SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-19 |
| Reported value | $177,723,050 |
| Positions | 14 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| PROGRESSIVE CORP | PGR | COM | $28,162,137 | 128,918 |
| MURPHY USA INC | MUSA | COM | $21,754,721 | 40,371 |
| OREILLY AUTOMOTIVE INC | ORLY | COM | $20,068,990 | 217,928 |
| HEICO CORP NEW | HEI.A | CL A | $19,675,005 | 55,055 |
| NVIDIA CORPORATION | NVDA | COM | $17,299,981 | 86,461 |
| SOMNIGROUP INTERNATIONAL INC | SGI | COM | $14,689,651 | 187,368 |
| ALPHABET INC | GOOGL | CAP STK CL A | $13,832,363 | 38,706 |
| AMAZON COM INC | AMZN | COM | $11,754,452 | 49,318 |
| MICROSOFT CORP | MSFT | COM | $8,553,722 | 22,931 |
| TEXAS PACIFIC LAND CORPORATI | TPL | COM | $6,274,882 | 14,338 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.