SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-06 |
| Reported value | $768,692,610 |
| Positions | 84 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | COM | $66,784,039 | 333,770 |
| AMPHENOL CORP | APH | CL A | $46,336,367 | 262,797 |
| ALPHABET INC | GOOGL | CAP STK CL A | $40,108,707 | 112,233 |
| QUANTA SVCS INC | PWR | COM | $37,375,116 | 51,907 |
| APPLE INC | AAPL | COM | $34,580,256 | 119,506 |
| ONTO INNOVATION INC | ONTO | COM | $33,651,774 | 88,920 |
| ELI LILLY & CO | LLY | COM | $32,577,718 | 27,161 |
| MICRON TECHNOLOGY INC | MU | COM | $32,410,155 | 28,078 |
| HOWMET AEROSPACE INC | HWM | COM | $29,888,091 | 111,166 |
| US FOODS HLDG CORP | USFD | COM | $27,314,554 | 267,135 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.