SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-18 |
| Reported value | $4,282,363,364 |
| Positions | 28 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| MASTEC INC | MTZ | COM | $896,609,300 | 2,155,000 |
| FIRST SOLAR INC | FSLR | COM | $620,133,555 | 2,628,130 |
| DYCOM INDS INC | DY | COM | $510,536,693 | 1,009,784 |
| DPC HOLDINGS PLC | Unresolved | ORDINARY SHARES | $377,448,261 | 7,693,605 |
| STMICROELECTRONICS N V | STM | NY REGISTRY | $232,159,000 | 3,100,000 |
| INTERNATIONAL PAPER CO | IP | COM | $194,310,000 | 5,100,000 |
| GRANITE CONSTR INC | GVA | COM | $175,508,004 | 1,110,248 |
| JAMES HARDIE INDS PLC | JHX | ORD SHS | $149,851,702 | 5,723,900 |
| BOEING CO | BA | COM | $134,554,072 | 621,583 |
| CEMEX SA EURO MTN BE 144A | CX | SPON ADR NEW | $129,633,000 | 10,802,750 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.