Nexus Investment Management ULC
Filing Date
Global Rank
#2,250
/ 8,586
▲ 36
Top Industry
Banks - Diversified
14.9%
3Y Alpha vs SPY
-3.7%
Period ended 3 months ago
Filed Apr 20, 2026 · 57d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+62.2%
SPY
+78.1%
Annualised alpha
-3.7%
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, 2025Top 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 |
|---|---|---|
| Financial Services | 20.8% | $137,715,744 |
| Healthcare | 19.6% | $129,867,521 |
| Technology | 15.8% | $104,380,637 |
| Consumer Cyclical | 10.9% | $71,955,532 |
| Industrials | 8.4% | $55,565,343 |
| Utilities | 7.9% | $52,324,412 |
| Communication Services | 6.0% | $39,574,925 |
| Consumer Defensive | 5.6% | $37,383,754 |
| Energy | 4.9% | $32,587,784 |
| Basic Materials | 0.0% | $290,813 |
| Real Estate | 0.0% | $138,940 |
| Unclassified | 0.0% | $51,105 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
4 positions ·
$290,813 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| B |
Barrick Mining Corp
Basic Materials
|
Held | 2,300 | $93,817 | 32.26% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Held | 650 | $70,362 | 24.19% | |
| AUGO |
Aura Minerals Inc.
Basic Materials
|
NEW | 795 | $64,872 | 22.31% | |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
Held | 250 | $61,762 | 21.24% |