SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-06 |
| Reported value | $754,616,260 |
| Positions | 129 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| Hexcel Corp | HXL | COM | $15,882,924 | 158,734 |
| Allegro Microsystems Inc | ALGM | COM | $15,857,835 | 227,777 |
| Onto Innovation Inc | ONTO | COM | $14,487,444 | 38,281 |
| Semtech Corp | SMTC | COM | $14,249,436 | 88,041 |
| CECO Environmental Corp | CECO | COM | $13,798,923 | 152,071 |
| Applied Industrial Technologies Inc | AIT | COM | $13,427,598 | 39,709 |
| Herc Holdings Inc | HRI | COM | $12,929,268 | 90,200 |
| Fulton Financial Corp | FULT | COM | $12,839,375 | 530,772 |
| Alignment Healthcare Inc | ALHC | COM | $12,558,870 | 527,462 |
| Mirion Technologies Inc | MIR | COM | $12,480,123 | 696,047 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.