SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $406,353,868 |
| Positions | 35 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| PARSONS CORP DEL | PSN | COM | $22,305,095 | 425,751 |
| NXP SEMICONDUCTORS N V | NXPI | COM | $22,187,881 | 78,952 |
| VERIZON COMMUNICATIONS INC | VZ | COM | $21,987,331 | 519,304 |
| AVANTOR INC | AVTR | COM | $18,423,445 | 1,860,954 |
| INTERNATIONAL FLAVORS&FRAGRA | IFF | COM | $18,207,053 | 229,829 |
| KINDER MORGAN INC DEL | KMI | COM | $17,977,658 | 562,329 |
| CROWN CASTLE INC | CCI | COM | $17,894,090 | 236,288 |
| CHURCHILL DOWNS INC | CHDN | COM | $17,892,861 | 199,608 |
| SBA COMMUNICATIONS CORP | SBAC | CL A | $17,845,047 | 101,128 |
| PRIMO BRANDS CORPORATION | PRMB | CLASS A COM SHS | $16,507,485 | 675,429 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.