SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-24 |
| Reported value | $125,787,268 |
| Positions | 15 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| OREILLY AUTOMOTIVE INC | ORLY | COM | $17,620,685 | 191,342 |
| PALVELLA THERAPEUTICS INC NE | PVLA | COM | $13,194,937 | 86,343 |
| FERGUSON ENTERPRISES INC | FERG | COMMON STOCK NEW | $11,413,200 | 48,090 |
| VISA INC | V | COM CL A | $11,407,743 | 33,250 |
| HILTON WORLDWIDE HLDGS INC | HLT | COM | $10,694,347 | 32,362 |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $10,614,773 | 21,213 |
| AUTOZONE INC | AZO | COM | $8,200,782 | 2,566 |
| ALPHABET INC | GOOGL | CAP STK CL A | $6,790,745 | 19,002 |
| S&P GLOBAL INC | Unresolved | COM SHS | $6,657,479 | 16,347 |
| LINDE PLC | LIN | SHS | $6,446,273 | 12,422 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.