SEC Form 13F

Somerset Group LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-13
Reported value$142,466,432
Positions58

Largest disclosed positions

IssuerTickerClassReported valueReported amount
C H ROBINSON WORLDWIDE INCHRWCOM$13,673,48470,664
INVESCO QQQ TRQQQETF$12,055,80016,617
3M COMMMCOM$8,999,11857,130
SCHWAB STRATEGIC TRSCHXETF$7,522,585252,945
APPLE INCAAPLCOM$6,743,11921,385
AMAZON COM INCAMZNCOM$6,084,43224,800
MICROSOFT CORPMSFTCOM$5,461,48914,182
PALO ALTO NETWORKS INCPANWCOM$4,745,57614,561
NEXTERA ENERGY INCNEECOM$4,424,38850,300
WELLS FARGO & COWFCCOM$4,131,38447,400

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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