SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $181,563,773 |
| Positions | 27 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| Fabrinet | FN | SHS | $19,110,720 | 34,000 |
| Celestica Inc | CLS | COM | $16,780,238 | 46,000 |
| Comfort Systems USA Inc | FIX | COM | $14,071,845 | 7,100 |
| Onto Innovation Inc | ONTO | COM | $13,624,200 | 36,000 |
| SiTime Corp | SITM | COM | $11,928,960 | 16,000 |
| Diodes Inc | DIOD | COM | $10,177,920 | 93,000 |
| TTM Technologies Inc | TTMI | COM | $9,912,060 | 53,000 |
| Advanced Energy Industries Inc | AEIS | COM | $9,694,620 | 26,000 |
| Silicon Motion Technology Corp | SIMO | SPONSORED ADR | $7,999,920 | 24,000 |
| MasTec Inc | MTZ | COM | $7,905,140 | 19,000 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.