SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-23 |
| Reported value | $200,817,938 |
| Positions | 57 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $8,986,200 | 12 |
| CISCO SYS INC | CSCO | COM | $8,091,580 | 68,888 |
| JPMORGAN CHASE & CO | JPM | COM | $7,510,663 | 22,945 |
| KINDER MORGAN INC DEL | KMI | COM | $6,800,028 | 212,700 |
| PHILLIPS 66 | PSX | COM | $6,372,178 | 37,694 |
| ISHARES TR | IBDT | IBDS DEC28 ETF | $6,309,723 | 249,890 |
| CHUBB LIMITED | CB | COM | $6,258,363 | 18,367 |
| APPLE INC | AAPL | COM | $6,153,874 | 21,267 |
| ISHARES TR | IBDR | IBONDS DEC2026 | $6,054,835 | 249,890 |
| ISHARES TR | IBDS | IBONDS 27 ETF | $6,052,336 | 249,890 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.