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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
CL icon
51
Colgate-Palmolive
CL
$73.7B
$82.3K 0.01%
966
– –
NEM icon
52
Newmont
NEM
$123B
$70.4K 0.01%
650
– –
WMT icon
53
Walmart Inc
WMT
$896B
$69K 0.01%
555
– –
AUGO
54
Aura Minerals Inc
AUGO
$6.22B
$64.9K 0.01%
+795
New +$55.7K
FNV icon
55
Franco-Nevada
FNV
$46.3B
$61.8K 0.01%
250
– –
ORCL icon
56
Oracle
ORCL
$417B
$58.8K 0.01%
400
– –
BMY icon
57
Bristol-Myers Squibb
BMY
$130B
$57.8K 0.01%
953
– –
SLV icon
58
iShares Silver Trust
SLV
$31.5B
$51.1K 0.01%
750
– –
VLTO icon
59
Veralto
VLTO
$23.9B
$47.2K 0.01%
534
– –
BHC icon
60
Bausch Health
BHC
$2.32B
$45.9K 0.01%
8,500
– –
GDXJ icon
61
VanEck Junior Gold Miners ETF
GDXJ
$8.46B
$42K 0.01%
350
– –
AXP icon
62
American Express
AXP
$230B
$37.8K 0.01%
125
– –
NVS icon
63
Novartis
NVS
$295B
$33.6K ﹤0.01%
220
– –
BRK.B icon
64
Berkshire Hathaway Class B
BRK.B
$1.11T
$29.2K ﹤0.01%
61
– –
BDX icon
65
Becton Dickinson
BDX
$49.2B
$23.6K ﹤0.01%
150
– –
AAPL icon
66
Apple
AAPL
$4.47T
$15.2K ﹤0.01%
60
– –
WAT icon
67
Waters Corp
WAT
$40.6B
$5.96K ﹤0.01%
+20
New +$6.84K
HQH
68
abrdn Healthcare Investors
HQH
$1.35B
$1.8K ﹤0.01%
+101
New +$1.91K
HQL
69
abrdn Life Sciences Investors
HQL
$643M
$521 ﹤0.01%
+32
New +$535
ACN icon
70
Accenture
ACN
$109B
– –
-65
Closed -$17.4K
PEP icon
71
PepsiCo
PEP
$188B
– –
-125
Closed -$17.9K
VEA icon
72
Vanguard FTSE Developed Markets ETF
VEA
$236B
– –
-3,024
Closed -$189K
VWO icon
73
Vanguard FTSE Emerging Markets ETF
VWO
$125B
– –
-2,457
Closed -$132K
SOLS
74
Solstice Advanced Materials
SOLS
$9.71B
– –
-7,616
Closed -$370K
1 2
3

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 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.