SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-12 |
| Reported value | $253,842,784 |
| Positions | 66 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | XLK | UIT EXCHANGE TRADED | $35,085,963 | 184,159 |
| INVESCO QQQ TR | QQQ | UIT EXCHANGE TRADED | $35,055,514 | 47,604 |
| ALPHABET INC CLASS A | GOOGL | COMMON STOCK | $16,101,302 | 45,055 |
| ELI LILLY AND CO | LLY | COMMON STOCK | $13,392,392 | 11,166 |
| APPLE INC | AAPL | COMMON STOCK | $13,240,012 | 45,756 |
| AMAZON.COM INC | AMZN | COMMON STOCK | $10,248,382 | 42,999 |
| CATERPILLAR INC | CAT | COMMON STOCK | $9,131,664 | 8,575 |
| WELLTOWER INC REIT | WELL | REAL ESTATE INVESTME | $9,130,794 | 40,229 |
| GE AEROSPACE | GE | COMMON STOCK | $8,252,822 | 22,082 |
| BERKSHIRE HATHAWAY CLASS B | BRK.B | COMMON STOCK | $7,870,634 | 15,729 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.