SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-09 |
| Reported value | $592,617,031 |
| Positions | 91 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $43,458,396 | 86,849 |
| ALPHABET INC | GOOG | CAP STK CL C | $41,257,870 | 116,769 |
| MICROSOFT CORP | MSFT | COM | $40,876,009 | 109,581 |
| BANK OF NY MELLON CORP | BNY | COM | $35,976,809 | 248,785 |
| BANK OF AMER CORP | BAC | COM | $26,324,759 | 462,000 |
| INTEL CORP | INTC | COM | $23,179,104 | 166,004 |
| VISA INC | V | COM CL A | $22,536,493 | 65,687 |
| ISHARES TR | SHYG | 0-5YR HI YL CP | $20,457,173 | 482,367 |
| ISHARES TR | IVE | S&P 500 VAL ETF | $18,623,676 | 82,021 |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $17,328,365 | 342,661 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.