SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-05 |
| Reported value | $141,931,398 |
| Positions | 13 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| GRANITE CONSTR INC | GVA | Common Stock | $20,943,071 | 132,484 |
| CASELLA WASTE SYS INC CL A | CWST | Common Stock | $18,378,433 | 189,527 |
| TE CONNECTIVITY PLC ORD SHS | TEL | Common Stock | $13,419,968 | 66,564 |
| VISTRA CORP | VST | Common Stock | $12,919,462 | 81,444 |
| CENTURI HOLDINGS INC COM SHS | CTRI | Common Stock | $12,147,862 | 401,715 |
| CLEAN HARBORS INC | CLH | Common Stock | $11,925,204 | 39,917 |
| SOLARIS ENERGY INFRAS INC COM CL A | SEI | Common Stock | $11,820,137 | 146,907 |
| AMPHENOL CORP CL A | APH | Common Stock | $11,456,392 | 64,975 |
| GFL ENVIRONMENTAL INC SUB VTG SHS | GFL | Common Stock | $9,793,093 | 266,189 |
| SECURE WASTE INFRASTRUCTU CORP | SES | Common Stock | $7,831,959 | 501,743 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.