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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
PRAA icon
51
PRA Group
PRAA
$700M
$99.6K 0.01%
6,450
– –
COST icon
52
Costco
COST
$418B
$92.6K 0.01%
100
-75
-43% -$71.9K
BHC icon
53
Bausch Health
BHC
$2.33B
$83.8K 0.01%
13,000
– –
CL icon
54
Colgate-Palmolive
CL
$73.8B
$77.2K 0.01%
966
– –
VLTO icon
55
Veralto
VLTO
$23.9B
$71.1K 0.01%
667
– –
WMT icon
56
Walmart Inc
WMT
$898B
$57.2K 0.01%
555
-630
-53% -$62.7K
FNV icon
57
Franco-Nevada
FNV
$46.5B
$55.7K 0.01%
250
+25
+11% +$4.5K
NEM icon
58
Newmont
NEM
$123B
$54.8K 0.01%
650
– –
B
59
Barrick Mining
B
$67.7B
$43.4K 0.01%
2,300
+650
+39% +$16.5K
BMY icon
60
Bristol-Myers Squibb
BMY
$130B
$43K 0.01%
953
– –
AXP icon
61
American Express
AXP
$230B
$41.5K 0.01%
125
– –
GDXJ icon
62
VanEck Junior Gold Miners ETF
GDXJ
$8.49B
$34.7K ﹤0.01%
350
+50
+17% +$3.84K
SLV icon
63
iShares Silver Trust
SLV
$31.5B
$31.8K ﹤0.01%
750
+250
+50% +$8.98K
BRK.B icon
64
Berkshire Hathaway Class B
BRK.B
$1.11T
$30.7K ﹤0.01%
61
-105
-63% -$50.9K
NVS icon
65
Novartis
NVS
$295B
$28.2K ﹤0.01%
220
– –
BDX icon
66
Becton Dickinson
BDX
$49.4B
$28.1K ﹤0.01%
150
– –
PEP icon
67
PepsiCo
PEP
$188B
$17.6K ﹤0.01%
125
– –
ACN icon
68
Accenture
ACN
$110B
$16K ﹤0.01%
65
– –
AAPL icon
69
Apple
AAPL
$4.45T
$15.3K ﹤0.01%
60
-200
-77% -$45.2K
ADBE icon
70
Adobe
ADBE
$105B
– –
-80
Closed -$30.9K
AMZN icon
71
Amazon
AMZN
$2.94T
– –
-400
Closed -$87.8K
COF icon
72
Capital One
COF
$134B
– –
-3,101
Closed -$660K
HD icon
73
Home Depot
HD
$354B
– –
-110
Closed -$40.3K
HQH
74
abrdn Healthcare Investors
HQH
$1.34B
– –
-3,940
Closed -$61K
HQL
75
abrdn Life Sciences Investors
HQL
$642M
– –
-1,489
Closed -$19.1K
1 2
3
4

Similar funds

CCIP
Camrose Capital Investment Partners London, United Kingdom $764M AUM 0.9% 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
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return

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.