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NIM

Nexus Investment Management Portfolio holdings

AUM $767M
1-Year Est. Return 30.97%
This Fund
S&P 500
This Quarter Est. Return
+11.34%
1 Year Est. Return
+30.97%
3 Year Est. Return
+77.55%
5 Year Est. Return
+80.63%
10 Year Est. Return
+339.33%
AUM
$767M
AUM Growth
+$51.8M
Cap. Flow
-$17.7M
Cap. Flow %
-2.3%
Top 10 Hldgs %
59.29%
Holding
74
New
4
Increased
–
Reduced
26
Closed
2

Top Buys

Rank Stock Value
1
AJG icon
Arthur J. Gallagher & Co
AJG
+$31.8M
2
HONA
Honeywell Aerospace
HONA
+$3.36M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$34.8K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$25K

Top Sells

Rank Stock Value
1
CSCO icon
Cisco
CSCO
+$22.2M
2
GLW icon
Corning
GLW
+$5.93M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.19M
4
HON icon
Honeywell
HON
+$3.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.88M

Sector Composition

Rank Sector Weight
1 Financials 24.97%
2 Healthcare 15.61%
3 Technology 14.58%
4 Communication Services 12.33%
5 Consumer Discretionary 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KR icon
26
Kroger
KR
$35.4B
$2.44M 0.32%
44,010
-255
-0.6% -$16.6K
JNJ icon
27
Johnson & Johnson
JNJ
$618B
$2.13M 0.28%
8,381
– –
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$4.36T
$1.56M 0.2%
4,360
– –
DHR icon
29
Danaher
DHR
$137B
$1.4M 0.18%
7,355
– –
CVX icon
30
Chevron
CVX
$392B
$1.06M 0.14%
6,386
– –
LLY icon
31
Eli Lilly
LLY
$1.02T
$922K 0.12%
769
-30
-4% -$30.7K
ABBV icon
32
AbbVie
ABBV
$443B
$870K 0.11%
3,456
– –
XOM icon
33
ExxonMobil
XOM
$644B
$792K 0.1%
5,794
– –
CSX icon
34
CSX Corp
CSX
$93.4B
$753K 0.1%
15,840
– –
VZ icon
35
Verizon
VZ
$195B
$640K 0.08%
15,110
– –
EXC icon
36
Exelon
EXC
$47.2B
$527K 0.07%
11,307
– –
MRK icon
37
Merck
MRK
$322B
$480K 0.06%
3,735
– –
TROW icon
38
T. Rowe Price
TROW
$23.9B
$425K 0.06%
3,740
– –
T icon
39
AT&T
T
$159B
$356K 0.05%
17,210
– –
BAC icon
40
Bank of America
BAC
$435B
$305K 0.04%
5,350
– –
PG icon
41
Procter & Gamble
PG
$336B
$264K 0.03%
1,800
– –
KMB icon
42
Kimberly-Clark
KMB
$36.3B
$234K 0.03%
2,134
– –
ABT icon
43
Abbott
ABT
$183B
$226K 0.03%
2,490
– –
BIIB icon
44
Biogen
BIIB
$30B
$199K 0.03%
920
– –
FSV icon
45
FirstService
FSV
$6.48B
$142K 0.02%
1,000
– –
PRAA icon
46
PRA Group
PRAA
$663M
$119K 0.02%
6,270
-180
-3% -$3.2K
MA icon
47
Mastercard
MA
$502B
$100K 0.01%
195
– –
COST icon
48
Costco
COST
$422B
$93.5K 0.01%
100
– –
CL icon
49
Colgate-Palmolive
CL
$73.1B
$88.6K 0.01%
966
– –
B
50
Barrick Mining
B
$61.5B
$84.5K 0.01%
2,300
– –
1
2
3

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FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
CCIP
Camrose Capital Investment Partners London, United Kingdom $764M AUM 0.9% 1-Year Est. Return
WI
Wahed Invest New York $770M AUM 37.1% 1-Year Est. Return
PMWMG
Parr McKnight Wealth Management Group Minneapolis, Minnesota $763M AUM 13.49% 1-Year Est. Return
TI
Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return
FTF
Freedom Together Foundation New York $762M AUM 15.13% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $762M AUM 18.55% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

Nexus Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Nexus Investment Management held 74 positions worth $767M, up 7.2% from $715M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Nexus Investment Management's Q2 2026 filing shows 4 new, 26 reduced and 2 closed positions. Its largest new stake was Arthur J. Gallagher & Co: 149,765 shares worth $34.4M. The largest sale was Cisco, an estimated $22.2M.

By sector, the portfolio is most concentrated in Financials at 25% of assets, up from 19% a quarter earlier, followed by Healthcare and Technology.

  • Nexus Investment Management's largest Q2 2026 buy was Arthur J. Gallagher & Co: 149,765 shares worth $34.4M.
  • Nexus Investment Management's biggest Q2 2026 reduction was Cisco, cutting an estimated $22.2M.
  • Nexus Investment Management fully exited iShares MSCI Emerging Markets ETF in Q2 2026, selling an estimated $852K.
  • Nexus Investment Management's ten largest holdings make up 59% of its $767M portfolio in Q2 2026.
  • Nexus Investment Management opened 4 new positions and closed 2 in Q2 2026.
  • Nexus Investment Management's portfolio value rose 7.2% quarter-over-quarter to $767M.

Based on Nexus Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.