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NRD

Nebula Research & Development Portfolio holdings

AUM $1.17B
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
Cap. Flow
+$15.3M
Cap. Flow %
1.3%
Top 10 Hldgs %
4.44%
Holding
1,192
New
267
Increased
346
Reduced
321
Closed
257

Top Buys

Rank Stock Value
1
LRN icon
Stride
LRN
+$5.17M
2
FDX icon
FedEx
FDX
+$4.67M
3
QSR icon
Restaurant Brands International
QSR
+$4.66M
4
LKQ icon
LKQ Corp
LKQ
+$4.61M
5
AAL icon
American Airlines Group
AAL
+$4.59M

Top Sells

Rank Stock Value
1
UPS icon
United Parcel Service
UPS
+$4.82M
2
ICE icon
Intercontinental Exchange
ICE
+$4.65M
3
AZO icon
AutoZone
AZO
+$4.56M
4
GDDY icon
GoDaddy
GDDY
+$4.45M
5
A icon
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
RPM icon
326
RPM International
RPM
$12.8B
$1.24M 0.11%
+11,285
New +$1.24M
ATR icon
327
AptarGroup
ATR
$7.93B
$1.24M 0.11%
7,909
+5,194
+191% +$784K
AKR icon
328
Acadia Realty Trust
AKR
$2.7B
$1.24M 0.11%
66,593
+21,294
+47% +$412K
AIT icon
329
Applied Industrial Technologies
AIT
$11.6B
$1.24M 0.11%
+5,317
New +$1.21M
FR icon
330
First Industrial Realty Trust
FR
$8.14B
$1.23M 0.1%
25,527
-15,054
-37% -$734K
PFG icon
331
Principal Financial Group
PFG
$25.3B
$1.22M 0.1%
15,414
-7,329
-32% -$563K
CRSP icon
332
CRISPR Therapeutics
CRSP
$5.01B
$1.22M 0.1%
25,148
+7,469
+42% +$289K
WNS
333
DELISTED
WNS Holdings
WNS
$1.21M 0.1%
+19,193
New +$1.15M
KROS icon
334
Keros Therapeutics
KROS
$221M
$1.21M 0.1%
90,406
-25,014
-22% -$338K
JACK icon
335
Jack in the Box
JACK
$261M
$1.21M 0.1%
69,033
+26,243
+61% +$590K
NTGR icon
336
NETGEAR
NTGR
$594M
$1.2M 0.1%
41,421
+32,011
+340% +$860K
DCH
337
Dauch Corp
DCH
$1.45B
$1.2M 0.1%
294,364
+39,647
+16% +$160K
W icon
338
Wayfair
W
$14.2B
$1.2M 0.1%
23,400
-7,134
-23% -$266K
ZETA icon
339
Zeta Global
ZETA
$7.79B
$1.19M 0.1%
76,740
-14,909
-16% -$198K
ABR icon
340
Arbor Realty Trust
ABR
$843M
$1.18M 0.1%
110,438
-3,005
-3% -$31.6K
IVZ icon
341
Invesco
IVZ
$13.6B
$1.18M 0.1%
74,813
+28,803
+63% +$414K
NFE icon
342
New Fortress Energy
NFE
$3.65B
$1.18M 0.1%
7,097
+4,524
+176% +$983K
GOLF icon
343
Acushnet Holdings
GOLF
$4.85B
$1.18M 0.1%
+16,157
New +$1.09M
VCYT icon
344
Veracyte
VCYT
$3.23B
$1.17M 0.1%
43,451
-4,736
-10% -$137K
ACLS icon
345
Axcelis
ACLS
$3.24B
$1.17M 0.1%
16,839
-2,928
-15% -$167K
WDFC icon
346
WD-40
WDFC
$2.55B
$1.17M 0.1%
5,141
+2,814
+121% +$662K
VOYA icon
347
Voya Financial
VOYA
$9.28B
$1.17M 0.1%
16,507
-7,256
-31% -$466K
KMI icon
348
Kinder Morgan
KMI
$68.5B
$1.17M 0.1%
+39,714
New +$1.09M
QCOM icon
349
Qualcomm
QCOM
$201B
$1.16M 0.1%
7,256
-23,180
-76% -$3.41M
ACAD icon
350
Acadia Pharmaceuticals
ACAD
$4.61B
$1.16M 0.1%
53,571
+10,473
+24% +$195K
12 13
14
15 16

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CCM
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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.