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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 | |
|---|---|---|---|---|---|---|---|
476
Chevron
CVX
$462B
| $816K | 0.07% |
5,696
-19,834
| -78% | -$2.8M |
2024 Q3
3 quarters
|
|
477
Pembina Pipeline
PBA
$29.9B
| $816K | 0.07% |
+21,741
| New | +$821K |
2025 Q2
0 quarters
|
|
478
Patria Investments
PAX
$1.49B
| $809K | 0.07% |
57,554
-25,323
| -31% | -$304K |
2023 Q3
7 quarters
|
|
479
Rocket Companies
RKT
$36.2B
| $807K | 0.07% |
56,937
+27,034
| +90% | +$351K |
2025 Q1
1 quarter
|
|
480
Jacobs Solutions
J
$18.1B
| $801K | 0.07% |
6,096
-6,513
| -52% | -$803K |
2024 Q2
4 quarters
|
|
481
LegalZoom.com
LZ
$1.15B
| $800K | 0.07% |
89,798
-14,434
| -14% | -$121K |
2024 Q2
4 quarters
|
|
482
Napco Security Technologies
NSSC
$1.41B
| $794K | 0.07% |
26,746
-2,706
| -9% | -$69.6K |
2024 Q3
3 quarters
|
|
483
MGE Energy Inc
MGEE
$2.79B
| $794K | 0.07% |
8,975
+5,410
| +152% | +$487K |
2024 Q2
4 quarters
|
|
484
Brookfield Renewable
BEPC
$5.41B
| $793K | 0.07% |
+24,190
| New | +$706K |
2025 Q2
0 quarters
|
|
485
ConocoPhillips
COP
$185B
| $791K | 0.07% |
8,810
-4,283
| -33% | -$385K |
2024 Q2
4 quarters
|
|
486
DELISTED
Akero Therapeutics
AKRO
| $789K | 0.07% |
+14,793
| New | +$672K |
2025 Q2
0 quarters
|
|
487
BCE
BCE
$19B
| $789K | 0.07% |
35,603
+21,041
| +144% | +$460K |
2025 Q1
1 quarter
|
|
488
NexGen Energy
NXE
$5.55B
| $789K | 0.07% |
113,708
+21,030
| +23% | +$119K |
2024 Q3
3 quarters
|
|
489
American Eagle Outfitters
AEO
$3.29B
| $784K | 0.07% |
81,486
+35,024
| +75% | +$376K |
2025 Q1
1 quarter
|
|
490
Columbus McKinnon
CMCO
$432M
| $782K | 0.07% |
51,209
-46,062
| -47% | -$704K |
2025 Q1
1 quarter
|
|
491
Employers Holdings
EIG
$788M
| $781K | 0.07% |
16,553
-666
| -4% | -$32.1K |
2024 Q1
5 quarters
|
|
492
RxSight
RXST
$203M
| $781K | 0.07% |
60,048
| – | – |
2023 Q4
6 quarters
|
|
493
Orion
OEC
$317M
| $780K | 0.07% |
74,326
-13,925
| -16% | -$157K |
2024 Q2
4 quarters
|
|
494
Acadian Asset Management
AAMI
$3.16B
| $780K | 0.07% |
22,121
-877
| -4% | -$25.5K |
2024 Q3
3 quarters
|
|
495
Charles River Laboratories
CRL
$17.2B
| $778K | 0.07% |
+5,130
| New | +$684K |
2025 Q2
0 quarters
|
|
496
Skywest
SKYW
$3.2B
| $777K | 0.07% |
7,547
+4,547
| +152% | +$432K |
2024 Q4
2 quarters
|
|
497
Nextpower Inc. Common Stock
NXT
$12B
| $771K | 0.07% |
14,180
-9,441
| -40% | -$474K |
2025 Q1
1 quarter
|
|
498
Shoe Station Group
SHOE
$399M
| $770K | 0.07% |
41,132
-12,505
| -23% | -$238K |
2025 Q1
1 quarter
|
|
499
Comfort Systems
FIX
$43.4B
| $769K | 0.07% |
1,434
-1,867
| -57% | -$813K |
2024 Q3
3 quarters
|
|
500
Fortune Brands Innovations
FBIN
$5.34B
| $767K | 0.07% |
+14,904
| New | +$780K |
2025 Q2
0 quarters
|
|
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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.