SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $387,380,492 |
| Positions | 12 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| CORE & MAIN INC | CNM | CL A | $49,107,499 | 1,017,772 |
| LGI HOMES INC | LGIH | COM | $46,197,930 | 725,470 |
| SERVICENOW INC | NOW | COM | $39,260,971 | 395,457 |
| VEEVA SYS INC | VEEV | CL A COM | $37,845,123 | 213,248 |
| COLLIERS INTL GROUP INC | CIGI | SUB VTG SHS | $37,180,420 | 396,422 |
| TFI INTERNATIONAL INC | TFII | COM | $36,547,179 | 254,560 |
| EQUIFAX INC | EFX | COM | $32,583,312 | 205,288 |
| QUALYS INC | QLYS | COM | $30,228,826 | 219,862 |
| CRH PLC | CRH | ORD | $28,426,155 | 265,665 |
| ZIFF DAVIS INC | ZD | COM | $23,749,900 | 453,502 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.