SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $1,008,777,237 |
| Positions | 79 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| ARAMARK | ARMK | COM | $102,291,406 | 1,797,740 |
| PERFORMANCE FOOD GROUP CO | PFGC | COM | $58,703,500 | 525,123 |
| LIFE TIME GROUP HOLDINGS INC | LTH | COMMON STOCK | $53,850,154 | 1,318,564 |
| AMAZON COM INC | AMZN | COM | $44,993,349 | 188,778 |
| META PLATFORMS INC | META | CL A | $42,595,427 | 75,619 |
| VISA INC | V | COM CL A | $35,349,935 | 103,034 |
| EQUINIX INC | EQIX | COM | $29,997,899 | 28,778 |
| AMPHENOL CORP | APH | CL A | $26,829,733 | 152,165 |
| CARVANA CO | CVNA | CL A | $24,365,511 | 370,184 |
| CUMMINS INC | CMI | COM | $20,378,549 | 28,573 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.