SEC Form 13F

Carnegie Lake Advisors LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$268,209,715
Positions168

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$13,838,93247,826
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$11,989,37023,960
MICROSOFT CORPMSFTCOM$11,596,86431,089
UNITEDHEALTH GROUP INCUNHCOM$10,160,49124,446
STRYKER CORPORATIONSYKCOM$8,553,88827,169
AMGEN INCAMGNCOM$8,453,69223,345
WESCO INTL INCWCCCOM$8,387,04724,280
PARKER-HANNIFIN CORPPHCOM$8,124,2658,306
ALPHABET INCGOOGCAP STK CL C$7,996,23222,631
JPMORGAN CHASE & COJPMCOM$6,894,88121,064

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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