SEC Form 13F

Watchtower Advisors, LP 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$179,608,073
Positions11

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ASML HLDG NVASMLNY REGISTRY SHS$62,191,88431,261
OMEGA HEALTHCARE INVS INCOHIREIT$25,801,460541,138
CVS HEALTH CORPCVSCOM$18,864,832182,357
MICRON TECHNOLOGY INCMUCOM$13,851,48012,000
PATRICK INDS INCPATKCOM$13,467,000150,000
TEXTRON INCTXTCOM$11,521,288125,600
SEMPRASRECOM$10,522,585113,500
INSTALLED BLDG PRODS INCIBPCOM$7,418,54632,277
NOKIA CORPNOKSPONSORED ADR$6,640,000500,000
ELANCO ANIMAL HEALTH INCELANCOM$5,456,652221,725

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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