Nexus Investment Management Inc.
13F Reported Value
ⓘ$715.1M
Holdings
70
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Nexus Investment Management Inc. disclosed 70 positions worth $715.1M in its Form 13F-HR for Q1 2026, led by $JPM (JPMORGAN CHASE & CO) at 7.7% of the equity portfolio, followed by $ROST and $AEP. During the quarter the fund opened 5 new positions and exited 5 and a full exit from $SOLS. The portfolio is most concentrated in Technology (30.5% of disclosed assets). All figures are sourced directly from Nexus Investment Management Inc.’s Form 13F-HR filing with the SEC under CIK 1476329.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 35.6#2,134
Quality
$54.8M186,379 sh - 71.5#259
Quality
$52.6M242,942 sh - 75.4#129
Quality
$51.6M393,684 sh - 72.3
Quality
$48.9M629,842 sh - 80.2
Quality
$47.4M165,205 sh - 54.8
Quality
$43.5M383,198 sh - 80.9
Quality
$37.1M64,782 sh - 77.8
Quality
$35.5M254,722 sh - 60.4
Quality
$33.5M281,849 sh - 63.7
Quality
$32.9M66,972 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 JPMORGAN CHASE & CO$JPM | 35.6#2,134 | $54.8M | 186,379 |
 ROSS STORES, INC.$ROST | 71.5#259 | $52.6M | 242,942 |
 AMERICAN ELECTRIC POWER CO INC$AEP | 75.4#129 | $51.6M | 393,684 |
 CISCO SYSTEMS, INC.$CSCO | 72.3 | $48.9M | 629,842 |
 Alphabet Inc.$GOOGL | 80.2 | $47.4M | 165,205 |
 CITIGROUP INC$C | 54.8 | $43.5M | 383,198 |
 Meta Platforms, Inc.$META | 80.9 | $37.1M | 64,782 |
 GILEAD SCIENCES, INC.$GILD | 77.8 | $35.5M | 254,722 |
 DOLLAR GENERAL CORP$DG | 60.4 | $33.5M | 281,849 |
 THERMO FISHER SCIENTIFIC INC.$TMO | 63.7 | $32.9M | 66,972 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Nexus Investment Management Inc.'s 70 positions.
Showing top 10 of 70 holdings.
Sector Allocation
Technology
$218.2M
Financials
$137.8M
Consumer Discretionary
$128.9M
Healthcare
$95.5M
Utilities
$52.3M
Energy
$32.6M
Industrials
$32.2M
Materials
$6.8M
Full Holdings — Nexus Investment Management Inc. (Q1 2026)
All 70 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $JPM | JPMORGAN CHASE & CO | $54.8M | 7.7% | -2% | 35.6 |
| 2 | $ROST | ROSS STORES, INC. | $52.6M | 7.4% | -2% | 71.5 |
| 3 | $AEP | AMERICAN ELECTRIC POWER CO INC | $51.6M | 7.2% | +0% | 75.4 |
| 4 | $CSCO | CISCO SYSTEMS, INC. | $48.9M | 6.8% | -2% | 72.3 |
| 5 | $GOOGL | Alphabet Inc. | $47.4M | 6.6% | -20% | 80.2 |
| 6 | $C | CITIGROUP INC | $43.5M | 6.1% | -2% | 54.8 |
| 7 | $META | Meta Platforms, Inc. | $37.1M | 5.2% | -1% | 80.9 |
| 8 | $GILD | GILEAD SCIENCES, INC. | $35.5M | 5.0% | -1% | 77.8 |
| 9 | $DG | DOLLAR GENERAL CORP | $33.5M | 4.7% | -1% | 60.4 |
| 10 | $TMO | THERMO FISHER SCIENTIFIC INC. | $32.9M | 4.6% | -0% | 63.7 |
| 11 |  $EOG | EOG RESOURCES INC | $30.3M | 4.2% | +0% | 71.1 |
| 12 |  $PFE | PFIZER INC | $28.9M | 4.0% | +4% | 69 |
| 13 |  $MSFT | MICROSOFT CORP | $28.3M | 4.0% | +1% | 83.7 |
| 14 |  $MDT | Medtronic plc | $26.5M | 3.7% | +4% | — |
| 15 |  $FERG | Ferguson Enterprises Inc. /DE/ | $23.3M | 3.3% | -0% | 58.9 |
| 16 |  $UPS | UNITED PARCEL SERVICE INC | $21.8M | 3.0% | +0% | 58.2 |
| 17 |  $TXN | TEXAS INSTRUMENTS INC | $20.9M | 2.9% | +0% | 70.4 |
| 18 |  $MS | MORGAN STANLEY | $19.7M | 2.8% | +2% | — |
| 19 |  $KMX | CARMAX INC | $19.3M | 2.7% | +3% | 54.1 |
| 20 |  $V | VISA INC. | $18.8M | 2.6% | +5% | 83.5 |
| 21 |  $HON | HONEYWELL INTERNATIONAL INC | $6.9M | 1.0% | +0% | 65.7 |
| 22 |  $GLW | CORNING INC /NY | $6.3M | 0.9% | -37% | 72.7 |
| 23 | — | IShares MSCI EAFE ETF | $5.0M | 0.7% | +42% | — |
| 24 |  $KR | KROGER CO | $3.2M | 0.5% | -9% | 51.1 |
| 25 |  $UNP | UNION PACIFIC CORP | $2.8M | 0.4% | +0% | 74 |
| 26 |  $JNJ | JOHNSON & JOHNSON | $2.0M | 0.3% | -11% | 72.8 |
| 27 |  $DHR | DANAHER CORP /DE/ | $1.4M | 0.2% | +0% | 63.9 |
| 28 |  $CVX | CHEVRON CORP | $1.3M | 0.2% | -16% | 54.7 |
| 29 |  $GOOG | Alphabet Inc. | $1.3M | 0.2% | -37% | 80.2 |
| 30 |  $XOM | EXXON MOBIL CORP | $983,010 | 0.1% | +0% | 61.8 |
| 31 | — | IShares MSCI Emerging Markets ETF | $851,850 | 0.1% | NEW | — |
| 32 |  $VZ | VERIZON COMMUNICATIONS INC | $758,522 | 0.1% | -3% | 71.6 |
| 33 |  $ABBV | AbbVie Inc. | $751,645 | 0.1% | +0% | 59.3 |
| 34 |  $LLY | ELI LILLY & Co | $734,896 | 0.1% | +0% | 89.3 |
| 35 |  $CSX | CSX CORP | $650,232 | 0.1% | +0% | 66.4 |
| 36 |  $EXC | EXELON CORP | $554,269 | 0.1% | -12% | 63.9 |
| 37 |  $T | AT&T INC. | $498,918 | 0.1% | +0% | 71.9 |
| 38 |  $MRK | Merck & Co., Inc. | $449,283 | 0.1% | +0% | 70.9 |
| 39 |  $TROW | PRICE T ROWE GROUP INC | $337,124 | 0.1% | +0% | 75.8 |
| 40 |  $BAC | BANK OF AMERICA CORP /DE/ | $260,813 | 0.0% | +0% | 68.4 |
| 41 |  $PG | PROCTER & GAMBLE Co | $259,992 | 0.0% | +0% | 72.9 |
| 42 |  $ABT | ABBOTT LABORATORIES | $255,648 | 0.0% | +0% | 67 |
| 43 |  $KMB | KIMBERLY CLARK CORP | $205,867 | 0.0% | -17% | 61.7 |
| 44 |  $BIIB | BIOGEN INC. | $168,664 | 0.0% | +0% | 65.6 |
| 45 |  $EIX | EDISON INTERNATIONAL | $166,045 | 0.0% | -39% | 70.7 |
| 46 |  $FSV | FirstService Corp | $138,940 | 0.0% | +0% | — |
| 47 |  $PRAA | PRA GROUP INC | $112,875 | 0.0% | +0% | 29.1 |
| 48 |  $COST | COSTCO WHOLESALE CORP /NEW | $99,643 | 0.0% | +0% | 67 |
| 49 |  $MA | Mastercard Inc | $97,434 | 0.0% | +0% | 81.7 |
| 50 |  $B | BARRICK MINING CORP | $93,817 | 0.0% | +0% | — |
| 51 |  $CL | COLGATE PALMOLIVE CO | $82,332 | 0.0% | +0% | 72.4 |
| 52 |  $NEM | NEWMONT Corp /DE/ | $70,363 | 0.0% | +0% | 88.3 |
| 53 |  $WMT | Walmart Inc. | $68,975 | 0.0% | +0% | 63.2 |
| 54 |  $AUGO | Aura Minerals Inc. | $64,872 | 0.0% | NEW | — |
| 55 |  $FNV | FRANCO NEVADA Corp | $61,763 | 0.0% | +0% | — |
| 56 |  $ORCL | ORACLE CORP | $58,844 | 0.0% | +0% | 67.2 |
| 57 |  $BMY | BRISTOL MYERS SQUIBB CO | $57,799 | 0.0% | +0% | 70.1 |
| 58 |  $SLV | iShares Silver Trust | $51,105 | 0.0% | +0% | — |
| 59 |  $VLTO | Veralto Corp | $47,216 | 0.0% | +0% | 74.4 |
| 60 |  $BHC | Bausch Health Companies Inc. | $45,900 | 0.0% | +0% | 46.8 |
| 61 | — | Vaneck Junior Gold Miners ETF | $42,014 | 0.0% | +0% | — |
| 62 |  $AXP | AMERICAN EXPRESS CO | $37,810 | 0.0% | +0% | 73.2 |
| 63 |  $NVS | NOVARTIS AG | $33,605 | 0.0% | +0% | — |
| 64 |  $BRK.B | BERKSHIRE HATHAWAY INC | $29,231 | 0.0% | +0% | 64.5 |
| 65 |  $BDX | BECTON DICKINSON & CO | $23,585 | 0.0% | +0% | 50.7 |
| 66 |  $AAPL | Apple Inc. | $15,227 | 0.0% | +0% | 76.1 |
| 67 |  $WAT | WATERS CORP /DE/ | $5,956 | 0.0% | NEW | 69.9 |
| 68 |  $HQH | abrdn Healthcare Investors | $1,797 | 0.0% | NEW | — |
| 69 | — | CB144A Appvion Esc Npv | $1,513 | 0.0% | +0% | — |
| 70 |  $HQL | abrdn Life Sciences Investors | $521 | 0.0% | NEW | — |
New Positions (5)
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