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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
+8.27%
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
$734M
AUM Growth
+$29.4M
Cap. Flow
-$18.3M
Cap. Flow %
-2.5%
Top 10 Hldgs %
63.76%
Holding
71
New
1
Increased
9
Reduced
20
Closed
1

Top Buys

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$497K
2
SOLS
Solstice Advanced Materials
SOLS
+$359K
3
UPS icon
United Parcel Service
UPS
+$330K
4
KMX icon
CarMax
KMX
+$164K
5
TXN icon
Texas Instruments
TXN
+$120K

Top Sells

Rank Stock Value
1
C icon
Citigroup
C
+$9.54M
2
MS icon
Morgan Stanley
MS
+$2.5M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.16M
4
JPM icon
JPMorgan Chase
JPM
+$1.04M
5
META icon
Meta Platforms (Facebook)
META
+$955K

Sector Composition

Rank Sector Weight
1 Financials 20.33%
2 Healthcare 17.7%
3 Communication Services 15.2%
4 Technology 15.17%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
1
Alphabet (Google) Class C
GOOG
$4.36T
$65M 8.85%
207,020
-7,545
-4% -$2.16M
JPM icon
2
JPMorgan Chase
JPM
$935B
$61M 8.31%
189,336
-3,343
-2% -$1.04M
CSCO icon
3
Cisco
CSCO
$457B
$49.6M 6.76%
643,507
-6,075
-0.9% -$451K
C icon
4
Citigroup
C
$222B
$45.5M 6.21%
390,203
-91,845
-19% -$9.54M
AEP icon
5
American Electric Power
AEP
$69.6B
$45.3M 6.18%
393,044
-1,500
-0.4% -$177K
ROST icon
6
Ross Stores
ROST
$80.5B
$44.7M 6.09%
248,172
-1,575
-0.6% -$263K
META icon
7
Meta Platforms (Facebook)
META
$1.42T
$43.3M 5.91%
65,662
-1,430
-2% -$955K
TMO icon
8
Thermo Fisher Scientific
TMO
$213B
$39M 5.31%
67,297
-240
-0.4% -$136K
DG icon
9
Dollar General
DG
$28B
$37.8M 5.15%
284,874
-1,375
-0.5% -$153K
MSFT icon
10
Microsoft
MSFT
$3.45T
$36.6M 4.99%
75,652
-1,025
-1% -$514K
GILD icon
11
Gilead Sciences
GILD
$162B
$31.6M 4.31%
257,824
-1,200
-0.5% -$146K
MDT icon
12
Medtronic
MDT
$109B
$28.2M 3.85%
293,848
+445
+0.2% +$43.2K
PFE icon
13
Pfizer
PFE
$143B
$24.7M 3.36%
991,225
+19,700
+2% +$497K
FERG icon
14
Ferguson
FERG
$45.4B
$22.3M 3.04%
100,321
+355
+0.4% +$84.8K
UPS icon
15
United Parcel Service
UPS
$88.6B
$22M 2.99%
221,491
+3,525
+2% +$330K
EOG icon
16
EOG Resources
EOG
$79.2B
$21.9M 2.99%
208,873
+400
+0.2% +$43K
V icon
17
Visa
V
$684B
$20.9M 2.85%
59,536
-320
-0.5% -$109K
MS icon
18
Morgan Stanley
MS
$331B
$20.8M 2.83%
117,027
-15,000
-11% -$2.5M
TXN icon
19
Texas Instruments
TXN
$252B
$18.6M 2.53%
107,091
+700
+0.7% +$120K
KMX icon
20
CarMax
KMX
$8.13B
$17.5M 2.38%
452,800
+4,090
+0.9% +$164K
GLW icon
21
Corning
GLW
$119B
$6.48M 0.88%
74,000
-7,000
-9% -$603K
HON icon
22
Honeywell
HON
$77B
$5.95M 0.81%
30,474
-1,859
-6% -$364K
EFA icon
23
iShares MSCI EAFE ETF
EFA
$78B
$3.47M 0.47%
36,150
-1,600
-4% -$152K
KR icon
24
Kroger
KR
$35.4B
$3.03M 0.41%
48,565
+700
+1% +$45.8K
UNP icon
25
Union Pacific
UNP
$174B
$2.71M 0.37%
11,706
+400
+4% +$91.3K
1
2 3

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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
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 Q4 2025 Portfolio in Review

As of Q4 2025, Nexus Investment Management held 71 positions worth $734M, up 4.2% from $704M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 2.8%. Nexus Investment Management opened 1 new position and exited 1, leaving the 71-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 20% of assets, down from 22% a quarter earlier, followed by Healthcare and Communication Services.

  • Nexus Investment Management's largest Q4 2025 buy was Solstice Advanced Materials: 7,616 shares worth $370K.
  • Nexus Investment Management added most to Pfizer in Q4 2025, an estimated $497K increase.
  • Nexus Investment Management's biggest Q4 2025 reduction was Citigroup, cutting an estimated $9.54M.
  • Nexus Investment Management fully exited Open Text in Q4 2025, selling an estimated $669K.
  • Nexus Investment Management's ten largest holdings make up 64% of its $734M portfolio in Q4 2025.
  • Nexus Investment Management opened 1 new position and closed 1 in Q4 2025.
  • Nexus Investment Management's portfolio value rose 4.2% quarter-over-quarter to $734M.

Based on Nexus Investment Management's 13F filing for Q4 2025, filed 21 Jan 2026.