Nexus Investment Management
Latest statistics and disclosures from Nexus Investment Management ULC's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JPM, ROST, AEP, CSCO, GOOG, and represent 35.70% of Nexus Investment Management ULC's stock portfolio.
- Added to shares of these 10 stocks: EFA, PFE, MDT, EEM, V, KMX, MS, MSFT, EOG, TXN.
- Started 5 new stock positions in AUGO, HQH, WAT, HQL, EEM.
- Reduced shares in these 10 stocks: GOOG (-$12M), GLW, ROST, CSCO, JPM, C, GOOGL, META, GILD, SOLS.
- Sold out of its positions in PEP, SOLS, VEA, VWO, ACN.
- Nexus Investment Management ULC was a net seller of stock by $-17M.
- Nexus Investment Management ULC has $715M in assets under management (AUM), dropping by -2.55%.
- Central Index Key (CIK): 0001476329
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Portfolio Holdings for Nexus Investment Management ULC
Nexus Investment Management ULC holds 70 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 7.7 | $55M | 186k | 294.16 |
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| Ross Stores (ROST) | 7.4 | $53M | -2% | 243k | 216.63 |
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| American Electric Power Company (AEP) | 7.2 | $52M | 394k | 131.08 |
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| Cisco Systems (CSCO) | 6.8 | $49M | -2% | 630k | 77.59 |
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| Alphabet Inc Class C cs (GOOG) | 6.6 | $47M | -20% | 165k | 286.86 |
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| Citigroup (C) | 6.1 | $44M | 383k | 113.41 |
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| Facebook Inc cl a (META) | 5.2 | $37M | 65k | 572.13 |
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| Gilead Sciences (GILD) | 5.0 | $36M | 255k | 139.37 |
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| Dollar General (DG) | 4.7 | $34M | 282k | 118.73 |
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| Thermo Fisher Scientific (TMO) | 4.6 | $33M | 67k | 491.53 |
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| EOG Resources (EOG) | 4.2 | $30M | 210k | 144.57 |
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| Pfizer (PFE) | 4.0 | $29M | +3% | 1.0M | 28.08 |
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| Microsoft Corporation (MSFT) | 4.0 | $28M | 76k | 370.17 |
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| Medtronic (MDT) | 3.7 | $27M | +4% | 306k | 86.65 |
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| Ferguson (FERG) | 3.3 | $23M | 100k | 233.26 |
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| United Parcel Service (UPS) | 3.0 | $22M | 222k | 98.38 |
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| Texas Instruments Incorporated (TXN) | 2.9 | $21M | 108k | 194.14 |
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| Morgan Stanley (MS) | 2.8 | $20M | +2% | 120k | 164.57 |
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| CarMax (KMX) | 2.7 | $19M | +2% | 465k | 41.58 |
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| Visa (V) | 2.6 | $19M | +4% | 62k | 302.24 |
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| Honeywell International (HON) | 1.0 | $6.9M | 31k | 226.03 |
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| Corning Incorporated (GLW) | 0.9 | $6.3M | -37% | 46k | 135.97 |
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| iShares MSCI EAFE Index Fund (EFA) | 0.7 | $5.0M | +41% | 51k | 97.13 |
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| Kroger (KR) | 0.4 | $3.2M | -8% | 44k | 72.36 |
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| Union Pacific Corporation (UNP) | 0.4 | $2.8M | 12k | 242.62 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.0M | -11% | 8.4k | 244.44 |
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| Danaher Corporation (DHR) | 0.2 | $1.4M | 7.4k | 189.60 |
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| Chevron Corporation (CVX) | 0.2 | $1.3M | -16% | 6.4k | 206.90 |
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| Alphabet Inc Class A cs (GOOGL) | 0.2 | $1.3M | -36% | 4.4k | 287.56 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $983k | 5.8k | 169.66 |
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| iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $852k | NEW | 15k | 56.79 |
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| Verizon Communications (VZ) | 0.1 | $759k | -3% | 15k | 50.20 |
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| Abbvie (ABBV) | 0.1 | $752k | 3.5k | 217.49 |
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| Eli Lilly & Co. (LLY) | 0.1 | $735k | 799.00 | 919.77 |
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| CSX Corporation (CSX) | 0.1 | $650k | 16k | 41.05 |
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| Exelon Corporation (EXC) | 0.1 | $554k | -12% | 11k | 49.02 |
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| At&t (T) | 0.1 | $499k | 17k | 28.99 |
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| Merck & Co (MRK) | 0.1 | $449k | 3.7k | 120.29 |
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| T. Rowe Price (TROW) | 0.0 | $337k | 3.7k | 90.14 |
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| Bank of America Corporation (BAC) | 0.0 | $261k | 5.4k | 48.75 |
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| Procter & Gamble Company (PG) | 0.0 | $260k | 1.8k | 144.44 |
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| Abbott Laboratories (ABT) | 0.0 | $256k | 2.5k | 102.67 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $206k | -17% | 2.1k | 96.47 |
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| Biogen Idec (BIIB) | 0.0 | $169k | 920.00 | 183.33 |
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| Edison International (EIX) | 0.0 | $166k | -38% | 2.3k | 73.18 |
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| Firstservice Corp (FSV) | 0.0 | $139k | 1.0k | 138.94 |
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| Pra (PRAA) | 0.0 | $113k | 6.5k | 17.50 |
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| Costco Wholesale Corporation (COST) | 0.0 | $100k | 100.00 | 996.43 |
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| MasterCard Incorporated (MA) | 0.0 | $97k | 195.00 | 499.66 |
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| Barrick Mining Corp (B) | 0.0 | $94k | 2.3k | 40.79 |
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| Colgate-Palmolive Company (CL) | 0.0 | $82k | 966.00 | 85.23 |
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| Newmont Mining Corporation (NEM) | 0.0 | $70k | 650.00 | 108.25 |
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| Wal-Mart Stores (WMT) | 0.0 | $69k | 555.00 | 124.28 |
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| Aura Minerals (AUGO) | 0.0 | $65k | NEW | 795.00 | 81.60 |
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| Franco-Nevada Corporation (FNV) | 0.0 | $62k | 250.00 | 247.05 |
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| Oracle Corporation (ORCL) | 0.0 | $59k | 400.00 | 147.11 |
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| Bristol Myers Squibb (BMY) | 0.0 | $58k | 953.00 | 60.65 |
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| iShares Silver Trust (SLV) | 0.0 | $51k | 750.00 | 68.14 |
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| Veralto Corp (VLTO) | 0.0 | $47k | 534.00 | 88.42 |
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| Bausch Health Companies (BHC) | 0.0 | $46k | 8.5k | 5.40 |
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| Vaneck Vectors Junior Gold Miners Etf etf (GDXJ) | 0.0 | $42k | 350.00 | 120.04 |
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| American Express Company (AXP) | 0.0 | $38k | 125.00 | 302.48 |
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| Novartis (NVS) | 0.0 | $34k | 220.00 | 152.75 |
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| Berkshire Hathaway (BRK.B) | 0.0 | $29k | 61.00 | 479.20 |
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| Becton, Dickinson and (BDX) | 0.0 | $24k | 150.00 | 157.23 |
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| Apple (AAPL) | 0.0 | $15k | 60.00 | 253.78 |
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| Waters Corporation (WAT) | 0.0 | $6.0k | NEW | 20.00 | 297.80 |
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| H & Q Healthcare Fund equities (HQH) | 0.0 | $1.8k | NEW | 101.00 | 17.79 |
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| CB144A Appvion Esc | 0.0 | $1.5k | 1.00 | 1513.00 |
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| Tekla Life Sciences sh ben int (HQL) | 0.0 | $520.998400 | NEW | 32.00 | 16.28 |
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Past Filings by Nexus Investment Management ULC
SEC 13F filings are viewable for Nexus Investment Management ULC going back to 2011
- Nexus Investment Management ULC 2026 Q1 filed April 20, 2026
- Nexus Investment Management ULC 2025 Q4 filed Jan. 21, 2026
- Nexus Investment Management ULC 2025 Q3 filed Oct. 24, 2025
- Nexus Investment Management ULC 2025 Q2 filed July 28, 2025
- Nexus Investment Management ULC 2025 Q1 filed April 7, 2025
- Nexus Investment Management ULC 2024 Q4 filed Jan. 15, 2025
- Nexus Investment Management ULC 2024 Q3 filed Oct. 15, 2024
- Nexus Investment Management ULC 2024 Q2 filed July 23, 2024
- Nexus Investment Management ULC 2024 Q1 filed April 10, 2024
- Nexus Investment Management ULC 2023 Q4 filed Jan. 19, 2024
- Nexus Investment Management ULC 2023 Q3 filed Oct. 11, 2023
- Nexus Investment Management ULC 2023 Q2 filed July 7, 2023
- Nexus Investment Management ULC 2023 Q1 filed April 4, 2023
- Nexus Investment Management ULC 2022 Q4 restated filed Feb. 8, 2023
- Nexus Investment Management ULC 2022 Q4 filed Jan. 9, 2023
- Nexus Investment Management ULC 2022 Q3 filed Oct. 7, 2022