SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $2,450,159,167 |
| Positions | 108 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| HEICO CORP NEW | HEI.A | CL A | $207,484,468 | 804,484 |
| RBC BEARINGS INC | RBC | COM | $186,957,737 | 290,280 |
| TELEDYNE TECHNOLOGIES INC | TDY | COM | $162,900,328 | 244,265 |
| AMPHENOL CORP | APH | CL A | $131,136,942 | 743,744 |
| SPX TECHNOLOGIES INC | SPXC | COM | $109,158,510 | 445,236 |
| AMETEK INC | AME | COM | $102,431,589 | 423,376 |
| WATTS WATER TECHNOLOGIES INC | WTS | CL A | $97,430,339 | 248,896 |
| LINDE PLC | LIN | SHS | $87,305,428 | 168,238 |
| OREILLY AUTOMOTIVE INC | ORLY | COM | $85,488,160 | 928,311 |
| SIMPSON MFG INC | SSD | COM | $82,563,244 | 394,379 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.