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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
EFA icon
51
iShares MSCI EAFE ETF
EFA
$78B
$77.9K 0.01%
750
-50,500
-99% -$5.19M
WMT icon
52
Walmart Inc
WMT
$885B
$62.9K 0.01%
555
– –
NEM icon
53
Newmont
NEM
$98.7B
$60.7K 0.01%
650
– –
ORCL icon
54
Oracle
ORCL
$374B
$58.6K 0.01%
400
– –
BMY icon
55
Bristol-Myers Squibb
BMY
$133B
$54.9K 0.01%
953
– –
FNV icon
56
Franco-Nevada
FNV
$41.1B
$52.1K 0.01%
250
– –
AUGO
57
Aura Minerals Inc
AUGO
$4.56B
$50K 0.01%
795
– –
VLTO icon
58
Veralto
VLTO
$23B
$47.4K 0.01%
534
– –
AXP icon
59
American Express
AXP
$227B
$42.3K 0.01%
125
– –
BHC icon
60
Bausch Health
BHC
$2.58B
$41.9K 0.01%
8,500
– –
SLV icon
61
iShares Silver Trust
SLV
$28B
$40.1K 0.01%
750
– –
VEA icon
62
Vanguard FTSE Developed Markets ETF
VEA
$229B
$35.6K ﹤0.01%
+500
New +$34.8K
NVS icon
63
Novartis
NVS
$297B
$34.5K ﹤0.01%
220
– –
GDXJ icon
64
VanEck Junior Gold Miners ETF
GDXJ
$6.89B
$34.4K ﹤0.01%
350
– –
BRK.B icon
65
Berkshire Hathaway Class B
BRK.B
$1.1T
$30.5K ﹤0.01%
61
– –
VWO icon
66
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$25.4K ﹤0.01%
+425
New +$25K
BDX icon
67
Becton Dickinson
BDX
$45.6B
$22.7K ﹤0.01%
150
– –
AAPL icon
68
Apple
AAPL
$4.54T
$17.4K ﹤0.01%
60
– –
WAT icon
69
Waters Corp
WAT
$37B
$7.5K ﹤0.01%
20
– –
HQH
70
abrdn Healthcare Investors
HQH
$1.25B
$2.22K ﹤0.01%
101
– –
HQL
71
abrdn Life Sciences Investors
HQL
$581M
$640 ﹤0.01%
32
– –
EEM icon
72
iShares MSCI Emerging Markets ETF
EEM
$28.8B
– –
-15,000
Closed -$852K
EIX icon
73
Edison International
EIX
$28.2B
– –
-2,269
Closed -$166K
1 2
3

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FA
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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
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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.