SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-14 |
| Reported value | $3,674,996,056 |
| Positions | 115 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| Onto Innovation Inc. | ONTO | COM | $416,839,211 | 1,101,438 |
| Modine Manufacturing Co | MOD | COM | $388,139,738 | 1,453,598 |
| Broadcom Ltd | AVGO | COM | $305,599,750 | 809,000 |
| Fabrinet | FN | COM | $298,183,440 | 530,500 |
| Jabil Inc | JBL | COM | $210,819,012 | 546,900 |
| Veeco Instruments | VECO | COM | $156,557,244 | 2,065,399 |
| Ducommun Inc | DCO | COM | $142,704,305 | 770,500 |
| Extreme Networks | EXTR | COM | $137,290,881 | 4,241,300 |
| Insight Enterprises | NSIT | COM | $116,562,600 | 957,000 |
| EnerSys | ENS | COM | $102,249,486 | 437,300 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.