Nexus Investment Management ULC

Est. AUM

$715.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	JPMorgan Chase & Co.	COM	$54.8M	186379	7.67%	SOLE
2	Ross Stores Inc.	COM	$52.6M	242942	7.36%	SOLE
3	American Electric Power Company Inc.	COM	$51.6M	393684	7.22%	SOLE
4	Cisco Systems Inc.	COM	$48.9M	629842	6.83%	SOLE
5	Alphabet Inc., Class C	COM	$47.4M	165205	6.63%	SOLE
6	Citigroup Inc.	COM	$43.5M	383198	6.08%	SOLE
7	Meta Platforms Inc.	COM	$37.1M	64782	5.18%	SOLE
8	Gilead Sciences Inc.	COM	$35.5M	254722	4.96%	SOLE
9	Dollar General Corporation	COM	$33.5M	281849	4.68%	SOLE
10	Thermo Fisher Scientific Inc.	COM	$32.9M	66972	4.60%	SOLE
11	EOG Resources Inc.	COM	$30.3M	209473	4.23%	SOLE
12	Pfizer Inc.	COM	$28.9M	1030855	4.05%	SOLE
13	Microsoft Corporation	COM	$28.3M	76352	3.95%	SOLE
14	Medtronic PLC	COM	$26.5M	306193	3.71%	SOLE
15	Ferguson Enterprises Inc.	COM	$23.3M	100031	3.26%	SOLE
16	United Parcel Service Inc.	COM	$21.8M	221656	3.05%	SOLE
17	Texas Instruments Inc.	COM	$20.9M	107526	2.92%	SOLE
18	Morgan Stanley	COM	$19.7M	119778	2.76%	SOLE
19	CarMax Inc.	COM	$19.3M	464815	2.70%	SOLE
20	Visa Inc.	COM	$18.8M	62343	2.63%	SOLE
21	Honeywell International Inc.	COM	$6.9M	30474	0.96%	SOLE
22	Corning Inc.	COM	$6.3M	46325	0.88%	SOLE
23	IShares MSCI EAFE ETF	COM	$5.0M	51250	0.70%	SOLE
24	The Kroger Co.	COM	$3.2M	44265	0.45%	SOLE
25	Union Pacific Corporation	COM	$2.8M	11706	0.40%	SOLE
26	Johnson & Johnson	COM	$2.0M	8381	0.29%	SOLE
27	Danaher Corporation	COM	$1.4M	7355	0.20%	SOLE
28	Chevron Corporation	COM	$1.3M	6386	0.18%	SOLE
29	Alphabet Inc.	COM	$1.3M	4360	0.18%	SOLE
30	Exxon Mobil Corporation	COM	$983K	5794	0.14%	SOLE
31	IShares MSCI Emerging Markets ETF	COM	$852K	15000	0.12%	SOLE
32	Verizon Communications	COM	$759K	15110	0.11%	SOLE
33	AbbVie Inc.	COM	$752K	3456	0.11%	SOLE
34	Eli Lilly And Company	COM	$735K	799	0.10%	SOLE
35	CSX Corporation	COM	$650K	15840	0.09%	SOLE
36	Exelon Corporation	COM	$554K	11307	0.08%	SOLE
37	AT&T Inc.	COM	$499K	17210	0.07%	SOLE
38	Merck & Co., Inc.	COM	$449K	3735	0.06%	SOLE
39	T Rowe Price Group	COM	$337K	3740	0.05%	SOLE
40	Bank Of America Corp	COM	$261K	5350	0.04%	SOLE
41	Procter & Gamble Co	COM	$260K	1800	0.04%	SOLE
42	Abbott Laboratories	COM	$256K	2490	0.04%	SOLE
43	Kimberly-Clark Corporation	COM	$206K	2134	0.03%	SOLE
44	Biogen Inc.	COM	$169K	920	0.02%	SOLE
45	Edison International	COM	$166K	2269	0.02%	SOLE
46	FirstService Corporation	COM	$139K	1000	0.02%	SOLE
47	PRA Group Inc.	COM	$113K	6450	0.02%	SOLE
48	Costco Wholesale Corporation	COM	$100K	100	0.01%	SOLE
49	Mastercard Inc.	COM	$97K	195	0.01%	SOLE
50	Barrick Mining Corp.	COM	$94K	2300	0.01%	SOLE

1–50 of 70

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.