13F HOLDINGS REPORT
Nexus Investment Management ULC
Quarter ended Q4 2025 · Filed January 21, 2026 · Accession 0000945621-26-000062
Total Value
$733.8M
Positions
70
Other Managers
0
Confidential Omitted
No
Holdings (70)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Alphabet Inc., Class C | GOOG | 207,020 | $65.0M | 8.85% |
| 2 | JPMorgan Chase & Co. | VYLD | 189,336 | $61.0M | 8.31% |
| 3 | Cisco Systems Inc. | CSCO | 643,507 | $49.6M | 6.76% |
| 4 | Citigroup Inc. | C-PR | 390,203 | $45.5M | 6.21% |
| 5 | American Electric Power Company Inc. | 025537101 | 393,044 | $45.3M | 6.18% |
| 6 | Ross Stores Inc. | ROST | 248,172 | $44.7M | 6.09% |
| 7 | Meta Platforms Inc. | META | 65,662 | $43.3M | 5.91% |
| 8 | Thermo Fisher Scientific Inc. | TMO | 67,297 | $39.0M | 5.31% |
| 9 | Dollar General Corporation | 256677105 | 284,874 | $37.8M | 5.15% |
| 10 | Microsoft Corporation | MSFT | 75,652 | $36.6M | 4.99% |
| 11 | Gilead Sciences Inc. | GILD | 257,824 | $31.6M | 4.31% |
| 12 | Medtronic PLC | MDT | 293,848 | $28.2M | 3.85% |
| 13 | Pfizer Inc. | PFE | 991,225 | $24.7M | 3.36% |
| 14 | Ferguson Enterprises Inc. | FERG | 100,321 | $22.3M | 3.04% |
| 15 | United Parcel Service Inc. | UPS | 221,491 | $22.0M | 2.99% |
| 16 | EOG Resources Inc. | EOG | 208,873 | $21.9M | 2.99% |
| 17 | Visa Inc. | V | 59,536 | $20.9M | 2.85% |
| 18 | Morgan Stanley | MS-PQ | 117,027 | $20.8M | 2.83% |
| 19 | Texas Instruments Inc. | 882508104 | 107,091 | $18.6M | 2.53% |
| 20 | CarMax Inc. | KMX | 452,800 | $17.5M | 2.38% |
| 21 | Corning Inc. | GLW | 74,000 | $6.5M | 0.88% |
| 22 | Honeywell International Inc. | 438516106 | 30,474 | $5.9M | 0.81% |
| 23 | IShares MSCI EAFE ETF | 464287465 | 36,150 | $3.5M | 0.47% |
| 24 | Kroger Co | KR | 48,565 | $3.0M | 0.41% |
| 25 | Union Pacific Corporation | UNP | 11,706 | $2.7M | 0.37% |
| 26 | Alphabet Inc. | GOOG | 6,915 | $2.2M | 0.29% |
| 27 | Johnson & Johnson | JNJ | 9,431 | $2.0M | 0.27% |
| 28 | Danaher Corporation | 235851102 | 7,355 | $1.7M | 0.23% |
| 29 | Chevron Corporation | CVX | 7,641 | $1.2M | 0.16% |
| 30 | Eli Lilly And Company | LLY | 799 | $858,669 | 0.12% |
| 31 | AbbVie Inc. | ABBV | 3,456 | $789,661 | 0.11% |
| 32 | Exxonmobil Corporation | XOM | 5,794 | $697,250 | 0.10% |
| 33 | Verizon Communications | VZ | 15,610 | $635,795 | 0.09% |
| 34 | CSX Corporation | CSX | 15,840 | $574,200 | 0.08% |
| 35 | Exelon Corp | EXC | 12,857 | $560,437 | 0.08% |
| 36 | AT&T Inc. | T-PC | 17,210 | $427,496 | 0.06% |
| 37 | Merck & Co Inc. | MRK | 3,735 | $393,146 | 0.05% |
| 38 | T Rowe Price Group | TROW | 3,740 | $382,901 | 0.05% |
| 39 | Solstice Advanced Materials Inc. | 83443Q103 | 7,616 | $369,973 | 0.05% |
| 40 | Abbott Laboratories | ABLZF | 2,490 | $311,972 | 0.04% |
| 41 | Bank Of America Corp | 060505104 | 5,350 | $294,250 | 0.04% |
| 42 | Kimberly-Clark Corporation | KMB | 2,584 | $260,700 | 0.04% |
| 43 | Procter & Gamble Co | 742718109 | 1,800 | $257,958 | 0.04% |
| 44 | Edison International | 281020107 | 3,719 | $223,214 | 0.03% |
| 45 | Vanguard FTSE Developed Markets ETF | 921943858 | 3,024 | $188,909 | 0.03% |
| 46 | Biogen Inc. | BIIB | 920 | $161,911 | 0.02% |
| 47 | FirstService Corporation | FSV | 1,000 | $155,530 | 0.02% |
| 48 | Vanguard FTSE Emerging Markets ETF | 922042858 | 2,457 | $132,088 | 0.02% |
| 49 | PRA Group Inc. | PRAA | 6,450 | $114,101 | 0.02% |
| 50 | Mastercard Inc. | MA | 195 | $111,322 | 0.02% |
| 51 | Costco Wholesale Corporation | 22160K105 | 100 | $86,234 | 0.01% |
| 52 | Oracle Corporation | ORCL-PD | 400 | $77,964 | 0.01% |
| 53 | Colgate - Palmolive Company | CL | 966 | $76,333 | 0.01% |
| 54 | Newmont Corporation | NEMCL | 650 | $64,903 | 0.01% |
| 55 | Walmart Inc. | WMT | 555 | $61,833 | 0.01% |
| 56 | Bausch Health Companies Inc. | 071734107 | 8,500 | $59,075 | 0.01% |
| 57 | Veralto Corporation | VLTO | 534 | $53,283 | 0.01% |
| 58 | Franco-Nevada Corporation | FNV | 250 | $51,820 | 0.01% |
| 59 | Bristol-Myers Squibb Company | CELG-RI | 953 | $51,405 | 0.01% |
| 60 | IShares Silver Trust | SLV | 750 | $48,315 | 0.01% |
| 61 | American Express | AXP | 125 | $46,244 | 0.01% |
| 62 | Barrick Mining Corp. | 06849F108 | 2,300 | $43,378 | 0.01% |
| 63 | Vaneck Junior Gold Miners ETF | 92189F791 | 350 | $39,823 | 0.01% |
| 64 | Berkshire Hathaway Class B | BRK-A | 61 | $30,662 | 0.00% |
| 65 | Novartis AG-ADR | NVSEF | 220 | $30,331 | 0.00% |
| 66 | Becton Dickinson & Co | BDX | 150 | $29,111 | 0.00% |
| 67 | Pepsico Inc. | PEP | 125 | $17,940 | 0.00% |
| 68 | Accenture PLC | ACN | 65 | $17,440 | 0.00% |
| 69 | Apple Inc. | AAPL | 60 | $16,312 | 0.00% |
| 70 | CB144A Appvion Esc Npv | 038ESC026 | 1 | $1,513 | 0.00% |