SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $260,317,245 |
| Positions | 37 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| KNIGHT-SWIFT TRANSN HLDGS IN | KNX | CL A | $15,574,000 | 200,000 |
| HUNT J B TRANS SVCS INC | JBHT | COM | $12,734,920 | 44,000 |
| ARCBEST CORP | ARCB | COM | $12,200,900 | 85,000 |
| AXON ENTERPRISE INC | AXON | COM | $11,212,200 | 20,000 |
| CLEAN HARBORS INC | CLH | COM | $10,456,250 | 35,000 |
| TFI INTERNATIONAL INC | TFII | COM | $10,049,900 | 70,000 |
| COVENANT LOGISTICS GROUP INC | CVLG | CL A | $9,940,500 | 225,000 |
| ELI LILLY & CO | LLY | COM | $8,995,725 | 7,500 |
| FLOOR & DECOR HLDGS INC | FND | CL A | $8,904,000 | 150,000 |
| AMERICAN PUB ED INC | APEI | COM | $8,860,500 | 165,000 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.