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Nexus Investment Management ULC 13F holdings

Filed 2026-07-20 · Nexus Investment Management ULC · 72 positions · $766.9M

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TickerCompanySharesValue% of portfolio
JPMJPMorgan Chase & Co.180.4K$59.0M7.7%
GOOGAlphabet Inc., Class C159.9K$56.5M7.4%
AEPAmerican Electric Power Company Inc.388.1K$53.1M6.9%
CCitigroup Inc.370.6K$51.9M6.8%
ROSTRoss Stores Inc.235.8K$50.2M6.5%
CSCOCisco Systems Inc.417.2K$49.0M6.4%
METAMeta Platforms Inc.63.0K$35.5M4.6%
AJGArthur J. Gallagher & Co.149.8K$34.4M4.5%
TMOThermo Fisher Scientific Inc.66.3K$33.2M4.3%
DGDollar General Corporation277.5K$31.9M4.2%
GILDGilead Sciences Inc.251.0K$31.7M4.1%
TXNTexas Instruments Inc.103.3K$30.8M4.0%
MSFTMicrosoft Corporation76.2K$28.4M3.7%
EOGEOG Resources Inc.207.9K$27.0M3.5%
PFEPfizer Inc.1.0M$24.7M3.2%
MSMorgan Stanley117.0K$24.5M3.2%
KMXCarMax Inc.459.3K$24.3M3.2%
—Medtronic PLC303.6K$23.7M3.1%
FERGFerguson Enterprises Inc.96.9K$23.0M3.0%
UPSUnited Parcel Service Inc.213.2K$22.9M3.0%
VVisa Inc.60.4K$20.7M2.7%
GLWCorning Inc.13.7K$3.5M0.5%
HONHoneywell International Inc.15.2K$3.4M0.4%
HONAHoneywell Aerospace Inc.15.2K$3.4M0.4%
UNPUnion Pacific Corporation11.7K$3.2M0.4%
KRThe Kroger Co.44.0K$2.4M0.3%
JNJJohnson & Johnson8.4K$2.1M0.3%
GOOGLAlphabet Inc.4.4K$1.6M0.2%
DHRDanaher Corporation7.4K$1.4M0.2%
CVXChevron Corporation6.4K$1.1M0.1%
LLYEli Lilly And Company769$922,3620.1%
ABBVAbbVie Inc.3.5K$869,6680.1%
EXMOCExxon Mobil Corporation5.8K$792,1560.1%
CSXCSX Corporation15.8K$752,8750.1%
VZVerizon Communications15.1K$639,7570.1%
EXCExelon Corporation11.3K$527,1320.1%
MRKMerck & Co., Inc.3.7K$479,9480.1%
TROWT Rowe Price Group3.7K$425,2010.1%
TAT&T Inc.17.2K$356,2470.0%
BACBank Of America Corp5.3K$304,8430.0%
PGProcter & Gamble Co1.8K$263,9520.0%
KMBKimberly-Clark Corporation2.1K$234,2490.0%
ABTAbbott Laboratories2.5K$225,9430.0%
BIIBBiogen Inc.920$198,7750.0%
FSVFirstService Corporation1.0K$142,1100.0%
PRAAPRA Group Inc.6.3K$119,0670.0%
MAMastercard Inc.195$100,1520.0%
COSTCostco Wholesale Corporation100$93,5470.0%
CLColgate - Palmolive Company966$88,5630.0%
BBarrick Mining Corp.2.3K$84,4790.0%
EFAIShares MSCI EAFE ETF750$77,9100.0%
WMTWalmart Inc.555$62,8590.0%
NEMNewmont Corporation650$60,7100.0%
ORCLOracle Corporation400$58,6200.0%
BMYBristol-Myers Squibb Company953$54,9120.0%
FNVFranco-Nevada Corporation250$52,1100.0%
—Aura Minerals Inc.795$50,0450.0%
VLTOVeralto Corporation534$47,3550.0%
AXPAmerican Express125$42,2810.0%
BHCBausch Health Companies Inc.8.5K$41,9050.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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