SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-29 |
| Reported value | $219,020,000 |
| Positions | 95 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| Johnson & Johnson | JNJ | COM | $11,535,000 | 45,418 |
| Apple Inc. | AAPL | COM | $11,065,000 | 38,241 |
| TJX Companies Inc. | TJX | COM | $10,434,000 | 68,868 |
| Coca-Cola Company | KO | COM | $8,267,000 | 101,721 |
| Costco Wholesale Corp | COST | COM | $7,404,000 | 7,915 |
| Vanguard Sh Term Bond ETF | BSV | OTR | $7,093,000 | 91,041 |
| Vanguard Sh Term Govt ETF | VGSH | OTR | $6,917,000 | 118,857 |
| Microsoft Corporation | MSFT | COM | $6,597,000 | 17,685 |
| Home Depot Inc. | HD | COM | $5,831,000 | 16,532 |
| JPMorgan Chase & Co | JPM | COM | $5,423,000 | 16,568 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.