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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 | |
|---|---|---|---|---|---|---|---|
76
Agnico Eagle Mines
AEM
$83.6B
| $3.32M | 0.28% |
27,877
+11,464
| +70% | +$1.33M |
2025 Q1
1 quarter
|
|
77
Dutch Bros
BROS
$5.91B
| $3.25M | 0.28% |
47,509
+7,970
| +20% | +$520K |
2024 Q3
3 quarters
|
|
78
Crane Co
CR
$11.5B
| $3.21M | 0.27% |
16,912
+12,902
| +322% | +$2.14M |
2024 Q4
2 quarters
|
|
79
Mastercard
MA
$556B
| $3.19M | 0.27% |
5,680
+2,827
| +99% | +$1.56M |
2024 Q2
4 quarters
|
|
80
FirstCash
FCFS
$7.77B
| $3.17M | 0.27% |
23,475
+5,660
| +32% | +$724K |
2024 Q4
2 quarters
|
|
81
CVS Health
CVS
$115B
| $3.16M | 0.27% |
45,813
+1,400
| +3% | +$91.8K |
2024 Q3
3 quarters
|
|
82
Kohl's
KSS
$2.76B
| $3.15M | 0.27% |
371,141
+275,484
| +288% | +$2.12M |
2025 Q1
1 quarter
|
|
83
State Street
STT
$46.2B
| $3.14M | 0.27% |
29,546
-5,315
| -15% | -$492K |
2024 Q3
3 quarters
|
|
84
Five Below
FIVE
$13.3B
| $3.1M | 0.26% |
23,647
-2,697
| -10% | -$263K |
2024 Q4
2 quarters
|
|
85
Johnson & Johnson
JNJ
$658B
| $3.1M | 0.26% |
20,293
-2,147
| -10% | -$330K |
2025 Q1
1 quarter
|
|
86
ExxonMobil
XOM
$764B
| $3.05M | 0.26% |
+28,269
| New | +$3.02M |
2025 Q2
0 quarters
|
|
87
Vornado Realty Trust
VNO
$6.45B
| $3.04M | 0.26% |
79,499
+52,050
| +190% | +$1.95M |
2025 Q1
1 quarter
|
|
88
Vivmark Residential
VMRK
$47.9B
| $3.04M | 0.26% |
44,982
+25,678
| +133% | +$1.76M |
2024 Q2
4 quarters
|
|
89
MSCI
MSCI
$45.3B
| $3.03M | 0.26% |
5,248
+2,063
| +65% | +$1.14M |
2024 Q2
4 quarters
|
|
90
Cummins
CMI
$68.8B
| $3.01M | 0.26% |
+9,198
| New | +$2.85M |
2025 Q2
0 quarters
|
|
91
Whirlpool
WHR
$1.97B
| $3.01M | 0.26% |
+29,671
| New | +$2.47M |
2025 Q2
0 quarters
|
|
92
Intuitive Surgical
ISRG
$153B
| $3M | 0.26% |
5,517
+5,018
| +1,006% | +$2.62M |
2024 Q4
2 quarters
|
|
93
Douglas Emmett
DEI
$1.7B
| $3M | 0.26% |
199,291
+156,738
| +368% | +$2.26M |
2025 Q1
1 quarter
|
|
94
Lockheed Martin
LMT
$147B
| $2.99M | 0.25% |
6,466
-1,770
| -21% | -$829K |
2024 Q4
2 quarters
|
|
95
ATI
ATI
$22.5B
| $2.96M | 0.25% |
34,259
+18,479
| +117% | +$1.26M |
2025 Q1
1 quarter
|
|
96
Palantir
PLTR
$442B
| $2.93M | 0.25% |
21,461
-23,589
| -52% | -$2.77M |
2025 Q1
1 quarter
|
|
97
Watts Water Technologies
WTS
$11.6B
| $2.88M | 0.25% |
11,717
-627
| -5% | -$141K |
2025 Q1
1 quarter
|
|
98
General Motors
GM
$74.2B
| $2.88M | 0.25% |
58,526
-22,190
| -27% | -$1.05M |
2024 Q1
5 quarters
|
|
99
TFI International
TFII
$7.67B
| $2.87M | 0.24% |
32,056
+10,765
| +51% | +$911K |
2025 Q1
1 quarter
|
|
100
Corning
GLW
$106B
| $2.87M | 0.24% |
54,597
-3,679
| -6% | -$172K |
2025 Q1
1 quarter
|
|
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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.