Nexus Investment Management ULC

CIK

1476329

Location

TORONTO, A6

Portfolio Value

Small $661,836,510

Diversification

Diversified

Filing Date

Global Rank

#1,967 / 8,232 ▲ 124

Top Industry

Banks - Diversified 14.9%

3Y Alpha vs SPY

-3.1%

Period ended 2 months ago

Filed Apr 20, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.2%

SPY

+76.3%

Annualised alpha

-3.1%

Max drawdown

−13.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

65 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.3%

−0.9 pts

Top 5

38.0%

+1.0 pts

Top 10

63.6%

−1.8 pts

HHI

537

Diversified−5

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	20.8%	$137,715,744	12
Healthcare	19.6%	$129,867,521	16
Technology	15.8%	$104,380,637	6
Consumer Cyclical	10.9%	$71,955,532	2
Industrials	8.4%	$55,565,343	6
Utilities	7.9%	$52,324,412	3
Communication Services	6.0%	$39,574,925	4
Consumer Defensive	5.6%	$37,383,754	7
Energy	4.9%	$32,587,784	3
Basic Materials	0.0%	$290,813	4
Real Estate	0.0%	$138,940	1
Unclassified	0.0%	$51,105	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	+39,630	1,030,855	$28,946,408
MDT	Medtronic plc	+12,345	306,193	$26,531,623
KMX	Carmax Inc	+12,015	464,815	$19,327,007
V	Visa Inc.	+2,807	62,343	$18,842,548
MS	Morgan Stanley	+2,751	119,778	$19,711,865
MSFT	Microsoft Corp	+700	76,352	$28,263,219
AEP	American Electric Power Co Inc	+640	393,684	$51,604,098
EOG	Eog Resources Inc	+600	209,473	$30,283,511
TXN	Texas Instruments Inc	+435	107,526	$20,875,097
UPS	United Parcel Service Inc	+165	221,656	$21,806,517
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
GLW	Corning Inc /Ny	−27,675	46,325	$6,298,810
CSCO	Cisco Systems, Inc.	−13,665	629,842	$48,869,440
C	Citigroup Inc	−7,005	383,198	$43,458,485
ROST	Ross Stores, Inc.	−5,230	242,942	$52,628,525
KR	Kroger Co	−4,300	44,265	$3,203,015
GILD	Gilead Sciences, Inc.	−3,102	254,722	$35,500,605
DG	Dollar General Corp	−3,025	281,849	$33,463,931
JPM	Jpmorgan Chase & Co	−2,957	186,379	$54,825,246
GOOGL	Alphabet Inc.	−2,555	4,360	$1,253,761
EXC	Exelon Corp	−1,550	11,307	$554,269
EIX	Edison International	−1,450	2,269	$166,045
CVX	Chevron Corp	−1,255	6,386	$1,321,263
JNJ	Johnson & Johnson	−1,050	8,381	$2,048,651
META	Meta Platforms, Inc.	−880	64,782	$37,063,725
VZ	Verizon Communications Inc	−500	15,110	$758,522
KMB	Kimberly Clark Corp	−450	2,134	$205,866
TMO	Thermo Fisher Scientific Inc.	−325	66,972	$32,918,747
FERG	Ferguson Enterprises Inc. /DE/	−290	100,031	$23,333,231
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
AUGO	Aura Minerals Inc.	795	$64,872
WAT	Waters Corp /De/	20	$5,956
HQH	abrdn Healthcare Investors	101	$1,796
HQL	abrdn Life Sciences Investors	32	$520
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
SOLS	Solstice Advanced Materials Inc.	7,616	$369,985
PEP	Pepsico Inc	125	$17,940
ACN	Accenture plc	65	$17,439
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

65 positions · $661,836,510 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 65 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JPM	Jpmorgan Chase & Co Financial Services	Reduced	186,379	-2,957	$54,825,246	−10.1%	8.28%
ROST	Ross Stores, Inc. Consumer Cyclical	Reduced	242,942	-5,230	$52,628,525	+17.7%	7.95%
AEP	American Electric Power Co Inc Utilities	Added	393,684	+640	$51,604,098	+13.9%	7.80%
CSCO	Cisco Systems, Inc. Technology	Reduced	629,842	-13,665	$48,869,440	−1.4%	7.38%
C	Citigroup Inc Financial Services	Reduced	383,198	-7,005	$43,458,485	−4.6%	6.57%
META	Meta Platforms, Inc. Communication Services	Reduced	64,782	-880	$37,063,725	−14.5%	5.60%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	254,722	-3,102	$35,500,605	+12.2%	5.36%
DG	Dollar General Corp Consumer Defensive	Reduced	281,849	-3,025	$33,463,931	−11.5%	5.06%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	66,972	-325	$32,918,747	−15.6%	4.97%
EOG	Eog Resources Inc Energy	Added	209,473	+600	$30,283,511	+38.1%	4.58%
PFE	Pfizer Inc Healthcare	Added	1,030,855	+39,630	$28,946,408	+17.3%	4.37%
MSFT	Microsoft Corp Technology	Added	76,352	+700	$28,263,219	−22.8%	4.27%
MDT	Medtronic plc Healthcare	Added	306,193	+12,345	$26,531,623	−6.0%	4.01%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Reduced	100,031	-290	$23,333,231	+4.5%	3.53%
UPS	United Parcel Service Inc Industrials	Added	221,656	+165	$21,806,517	−0.7%	3.29%
TXN	Texas Instruments Inc Technology	Added	107,526	+435	$20,875,097	+12.4%	3.15%
MS	Morgan Stanley Financial Services	Added	119,778	+2,751	$19,711,865	−5.1%	2.98%
KMX	Carmax Inc Consumer Cyclical	Added	464,815	+12,015	$19,327,007	+10.5%	2.92%
V	Visa Inc. Financial Services	Added	62,343	+2,807	$18,842,548	−9.8%	2.85%
HON	Honeywell International Inc Industrials	Held	30,474	0	$6,888,038	+15.9%	1.04%
GLW	Corning Inc /Ny Technology	Reduced	46,325	-27,675	$6,298,810	−2.8%	0.95%
KR	Kroger Co Consumer Defensive	Reduced	44,265	-4,300	$3,203,015	+5.6%	0.48%
UNP	Union Pacific Corp Industrials	Held	11,706	0	$2,840,109	+4.9%	0.43%
JNJ	Johnson & Johnson Healthcare	Reduced	8,381	-1,050	$2,048,651	+5.0%	0.31%
DHR	Danaher Corp /De/ Healthcare	Held	7,355	0	$1,394,508	−17.2%	0.21%
CVX	Chevron Corp Energy	Reduced	6,386	-1,255	$1,321,263	+13.5%	0.20%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,360	-2,555	$1,253,761	−42.1%	0.19%
XOM	Exxon Mobil Corp Energy	Held	5,794	0	$983,010	+41.0%	0.15%
VZ	Verizon Communications Inc Communication Services	Reduced	15,110	-500	$758,522	+19.3%	0.11%
ABBV	AbbVie Inc. Healthcare	Held	3,456	0	$751,645	−4.8%	0.11%
LLY	ELI LILLY & Co Healthcare	Held	799	0	$734,896	−14.4%	0.11%
CSX	Csx Corp Industrials	Held	15,840	0	$650,232	+13.2%	0.10%
EXC	Exelon Corp Utilities	Reduced	11,307	-1,550	$554,269	−1.1%	0.08%
T	At&T Inc. Communication Services	Held	17,210	0	$498,917	+16.7%	0.08%
MRK	Merck & Co., Inc. Healthcare	Held	3,735	0	$449,283	+14.3%	0.07%
TROW	Price T Rowe Group Inc Financial Services	Held	3,740	0	$337,123	−12.0%	0.05%
BAC	Bank Of America Corp /De/ Financial Services	Held	5,350	0	$260,812	−11.4%	0.04%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,800	0	$259,992	+0.8%	0.04%
ABT	Abbott Laboratories Healthcare	Held	2,490	0	$255,648	−18.1%	0.04%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	2,134	-450	$205,866	−21.0%	0.03%
BIIB	Biogen Inc. Healthcare	Held	920	0	$168,663	+4.2%	0.03%
EIX	Edison International Utilities	Reduced	2,269	-1,450	$166,045	−25.6%	0.03%
FSV	FirstService Corp Real Estate	Held	1,000	0	$138,940	−10.7%	0.02%
PRAA	Pra Group Inc Financial Services	Held	6,450	0	$112,875	−1.1%	0.02%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	100	0	$99,643	+15.5%	0.02%
MA	Mastercard Inc Financial Services	Held	195	0	$97,433	−12.5%	0.01%
B	Barrick Mining Corp Basic Materials	Held	2,300	0	$93,817	−6.3%	0.01%
CL	Colgate Palmolive Co Consumer Defensive	Held	966	0	$82,332	+7.9%	0.01%
NEM	NEWMONT Corp /DE/ Basic Materials	Held	650	0	$70,362	+8.4%	0.01%
WMT	Walmart Inc. Consumer Defensive	Held	555	0	$68,975	+11.6%	0.01%