SEC Form 13F

Eldred Rock Partners, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-09
Reported value$465,101,318
Positions29

Largest disclosed positions

IssuerTickerClassReported valueReported amount
LAM RESEARCH CORPLRCXCOM NEW$30,875,19671,251
ASML HLDG NVASMLN Y REGISTRY SHS$27,478,14513,812
ALPHABET INCGOOGLCAP STK CL A$26,549,01774,290
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$26,219,54854,902
HUNT J B TRANS SVCS INCJBHTCOM$24,575,50184,910
ICON PUB LTD COICLRSHS$23,320,220134,248
TEXAS INSTRS INCTXNCOM$19,642,51565,899
DEERE & CODECOM$19,401,61730,586
CUMMINS INCCMICOM$19,101,19026,782
POOL CORPPOOLCOM$19,029,82588,552

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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