Nexus Investment Management ULC
Q3 2026 13F filing
Updated 9 days ago73 disclosed positions worth $807.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | J JPMorgan Chase & Co. | $53.5M | 161.8K | 6.63% | Trimmed(-10.3%) |
| 2 | G Alphabet Inc., Class C | $52.8M | 154.9K | 6.53% | Trimmed(-3.1%) |
| 3 | M Microsoft Corporation | $51.8M | 101.1K | 6.42% | Added(+32.6%) |
| 4 | A American Electric Power Company Inc. | $46M | 387.9K | 5.70% | Trimmed(-0.1%) |
| 5 | M Meta Platforms Inc. | $45.6M | 62.9K | 5.65% | Trimmed(-0.1%) |
| 6 | T Thermo Fisher Scientific Inc. | $44.5M | 65.9K | 5.50% | Trimmed(-0.7%) |
| 7 | C Citigroup Inc. | $43.4M | 335.2K | 5.37% | Trimmed(-9.5%) |
| 8 | C Cisco Systems Inc. | $43M | 399.6K | 5.32% | Trimmed(-4.2%) |
| 9 | G Gilead Sciences Inc. | $37.4M | 250.7K | 4.62% | Trimmed(-0.1%) |
| 10 | R Ross Stores Inc. | $37.3M | 159.9K | 4.62% | Trimmed(-32.1%) |
| 11 | S The Southern Company | $36M | 434.2K | 4.45% | — |
| 12 | A Arthur J. Gallagher & Co. | $34.2M | 149.8K | 4.23% | Added(+0.0%) |
| 13 | D Dollar General Corporation | $33M | 275.9K | 4.08% | Trimmed(-0.6%) |
| 14 | P Pfizer Inc. | $29.2M | 1.02M | 3.62% | Added(+0.1%) |
| 15 | E EOG Resources Inc. | $28.6M | 207.9K | 3.54% | Unchanged |
| 16 | T Texas Instruments Inc. | $26.3M | 94.0K | 3.26% | Trimmed(-9.0%) |
| 17 | M Medtronic PLC | $26.2M | 303.3K | 3.24% | Trimmed(-0.1%) |
| 18 | K CarMax Inc. | $25.3M | 458.5K | 3.13% | Trimmed(-0.2%) |
| 19 | M Morgan Stanley | $22M | 117.0K | 2.72% | Unchanged |
| 20 | V Visa Inc. | $21.7M | 60.4K | 2.68% | Trimmed(-0.1%) |
| 21 | F Ferguson Enterprises Inc. | $21.6M | 96.9K | 2.67% | Trimmed(-0.0%) |
| 22 | U United Parcel Service Inc. | $19.9M | 213.1K | 2.46% | Trimmed(-0.1%) |
| 23 | H Honeywell International Inc. | $3.2M | 15.1K | 0.39% | Trimmed(-0.7%) |
| 24 | U Union Pacific Corporation | $3.1M | 11.5K | 0.39% | Trimmed(-2.1%) |
| 25 | K The Kroger Co. | $2.6M | 43.8K | 0.32% | Trimmed(-0.6%) |
| 26 | H Honeywell Aerospace Inc. | $2.3M | 15.1K | 0.29% | Trimmed(-0.7%) |
| 27 | J Johnson & Johnson | $2.2M | 8.2K | 0.27% | Trimmed(-2.4%) |
| 28 | G Corning Inc. | $2.1M | 13.7K | 0.26% | Unchanged |
| 29 | D Danaher Corporation | $1.6M | 7.4K | 0.20% | Unchanged |
| 30 | G Alphabet Inc. | $1.5M | 4.4K | 0.19% | Unchanged |
| 31 | C Chevron Corporation | $1.3M | 6.4K | 0.16% | Unchanged |
| 32 | X ExxonMobil Holdings Corp. | $943K | 5.8K | 0.12% | — |
| 33 | A AbbVie Inc. | $904K | 3.5K | 0.11% | Unchanged |
| 34 | L Eli Lilly And Company | $890K | 769 | 0.11% | Unchanged |
| 35 | V Verizon Communications | $739K | 16.1K | 0.09% | Added(+6.6%) |
| 36 | C CSX Corporation | $737K | 15.8K | 0.09% | Unchanged |
| 37 | M Merck & Co., Inc. | $543K | 3.7K | 0.07% | Unchanged |
| 38 | E Exelon Corporation | $457K | 11.3K | 0.06% | Unchanged |
| 39 | A AT&T Inc. | $420K | 17.2K | 0.05% | Unchanged |
| 40 | T T Rowe Price Group | $389K | 3.7K | 0.05% | Unchanged |
| 41 | B Bank Of America Corp | $291K | 5.3K | 0.04% | Unchanged |
| 42 | P Procter & Gamble Co | $262K | 1.8K | 0.03% | Unchanged |
| 43 | A Abbott Laboratories | $246K | 2.5K | 0.03% | Unchanged |
| 44 | K Kimberly-Clark Corporation | $208K | 2.1K | 0.03% | Unchanged |
| 45 | B Biogen Inc. | $208K | 920 | 0.03% | Unchanged |
| 46 | F FirstService Corporation | $128K | 1.0K | 0.02% | Unchanged |
| 47 | P PRA Group Inc. | $122K | 6.3K | 0.02% | Unchanged |
| 48 | M Mastercard Inc. | $108K | 195 | 0.01% | Unchanged |
| 49 | B Barrick Mining Corp. | $94K | 2.3K | 0.01% | Unchanged |
| 50 | C Costco Wholesale Corporation | $91K | 100 | 0.01% | Unchanged |