SEC Form 13F
| Report period | 2026-06-30 |
|---|---|
| Publicly available | 2026-08-15 |
| Reported value | $742,814,647 |
| Positions | 29 |
| Issuer | Ticker | Class | Reported value | Reported amount |
|---|---|---|---|---|
| Extreme Networks | EXTR | COM | $54,558,016 | 1,685,450 |
| Louisiana-Pacific Corp | LPX | COM | $45,441,725 | 577,698 |
| Boot Barn Holdings Inc | BOOT | COM | $44,122,758 | 268,599 |
| Murphy USA Inc. | MUSA | COM | $43,089,123 | 79,962 |
| Crane NXT | CXT | COM | $42,420,951 | 829,182 |
| Darling Ingredients Inc. | DAR | COM | $41,691,719 | 763,305 |
| Live Oak Bancshares Inc | LOB | COM | $38,175,231 | 934,751 |
| AGCO Corp. | AGCO | COM | $36,565,118 | 305,473 |
| US Physical Therapy Inc | USPH | COM | $36,246,900 | 527,765 |
| Dorman Products Inc | DORM | COM | $35,938,610 | 263,383 |
Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.