13F HOLDINGS REPORT
Nexus Investment Management ULC
Quarter ended Q2 2025 · Filed July 28, 2025 · Accession 0000945621-25-000643
Total Value
$669.2M
Positions
80
Other Managers
0
Confidential Omitted
No
Holdings (80)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Meta Platforms Inc. | META | 79,644 | $58.8M | 8.78% |
| 2 | JPMorgan Chase & Co. | VYLD | 197,419 | $57.2M | 8.55% |
| 3 | Cisco Systems Inc. | CSCO | 649,557 | $45.1M | 6.73% |
| 4 | Citigroup Inc. | C-PR | 497,973 | $42.4M | 6.33% |
| 5 | American Electric Power Company Inc. | 025537101 | 394,407 | $40.9M | 6.12% |
| 6 | Microsoft Corporation | MSFT | 77,120 | $38.4M | 5.73% |
| 7 | Alphabet Inc., Class C | GOOG | 214,040 | $38.0M | 5.67% |
| 8 | Dollar General Corporation | 256677105 | 285,644 | $32.7M | 4.88% |
| 9 | Ross Stores Inc. | ROST | 248,920 | $31.8M | 4.75% |
| 10 | Gilead Sciences Inc. | GILD | 237,804 | $26.4M | 3.94% |
| 11 | CarMax Inc. | KMX | 377,645 | $25.4M | 3.79% |
| 12 | EOG Resources Inc. | EOG | 207,658 | $24.8M | 3.71% |
| 13 | Thermo Fisher Scientific Inc. | TMO | 60,027 | $24.3M | 3.64% |
| 14 | United Parcel Service Inc. | UPS | 217,331 | $21.9M | 3.28% |
| 15 | Texas Instruments Inc. | 882508104 | 105,043 | $21.8M | 3.26% |
| 16 | Ferguson Enterprises Inc. | FERG | 98,066 | $21.4M | 3.19% |
| 17 | Pfizer Inc. | PFE | 875,047 | $21.2M | 3.17% |
| 18 | Visa Inc. | V | 58,376 | $20.7M | 3.10% |
| 19 | Medtronic PLC | MDT | 232,789 | $20.3M | 3.03% |
| 20 | Morgan Stanley | MS-PQ | 141,701 | $20.0M | 2.98% |
| 21 | Honeywell International Inc. | 438516106 | 30,430 | $7.1M | 1.06% |
| 22 | Corning Inc. | GLW | 94,000 | $4.9M | 0.74% |
| 23 | Kroger Co | KR | 47,565 | $3.4M | 0.51% |
| 24 | IShares MSCI EAFE ETF | 464287465 | 30,550 | $2.7M | 0.41% |
| 25 | Union Pacific Corporation | UNP | 11,306 | $2.6M | 0.39% |
| 26 | Danaher Corporation | 235851102 | 7,755 | $1.5M | 0.23% |
| 27 | Johnson & Johnson | JNJ | 9,331 | $1.4M | 0.21% |
| 28 | Alphabet Inc. | GOOG | 7,110 | $1.3M | 0.19% |
| 29 | Chevron Corporation | CVX | 7,576 | $1.1M | 0.16% |
| 30 | Verizon Communications | VZ | 15,610 | $675,445 | 0.10% |
| 31 | Capital One Financial Corp | 14040H105 | 3,101 | $659,769 | 0.10% |
| 32 | AbbVie Inc. | ABBV | 3,456 | $641,503 | 0.10% |
| 33 | Eli Lilly And Company | LLY | 809 | $630,640 | 0.09% |
| 34 | Exxonmobil Corporation | XOM | 5,705 | $614,999 | 0.09% |
| 35 | AT&T Inc. | T-PC | 19,210 | $555,937 | 0.08% |
| 36 | Open Text Corporation | OTEX | 17,890 | $522,388 | 0.08% |
| 37 | CSX Corporation | CSX | 15,840 | $516,859 | 0.08% |
| 38 | Exelon Corp | EXC | 11,415 | $495,639 | 0.07% |
| 39 | T Rowe Price Group | TROW | 3,740 | $360,910 | 0.05% |
| 40 | FirstService Corporation | FSV | 2,000 | $349,240 | 0.05% |
| 41 | Abbott Laboratories | ABLZF | 2,490 | $338,665 | 0.05% |
| 42 | Kimberly-Clark Corporation | KMB | 2,584 | $333,129 | 0.05% |
| 43 | Merck & Co Inc. | MRK | 3,735 | $295,663 | 0.04% |
| 44 | Procter & Gamble Co | 742718109 | 1,800 | $286,776 | 0.04% |
| 45 | Bank Of America Corp | 060505104 | 5,350 | $253,162 | 0.04% |
| 46 | Edison International | 281020107 | 3,719 | $191,900 | 0.03% |
| 47 | Costco Wholesale Corporation | 22160K105 | 175 | $173,240 | 0.03% |
| 48 | Vanguard FTSE Developed Markets ETF | 921943858 | 3,024 | $172,398 | 0.03% |
| 49 | Vanguard FTSE Emerging Markets ETF | 922042858 | 2,457 | $121,523 | 0.02% |
| 50 | Walmart Inc. | WMT | 1,185 | $115,869 | 0.02% |
| 51 | Biogen Inc. | BIIB | 920 | $115,543 | 0.02% |
| 52 | Mastercard Inc. | MA | 195 | $109,578 | 0.02% |
| 53 | PRA Group Inc. | PRAA | 6,450 | $95,138 | 0.01% |
| 54 | Colgate - Palmolive Company | CL | 966 | $87,809 | 0.01% |
| 55 | Amazon.Com Inc | AMZN | 400 | $87,756 | 0.01% |
| 56 | Oracle Corporation | ORCL-PD | 400 | $87,452 | 0.01% |
| 57 | Bausch Health Companies Inc. | 071734107 | 13,000 | $86,580 | 0.01% |
| 58 | Berkshire Hathaway Class B | BRK-A | 166 | $80,638 | 0.01% |
| 59 | Veralto Corporation | VLTO | 667 | $67,334 | 0.01% |
| 60 | Tekla Healthcare Invs | HQH | 3,940 | $61,031 | 0.01% |
| 61 | Apple Inc. | AAPL | 260 | $53,344 | 0.01% |
| 62 | Bristol-Myers Squibb Company | CELG-RI | 953 | $44,114 | 0.01% |
| 63 | McDonald's Corporation | MCD | 140 | $40,904 | 0.01% |
| 64 | Home Depot Inc | HD | 110 | $40,330 | 0.01% |
| 65 | American Express | AXP | 125 | $39,873 | 0.01% |
| 66 | Newmont Corporation | NEMCL | 650 | $37,869 | 0.01% |
| 67 | Franco-Nevada Corporation | FNV | 225 | $36,882 | 0.01% |
| 68 | Starbucks Corporation | SBUX | 380 | $34,819 | 0.01% |
| 69 | Barrick Mining Corp. | 06849F108 | 1,650 | $31,119 | 0.00% |
| 70 | Adobe Inc | ADBE | 80 | $30,950 | 0.00% |
| 71 | Novartis AG-ADR | NVSEF | 220 | $26,622 | 0.00% |
| 72 | Becton Dickinson & Co | BDX | 150 | $25,838 | 0.00% |
| 73 | Vaneck Junior Gold Miners ETF | 92189F791 | 300 | $20,277 | 0.00% |
| 74 | Accenture PLC | ACN | 65 | $19,428 | 0.00% |
| 75 | Abrdn Life Sciences Investors | HQL | 1,489 | $19,074 | 0.00% |
| 76 | Pepsico Inc. | PEP | 125 | $16,505 | 0.00% |
| 77 | IShares Silver Trust | SLV | 500 | $16,405 | 0.00% |
| 78 | RTX Corporation | RTX | 44 | $6,425 | 0.00% |
| 79 | Viatris Inc. | VTRS | 409 | $3,652 | 0.00% |
| 80 | CB144A Appvion Esc Npv | 038ESC026 | 1 | $1,513 | 0.00% |