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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
+6.77%
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
$704M
AUM Growth
+$35.2M
Cap. Flow
+$4.34M
Cap. Flow %
0.62%
Top 10 Hldgs %
62.49%
Holding
80
New
–
Increased
26
Reduced
14
Closed
10

Top Buys

Rank Stock Value
1
MDT icon
Medtronic
MDT
+$5.57M
2
KMX icon
CarMax
KMX
+$4.24M
3
TMO icon
Thermo Fisher Scientific
TMO
+$3.5M
4
GILD icon
Gilead Sciences
GILD
+$2.41M
5
PFE icon
Pfizer
PFE
+$2.38M

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$9.34M
2
C icon
Citigroup
C
+$1.51M
3
MS icon
Morgan Stanley
MS
+$1.43M
4
JPM icon
JPMorgan Chase
JPM
+$1.41M
5
GLW icon
Corning
GLW
+$850K

Sector Composition

Rank Sector Weight
1 Financials 21.59%
2 Healthcare 17.02%
3 Technology 15.78%
4 Communication Services 14.82%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
26
Johnson & Johnson
JNJ
$631B
$1.75M 0.25%
9,431
+100
+1% +$17.1K
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$4.37T
$1.71M 0.24%
7,015
-95
-1% -$19.9K
DHR icon
28
Danaher
DHR
$147B
$1.54M 0.22%
7,755
– –
CVX icon
29
Chevron
CVX
$382B
$1.19M 0.17%
7,641
+65
+0.9% +$10.1K
ABBV icon
30
AbbVie
ABBV
$438B
$800K 0.11%
3,456
– –
VZ icon
31
Verizon
VZ
$195B
$686K 0.1%
15,610
– –
OTEX icon
32
Open Text
OTEX
$5.99B
$669K 0.09%
17,890
– –
XOM icon
33
ExxonMobil
XOM
$657B
$653K 0.09%
5,794
+89
+2% +$9.89K
LLY icon
34
Eli Lilly
LLY
$1.1T
$610K 0.09%
799
-10
-1% -$7.44K
EXC icon
35
Exelon
EXC
$45.8B
$579K 0.08%
12,857
+1,442
+13% +$63.3K
CSX icon
36
CSX Corp
CSX
$92.8B
$562K 0.08%
15,840
– –
T icon
37
AT&T
T
$165B
$486K 0.07%
17,210
-2,000
-10% -$56.8K
TROW icon
38
T. Rowe Price
TROW
$24.3B
$384K 0.05%
3,740
– –
ABT icon
39
Abbott
ABT
$188B
$334K 0.05%
2,490
– –
KMB icon
40
Kimberly-Clark
KMB
$35.9B
$321K 0.05%
2,584
– –
MRK icon
41
Merck
MRK
$323B
$313K 0.04%
3,735
– –
PG icon
42
Procter & Gamble
PG
$340B
$277K 0.04%
1,800
– –
BAC icon
43
Bank of America
BAC
$447B
$276K 0.04%
5,350
– –
EIX icon
44
Edison International
EIX
$26.1B
$206K 0.03%
3,719
– –
FSV icon
45
FirstService
FSV
$6.27B
$190K 0.03%
1,000
-1,000
-50% -$193K
VEA icon
46
Vanguard FTSE Developed Markets ETF
VEA
$236B
$181K 0.03%
3,024
– –
VWO icon
47
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$133K 0.02%
2,457
– –
BIIB icon
48
Biogen
BIIB
$30.6B
$129K 0.02%
920
– –
ORCL icon
49
Oracle
ORCL
$435B
$112K 0.02%
400
– –
MA icon
50
Mastercard
MA
$493B
$111K 0.02%
195
– –
1
2
3 4

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TI
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GWM
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CCA
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BCM
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PGA
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SC
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Nexus Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Nexus Investment Management held 80 positions worth $704M, up 5.3% from $669M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Nexus Investment Management's Q3 2025 filing shows 26 increased, 14 reduced and 10 closed positions. The largest sale was Meta Platforms (Facebook), an estimated $9.34M.

By sector, the portfolio is most concentrated in Financials at 22% of assets, up from 21% a quarter earlier, followed by Healthcare and Technology.

  • Nexus Investment Management added most to Medtronic in Q3 2025, an estimated $5.57M increase.
  • Nexus Investment Management's biggest Q3 2025 reduction was Meta Platforms (Facebook), cutting an estimated $9.34M.
  • Nexus Investment Management fully exited Capital One in Q3 2025, selling an estimated $660K.
  • Nexus Investment Management's ten largest holdings make up 62% of its $704M portfolio in Q3 2025.
  • Nexus Investment Management opened 0 new positions and closed 10 in Q3 2025.
  • Nexus Investment Management's portfolio value rose 5.3% quarter-over-quarter to $704M.

Based on Nexus Investment Management's 13F filing for Q3 2025, filed 24 Oct 2025.