SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $125,704,361 |
| Positions | 21 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| MERCURY SYS INC | MRCY | COM | $12,278,874 | 100,375 |
| CENTURI HOLDINGS INC | CTRI | COM SHS | $8,273,029 | 273,579 |
| SOMNIGROUP INTERNATIONAL INC | SGI | COM | $7,734,709 | 98,657 |
| LPL FINL HLDGS INC | LPLA | COM | $7,012,987 | 24,897 |
| BIOLIFE SOLUTIONS INC | BLFS | COM NEW | $6,745,124 | 238,850 |
| LATTICE SEMICONDUCTOR CORP | LSCC | COM | $6,451,700 | 42,179 |
| NATIONAL VISION HLDGS INC | EYE | COM | $6,369,186 | 335,044 |
| GOLAR LNG LTD | GLNG | SHS | $6,282,432 | 126,052 |
| SOLSTICE ADVANCED MATLS INC | SOLS | COM SHS | $6,163,813 | 69,569 |
| PERFORMANCE FOOD GROUP CO | PFGC | COM | $6,141,631 | 54,939 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.