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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
BIIB icon
51
Biogen
BIIB
$31.9B
$116K 0.02%
920
– –
MA icon
52
Mastercard
MA
$502B
$110K 0.02%
195
– –
PRAA icon
53
PRA Group
PRAA
$726M
$95.1K 0.01%
6,450
– –
CL icon
54
Colgate-Palmolive
CL
$69.4B
$87.8K 0.01%
966
– –
AMZN icon
55
Amazon
AMZN
$2.68T
$87.8K 0.01%
+400
New +$79.2K
ORCL icon
56
Oracle
ORCL
$404B
$87.5K 0.01%
400
– –
BHC icon
57
Bausch Health
BHC
$2.12B
$86.6K 0.01%
13,000
– –
BRK.B icon
58
Berkshire Hathaway Class B
BRK.B
$1.11T
$80.6K 0.01%
166
+105
+172% +$53.3K
VLTO icon
59
Veralto
VLTO
$23.3B
$67.3K 0.01%
667
– –
HQH
60
abrdn Healthcare Investors
HQH
$1.22B
$61K 0.01%
3,940
– –
AAPL icon
61
Apple
AAPL
$4.84T
$53.3K 0.01%
260
+200
+333% +$40.4K
BMY icon
62
Bristol-Myers Squibb
BMY
$130B
$44.1K 0.01%
953
– –
MCD icon
63
McDonald's
MCD
$179B
$40.9K 0.01%
+140
New +$43.2K
HD icon
64
Home Depot
HD
$305B
$40.3K 0.01%
+110
New +$39.8K
AXP icon
65
American Express
AXP
$219B
$39.9K 0.01%
125
– –
NEM icon
66
Newmont
NEM
$131B
$37.9K 0.01%
650
– –
FNV icon
67
Franco-Nevada
FNV
$50.7B
$36.9K 0.01%
225
– –
SBUX icon
68
Starbucks
SBUX
$110B
$34.8K 0.01%
+380
New +$32.9K
B
69
Barrick Mining
B
$70.3B
$31.1K ﹤0.01%
1,650
– –
ADBE icon
70
Adobe
ADBE
$102B
$30.9K ﹤0.01%
+80
New +$30.8K
NVS icon
71
Novartis
NVS
$263B
$26.6K ﹤0.01%
220
– –
BDX icon
72
Becton Dickinson
BDX
$50.6B
$25.8K ﹤0.01%
150
– –
GDXJ icon
73
VanEck Junior Gold Miners ETF
GDXJ
$8.92B
$20.3K ﹤0.01%
300
– –
ACN icon
74
Accenture
ACN
$118B
$19.4K ﹤0.01%
65
– –
HQL
75
abrdn Life Sciences Investors
HQL
$590M
$19.1K ﹤0.01%
1,489
– –
1 2
3
4

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SFM
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ISWM
Independent Solutions Wealth Management Williamsville, New York $766M AUM 31.53% 1-Year Est. Return
SPIA
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CNB
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AFG
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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.