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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
+8.27%
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
$734M
AUM Growth
+$29.4M
Cap. Flow
-$18.3M
Cap. Flow %
-2.5%
Top 10 Hldgs %
63.76%
Holding
71
New
1
Increased
9
Reduced
20
Closed
1

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$497K
2
SOLS
Solstice Advanced Materials
SOLS
+$359K
3
UPS icon
United Parcel Service
UPS
+$330K
4
KMX icon
CarMax
KMX
+$164K
5
TXN icon
Texas Instruments
TXN
+$120K

Top Sells

Rank Stock Value
1
C icon
Citigroup
C
+$9.54M
2
MS icon
Morgan Stanley
MS
+$2.5M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.16M
4
JPM icon
JPMorgan Chase
JPM
+$1.04M
5
META icon
Meta Platforms (Facebook)
META
+$955K

Sector Composition

Rank Sector Weight
1 Financials 20.33%
2 Healthcare 17.7%
3 Communication Services 15.2%
4 Technology 15.17%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$4.37T
$2.16M 0.3%
6,915
-100
-1% -$28.6K
JNJ icon
27
Johnson & Johnson
JNJ
$631B
$1.95M 0.27%
9,431
– –
DHR icon
28
Danaher
DHR
$147B
$1.68M 0.23%
7,355
-400
-5% -$87.9K
CVX icon
29
Chevron
CVX
$382B
$1.16M 0.16%
7,641
– –
LLY icon
30
Eli Lilly
LLY
$1.1T
$859K 0.12%
799
– –
ABBV icon
31
AbbVie
ABBV
$438B
$790K 0.11%
3,456
– –
XOM icon
32
ExxonMobil
XOM
$657B
$697K 0.1%
5,794
– –
VZ icon
33
Verizon
VZ
$195B
$636K 0.09%
15,610
– –
CSX icon
34
CSX Corp
CSX
$92.8B
$574K 0.08%
15,840
– –
EXC icon
35
Exelon
EXC
$45.8B
$560K 0.08%
12,857
– –
T icon
36
AT&T
T
$165B
$427K 0.06%
17,210
– –
MRK icon
37
Merck
MRK
$323B
$393K 0.05%
3,735
– –
TROW icon
38
T. Rowe Price
TROW
$24.3B
$383K 0.05%
3,740
– –
SOLS
39
Solstice Advanced Materials
SOLS
$9.58B
$370K 0.05%
+7,616
New +$359K
ABT icon
40
Abbott
ABT
$188B
$312K 0.04%
2,490
– –
BAC icon
41
Bank of America
BAC
$447B
$294K 0.04%
5,350
– –
KMB icon
42
Kimberly-Clark
KMB
$35.9B
$261K 0.04%
2,584
– –
PG icon
43
Procter & Gamble
PG
$340B
$258K 0.04%
1,800
– –
EIX icon
44
Edison International
EIX
$26.1B
$223K 0.03%
3,719
– –
VEA icon
45
Vanguard FTSE Developed Markets ETF
VEA
$236B
$189K 0.03%
3,024
– –
BIIB icon
46
Biogen
BIIB
$30.6B
$162K 0.02%
920
– –
FSV icon
47
FirstService
FSV
$6.27B
$156K 0.02%
1,000
– –
VWO icon
48
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$132K 0.02%
2,457
– –
PRAA icon
49
PRA Group
PRAA
$714M
$114K 0.02%
6,450
– –
MA icon
50
Mastercard
MA
$493B
$111K 0.02%
195
– –
1
2
3

Similar funds

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
TI
Think Investments San Francisco, California $762M AUM 33.1% 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
BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return
PGA
Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

Nexus Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Nexus Investment Management held 71 positions worth $734M, up 4.2% from $704M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 2.8%. Nexus Investment Management opened 1 new position and exited 1, leaving the 71-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 20% of assets, down from 22% a quarter earlier, followed by Healthcare and Communication Services.

  • Nexus Investment Management's largest Q4 2025 buy was Solstice Advanced Materials: 7,616 shares worth $370K.
  • Nexus Investment Management added most to Pfizer in Q4 2025, an estimated $497K increase.
  • Nexus Investment Management's biggest Q4 2025 reduction was Citigroup, cutting an estimated $9.54M.
  • Nexus Investment Management fully exited Open Text in Q4 2025, selling an estimated $669K.
  • Nexus Investment Management's ten largest holdings make up 64% of its $734M portfolio in Q4 2025.
  • Nexus Investment Management opened 1 new position and closed 1 in Q4 2025.
  • Nexus Investment Management's portfolio value rose 4.2% quarter-over-quarter to $734M.

Based on Nexus Investment Management's 13F filing for Q4 2025, filed 21 Jan 2026.