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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
(+4.2%)
Cap. Flow
-$18.3M
Cap. Flow
% of AUM
-2.5%
Top 10 Holdings %
Top 10 Hldgs %
63.76%
Holding
71
New
1
Increased
9
Reduced
20
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pfizer
PFE
|
+$497K |
| 2 |
SOLS
Solstice Advanced Materials
SOLS
|
+$359K |
| 3 |
United Parcel Service
UPS
|
+$330K |
| 4 |
CarMax
KMX
|
+$164K |
| 5 |
Texas Instruments
TXN
|
+$120K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Citigroup
C
|
+$9.54M |
| 2 |
Morgan Stanley
MS
|
+$2.5M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$2.16M |
| 4 |
JPMorgan Chase
JPM
|
+$1.04M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Costco
COST
$421B
| $86.2K | 0.01% |
100
| – | – |
|
52
Oracle
ORCL
$419B
| $78K | 0.01% |
400
| – | – |
|
53
Colgate-Palmolive
CL
$74B
| $76.3K | 0.01% |
966
| – | – |
|
54
Newmont
NEM
$123B
| $64.9K | 0.01% |
650
| – | – |
|
55
Walmart Inc
WMT
$896B
| $61.8K | 0.01% |
555
| – | – |
|
56
Bausch Health
BHC
$2.33B
| $59.1K | 0.01% |
8,500
-4,500
| -35% | -$29.6K |
|
57
Veralto
VLTO
$23.8B
| $53.3K | 0.01% |
534
-133
| -20% | -$13.5K |
|
58
Franco-Nevada
FNV
$46.3B
| $51.8K | 0.01% |
250
| – | – |
|
59
Bristol-Myers Squibb
BMY
$132B
| $51.4K | 0.01% |
953
| – | – |
|
60
iShares Silver Trust
SLV
$31.5B
| $48.3K | 0.01% |
750
| – | – |
|
61
American Express
AXP
$232B
| $46.2K | 0.01% |
125
| – | – |
|
|
B
62
Barrick Mining
B
$67.7B
| $43.4K | 0.01% |
2,300
| – | – |
|
63
VanEck Junior Gold Miners ETF
GDXJ
$8.48B
| $39.8K | 0.01% |
350
| – | – |
|
64
Berkshire Hathaway Class B
BRK.B
$1.12T
| $30.7K | ﹤0.01% |
61
| – | – |
|
65
Novartis
NVS
$298B
| $30.3K | ﹤0.01% |
220
| – | – |
|
66
Becton Dickinson
BDX
$49.2B
| $29.1K | ﹤0.01% |
150
| – | – |
|
67
PepsiCo
PEP
$188B
| $17.9K | ﹤0.01% |
125
| – | – |
|
68
Accenture
ACN
$109B
| $17.4K | ﹤0.01% |
65
| – | – |
|
69
Apple
AAPL
$4.47T
| $16.3K | ﹤0.01% |
60
| – | – |
|
70
Open Text
OTEX
$5.89B
| – | – |
-17,890
| Closed | -$669K |
|
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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.