SEC Form 13F

Jones Kertz & Associates, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$216,916,865
Positions66

Largest disclosed positions

IssuerTickerClassReported valueReported amount
KLA CORPKLACCOM NEW$21,628,08171,685
Broadcom IncAVGOCOM$16,523,54043,742
APPLE INCAAPLCOM$14,350,80949,595
JABIL INCJBLCOM$14,054,21536,459
CATERPILLAR INCCATCOM$10,726,73810,073
ALPHABET INCGOOGLCAP STK CL A$9,002,86525,192
AMPHENOL CORPAPHCL A$7,866,16444,613
Goldman Sachs GroupGSCOM$6,663,9176,589
MICROSOFT CORPMSFTCOM$5,956,01015,967
ORACLE CORPORCLCOM$5,856,13839,960

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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