We are live on ! Find out more
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
FOXF icon
376
Fox Factory Holding Corp
FOXF
$804M
$1.08M 0.09%
41,541
+12,963
+45% +$304K
NJR icon
377
New Jersey Resources
NJR
$5.39B
$1.08M 0.09%
24,008
-9,031
-27% -$423K
BSX icon
378
Boston Scientific
BSX
$63.8B
$1.08M 0.09%
10,018
-31,526
-76% -$3.19M
PLGO
379
Pelagos Insurance Capital
PLGO
$2.05B
$1.07M 0.09%
64,581
-45,263
-41% -$750K
CNS icon
380
Cohen & Steers
CNS
$3.76B
$1.07M 0.09%
14,140
-249
-2% -$19.1K
TREE icon
381
LendingTree
TREE
$375M
$1.06M 0.09%
28,501
+5,377
+23% +$217K
BPOP icon
382
Popular Inc
BPOP
$10.5B
$1.06M 0.09%
9,579
+119
+1% +$11.8K
MEOH icon
383
Methanex
MEOH
$4.94B
$1.05M 0.09%
31,833
+8,804
+38% +$284K
VRE
384
DELISTED
Veris Residential
VRE
$1.05M 0.09%
70,722
+13,217
+23% +$203K
FTI icon
385
TechnipFMC
FTI
$29.5B
$1.05M 0.09%
30,458
-16,346
-35% -$493K
AG icon
386
First Majestic Silver
AG
$9.15B
$1.04M 0.09%
125,659
+82,637
+192% +$556K
TT icon
387
Trane Technologies
TT
$92.8B
$1.04M 0.09%
2,371
+1,518
+178% +$599K
NOG icon
388
Northern Oil and Gas
NOG
$2.89B
$1.04M 0.09%
36,516
+9,291
+34% +$250K
SAND
389
DELISTED
Sandstorm Gold
SAND
$1.03M 0.09%
109,294
-3,048
-3% -$26.1K
NMRK icon
390
Newmark Group
NMRK
$2.58B
$1.02M 0.09%
84,190
-16,001
-16% -$179K
SITC icon
391
SITE Centers
SITC
$151M
$1.02M 0.09%
90,356
+42,268
+88% +$507K
DRS icon
392
Leonardo DRS
DRS
$9.91B
$1.02M 0.09%
21,877
+7,230
+49% +$290K
BKR icon
393
Baker Hughes
BKR
$56.3B
$1.01M 0.09%
+26,440
New +$998K
PBI icon
394
Pitney Bowes
PBI
$2.37B
$1.01M 0.09%
92,811
-30,460
-25% -$287K
GIS icon
395
General Mills
GIS
$19.5B
$1.01M 0.09%
19,542
+15,041
+334% +$830K
OPCH icon
396
Option Care Health
OPCH
$3.55B
$1.01M 0.09%
31,100
+13,354
+75% +$431K
HBI
397
DELISTED
Hanesbrands
HBI
$1.01M 0.09%
+220,280
New +$1.06M
UPBD icon
398
Upbound Group
UPBD
$1.04B
$1M 0.09%
39,992
+15,983
+67% +$373K
USLM icon
399
United States Lime & Minerals
USLM
$3.39B
$1M 0.09%
10,042
+1,833
+22% +$179K
DOX icon
400
Amdocs
DOX
$6.59B
$998K 0.08%
10,935
+3,333
+44% +$298K
14 15
16
17 18

Similar funds

SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
FC
Forte Capital Rochester, New York $930M AUM 24.11% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
SC
Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return
BWA
Bordeaux Wealth Advisors Menlo Park, California $781M AUM 26.55% 1-Year Est. Return

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.