SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $137,690,731 |
| Positions | 97 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| WORTHINGTON ENTERPRISES INC | WOR | COM | $20,944,954 | 389,601 |
| PAYCHEX INC | PAYX | COM | $20,855,400 | 212,096 |
| NVIDIA CORPORATION | NVDA | COM | $7,844,254 | 39,204 |
| ISHARES TR | IVV | CORE S&P500 ETF | $7,302,426 | 9,751 |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $6,627,518 | 225,196 |
| WORTHINGTON STL INC | WS | COM SHS | $6,557,622 | 195,284 |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $5,241,950 | 7 |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $5,086,606 | 183,632 |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $4,306,001 | 27,435 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $3,693,449 | 7,381 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.