SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-07-23 |
| Reported value | $175,975,867 |
| Positions | 137 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| Lam Research Corp. | LRCX | COM | $8,737,366 | 20,163 |
| KLA Corp. | KLAC | COM | $8,329,781 | 27,609 |
| Alphabet Inc. Class C | GOOG | COM | $7,736,224 | 21,895 |
| Novartis AG ADR | NVS | ADR | $4,031,935 | 25,727 |
| Taiwan Semiconductor Manufactu | TSM | ADR | $3,779,489 | 7,914 |
| Snap-on Inc. | SNA | COM | $3,590,248 | 8,922 |
| Linde PLC | LIN | COM | $3,470,576 | 6,688 |
| Hubbell Inc. | HUBB | COM | $3,215,538 | 6,146 |
| W.W. Grainger, Inc. | GWW | COM | $3,198,194 | 2,351 |
| Toromont Industries Ltd. | TIH | COM | $3,151,143 | 19,369 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.