13F HOLDINGS REPORT
Nexus Investment Management ULC
Quarter ended Q3 2025 · Filed October 24, 2025 · Accession 0000945621-25-000983
Total Value
$704.4M
Positions
70
Other Managers
0
Confidential Omitted
No
Holdings (70)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | JPMorgan Chase & Co. | VYLD | 192,679 | $60.8M | 8.63% |
| 2 | Alphabet Inc., Class C | GOOG | 214,565 | $52.3M | 7.42% |
| 3 | Meta Platforms Inc. | META | 67,092 | $49.3M | 7.00% |
| 4 | Citigroup Inc. | C-PR | 482,048 | $48.9M | 6.95% |
| 5 | Cisco Systems Inc. | CSCO | 649,582 | $44.4M | 6.31% |
| 6 | American Electric Power Company Inc. | 025537101 | 394,544 | $44.4M | 6.30% |
| 7 | Microsoft Corporation | MSFT | 76,677 | $39.7M | 5.64% |
| 8 | Ross Stores Inc. | ROST | 249,747 | $38.1M | 5.40% |
| 9 | Thermo Fisher Scientific Inc. | TMO | 67,537 | $32.8M | 4.65% |
| 10 | Dollar General Corporation | 256677105 | 286,249 | $29.6M | 4.20% |
| 11 | Gilead Sciences Inc. | GILD | 259,024 | $28.8M | 4.08% |
| 12 | Medtronic PLC | MDT | 293,403 | $27.9M | 3.97% |
| 13 | Pfizer Inc. | PFE | 971,525 | $24.8M | 3.51% |
| 14 | EOG Resources Inc. | EOG | 208,473 | $23.4M | 3.32% |
| 15 | Ferguson Enterprises Inc. | FERG | 99,966 | $22.5M | 3.19% |
| 16 | Morgan Stanley | MS-PQ | 132,027 | $21.0M | 2.98% |
| 17 | Visa Inc. | V | 59,856 | $20.4M | 2.90% |
| 18 | CarMax Inc. | KMX | 448,710 | $20.1M | 2.86% |
| 19 | Texas Instruments Inc. | 882508104 | 106,391 | $19.5M | 2.78% |
| 20 | United Parcel Service Inc. | UPS | 217,966 | $18.2M | 2.58% |
| 21 | Corning Inc. | GLW | 81,000 | $6.6M | 0.94% |
| 22 | Honeywell International Inc. | 438516106 | 30,474 | $6.4M | 0.91% |
| 23 | IShares MSCI EAFE ETF | 464287465 | 37,750 | $3.5M | 0.50% |
| 24 | Kroger Co | KR | 47,865 | $3.2M | 0.46% |
| 25 | Union Pacific Corporation | UNP | 11,306 | $2.7M | 0.38% |
| 26 | Johnson & Johnson | JNJ | 9,431 | $1.7M | 0.25% |
| 27 | Alphabet Inc. | GOOG | 7,015 | $1.7M | 0.24% |
| 28 | Danaher Corporation | 235851102 | 7,755 | $1.5M | 0.22% |
| 29 | Chevron Corporation | CVX | 7,641 | $1.2M | 0.17% |
| 30 | AbbVie Inc. | ABBV | 3,456 | $800,202 | 0.11% |
| 31 | Verizon Communications | VZ | 15,610 | $686,060 | 0.10% |
| 32 | Open Text Corporation | OTEX | 17,890 | $668,728 | 0.09% |
| 33 | Exxonmobil Corporation | XOM | 5,794 | $653,274 | 0.09% |
| 34 | Eli Lilly And Company | LLY | 799 | $609,637 | 0.09% |
| 35 | Exelon Corp | EXC | 12,857 | $578,694 | 0.08% |
| 36 | CSX Corporation | CSX | 15,840 | $562,478 | 0.08% |
| 37 | AT&T Inc. | T-PC | 17,210 | $486,010 | 0.07% |
| 38 | T Rowe Price Group | TROW | 3,740 | $383,874 | 0.05% |
| 39 | Abbott Laboratories | ABLZF | 2,490 | $333,511 | 0.05% |
| 40 | Kimberly-Clark Corporation | KMB | 2,584 | $321,295 | 0.05% |
| 41 | Merck & Co Inc. | MRK | 3,735 | $313,479 | 0.04% |
| 42 | Procter & Gamble Co | 742718109 | 1,800 | $276,570 | 0.04% |
| 43 | Bank Of America Corp | 060505104 | 5,350 | $276,007 | 0.04% |
| 44 | Edison International | 281020107 | 3,719 | $205,586 | 0.03% |
| 45 | FirstService Corporation | FSV | 1,000 | $190,490 | 0.03% |
| 46 | Vanguard FTSE Developed Markets ETF | 921943858 | 3,024 | $181,198 | 0.03% |
| 47 | Vanguard FTSE Emerging Markets ETF | 922042858 | 2,457 | $133,120 | 0.02% |
| 48 | Biogen Inc. | BIIB | 920 | $128,874 | 0.02% |
| 49 | Oracle Corporation | ORCL-PD | 400 | $112,496 | 0.02% |
| 50 | Mastercard Inc. | MA | 195 | $110,918 | 0.02% |
| 51 | PRA Group Inc. | PRAA | 6,450 | $99,588 | 0.01% |
| 52 | Costco Wholesale Corporation | 22160K105 | 100 | $92,563 | 0.01% |
| 53 | Bausch Health Companies Inc. | 071734107 | 13,000 | $83,850 | 0.01% |
| 54 | Colgate - Palmolive Company | CL | 966 | $77,222 | 0.01% |
| 55 | Veralto Corporation | VLTO | 667 | $71,109 | 0.01% |
| 56 | Walmart Inc. | WMT | 555 | $57,198 | 0.01% |
| 57 | Franco-Nevada Corporation | FNV | 250 | $55,728 | 0.01% |
| 58 | Newmont Corporation | NEMCL | 650 | $54,802 | 0.01% |
| 59 | Barrick Mining Corp. | 06849F108 | 2,300 | $43,378 | 0.01% |
| 60 | Bristol-Myers Squibb Company | CELG-RI | 953 | $42,980 | 0.01% |
| 61 | American Express | AXP | 125 | $41,520 | 0.01% |
| 62 | Vaneck Junior Gold Miners ETF | 92189F791 | 350 | $34,661 | 0.00% |
| 63 | IShares Silver Trust | SLV | 750 | $31,778 | 0.00% |
| 64 | Berkshire Hathaway Class B | BRK-A | 61 | $30,667 | 0.00% |
| 65 | Novartis AG-ADR | NVSEF | 220 | $28,213 | 0.00% |
| 66 | Becton Dickinson & Co | BDX | 150 | $28,076 | 0.00% |
| 67 | Pepsico Inc. | PEP | 125 | $17,555 | 0.00% |
| 68 | Accenture PLC | ACN | 65 | $16,029 | 0.00% |
| 69 | Apple Inc. | AAPL | 60 | $15,278 | 0.00% |
| 70 | CB144A Appvion Esc Npv | 038ESC026 | 1 | $1,513 | 0.00% |