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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
+10.49%
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
$669M
AUM Growth
-$214M
Cap. Flow
-$14.8M
Cap. Flow %
-2.21%
Top 10 Hldgs %
61.5%
Holding
82
New
7
Increased
15
Reduced
10
Closed
2

Top Buys

Rank Stock Value
1
TMO icon
Thermo Fisher Scientific
TMO
+$25.1M
2
KMX icon
CarMax
KMX
+$1.76M
3
FERG icon
Ferguson
FERG
+$660K
4
TXN icon
Texas Instruments
TXN
+$608K
5
COF icon
Capital One
COF
+$579K

Top Sells

Rank Stock Value
1
CVS icon
CVS Health
CVS
+$42.4M
2
DFS
Discover Financial Services
DFS
+$747K
3
CSCO icon
Cisco
CSCO
+$538K
4
META icon
Meta Platforms (Facebook)
META
+$476K
5
GILD icon
Gilead Sciences
GILD
+$416K

Sector Composition

Rank Sector Weight
1 Financials 21.21%
2 Technology 16.57%
3 Communication Services 14.83%
4 Healthcare 14.55%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHR icon
26
Danaher
DHR
$147B
$1.53M 0.23%
7,755
– –
JNJ icon
27
Johnson & Johnson
JNJ
$644B
$1.43M 0.21%
9,331
– –
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$4.22T
$1.25M 0.19%
7,110
– –
CVX icon
29
Chevron
CVX
$427B
$1.08M 0.16%
7,576
– –
VZ icon
30
Verizon
VZ
$214B
$675K 0.1%
15,610
– –
COF icon
31
Capital One
COF
$127B
$660K 0.1%
+3,101
New +$579K
ABBV icon
32
AbbVie
ABBV
$465B
$642K 0.1%
3,456
– –
LLY icon
33
Eli Lilly
LLY
$1.01T
$631K 0.09%
809
– –
XOM icon
34
ExxonMobil
XOM
$696B
$615K 0.09%
5,705
– –
T icon
35
AT&T
T
$183B
$556K 0.08%
19,210
– –
OTEX icon
36
Open Text
OTEX
$5.73B
$522K 0.08%
17,890
– –
CSX icon
37
CSX Corp
CSX
$90.1B
$517K 0.08%
15,840
– –
EXC icon
38
Exelon
EXC
$43.5B
$496K 0.07%
11,415
– –
TROW icon
39
T. Rowe Price
TROW
$22.2B
$361K 0.05%
3,740
– –
FSV icon
40
FirstService
FSV
$5.74B
$349K 0.05%
2,000
– –
ABT icon
41
Abbott
ABT
$177B
$339K 0.05%
2,490
– –
KMB icon
42
Kimberly-Clark
KMB
$32.8B
$333K 0.05%
2,584
– –
MRK icon
43
Merck
MRK
$355B
$296K 0.04%
3,735
– –
PG icon
44
Procter & Gamble
PG
$341B
$287K 0.04%
1,800
– –
BAC icon
45
Bank of America
BAC
$416B
$253K 0.04%
5,350
– –
EIX icon
46
Edison International
EIX
$21B
$192K 0.03%
3,719
– –
COST icon
47
Costco
COST
$400B
$173K 0.03%
175
+75
+75% +$74.5K
VEA icon
48
Vanguard FTSE Developed Markets ETF
VEA
$234B
$172K 0.03%
3,024
– –
VWO icon
49
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$122K 0.02%
2,457
– –
WMT icon
50
Walmart Inc
WMT
$858B
$116K 0.02%
1,185
+630
+114% +$60K
1
2
3 4

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ACP
Albar Capital Partners London, United Kingdom $767M AUM 61.96% 1-Year Est. Return
SFM
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ISWM
Independent Solutions Wealth Management Williamsville, New York $766M AUM 31.53% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CNB
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AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
ACM
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CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Nexus Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Nexus Investment Management held 82 positions worth $669M, down 24% from $884M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Nexus Investment Management's Q2 2025 filing shows 7 new, 15 increased, 10 reduced and 2 closed positions. Its largest new stake was Thermo Fisher Scientific: 60,027 shares worth $24.3M. The largest sale was CVS Health, an estimated $42.4M.

By sector, the portfolio is most concentrated in Financials at 21% of assets, up from 20% a quarter earlier, followed by Technology and Communication Services.

  • Nexus Investment Management's largest Q2 2025 buy was Thermo Fisher Scientific: 60,027 shares worth $24.3M.
  • Nexus Investment Management added most to CarMax in Q2 2025, an estimated $1.76M increase.
  • Nexus Investment Management's biggest Q2 2025 reduction was Cisco, cutting an estimated $538K.
  • Nexus Investment Management fully exited CVS Health in Q2 2025, selling an estimated $42.4M.
  • Nexus Investment Management's ten largest holdings make up 61% of its $669M portfolio in Q2 2025.
  • Nexus Investment Management opened 7 new positions and closed 2 in Q2 2025.
  • Nexus Investment Management's portfolio value fell 24% quarter-over-quarter to $669M.

Based on Nexus Investment Management's 13F filing for Q2 2025, filed 28 Jul 2025.