SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-12 |
| Reported value | $1,184,061,869 |
| Positions | 96 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| POST HLDGS INC | POST | COM | $106,434,058 | 1,205,915 |
| CLARIVATE PLC | CLVT | ORD SHS | $98,787,028 | 45,734,735 |
| AFFILIATED MANAGERS GROUP | AMG | COM | $77,386,327 | 228,683 |
| AVANTOR INC | AVTR | COM | $67,214,209 | 6,789,314 |
| CCC INTELLIGENT SOLUTIONS HL | CCC | COM | $64,585,785 | 12,516,625 |
| LKQ CORP | LKQ | COM | $42,582,666 | 1,617,268 |
| MIDDLEBY CORP | MIDD | COM | $41,944,811 | 243,851 |
| ENVISTA HOLDINGS CORPORATION | NVST | COM | $38,841,218 | 1,474,050 |
| ROPER TECHNOLOGIES INC | ROP | COM | $38,088,840 | 112,559 |
| WILEY JOHN & SONS INC | WLY | CL A | $36,823,019 | 759,081 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.