Nexus Investment Management ULC

13F filer · CIK 0001476329

Reported Jul 20, 2026

Net seller this quarter

13F portfolio value$767MU.S. long equity reported on 13F

Positions671 new · 1 closed

Net flow last quarter-$14.5MBuys minus sells

Top 10 positions weight59.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 202667 positions
JPMJPMorgan Chase & Co	$59M	7.70%	0.01%	-3.2%	Q2 2013
GOOGAlphabet Inc.	$56.5M	7.37%	Not reported	-3.2%	Q4 2015
AEPAmerican Electric Power Co Inc	$53.1M	6.92%	0.07%	-1.4%	Q2 2021
CCitigroup Inc	$51.9M	6.76%	0.02%	-3.3%	Q2 2013
ROSTRoss Stores, Inc.	$50.2M	6.54%	0.07%	-3.0%	Q2 2022
CSCOCisco Systems, Inc.	$49M	6.39%	0.01%	-33.8%	Q2 2013
METAMeta Platforms, Inc.	$35.5M	4.62%	Not reported	-2.8%	Q1 2019
AJGArthur J. Gallagher & Co.	$34.4M	4.48%	0.06%	New	Q2 2026
TMOThermo Fisher Scientific Inc.	$33.2M	4.33%	0.02%	-1.0%	Q2 2025
DGDollar General Corp	$31.9M	4.17%	0.13%	-1.5%	Q2 2017
GILDGilead Sciences, Inc.	$31.7M	4.14%	0.02%	-1.5%	Q2 2013
TXNTexas Instruments Inc	$30.8M	4.01%	0.01%	-3.9%	Q1 2024
MSFTMicrosoft Corp	$28.4M	3.71%	0.00%	-0.2%	Q2 2013
EOGEog Resources Inc	$27M	3.52%	0.04%	-0.8%	Q2 2022
PFEPfizer Inc	$24.7M	3.21%	0.02%	-0.7%	Q2 2013
MSMorgan Stanley	$24.5M	3.19%	0.01%	-2.3%	Q3 2023
KMXCarmax Inc	$24.3M	3.17%	0.32%	-1.2%	Q2 2013
MDTMedtronic plc	$23.7M	3.10%	0.02%	-0.9%	Q3 2020
FERGFerguson Enterprises Inc.	$23M	3.00%	0.05%	-3.2%	Q1 2025
UPSUnited Parcel Service Inc	$22.9M	2.99%	0.03%	-3.8%	Q2 2013
VVisa Inc.	$20.7M	2.70%	0.00%	-3.1%	Q3 2020
GLWCorning Inc	$3.51M	0.46%	0.00%	-70.4%	Q1 2021
HONHoneywell International Inc	$3.41M	0.44%	0.00%	-0.1%	Q2 2024
HONAHoneywell Aerospace Inc.	$3.36M	0.44%	Not reported	-0.1%	Q2 2026
UNPUnion Pacific Corp	$3.18M	0.42%	0.00%	Not reported	Q4 2019
KRKroger Co	$2.44M	0.32%	0.01%	-0.6%	Q3 2022
JNJJohnson & Johnson	$2.13M	0.28%	0.00%	Not reported	Q2 2013
GOOGLAlphabet Inc.	$1.56M	0.20%	0.00%	Not reported	Q4 2015
DHRDanaher Corp	$1.4M	0.18%	0.00%	Not reported	Q2 2013
CVXChevron Corp	$1.06M	0.14%	0.00%	Not reported	Q2 2013
LLYELI LILLY & Co	$922K	0.12%	0.00%	-3.8%	Q2 2013
ABBVAbbVie Inc.	$870K	0.11%	0.00%	Not reported	Q4 2013
XOMExxonMobil Holdings Corp	$792K	0.10%	0.00%	Not reported	Q3 2013
CSXCSX Corp	$753K	0.10%	0.00%	Not reported	Q4 2022
VZVerizon Communications Inc	$640K	0.08%	0.00%	Not reported	Q2 2020
EXCExelon Corp	$527K	0.07%	0.00%	Not reported	Q1 2014
MRKMerck & Co., Inc.	$480K	0.06%	0.00%	Not reported	Q4 2022
TROWPrice T Rowe Group Inc	$425K	0.06%	0.00%	Not reported	Q2 2013
TAt&T Inc.	$356K	0.05%	0.00%	Not reported	Q2 2013
BACBank of America Corp	$305K	0.04%	0.00%	Not reported	Q2 2013
PGPROCTER & GAMBLE Co	$264K	0.03%	0.00%	Not reported	Q4 2022
KMBKimberly Clark Corp	$234K	0.03%	0.00%	Not reported	Q2 2013
ABTAbbott Laboratories	$226K	0.03%	0.00%	Not reported	Q4 2015
BIIBBiogen Inc.	$199K	0.03%	0.00%	Not reported	Q3 2023
FSVFirstService Corp	$142K	0.02%	0.00%	Not reported	Q3 2016
PRAAPra Group Inc	$119K	0.02%	0.02%	-2.8%	Q4 2015
MAMastercard Inc	$100K	0.01%	0.00%	Not reported	Q1 2025
COSTCostco Wholesale Corp	$93.5K	0.01%	0.00%	Not reported	Q2 2013
CLColgate Palmolive Co	$88.6K	0.01%	0.00%	Not reported	Q1 2025
BBarrick Mining Corp	$84.5K	0.01%	0.00%	Not reported	Q2 2025

Q1 2026Reported Apr 20, 202666 positions
JPMJPMorgan Chase & Co	$54.8M	7.67%	0.01%	-1.6%	Q2 2013
ROSTRoss Stores, Inc.	$52.6M	7.36%	0.08%	-2.1%	Q2 2022
AEPAmerican Electric Power Co Inc	$51.6M	7.22%	0.07%	+0.2%	Q2 2021
CSCOCisco Systems, Inc.	$48.9M	6.83%	0.02%	-2.1%	Q2 2013
GOOGAlphabet Inc.	$47.4M	6.63%	Not reported	-20.2%	Q4 2015
CCitigroup Inc	$43.5M	6.08%	0.02%	-1.8%	Q2 2013
METAMeta Platforms, Inc.	$37.1M	5.18%	Not reported	-1.3%	Q1 2019
GILDGilead Sciences, Inc.	$35.5M	4.96%	0.02%	-1.2%	Q2 2013
DGDollar General Corp	$33.5M	4.68%	0.13%	-1.1%	Q2 2017
TMOThermo Fisher Scientific Inc.	$32.9M	4.60%	0.02%	-0.5%	Q2 2025
EOGEog Resources Inc	$30.3M	4.23%	0.04%	+0.3%	Q2 2022
PFEPfizer Inc	$28.9M	4.05%	0.02%	+4.0%	Q2 2013
MSFTMicrosoft Corp	$28.3M	3.95%	0.00%	+0.9%	Q2 2013
MDTMedtronic plc	$26.5M	3.71%	0.02%	+4.2%	Q3 2020
FERGFerguson Enterprises Inc.	$23.3M	3.26%	0.05%	-0.3%	Q1 2025
UPSUnited Parcel Service Inc	$21.8M	3.05%	0.03%	+0.1%	Q2 2013
TXNTexas Instruments Inc	$20.9M	2.92%	0.01%	+0.4%	Q1 2024
MSMorgan Stanley	$19.7M	2.76%	0.01%	+2.4%	Q3 2023
KMXCarmax Inc	$19.3M	2.70%	0.33%	+2.7%	Q2 2013
VVisa Inc.	$18.8M	2.63%	0.00%	+4.7%	Q3 2020
HONHoneywell International Inc	$6.89M	0.96%	0.00%	Not reported	Q2 2024
GLWCorning Inc	$6.3M	0.88%	0.01%	-37.4%	Q1 2021
KRKroger Co	$3.2M	0.45%	0.01%	-8.9%	Q3 2022
UNPUnion Pacific Corp	$2.84M	0.40%	0.00%	Not reported	Q4 2019
JNJJohnson & Johnson	$2.05M	0.29%	0.00%	-11.1%	Q2 2013
DHRDanaher Corp	$1.39M	0.20%	0.00%	Not reported	Q2 2013
CVXChevron Corp	$1.32M	0.18%	0.00%	-16.4%	Q2 2013
GOOGLAlphabet Inc.	$1.25M	0.18%	0.00%	-37.0%	Q4 2015
XOMExxonMobil Holdings Corp	$983K	0.14%	0.00%	Not reported	Q3 2013
VZVerizon Communications Inc	$759K	0.11%	0.00%	-3.2%	Q2 2020
ABBVAbbVie Inc.	$752K	0.11%	0.00%	Not reported	Q4 2013
LLYELI LILLY & Co	$735K	0.10%	0.00%	Not reported	Q2 2013
CSXCSX Corp	$650K	0.09%	0.00%	Not reported	Q4 2022
EXCExelon Corp	$554K	0.08%	0.00%	-12.1%	Q1 2014
TAt&T Inc.	$499K	0.07%	0.00%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$449K	0.06%	0.00%	Not reported	Q4 2022
TROWPrice T Rowe Group Inc	$337K	0.05%	0.00%	Not reported	Q2 2013
BACBank of America Corp	$261K	0.04%	0.00%	Not reported	Q2 2013
PGPROCTER & GAMBLE Co	$260K	0.04%	0.00%	Not reported	Q4 2022
ABTAbbott Laboratories	$256K	0.04%	0.00%	Not reported	Q4 2015
KMBKimberly Clark Corp	$206K	0.03%	0.00%	-17.4%	Q2 2013
BIIBBiogen Inc.	$169K	0.02%	0.00%	Not reported	Q3 2023
EIXEdison International	$166K	0.02%	0.00%	-39.0%	Q1 2016
FSVFirstService Corp	$139K	0.02%	0.00%	Not reported	Q3 2016
PRAAPra Group Inc	$113K	0.02%	0.02%	Not reported	Q4 2015
COSTCostco Wholesale Corp	$99.6K	0.01%	0.00%	Not reported	Q2 2013
MAMastercard Inc	$97.4K	0.01%	0.00%	Not reported	Q1 2025
BBarrick Mining Corp	$93.8K	0.01%	0.00%	Not reported	Q2 2025
CLColgate Palmolive Co	$82.3K	0.01%	0.00%	Not reported	Q1 2025
NEMNEWMONT Corp	$70.4K	0.01%	0.00%	Not reported	Q1 2025

Q4 2025Reported Jan 21, 202665 positions
GOOGAlphabet Inc.	$65M	8.85%	Not reported	-3.5%	Q4 2015
JPMJPMorgan Chase & Co	$61M	8.31%	0.01%	-1.7%	Q2 2013
CSCOCisco Systems, Inc.	$49.6M	6.76%	0.02%	-0.9%	Q2 2013
CCitigroup Inc	$45.5M	6.21%	0.02%	-19.1%	Q2 2013
AEPAmerican Electric Power Co Inc	$45.3M	6.18%	0.07%	-0.4%	Q2 2021
ROSTRoss Stores, Inc.	$44.7M	6.09%	0.08%	-0.6%	Q2 2022
METAMeta Platforms, Inc.	$43.3M	5.91%	Not reported	-2.1%	Q1 2019
TMOThermo Fisher Scientific Inc.	$39M	5.31%	0.02%	-0.4%	Q2 2025
DGDollar General Corp	$37.8M	5.15%	0.13%	-0.5%	Q2 2017
MSFTMicrosoft Corp	$36.6M	4.99%	0.00%	-1.3%	Q2 2013
GILDGilead Sciences, Inc.	$31.6M	4.31%	0.02%	-0.5%	Q2 2013
MDTMedtronic plc	$28.2M	3.85%	0.02%	+0.2%	Q3 2020
PFEPfizer Inc	$24.7M	3.36%	0.02%	+2.0%	Q2 2013
FERGFerguson Enterprises Inc.	$22.3M	3.04%	0.05%	+0.4%	Q1 2025
UPSUnited Parcel Service Inc	$22M	2.99%	0.03%	+1.6%	Q2 2013
EOGEog Resources Inc	$21.9M	2.99%	0.04%	+0.2%	Q2 2022
VVisa Inc.	$20.9M	2.85%	0.00%	-0.5%	Q3 2020
MSMorgan Stanley	$20.8M	2.83%	0.01%	-11.4%	Q3 2023
TXNTexas Instruments Inc	$18.6M	2.53%	0.01%	+0.7%	Q1 2024
KMXCarmax Inc	$17.5M	2.38%	0.32%	+0.9%	Q2 2013
GLWCorning Inc	$6.48M	0.88%	0.01%	-8.6%	Q1 2021
HONHoneywell International Inc	$5.95M	0.81%	0.00%	Not reported	Q2 2024
KRKroger Co	$3.03M	0.41%	0.01%	+1.5%	Q3 2022
UNPUnion Pacific Corp	$2.71M	0.37%	0.00%	+3.5%	Q4 2019
GOOGLAlphabet Inc.	$2.16M	0.29%	0.00%	-1.4%	Q4 2015
JNJJohnson & Johnson	$1.95M	0.27%	0.00%	Not reported	Q2 2013
DHRDanaher Corp	$1.68M	0.23%	0.00%	-5.2%	Q2 2013
CVXChevron Corp	$1.16M	0.16%	0.00%	Not reported	Q2 2013
LLYELI LILLY & Co	$859K	0.12%	0.00%	Not reported	Q2 2013
ABBVAbbVie Inc.	$790K	0.11%	0.00%	Not reported	Q4 2013
XOMExxonMobil Holdings Corp	$697K	0.10%	0.00%	Not reported	Q3 2013
VZVerizon Communications Inc	$636K	0.09%	0.00%	Not reported	Q2 2020
CSXCSX Corp	$574K	0.08%	0.00%	Not reported	Q4 2022
EXCExelon Corp	$560K	0.08%	0.00%	Not reported	Q1 2014
TAt&T Inc.	$427K	0.06%	0.00%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$393K	0.05%	0.00%	Not reported	Q4 2022
TROWPrice T Rowe Group Inc	$383K	0.05%	0.00%	Not reported	Q2 2013
SOLSSolstice Advanced Materials Inc.	$370K	0.05%	0.00%	0.0%	Q4 2025
ABTAbbott Laboratories	$312K	0.04%	0.00%	Not reported	Q4 2015
BACBank of America Corp	$294K	0.04%	0.00%	Not reported	Q2 2013
KMBKimberly Clark Corp	$261K	0.04%	0.00%	Not reported	Q2 2013
PGPROCTER & GAMBLE Co	$258K	0.04%	0.00%	Not reported	Q4 2022
EIXEdison International	$223K	0.03%	0.00%	Not reported	Q1 2016
BIIBBiogen Inc.	$162K	0.02%	0.00%	Not reported	Q3 2023
FSVFirstService Corp	$156K	0.02%	0.00%	Not reported	Q3 2016
PRAAPra Group Inc	$114K	0.02%	0.02%	Not reported	Q4 2015
MAMastercard Inc	$111K	0.02%	0.00%	Not reported	Q1 2025
COSTCostco Wholesale Corp	$86.2K	0.01%	0.00%	Not reported	Q2 2013
ORCLOracle Corp	$78K	0.01%	0.00%	Not reported	Q1 2025
CLColgate Palmolive Co	$76.3K	0.01%	0.00%	Not reported	Q1 2025

Q3 2025Reported Oct 24, 202565 positions
JPMJPMorgan Chase & Co	$60.8M	8.63%	0.01%	-2.4%	Q2 2013
GOOGAlphabet Inc.	$52.3M	7.42%	Not reported	+0.3%	Q4 2015
METAMeta Platforms, Inc.	$49.3M	7.00%	Not reported	-15.8%	Q1 2019
CCitigroup Inc	$48.9M	6.95%	0.03%	-3.2%	Q2 2013
CSCOCisco Systems, Inc.	$44.4M	6.31%	0.02%	0.0%	Q2 2013
AEPAmerican Electric Power Co Inc	$44.4M	6.30%	0.07%	0.0%	Q2 2021
MSFTMicrosoft Corp	$39.7M	5.64%	0.00%	-0.6%	Q2 2013
ROSTRoss Stores, Inc.	$38.1M	5.40%	0.08%	+0.3%	Q2 2022
TMOThermo Fisher Scientific Inc.	$32.8M	4.65%	0.02%	+12.5%	Q2 2025
DGDollar General Corp	$29.6M	4.20%	0.13%	+0.2%	Q2 2017
GILDGilead Sciences, Inc.	$28.8M	4.08%	0.02%	+8.9%	Q2 2013
MDTMedtronic plc	$27.9M	3.97%	0.02%	+26.0%	Q3 2020
PFEPfizer Inc	$24.8M	3.51%	0.02%	+11.0%	Q2 2013
EOGEog Resources Inc	$23.4M	3.32%	0.04%	+0.4%	Q2 2022
FERGFerguson Enterprises Inc.	$22.5M	3.19%	0.05%	+1.9%	Q1 2025
MSMorgan Stanley	$21M	2.98%	0.01%	-6.8%	Q3 2023
VVisa Inc.	$20.4M	2.90%	0.00%	+2.5%	Q3 2020
KMXCarmax Inc	$20.1M	2.86%	0.31%	+18.8%	Q2 2013
TXNTexas Instruments Inc	$19.5M	2.78%	0.01%	+1.3%	Q1 2024
UPSUnited Parcel Service Inc	$18.2M	2.58%	0.03%	+0.3%	Q2 2013
GLWCorning Inc	$6.64M	0.94%	0.01%	-13.8%	Q1 2021
HONHoneywell International Inc	$6.41M	0.91%	0.00%	+0.1%	Q2 2024
KRKroger Co	$3.23M	0.46%	0.01%	+0.6%	Q3 2022
UNPUnion Pacific Corp	$2.67M	0.38%	0.00%	Not reported	Q4 2019
JNJJohnson & Johnson	$1.75M	0.25%	0.00%	+1.1%	Q2 2013
GOOGLAlphabet Inc.	$1.71M	0.24%	0.00%	-1.3%	Q4 2015
DHRDanaher Corp	$1.54M	0.22%	0.00%	Not reported	Q2 2013
CVXChevron Corp	$1.19M	0.17%	0.00%	+0.9%	Q2 2013
ABBVAbbVie Inc.	$800K	0.11%	0.00%	Not reported	Q4 2013
VZVerizon Communications Inc	$686K	0.10%	0.00%	Not reported	Q2 2020
OTEXOpen Text Corp	$669K	0.09%	0.01%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$653K	0.09%	0.00%	+1.6%	Q3 2013
LLYELI LILLY & Co	$610K	0.09%	0.00%	-1.2%	Q2 2013
EXCExelon Corp	$579K	0.08%	0.00%	+12.6%	Q1 2014
CSXCSX Corp	$562K	0.08%	0.00%	Not reported	Q4 2022
TAt&T Inc.	$486K	0.07%	0.00%	-10.4%	Q2 2013
TROWPrice T Rowe Group Inc	$384K	0.05%	0.00%	Not reported	Q2 2013
ABTAbbott Laboratories	$334K	0.05%	0.00%	Not reported	Q4 2015
KMBKimberly Clark Corp	$321K	0.05%	0.00%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$313K	0.04%	0.00%	Not reported	Q4 2022
PGPROCTER & GAMBLE Co	$277K	0.04%	0.00%	Not reported	Q4 2022
BACBank of America Corp	$276K	0.04%	0.00%	Not reported	Q2 2013
EIXEdison International	$206K	0.03%	0.00%	Not reported	Q1 2016
FSVFirstService Corp	$190K	0.03%	0.00%	-50.0%	Q3 2016
BIIBBiogen Inc.	$129K	0.02%	0.00%	Not reported	Q3 2023
ORCLOracle Corp	$112K	0.02%	0.00%	Not reported	Q1 2025
MAMastercard Inc	$111K	0.02%	0.00%	Not reported	Q1 2025
PRAAPra Group Inc	$99.6K	0.01%	0.02%	Not reported	Q4 2015
COSTCostco Wholesale Corp	$92.6K	0.01%	0.00%	-42.9%	Q2 2013
BHCBausch Health Companies Inc.	$83.9K	0.01%	0.00%	Not reported	Q3 2018

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