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Nebula Research & Development Portfolio holdings
AUM
$1.17B
Turnover
43.96%
1-Year Est. Return
15.19%
This Fund
S&P 500
This Quarter Est. Return
+11.43%
1 Year Est. Return
+15.19%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.17B
AUM Growth
+$92.8M
(+8.6%)
Cap. Flow
+$15.3M
Cap. Flow % of AUM
Cap. Flow %
1.3%
Top 10 Holdings %
Top 10 Hldgs %
4.44%
Holding
1,192
New
267
Increased
346
Reduced
321
Closed
257
Avg Time Held
0.5
years
Top 10 Avg Time Held
0.1
years
Top 20 Avg Time Held
0.1
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Stride
LRN
|
+$5.17M |
| 2 |
FedEx
FDX
|
+$4.67M |
| 3 |
Restaurant Brands International
QSR
|
+$4.66M |
| 4 |
LKQ Corp
LKQ
|
+$4.61M |
| 5 |
American Airlines Group
AAL
|
+$4.59M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
United Parcel Service
UPS
|
+$4.82M |
| 2 |
Intercontinental Exchange
ICE
|
+$4.65M |
| 3 |
AutoZone
AZO
|
+$4.56M |
| 4 |
GoDaddy
GDDY
|
+$4.45M |
| 5 |
Agilent Technologies
A
|
+$4.12M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.31% |
| 2 | Industrials | 15.93% |
| 3 | Consumer Discretionary | 15.09% |
| 4 | Healthcare | 11.66% |
| 5 | Financials | 11.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
276
Nova
NVMI
$9.9B
| $1.44M | 0.12% |
5,239
-2,028
| -28% | -$413K |
2024 Q1
5 quarters
|
|
277
American States Water
AWR
$3.42B
| $1.44M | 0.12% |
18,799
+2,798
| +17% | +$220K |
2024 Q2
4 quarters
|
|
278
Incyte
INCY
$24.4B
| $1.44M | 0.12% |
21,089
+11,290
| +115% | +$715K |
2025 Q1
1 quarter
|
|
279
Adobe
ADBE
$97.4B
| $1.42M | 0.12% |
3,681
-6,432
| -64% | -$2.48M |
2024 Q4
2 quarters
|
|
280
OneMain Financial
OMF
$6.51B
| $1.42M | 0.12% |
24,857
-6,614
| -21% | -$330K |
2024 Q3
3 quarters
|
|
281
Gilead Sciences
GILD
$212B
| $1.41M | 0.12% |
12,738
-17,391
| -58% | -$1.85M |
2024 Q4
2 quarters
|
|
282
T. Rowe Price
TROW
$22.2B
| $1.41M | 0.12% |
14,633
-6,132
| -30% | -$563K |
2024 Q4
2 quarters
|
|
283
Lennox International
LII
$11.8B
| $1.41M | 0.12% |
2,462
+469
| +24% | +$262K |
2025 Q1
1 quarter
|
|
284
Dine Brands
DIN
$450M
| $1.4M | 0.12% |
57,490
-19,104
| -25% | -$441K |
2024 Q2
4 quarters
|
|
285
QuidelOrtho
QDEL
$909M
| $1.4M | 0.12% |
+48,484
| New | +$1.43M |
2025 Q2
0 quarters
|
|
286
Bank of America
BAC
$346B
| $1.4M | 0.12% |
+29,503
| New | +$1.24M |
2025 Q2
0 quarters
|
|
287
Lindsay Corp
LNN
$1.09B
| $1.39M | 0.12% |
9,659
+2,127
| +28% | +$284K |
2024 Q3
3 quarters
|
|
288
Americold
COLD
$4.1B
| $1.39M | 0.12% |
+83,737
| New | +$1.52M |
2025 Q2
0 quarters
|
|
289
Sezzle
SEZL
$4.56B
| $1.39M | 0.12% |
7,734
-14,168
| -65% | -$1.25M |
2024 Q4
2 quarters
|
|
290
BellRing Brands
BRBR
$1.07B
| $1.38M | 0.12% |
23,873
-20,101
| -46% | -$1.34M |
2023 Q4
6 quarters
|
|
291
Franklin Electric
FELE
$4.21B
| $1.38M | 0.12% |
15,383
-1,666
| -10% | -$146K |
2024 Q2
4 quarters
|
|
292
General Dynamics
GD
$101B
| $1.38M | 0.12% |
4,722
+574
| +14% | +$158K |
2024 Q4
2 quarters
|
|
293
Honeywell
HON
$69.2B
| $1.37M | 0.12% |
6,261
+187
| +3% | +$37.9K |
2024 Q4
2 quarters
|
|
294
Academy Sports + Outdoors
ASO
$3.65B
| $1.37M | 0.12% |
+30,551
| New | +$1.27M |
2025 Q2
0 quarters
|
|
295
Williams Companies
WMB
$90.9B
| $1.36M | 0.12% |
21,646
-7,285
| -25% | -$430K |
2025 Q1
1 quarter
|
|
296
Littelfuse
LFUS
$10B
| $1.35M | 0.12% |
+5,962
| New | +$1.18M |
2025 Q2
0 quarters
|
|
297
News Corp Class A
NWSA
$15.7B
| $1.35M | 0.11% |
45,410
-69,225
| -60% | -$1.9M |
2024 Q3
3 quarters
|
|
298
Algonquin Power & Utilities
AQN
$4.2B
| $1.35M | 0.11% |
235,283
+29,897
| +15% | +$164K |
2024 Q2
4 quarters
|
|
299
Polaris
PII
$3.38B
| $1.34M | 0.11% |
32,897
+17,863
| +119% | +$673K |
2025 Q1
1 quarter
|
|
300
NETSTREIT Corp
NTST
$1.78B
| $1.33M | 0.11% |
78,777
-24,947
| -24% | -$400K |
2024 Q3
3 quarters
|
|
Similar funds
Nebula Research & Development's Q2 2025 Portfolio in Review
As of Q2 2025, Nebula Research & Development held 1,192 positions worth $1.17B, up 8.6% from $1.08B the previous quarter. Its ten largest holdings account for 4.4% of the portfolio.
Nebula Research & Development's Q2 2025 filing shows 267 new, 346 increased, 321 reduced and 257 closed positions. Its largest new stake was Stride: 35,744 shares worth $5.19M. The largest sale was United Parcel Service, an estimated $4.82M.
By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 18% a quarter earlier, followed by Industrials and Consumer Discretionary.
- Nebula Research & Development's largest Q2 2025 buy was Stride: 35,744 shares worth $5.19M.
- Nebula Research & Development added most to A.O. Smith in Q2 2025, an estimated $4.11M increase.
- Nebula Research & Development's biggest Q2 2025 reduction was Agilent Technologies, cutting an estimated $4.12M.
- Nebula Research & Development fully exited United Parcel Service in Q2 2025, selling an estimated $4.82M.
- Nebula Research & Development's ten largest holdings make up 4.4% of its $1.17B portfolio in Q2 2025.
- Nebula Research & Development opened 267 new positions and closed 257 in Q2 2025.
- Nebula Research & Development's portfolio value rose 8.6% quarter-over-quarter to $1.17B.
Based on Nebula Research & Development's 13F filing for Q2 2025, filed 14 Aug 2025.