SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-28 |
| Reported value | $158,636,290 |
| Positions | 19 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| COHERENT CORP | COHR | COM | $28,729,250 | 72,830 |
| GRAHAM CORP | GHM | COM | $22,410,323 | 181,035 |
| MERCURY SYS INC | MRCY | COM | $12,526,959 | 102,403 |
| GXO LOGISTICS INCORPORATED | GXO | COMMON STOCK | $10,455,658 | 206,226 |
| QXO INC | QXO | COM | $8,802,849 | 42,434 |
| CADRE HLDGS INC | CDRE | COM | $7,338,731 | 257,409 |
| SUNBELT RENTALS HOLDINGS INC | SUNB | SHS | $6,855,813 | 91,643 |
| ENPRO INC | NPO | COM | $6,846,933 | 18,165 |
| WESTROCK COFFEE CO | WEST | COM | $6,803,041 | 838,846 |
| TYLER TECHNOLOGIES INC | TYL | COM | $6,766,355 | 23,136 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.