SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $880,608,189 |
| Positions | 70 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| LUMEN TECHNOLOGIES INC | LUMN | COM | $93,475,745 | 12,171,321 |
| COGNEX CORP | CGNX | COM | $90,581,232 | 1,255,029 |
| GE AEROSPACE | GE | COM | $70,459,504 | 188,533 |
| GE VERNOVA INC | GEV | COM | $49,958,387 | 42,527 |
| MANITOWOC CO INC | MTW | COM | $44,546,799 | 3,207,113 |
| VANGUARD S&P 500 ETF | VOO | COM | $42,572,623 | 61,985 |
| LUMENTUM HLDGS INC | LITE | COM | $36,929,186 | 43,038 |
| CORNING INC | GLW | COM | $35,948,297 | 141,078 |
| AZENTA INC | AZTA | COM | $33,211,677 | 1,301,398 |
| BERKSHIRE HATHAWAY INC CL B NEW | BRK.B | COM | $30,815,384 | 61,247 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.