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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
+10.49%
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
$669M
AUM Growth
-$214M
Cap. Flow
-$14.8M
Cap. Flow %
-2.21%
Top 10 Hldgs %
61.5%
Holding
82
New
7
Increased
15
Reduced
10
Closed
2

Top Buys

Rank Stock Value
1
TMO icon
Thermo Fisher Scientific
TMO
+$25.1M
2
KMX icon
CarMax
KMX
+$1.76M
3
FERG icon
Ferguson
FERG
+$660K
4
TXN icon
Texas Instruments
TXN
+$608K
5
COF icon
Capital One
COF
+$579K

Top Sells

Rank Stock Value
1
CVS icon
CVS Health
CVS
+$42.4M
2
DFS
Discover Financial Services
DFS
+$747K
3
CSCO icon
Cisco
CSCO
+$538K
4
META icon
Meta Platforms (Facebook)
META
+$476K
5
GILD icon
Gilead Sciences
GILD
+$416K

Sector Composition

Rank Sector Weight
1 Financials 21.21%
2 Technology 16.57%
3 Communication Services 14.83%
4 Healthcare 14.55%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
1
Meta Platforms (Facebook)
META
$1.42T
$58.8M 8.78%
79,644
-770
-1% -$476K
JPM icon
2
JPMorgan Chase
JPM
$935B
$57.2M 8.55%
197,419
-1,203
-0.6% -$307K
CSCO icon
3
Cisco
CSCO
$457B
$45.1M 6.73%
649,557
-8,750
-1% -$538K
C icon
4
Citigroup
C
$222B
$42.4M 6.33%
497,973
-3,630
-0.7% -$262K
AEP icon
5
American Electric Power
AEP
$69.6B
$40.9M 6.12%
394,407
-2,085
-0.5% -$217K
MSFT icon
6
Microsoft
MSFT
$3.45T
$38.4M 5.73%
77,120
+115
+0.1% +$49.9K
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.36T
$38M 5.67%
214,040
+3,405
+2% +$563K
DG icon
8
Dollar General
DG
$28B
$32.7M 4.88%
285,644
-1,950
-0.7% -$194K
ROST icon
9
Ross Stores
ROST
$80.5B
$31.8M 4.75%
248,920
-550
-0.2% -$76.3K
GILD icon
10
Gilead Sciences
GILD
$162B
$26.4M 3.94%
237,804
-3,905
-2% -$416K
KMX icon
11
CarMax
KMX
$8.13B
$25.4M 3.79%
377,645
+26,200
+7% +$1.76M
EOG icon
12
EOG Resources
EOG
$79.2B
$24.8M 3.71%
207,658
+900
+0.4% +$103K
TMO icon
13
Thermo Fisher Scientific
TMO
$213B
$24.3M 3.64%
+60,027
New +$25.1M
UPS icon
14
United Parcel Service
UPS
$88.6B
$21.9M 3.28%
217,331
+4,950
+2% +$487K
TXN icon
15
Texas Instruments
TXN
$252B
$21.8M 3.26%
105,043
+3,423
+3% +$608K
FERG icon
16
Ferguson
FERG
$45.4B
$21.4M 3.19%
98,066
+3,585
+4% +$660K
PFE icon
17
Pfizer
PFE
$143B
$21.2M 3.17%
875,047
+8,210
+0.9% +$191K
V icon
18
Visa
V
$684B
$20.7M 3.1%
58,376
+140
+0.2% +$48.8K
MDT icon
19
Medtronic
MDT
$109B
$20.3M 3.03%
232,789
+5,950
+3% +$505K
MS icon
20
Morgan Stanley
MS
$331B
$20M 2.98%
141,701
– –
HON icon
21
Honeywell
HON
$77B
$7.09M 1.06%
32,286
+122
+0.4% +$24.7K
GLW icon
22
Corning
GLW
$119B
$4.94M 0.74%
94,000
– –
KR icon
23
Kroger
KR
$35.4B
$3.41M 0.51%
47,565
-3,000
-6% -$207K
EFA icon
24
iShares MSCI EAFE ETF
EFA
$78B
$2.73M 0.41%
30,550
-1,000
-3% -$85.4K
UNP icon
25
Union Pacific
UNP
$174B
$2.6M 0.39%
11,306
– –
1
2 3 4

Similar funds

FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
CCIP
Camrose Capital Investment Partners London, United Kingdom $764M AUM 0.9% 1-Year Est. Return
WI
Wahed Invest New York $770M AUM 37.1% 1-Year Est. Return
PMWMG
Parr McKnight Wealth Management Group Minneapolis, Minnesota $763M AUM 13.49% 1-Year Est. Return
TI
Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return
FTF
Freedom Together Foundation New York $762M AUM 15.13% 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

Nexus Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Nexus Investment Management held 82 positions worth $669M, down 24% from $884M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Nexus Investment Management's Q2 2025 filing shows 7 new, 15 increased, 10 reduced and 2 closed positions. Its largest new stake was Thermo Fisher Scientific: 60,027 shares worth $24.3M. The largest sale was CVS Health, an estimated $42.4M.

By sector, the portfolio is most concentrated in Financials at 21% of assets, up from 20% a quarter earlier, followed by Technology and Communication Services.

  • Nexus Investment Management's largest Q2 2025 buy was Thermo Fisher Scientific: 60,027 shares worth $24.3M.
  • Nexus Investment Management added most to CarMax in Q2 2025, an estimated $1.76M increase.
  • Nexus Investment Management's biggest Q2 2025 reduction was Cisco, cutting an estimated $538K.
  • Nexus Investment Management fully exited CVS Health in Q2 2025, selling an estimated $42.4M.
  • Nexus Investment Management's ten largest holdings make up 61% of its $669M portfolio in Q2 2025.
  • Nexus Investment Management opened 7 new positions and closed 2 in Q2 2025.
  • Nexus Investment Management's portfolio value fell 24% quarter-over-quarter to $669M.

Based on Nexus Investment Management's 13F filing for Q2 2025, filed 28 Jul 2025.