Nexus Investment Management ULC
Nexus Investment Management ULC reported 72 holdings worth US$767M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 20, 2026
Nexus Investment Management ULC reported 72 holdings worth US$767M as of Jun 30, 2026. Largest: Jp Morgan Chase & Co., Alphabet Inc (google) Class C and American Electric Power Company, Inc. Filed Jul 20, 2026 (Form 13F).
- Holdings
- 72
- Value as reported
- US$767M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Jp Morgan Chase & Co. | 180K | US$59M | 7.7% |
| Alphabet Inc (google) Class C | 162K | US$58.1M | 7.6% |
| American Electric Power Company, Inc. | 388K | US$53.1M | 6.9% |
| Citigroup, Inc. | 371K | US$51.9M | 6.8% |
| Ross Stores, Inc. | 236K | US$50.2M | 6.5% |
| Cisco Systems, Inc. | 417K | US$49M | 6.4% |
| Meta Platforms, Inc. | 62,960 | US$35.5M | 4.6% |
| Arthur J. Gallagher & Co. | 150K | US$34.4M | 4.5% |
| Thermo Fisher Scientific Inc | 66,292 | US$33.2M | 4.3% |
| Dollar General Corporation | 278K | US$31.9M | 4.2% |
| Gilead Sciences, Inc. | 251K | US$31.7M | 4.1% |
| Texas Instruments Incorporated | 103K | US$30.8M | 4.0% |
| Microsoft Corp. | 76,222 | US$28.4M | 3.7% |
| Eog Resources, Inc. | 208K | US$27M | 3.5% |
| Pfizer, Inc. | 1.02M | US$24.7M | 3.2% |
| Morgan Stanley | 117K | US$24.5M | 3.2% |
| Carmax Inc | 459K | US$24.3M | 3.2% |
| Ferguson Enterprises Inc. | 96,871 | US$23M | 3.0% |
| United Parcel Service, Inc. | 213K | US$22.9M | 3.0% |
| Visa Inc. | 60,393 | US$20.7M | 2.7% |
| Corning Incorporated | 13,725 | US$3.51M | 0.46% |
| Union Pacific Corporation | 11,706 | US$3.18M | 0.42% |
| Kroger Company (the) | 44,010 | US$2.44M | 0.32% |
| Johnson & Johnson | 8,381 | US$2.13M | 0.28% |
| Danaher Corporation | 7,355 | US$1.4M | 0.18% |
| Chevron Corporation | 6,386 | US$1.06M | 0.14% |
| Eli Lilly And Company | 769 | US$922K | 0.12% |
| Abbvie Inc. | 3,456 | US$870K | 0.11% |
| Exxon Mobil Corporation | 5,794 | US$792K | 0.10% |
| Csx Corporation | 15,840 | US$753K | 0.10% |
| Verizon Communications Inc. | 15,110 | US$640K | 0.08% |
| Exelon Corporation | 11,307 | US$527K | 0.07% |
| Merck & Company, Inc. | 3,735 | US$480K | 0.06% |
| T. Rowe Price Group, Inc. | 3,740 | US$425K | 0.06% |
| At&t Inc. | 17,210 | US$356K | 0.05% |
| Bank Of America Corporation | 5,350 | US$305K | 0.04% |
| Procter & Gamble Company (the) | 1,800 | US$264K | 0.03% |
| Kimberly-clark Corporation | 2,134 | US$234K | 0.03% |
| Abbott Laboratories | 2,490 | US$226K | 0.03% |
| Biogen Inc. | 920 | US$199K | 0.03% |
| Firstservice Corp | 1,000 | US$142K | 0.02% |
| Pra Group, Inc. | 6,270 | US$119K | 0.02% |
| Mastercard Incorporated | 195 | US$100K | 0.01% |
| Costco Wholesale Corporation | 100 | US$93,547 | 0.01% |
| Colgate-palmolive Company | 966 | US$88,563 | 0.01% |
| Barrick Mining Corporation | 2,300 | US$84,479 | 0.01% |
| Walmart Inc. | 555 | US$62,859 | <0.01% |
| Newmont Corporation | 650 | US$60,710 | <0.01% |
| Oracle Corporation | 400 | US$58,620 | <0.01% |
| Bristol-myers Squibb Company | 953 | US$54,912 | <0.01% |
| Franco-nevada Corporation | 250 | US$52,110 | <0.01% |
| Aura Minerals Inc. | 795 | US$50,045 | <0.01% |
| Veralto Corp | 534 | US$47,355 | <0.01% |
| American Express Company | 125 | US$42,281 | <0.01% |
| Bausch Health Companies Inc. | 8,500 | US$41,905 | <0.01% |
| Novartis Ag | 220 | US$34,478 | <0.01% |
| Berkshire Hathaway Inc. | 61 | US$30,524 | <0.01% |
| Becton, Dickinson And Company | 150 | US$22,700 | <0.01% |
| Apple Inc | 60 | US$17,362 | <0.01% |
| Waters Corporation | 20 | US$7,501 | <0.01% |
| Edison International | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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