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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
MCD icon
76
McDonald's
MCD
$194B
– –
-140
Closed -$40.9K
RTX icon
77
RTX Corp
RTX
$302B
– –
-44
Closed -$6.42K
SBUX icon
78
Starbucks
SBUX
$122B
– –
-380
Closed -$34.8K
VTRS icon
79
Viatris
VTRS
$18.7B
– –
-409
Closed -$3.65K
1 2 3
4

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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.