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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%

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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.