Q2 2026 13F · SEC CIK 1476329

Nexus Investment Management ULC

Asset managerFiled 2026-07-20 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $766.9M
Reported positions: 72
Top holdings a year, 3 yrs: +17.6%
Average holding period: 8.4 yrs

Nexus Investment Management ULC is an asset manager that reported 72 positions worth $766.9M in its Q2 2026 13F, filed 2026-07-20. Its largest holdings were Jpmorgan Chase & Co (JPM, 7.7%), Alphabet Inc (GOOG, 7.4%), American Elec Pwr Co Inc (AEP, 6.9%). A portfolio copying its top holdings returned 17.6% a year over the last 3 years, against 20.4% for the S&P 500.

Nexus Investment Management ULC holdings largest 50 of 72 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Nexus Investment Management ULC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
JPMJpmorgan Chase & Co	7.7%	7.7%	180,374	-3.2%	$59.0M
GOOGAlphabet Inc	7.4%	6.6%	159,935	-3.2%	$56.5M
AEPAmerican Elec Pwr Co Inc	6.9%	7.2%	388,079	-1.4%	$53.1M
CCitigroup Inc Com New	6.8%	6.1%	370,573	-3.3%	$51.9M
ROSTRoss Stores Inc.	6.5%	7.4%	235,752	-3.0%	$50.2M
CSCOCisco Sys Inc	6.4%	6.8%	417,202	-33.8%	$49.0M
METAMeta Platforms Inc Class A	4.6%	5.2%	62,960	-2.8%	$35.5M
AJGGallagher Arthur J & Co	4.5%	—	149,765	—	$34.4M
TMOThermo Fisher Scientific Inc	4.3%	4.6%	66,292	-1.0%	$33.2M
DGDollar Gen Corp New	4.2%	4.7%	277,540	-1.5%	$31.9M
GILDGilead Sciences	4.1%	5.0%	251,016	-1.5%	$31.7M
TXNTexas Instruments Inc	4.0%	2.9%	103,296	-3.9%	$30.8M
MSFTMicrosoft Corp	3.7%	4.0%	76,222	-0.2%	$28.4M
EOGEog Res Inc	3.5%	4.2%	207,873	-0.8%	$27.0M
PFEPfizer Inc	3.2%	4.0%	1,023,770	-0.7%	$24.7M
MSMorgan Stanley Com New	3.2%	2.8%	117,027	-2.3%	$24.5M
KMXCarMax Inc.	3.2%	2.7%	459,315	-1.2%	$24.3M
MDTMedtronic PLC	3.1%	3.7%	303,568	-0.9%	$23.7M
FERGFerguson Enterprises Inc	3.0%	3.3%	96,871	-3.2%	$23.0M
UPSUnited Parcel Svcs Inc Cl B	3.0%	3.0%	213,211	-3.8%	$22.9M
VVisa Inc Com Cl A	2.7%	2.6%	60,393	-3.1%	$20.7M
GLWCorning Inc.	0.5%	0.9%	13,725	-70.4%	$3.5M
HONHoneywell International Inc.	0.4%	—	15,215	—	$3.4M
HONAHoneywell Aerospace Inc.	0.4%	—	15,215	—	$3.4M
UNPUnion Pac Corp	0.4%	0.4%	11,706	+0.0%	$3.2M
KRThe Kroger Co	0.3%	0.4%	44,010	-0.6%	$2.4M
JNJJohnson & Johnson	0.3%	0.3%	8,381	+0.0%	$2.1M
GOOGLAlphabet Inc	0.2%	0.2%	4,360	+0.0%	$1.6M
DHRDanaher Corporation	0.2%	0.2%	7,355	+0.0%	$1.4M
CVXChevron Corp New	0.1%	0.2%	6,386	+0.0%	$1.1M
LLYLilly Eli & Co	0.1%	0.1%	769	-3.8%	$922K
ABBVAbbvie Inc	0.1%	0.1%	3,456	+0.0%	$870K
XOMExxon Mobil Corp	0.1%	0.1%	5,794	+0.0%	$792K
CSXCsx Corp Com	0.1%	0.1%	15,840	+0.0%	$753K
VZVerizon Communications Inc Com	0.1%	0.1%	15,110	+0.0%	$640K
EXCExelon Corp	0.1%	0.1%	11,307	+0.0%	$527K
MRKMerck & Co. Inc	0.1%	0.1%	3,735	+0.0%	$480K
TROWT. Rowe Price Group Inc.	0.1%	0.0%	3,740	+0.0%	$425K
TAt&t Inc Com	0.0%	0.1%	17,210	+0.0%	$356K
BACBank of Amer Corp	0.0%	0.0%	5,350	+0.0%	$305K
PGProcter & Gamble Co Com	0.0%	0.0%	1,800	+0.0%	$264K
KMBKimberly-Clark Corporation	0.0%	0.0%	2,134	+0.0%	$234K
ABTAbbott Laboratories	0.0%	0.0%	2,490	+0.0%	$226K
BIIBBiogen Inc	0.0%	0.0%	920	+0.0%	$199K
FSVFirstservice Corp New Sub Vtg	0.0%	0.0%	1,000	+0.0%	$142K
PRAAPra Group Inc	0.0%	0.0%	6,270	-2.8%	$119K
MAMastercard Inc.	0.0%	0.0%	195	+0.0%	$100K
COSTCostco Whsl Corp New	0.0%	0.0%	100	+0.0%	$94K
CLColgate Palmolive Co	0.0%	—	966	—	$89K
BBarrick Mng Corp	0.0%	0.0%	2,300	+0.0%	$84K

What Nexus Investment Management ULC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

GLW Corning Inc.-70.4% shares
CSCO Cisco Sys Inc-33.8% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.7% /yr; S&P 500 +20.1%
3 years: +17.6% /yr; S&P 500 +20.4%
5 years: +6.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$766.9M	72
Q1 2026	$715.1M	70
Q4 2025	$733.8M	70
Q3 2025	$704.4M	70
Q2 2025	$669.2M	80
Q1 2025	$883.6M	75
Q4 2024	$999.7M	69
Q3 2024	$1.0B	72
Q2 2024	$952.1M	74
Q1 2024	$1.0B	76
Q4 2023	$958.7M	74
Q3 2023	$886.2M	70

Questions about Nexus Investment Management ULC's portfolio

What stocks does Nexus Investment Management ULC own?

Nexus Investment Management ULC's latest 13F, for Q2 2026 and filed Jul 20, 2026, lists 72 positions worth $766.9M. The largest are Jpmorgan Chase & Co (JPM) at 7.7%, Alphabet Inc (GOOG) at 7.4%, American Elec Pwr Co Inc (AEP) at 6.9%, Citigroup Inc Com New (C) at 6.8% and Ross Stores Inc. (ROST) at 6.5%.

What did Nexus Investment Management ULC buy last quarter?

Nexus Investment Management ULC opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.

What did Nexus Investment Management ULC sell last quarter?

In Q2 2026, Nexus Investment Management ULC cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 iShs MSCI EAFE (EFA), cut from its top 50 Ishares (EEM), cut from its top 50 Edison Intl (EIX), Corning Inc. (GLW) (-70.4% shares) and Cisco Sys Inc (CSCO) (-33.8% shares), compared with its Q1 2026 filing.

How has Nexus Investment Management ULC's portfolio performed?

A portfolio copying Nexus Investment Management ULC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +24.7% against +20.1%. Over 5 years: +6.8% a year against +11.6%.

When is Nexus Investment Management ULC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Nexus Investment Management ULC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.