SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-05 |
| Reported value | $1,262,374,254 |
| Positions | 321 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| NVIDIA Corporation | NVDA | COM | $121,334,392 | 606,399 |
| Seagate Technology Holdings PLC | STX | COM | $45,612,720 | 47,267 |
| Bloom Energy Corporation Class A | BE | COM | $42,635,295 | 140,850 |
| Comfort Systems USA, Inc. | FIX | COM | $40,348,828 | 20,358 |
| EMCOR Group, Inc. | EME | COM | $33,962,346 | 40,924 |
| Vertiv Holdings Co. Class A | VRT | COM | $33,446,429 | 99,894 |
| Carpenter Technology Corporation | CRS | COM | $32,428,934 | 52,573 |
| Quanta Services, Inc. | PWR | COM | $31,399,760 | 43,608 |
| Eli Lilly and Company | LLY | COM | $31,277,395 | 26,077 |
| Argan, Inc. | AGX | COM | $30,541,974 | 38,247 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.