SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-08 |
| Reported value | $403,412,403 |
| Positions | 247 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| STATE STREET SPDR S&P 500 ETF | SPY | OTHER | $25,458,136 | 34,091 |
| APPLE INC | AAPL | COMMON STOCK | $17,868,559 | 61,752 |
| BURKE & HERBERT FINL SVCS CORP | BHRB | COMMON STOCK | $15,646,941 | 217,742 |
| MICROSOFT CORP | MSFT | COMMON STOCK | $12,667,014 | 33,958 |
| JOHNSON & JOHNSON | JNJ | COMMON STOCK | $9,953,084 | 39,190 |
| ISHARES S&P 500 INDEX FUND | IVV | OTHER | $8,766,506 | 11,706 |
| EXXON MOBIL CORP | XOM | COMMON STOCK | $8,160,407 | 59,687 |
| ISHARES S&P 400 MIDCAP INDEX F | IJH | OTHER | $8,132,791 | 105,470 |
| INVESCO S&P 500 EQUAL WEIGHT E | RSP | OTHER | $7,602,910 | 35,733 |
| ISHARES MSCI EAFE ETF | EFA | OTHER | $6,414,382 | 61,748 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.