Nexus Investment Management ULC

CIK

1476329

Location

TORONTO, A6

Portfolio Value

Small $807,931,769

Diversification

Diversified

Filing Date

Global Rank

#2,977 / 8,827 ▼ 103 · as of Jun 2026

Top Industry

Internet Content & Information 12.4%

Period ended 38 days ago

Filed Oct 27, 2026 · 11d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 59.5%, 20.1 effective positions, active share 80.5% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

8.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.3 quarters (12+), a floor since 55.7% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 80.5%; sector active share 33.6% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

72 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

6.7%

−1.0 pts

Top 5

31.1%

−4.4 pts

Top 10

56.5%

−3.0 pts

HHI

464

Diversified−33

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	21.8%	$175,800,254	13
Healthcare	17.8%	$143,972,899	16
Technology	15.3%	$123,348,024	6
Communication Services	12.5%	$101,059,797	5
Utilities	10.2%	$82,468,984	3
Consumer Cyclical	7.7%	$62,597,869	2
Industrials	6.3%	$50,910,141	7
Consumer Defensive	4.5%	$36,252,498	7
Energy	3.8%	$30,883,642	3
Basic Materials	0.0%	$290,589	4
Unclassified	0.0%	$219,192	5
Real Estate	0.0%	$127,880	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+24,833	101,055	$51,831,109
VZ	Verizon Communications Inc	+1,000	16,110	$738,965
PFE	Pfizer Inc	+550	1,024,320	$29,213,606
AJG	Arthur J. Gallagher & Co.	+35	149,800	$34,170,878
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
ROST	Ross Stores, Inc.	−75,804	159,948	$37,331,863
C	Citigroup Inc	−35,350	335,223	$43,404,674
JPM	Jpmorgan Chase & Co	−18,530	161,844	$53,542,850
CSCO	Cisco Systems, Inc.	−17,645	399,557	$43,004,319
TXN	Texas Instruments Inc	−9,300	93,996	$26,327,339
GOOG	Alphabet Inc.	−5,040	154,895	$52,778,922
DG	Dollar General Corp	−1,685	275,855	$32,986,740
KMX	Carmax Inc	−850	458,465	$25,266,006
TMO	Thermo Fisher Scientific Inc.	−430	65,862	$44,460,143
GILD	Gilead Sciences, Inc.	−335	250,681	$37,364,003
KR	Kroger Co	−250	43,760	$2,565,211
MDT	Medtronic plc	−250	303,318	$26,173,310
UNP	Union Pacific Corp	−250	11,456	$3,117,521
JNJ	Johnson & Johnson	−200	8,181	$2,165,837
AEP	American Electric Power Co Inc	−175	387,904	$46,020,930
HONA	Honeywell Aerospace Inc.	−101	15,114	$2,342,216
HON	Honeywell International Inc	−101	15,114	$3,188,147
UPS	United Parcel Service Inc	−100	213,111	$19,913,091
META	Meta Platforms, Inc.	−49	62,911	$45,621,798
V	Visa Inc.	−30	60,363	$21,690,236
FERG	Ferguson Enterprises Inc.	−15	96,856	$21,562,082
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
SO	Southern Co	434,205	$35,991,252
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

72 tracked positions · $807,931,769 total · filing declares 73 positions · $807,933,134 · as of Sep 30, 2026

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

Showing 1–50 of 72 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	161,844	-18,530	$53,542,850	−9.3%	6.63%
GOOG	Alphabet Inc. Communication Services	Reduced	154,895	-5,040	$52,778,922	−6.6%	6.53%
MSFT	Microsoft Corp Technology	Added	101,055	+24,833	$51,831,109	+82.3%	6.42%
AEP	American Electric Power Co Inc Utilities	Reduced	387,904	-175	$46,020,930	−13.3%	5.70%
META	Meta Platforms, Inc. Communication Services	Reduced	62,911	-49	$45,621,798	+28.6%	5.65%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	65,862	-430	$44,460,143	+33.8%	5.50%
C	Citigroup Inc Financial Services	Reduced	335,223	-35,350	$43,404,674	−16.3%	5.37%
CSCO	Cisco Systems, Inc. Technology	Reduced	399,557	-17,645	$43,004,319	−12.2%	5.32%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	250,681	-335	$37,364,003	+17.8%	4.62%
ROST	Ross Stores, Inc. Consumer Cyclical	Reduced	159,948	-75,804	$37,331,863	−25.6%	4.62%
SO	Southern Co Utilities	NEW	434,205	NEW	$35,991,252	NEW	4.45%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	149,800	+35	$34,170,878	−0.6%	4.23%
DG	Dollar General Corp Consumer Defensive	Reduced	275,855	-1,685	$32,986,740	+3.3%	4.08%
PFE	Pfizer Inc Healthcare	Added	1,024,320	+550	$29,213,606	+18.5%	3.62%
EOG	Eog Resources Inc Energy	Held	207,873	0	$28,636,584	+6.2%	3.54%
TXN	Texas Instruments Inc Technology	Reduced	93,996	-9,300	$26,327,339	−14.5%	3.26%
MDT	Medtronic plc Healthcare	Reduced	303,318	-250	$26,173,310	+10.2%	3.24%
KMX	Carmax Inc Consumer Cyclical	Reduced	458,465	-850	$25,266,006	+4.0%	3.13%
MS	Morgan Stanley Financial Services	Held	117,027	0	$22,010,438	−10.0%	2.72%
V	Visa Inc. Financial Services	Reduced	60,363	-30	$21,690,236	+4.7%	2.68%
FERG	Ferguson Enterprises Inc. Industrials	Reduced	96,856	-15	$21,562,082	−6.2%	2.67%
UPS	United Parcel Service Inc Industrials	Reduced	213,111	-100	$19,913,091	−13.1%	2.46%
HON	Honeywell International Inc Industrials	Reduced	15,114	-101	$3,188,147	−6.4%	0.39%
UNP	Union Pacific Corp Industrials	Reduced	11,456	-250	$3,117,521	−2.1%	0.39%
KR	Kroger Co Consumer Defensive	Reduced	43,760	-250	$2,565,211	+5.0%	0.32%
HONA	Honeywell Aerospace Inc. Industrials	Reduced	15,114	-101	$2,342,216	−30.4%	0.29%
JNJ	Johnson & Johnson Healthcare	Reduced	8,181	-200	$2,165,837	+1.8%	0.27%
GLW	Corning Inc Technology	Held	13,725	0	$2,110,356	−39.8%	0.26%
DHR	Danaher Corp Healthcare	Held	7,355	0	$1,629,500	+16.3%	0.20%
GOOGL	Alphabet Inc. Communication Services	Held	4,360	0	$1,500,188	−3.7%	0.19%
CVX	Chevron Corp Energy	Held	6,386	0	$1,304,085	+23.2%	0.16%
XOM	ExxonMobil Holdings Corp Energy	Held	5,794	0	$942,973	+19.0%	0.12%
ABBV	AbbVie Inc. Healthcare	Held	3,456	0	$904,055	+4.0%	0.11%
LLY	ELI LILLY & Co Healthcare	Held	769	0	$889,794	−3.5%	0.11%
VZ	Verizon Communications Inc Communication Services	Added	16,110	+1,000	$738,965	+15.5%	0.09%
CSX	Csx Corp Industrials	Held	15,840	0	$736,718	−2.1%	0.09%
MRK	Merck & Co., Inc. Healthcare	Held	3,735	0	$542,732	+13.1%	0.07%
EXC	Exelon Corp Utilities	Held	11,307	0	$456,802	−13.3%	0.06%
T	At&T Inc. Communication Services	Held	17,210	0	$419,924	+17.9%	0.05%
TROW	Price T Rowe Group Inc Financial Services	Held	3,740	0	$389,147	−8.5%	0.05%
BAC	Bank Of America Corp Financial Services	Held	5,350	0	$291,200	−4.5%	0.04%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,800	0	$261,504	−0.9%	0.03%
ABT	Abbott Laboratories Healthcare	Held	2,490	0	$246,086	+8.9%	0.03%
KMB	Kimberly Clark Corp Consumer Defensive	Held	2,134	0	$207,915	−11.2%	0.03%
BIIB	Biogen Inc. Healthcare	Held	920	0	$207,809	+4.5%	0.03%
FSV	FirstService Corp Real Estate	Held	1,000	0	$127,880	−10.0%	0.02%
PRAA	Pra Group Inc Financial Services	Held	6,270	0	$122,202	+2.6%	0.02%
MA	Mastercard Inc Financial Services	Held	195	0	$107,536	+7.4%	0.01%
B	Barrick Mining Corp Basic Materials	Held	2,300	0	$93,541	+10.7%	0.01%
COST	Costco Wholesale Corp Consumer Defensive	Held	100	0	$91,034	−2.7%	0.01%

Showing the top 50 of 72 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.