SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-31 |
| Reported value | $148,402,518 |
| Positions | 116 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| IPG PHOTONICS CORP | IPGP | COM | $10,725,981 | 91,425 |
| LUMENTUM HLDGS INC | LITE | COM | $9,827,361 | 11,453 |
| CIENA CORP | CIEN | COM NEW | $7,668,434 | 15,632 |
| COHERENT CORP | COHR | COM | $6,411,321 | 16,253 |
| NLIGHT INC | LASR | COM | $6,380,742 | 91,651 |
| APPLIED OPTOELECTRONICS INC | AAOI | COM | $5,998,702 | 40,488 |
| FABRINET | FN | SHS | $5,466,790 | 9,726 |
| VIAVI SOLUTIONS INC | VIAV | COM | $5,278,046 | 110,535 |
| MICRON TECHNOLOGY INC | MU | COM | $4,605,617 | 3,990 |
| MKS INC. | MKSI | COM | $4,028,998 | 9,058 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.