SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-29 |
| Reported value | $341,237,518 |
| Positions | 91 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ISHARES TR | DSI | ESG MSCI KLD ETF | $39,855,103 | 279,901 |
| ALPHABET INC | GOOGL | CAP STK CL A | $24,630,664 | 68,922 |
| VANGUARD WORLD FD | VSGX | ESG INTL STK ETF | $20,099,968 | 244,109 |
| APPLE INC | AAPL | COM | $18,756,037 | 64,819 |
| MICROSOFT CORP | MSFT | COM | $15,626,214 | 41,891 |
| COSTCO WHOLESALE CORPORATION | COST | COM | $13,118,105 | 14,023 |
| TJX COS INC NEW | TJX | COM | $12,329,856 | 81,385 |
| LINDE PLC | LIN | SHS | $12,104,311 | 23,325 |
| STRYKER CORPORATION | SYK | COM | $10,572,642 | 33,581 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $10,483,900 | 14 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.