SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-07 |
| Reported value | $268,448,401 |
| Positions | 225 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| CATERPILLAR INC | CAT | COM | $16,775,370 | 15,753 |
| APPLE INC | AAPL | COM | $13,944,258 | 48,190 |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $11,034,289 | 16,066 |
| ALPHABET INC | GOOG | CAP STK CL C | $9,265,019 | 26,222 |
| COSTCO WHOLESALE CORPORATION | COST | COM | $8,415,488 | 8,996 |
| LINCOLN NATL CORP IND | LNC | COM | $7,761,623 | 219,565 |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $6,667,586 | 22,192 |
| PENUMBRA INC | PEN | COM | $6,450,773 | 20,430 |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $5,400,954 | 25,384 |
| JOHNSON & JOHNSON | JNJ | COM | $5,162,194 | 20,326 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.