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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
+1.76%
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
$715M
AUM Growth
-$18.7M
Cap. Flow
-$17.3M
Cap. Flow %
-2.42%
Top 10 Hldgs %
61.21%
Holding
75
New
5
Increased
11
Reduced
19
Closed
5

Top Buys

Rank Stock Value
1
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.51M
2
MDT icon
Medtronic
MDT
+$1.18M
3
PFE icon
Pfizer
PFE
+$1.06M
4
V icon
Visa
V
+$903K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$882K

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.1M
2
GLW icon
Corning
GLW
+$3.34M
3
CSCO icon
Cisco
CSCO
+$1.07M
4
ROST icon
Ross Stores
ROST
+$1.04M
5
JPM icon
JPMorgan Chase
JPM
+$897K

Sector Composition

Rank Sector Weight
1 Financials 19.26%
2 Healthcare 18.16%
3 Technology 14.6%
4 Communication Services 12.16%
5 Consumer Discretionary 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
26
Johnson & Johnson
JNJ
$631B
$2.05M 0.29%
8,381
-1,050
-11% -$245K
DHR icon
27
Danaher
DHR
$147B
$1.39M 0.2%
7,355
– –
CVX icon
28
Chevron
CVX
$382B
$1.32M 0.18%
6,386
-1,255
-16% -$229K
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$4.37T
$1.25M 0.18%
4,360
-2,555
-37% -$803K
XOM icon
30
ExxonMobil
XOM
$657B
$983K 0.14%
5,794
– –
EEM icon
31
iShares MSCI Emerging Markets ETF
EEM
$29.8B
$852K 0.12%
+15,000
New +$882K
VZ icon
32
Verizon
VZ
$195B
$759K 0.11%
15,110
-500
-3% -$23.2K
ABBV icon
33
AbbVie
ABBV
$438B
$752K 0.11%
3,456
– –
LLY icon
34
Eli Lilly
LLY
$1.1T
$735K 0.1%
799
– –
CSX icon
35
CSX Corp
CSX
$92.8B
$650K 0.09%
15,840
– –
EXC icon
36
Exelon
EXC
$45.8B
$554K 0.08%
11,307
-1,550
-12% -$72.1K
T icon
37
AT&T
T
$165B
$499K 0.07%
17,210
– –
MRK icon
38
Merck
MRK
$323B
$449K 0.06%
3,735
– –
TROW icon
39
T. Rowe Price
TROW
$24.3B
$337K 0.05%
3,740
– –
BAC icon
40
Bank of America
BAC
$447B
$261K 0.04%
5,350
– –
PG icon
41
Procter & Gamble
PG
$340B
$260K 0.04%
1,800
– –
ABT icon
42
Abbott
ABT
$188B
$256K 0.04%
2,490
– –
KMB icon
43
Kimberly-Clark
KMB
$35.9B
$206K 0.03%
2,134
-450
-17% -$46.1K
BIIB icon
44
Biogen
BIIB
$30.6B
$169K 0.02%
920
– –
EIX icon
45
Edison International
EIX
$26.1B
$166K 0.02%
2,269
-1,450
-39% -$97.8K
FSV icon
46
FirstService
FSV
$6.27B
$139K 0.02%
1,000
– –
PRAA icon
47
PRA Group
PRAA
$714M
$113K 0.02%
6,450
– –
COST icon
48
Costco
COST
$423B
$99.6K 0.01%
100
– –
MA icon
49
Mastercard
MA
$493B
$97.4K 0.01%
195
– –
B
50
Barrick Mining
B
$68.5B
$93.8K 0.01%
2,300
– –
1
2
3

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CCIP
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WI
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TI
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GWM
Gibbs Wealth Management Alpharetta, Georgia $762M AUM 18.55% 1-Year Est. Return
CCA
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BCM
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PGA
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SC
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Nexus Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Nexus Investment Management held 75 positions worth $715M, down 2.5% from $734M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Nexus Investment Management's Q1 2026 filing shows 5 new, 11 increased, 19 reduced and 5 closed positions. Its largest new stake was iShares MSCI Emerging Markets ETF: 15,000 shares worth $852K. The largest sale was Alphabet (Google) Class C, an estimated $13.1M.

By sector, the portfolio is most concentrated in Financials at 19% of assets, down from 20% a quarter earlier, followed by Healthcare and Technology.

  • Nexus Investment Management's largest Q1 2026 buy was iShares MSCI Emerging Markets ETF: 15,000 shares worth $852K.
  • Nexus Investment Management added most to iShares MSCI EAFE ETF in Q1 2026, an estimated $1.51M increase.
  • Nexus Investment Management's biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $13.1M.
  • Nexus Investment Management fully exited Solstice Advanced Materials in Q1 2026, selling an estimated $370K.
  • Nexus Investment Management's ten largest holdings make up 61% of its $715M portfolio in Q1 2026.
  • Nexus Investment Management opened 5 new positions and closed 5 in Q1 2026.
  • Nexus Investment Management's portfolio value fell 2.5% quarter-over-quarter to $715M.

Based on Nexus Investment Management's 13F filing for Q1 2026, filed 20 Apr 2026.