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Nexus Investment Management ULC

CIK 1476329 · latest 13F filed 27 October 2026 · Read the filing on EDGAR

Nexus Investment Management ULC reported 73 US-listed holdings worth $807.9 million in its 13F for the quarter ended 30 September 2026, filed 27 October 2026. Its largest: JPMorgan Chase & Co. (6.6%), Alphabet Inc. (6.5%) and Microsoft Corp. (6.4%). Against the quarter before, it opened 1 position, added to 2, trimmed 15 and sold out of 0.

Reported holdings$807.9M+5.4% on Q2 2026
Positions73+1 on Q2 2026
The largest ten56.4%of its reported holdings
Latest 13FQ3 2026filed 27 October 2026
Where the money is
OpenedAdded toHeldTrimmed
JPM6.6%GOOG6.5%MSFT6.4%AEP5.7%META5.6%TMO5.5%C5.4%CSCO5.3%GILD4.6%ROST4.6%SO4.5%AJG4.2%DG4.1%PFE3.6%59 more27.3%

The 14 largest of its 73 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.02 billion in 72 positions$1.02BQ3 24Q4 2024: $999.7 million in 69 positions$1,000MQ4 24Q1 2025: $883.6 million in 75 positions$884MQ1 25Q2 2025: $669.2 million in 80 positions$669MQ2 25Q3 2025: $704.4 million in 70 positions$704MQ3 25Q4 2025: $733.8 million in 70 positions$734MQ4 25Q1 2026: $715.1 million in 70 positions$715MQ1 26Q2 2026: $766.9 million in 72 positions$767MQ2 26Q3 2026: $807.9 million in 73 positions$808MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +27.6% over the 5 quarters to 30 September 2026, against +23.4% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +27.6%S&P 500 +23.4%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 1Added 2Held 55Trimmed 15
Opened: 1Added: 2Held: 55Trimmed: 15

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 1

  1. Southern Co. SO$36.0 million

Added to 2

  1. Microsoft Corp. MSFT+24,833 shares · +33%
  2. Verizon Communications Inc. VZ+1,000 shares · +7%

Trimmed 15

  1. ROSS Stores, Inc. ROST-75,804 shares · -32%
  2. JPMorgan Chase & Co. JPM-18,530 shares · -10%
  3. Citigroup Inc. C-35,350 shares · -10%
  4. Texas Instruments Inc. TXN-9,300 shares · -9%
  5. Cisco Systems, Inc. CSCO-17,645 shares · -4%
  6. Alphabet Inc. GOOG-5,040 shares · -3%
  7. Thermo Fisher Scientific Inc. TMO-430 shares · -1%
  8. Dollar General Corp. DG-1,685 shares · -1%

and 7 more in the table below

What it holds

CompanySharesValueOf its bookChange in shares
JPMorgan Chase & Co. JPM161.8K$53.5 million6.63%-18.5K
Alphabet Inc. GOOG154.9K$52.8 million6.53%-5.0K
Microsoft Corp. MSFT101.1K$51.8 million6.42%+24.8K
American Electric Power Co. Inc. AEP387.9K$46.0 million5.70%-175
Meta Platforms, Inc. META62.9K$45.6 million5.65%-49
Thermo Fisher Scientific Inc. TMO65.9K$44.5 million5.50%-430
Citigroup Inc. C335.2K$43.4 million5.37%-35.4K
Cisco Systems, Inc. CSCO399.6K$43.0 million5.32%-17.6K
Gilead Sciences, Inc. GILD250.7K$37.4 million4.62%-335
ROSS Stores, Inc. ROST159.9K$37.3 million4.62%-75.8K
Southern Co. SO434.2K$36.0 million4.45%new
Arthur J. Gallagher & Co. AJG149.8K$34.2 million4.23%+35
Dollar General Corp. DG275.9K$33.0 million4.08%-1.7K
Pfizer Inc. PFE1.0M$29.2 million3.62%+550
EOG Resources Inc. EOG207.9K$28.6 million3.54%no change
Texas Instruments Inc. TXN94.0K$26.3 million3.26%-9.3K
Medtronic plc MDT303.3K$26.2 million3.24%-250
Carmax Inc. KMX458.5K$25.3 million3.13%-850
Morgan Stanley MS117.0K$22.0 million2.72%no change
Visa Inc. V60.4K$21.7 million2.68%-30
Ferguson Enterprises Inc. FERG96.9K$21.6 million2.67%-15
United Parcel Service Inc. UPS213.1K$19.9 million2.46%-100
Honeywell International Inc. HON15.1K$3.2 million0.39%-101
Union Pacific Corp. UNP11.5K$3.1 million0.39%-250
Kroger Co. KR43.8K$2.6 million0.32%-250
Honeywell Aerospace Inc. HONA15.1K$2.3 million0.29%-101
Johnson & Johnson JNJ8.2K$2.2 million0.27%-200
Corning Inc. GLW13.7K$2.1 million0.26%no change
Danaher Corp. DHR7.4K$1.6 million0.20%no change
Alphabet Inc. GOOGL4.4K$1.5 million0.19%no change
Chevron Corp. CVX6.4K$1.3 million0.16%no change
ExxonMobil Holdings Corp. XOM5.8K$942,9740.12%no change
AbbVie Inc. ABBV3.5K$904,0550.11%no change
Eli Lilly & Co. LLY769$889,7950.11%no change
Verizon Communications Inc. VZ16.1K$738,9660.09%+1.0K
CSX Corp. CSX15.8K$736,7180.09%no change
Merck & Co., Inc. MRK3.7K$542,7330.07%no change
Exelon Corp. EXC11.3K$456,8030.06%no change
AT&T Inc. T17.2K$419,9240.05%no change
T. Rowe Price Group, Inc. TROW3.7K$389,1470.05%no change
Bank of America Corp. BAC5.3K$291,2010.04%no change
Procter & Gamble Co. PG1.8K$261,5040.03%no change
Abbott Laboratories ABT2.5K$246,0870.03%no change
Kimberly Clark Corp. KMB2.1K$207,9160.03%no change
Biogen Inc. BIIB920$207,8100.03%no change
Firstservice Corp. New FSV1.0K$127,8800.02%no change
PRA Group Inc. PRAA6.3K$122,2020.02%no change
Mastercard Inc. MA195$107,5370.01%no change
Barrick Mining Corp B2.3K$93,5410.01%no change
Costco Wholesale Corp. COST100$91,0340.01%no change
Colgate-Palmolive Co. CL966$82,4190.01%no change
iShares Trust EFA750$77,9180.01%no change
Newmont Corp. NEM650$74,9710.01%no change
Aura Minerals Inc. AUGO795$62,5510.01%no change
Franco Nev Corp. FNV250$59,5280.01%no change
Bristol-Myers Squibb Co. BMY953$59,4670.01%no change
Walmart Inc. WMT555$57,6760.01%no change
Oracle Corp. ORCL400$54,9200.01%no change
Veralto Corp. VLTO534$50,3670.01%no change
Bausch Health Companies Inc. BHC8.5K$49,5550.01%no change
iShares Silver Trust SLV750$40,8830.01%no change
Vaneck ETF Trust GDXJ350$39,8830.00%no change
American Express Co. AXP125$38,0130.00%no change
Vanguard Ftse Developed Markets VEA500$35,3050.00%no change
Novartis AG NVS220$31,3650.00%no change
Berkshire Hathaway Inc. Class B BRKB61$30,3750.00%no change
Becton Dickinson & Co. BDX150$26,8500.00%no change
Vanguard Ftse Emerging Markets VWO425$25,2070.00%no change
Apple Inc. AAPL60$19,9810.00%no change
Waters Corp. WAT20$8,7880.00%no change
Tekla Healthcare HQH101$2,1100.00%no change
CB144A Appvion Esc Npv1$1,5130.00%no change
Tekla Capital Management LLC HQL32$5980.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before.