SEC Form 13F

Investment Management Trust, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-12
Reported value$111,569,951
Positions78

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$9,479,86332,761
NVIDIA CORPORATIONNVDACOM$9,145,98445,709
ALPHABET INCGOOGLCAP STK CL A$6,659,21118,634
WALMART INCWMTCOM$6,549,52257,827
AMAZON COM INCAMZNCOM$6,512,95527,326
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$6,230,58326,332
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$4,946,8569,886
MICROSOFT CORPMSFTCOM$4,833,05112,957
CATERPILLAR INCCATCOM$3,873,5573,637
SPDR SERIES TRUSTSPYMST STR P500ETF$2,561,41929,147

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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