SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $1,460,210,845 |
| Positions | 48 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ENPRO INC | NPO | COM | $78,248,029 | 207,593 |
| MATERION CORP | MTRN | COM | $65,446,023 | 220,068 |
| MKS INC. | MKSI | COM | $62,746,157 | 141,066 |
| INGEVITY CORP | NGVT | COM | $54,830,704 | 734,307 |
| ADEIA INC | ADEA | COM | $53,424,084 | 1,622,353 |
| LITTELFUSE INC | LFUS | COM | $51,246,026 | 112,547 |
| MARTIN MARIETTA MATLS INC | MLM | COM | $50,193,085 | 87,035 |
| AZZ INC | AZZ | COM | $50,102,392 | 323,137 |
| WASTE CONNECTIONS INC | WCN | COM | $47,860,366 | 287,122 |
| NOVANTA INC | NOVT | COM | $47,718,353 | 294,122 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.