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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
JPM icon
1
JPMorgan Chase
JPM
$935B
$60.8M 8.63%
192,679
-4,740
-2% -$1.41M
GOOG icon
2
Alphabet (Google) Class C
GOOG
$4.36T
$52.3M 7.42%
214,565
+525
+0.2% +$110K
META icon
3
Meta Platforms (Facebook)
META
$1.42T
$49.3M 7%
67,092
-12,552
-16% -$9.34M
C icon
4
Citigroup
C
$222B
$48.9M 6.95%
482,048
-15,925
-3% -$1.51M
CSCO icon
5
Cisco
CSCO
$457B
$44.4M 6.31%
649,582
+25
+0% +$1.7K
AEP icon
6
American Electric Power
AEP
$69.6B
$44.4M 6.3%
394,544
+137
+0% +$15K
MSFT icon
7
Microsoft
MSFT
$3.45T
$39.7M 5.64%
76,677
-443
-0.6% -$226K
ROST icon
8
Ross Stores
ROST
$80.5B
$38.1M 5.4%
249,747
+827
+0.3% +$118K
TMO icon
9
Thermo Fisher Scientific
TMO
$213B
$32.8M 4.65%
67,537
+7,510
+13% +$3.5M
DG icon
10
Dollar General
DG
$28B
$29.6M 4.2%
286,249
+605
+0.2% +$66.3K
GILD icon
11
Gilead Sciences
GILD
$162B
$28.8M 4.08%
259,024
+21,220
+9% +$2.41M
MDT icon
12
Medtronic
MDT
$109B
$27.9M 3.97%
293,403
+60,614
+26% +$5.57M
PFE icon
13
Pfizer
PFE
$143B
$24.8M 3.51%
971,525
+96,478
+11% +$2.38M
EOG icon
14
EOG Resources
EOG
$79.2B
$23.4M 3.32%
208,473
+815
+0.4% +$97.2K
FERG icon
15
Ferguson
FERG
$45.4B
$22.5M 3.19%
99,966
+1,900
+2% +$430K
MS icon
16
Morgan Stanley
MS
$331B
$21M 2.98%
132,027
-9,674
-7% -$1.43M
V icon
17
Visa
V
$684B
$20.4M 2.9%
59,856
+1,480
+3% +$512K
KMX icon
18
CarMax
KMX
$8.13B
$20.1M 2.86%
448,710
+71,065
+19% +$4.24M
TXN icon
19
Texas Instruments
TXN
$252B
$19.5M 2.78%
106,391
+1,348
+1% +$264K
UPS icon
20
United Parcel Service
UPS
$88.6B
$18.2M 2.58%
217,966
+635
+0.3% +$57.5K
GLW icon
21
Corning
GLW
$119B
$6.64M 0.94%
81,000
-13,000
-14% -$850K
HON icon
22
Honeywell
HON
$77B
$6.41M 0.91%
32,333
+47
+0.1% +$9.82K
EFA icon
23
iShares MSCI EAFE ETF
EFA
$78B
$3.52M 0.5%
37,750
+7,200
+24% +$655K
KR icon
24
Kroger
KR
$35.4B
$3.23M 0.46%
47,865
+300
+0.6% +$20.9K
UNP icon
25
Union Pacific
UNP
$174B
$2.67M 0.38%
11,306
– –
1
2 3 4

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FA
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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
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GWM
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CCA
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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.