
| JPMORGAN CHASE & CO. | 45 | Q2 2024 | 2.2% |
| Diageo PLC-SP ADR | 45 | Q2 2024 | 3.8% |
| ORACLE CORP | 45 | Q2 2024 | 3.0% |
View Nelson Capital Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-13 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-27 |
View Nelson Capital Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.