EdgeMarket › What Nexus Investment Management Ulc reported owning
What Nexus Investment Management Ulc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
715.1MPositions
70Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| JPM JPMORGAN CHASE & CO | 54.8M | 7.7% | 186.4K | 351.58 | +20.3% |
| ROST ROSS STORES, INC. | 52.6M | 7.4% | 242.9K | 239.04 | +63.3% |
| unmapped CUSIP 025537101 | 51.6M | 7.2% | 393.7K | — | — |
| CSCO CISCO SYSTEMS, INC. | 48.9M | 6.8% | 629.8K | 111.04 | +65.5% |
| GOOG Alphabet Inc. | 47.4M | 6.6% | 165.2K | 341.75 | +70.7% |
| C CITIGROUP INC | 43.5M | 6.1% | 383.2K | 131.65 | +41.3% |
| META Meta Platforms, Inc. | 37.1M | 5.2% | 64.8K | 549.90 | -26.5% |
| GILD GILEAD SCIENCES, INC. | 35.5M | 5.0% | 254.7K | 146.12 | +23.1% |
| DG DOLLAR GENERAL CORP | 33.5M | 4.7% | 281.8K | 123.41 | +7.5% |
| TMO THERMO FISHER SCIENTIFIC INC. | 32.9M | 4.6% | 67.0K | 629.27 | +27.2% |
| EOG EOG RESOURCES INC | 30.3M | 4.2% | 209.5K | 153.05 | +29.3% |
| PFE PFIZER INC | 28.9M | 4.0% | 1.0M | 28.07 | +10.6% |
| MSFT MICROSOFT CORP | 28.3M | 4.0% | 76.4K | 483.24 | -4.4% |
| MDT Medtronic plc | 26.5M | 3.7% | 306.2K | 93.35 | +0.1% |
| FERG Ferguson Enterprises Inc. /DE/ | 23.3M | 3.3% | 100.0K | 242.24 | +5.1% |
| UPS UNITED PARCEL SERVICE INC | 21.8M | 3.0% | 221.7K | 102.01 | +17.3% |
| TXN TEXAS INSTRUMENTS INC | 20.9M | 2.9% | 107.5K | 264.36 | +31.7% |
| MS MORGAN STANLEY | 19.7M | 2.8% | 119.8K | 214.20 | +48.6% |
| KMX CARMAX INC | 19.3M | 2.7% | 464.8K | 62.13 | +7.5% |
| V VISA INC. | 18.8M | 2.6% | 62.3K | 371.04 | +7.9% |
| HON HONEYWELL INTERNATIONAL INC | 6.9M | 1.0% | 30.5K | 215.90 | -50.3% |
| GLW CORNING INC /NY | 6.3M | 0.9% | 46.3K | 149.84 | +132.0% |
| EFA iShares MSCI EAFE ETF | 5.0M | 0.7% | 51.2K | 108.24 | +17.1% |
| KR KROGER CO | 3.2M | 0.4% | 44.3K | 57.90 | -19.4% |
| UNP UNION PACIFIC CORP | 2.8M | 0.4% | 11.7K | 308.05 | +36.5% |
| JNJ JOHNSON & JOHNSON | 2.0M | 0.3% | 8.4K | 270.24 | +51.1% |
| DHR DANAHER CORP /DE/ | 1.4M | 0.2% | 7.4K | 218.85 | +3.5% |
| CVX CHEVRON CORP | 1.3M | 0.2% | 6.4K | 205.27 | +34.0% |
| GOOGL Alphabet Inc. | 1.3M | 0.2% | 4.4K | 344.82 | +73.0% |
| XOM ExxonMobil Holdings Corp | 983.0K | 0.1% | 5.8K | 165.11 | +52.1% |
| EEM iShares MSCI Emerging Markets ETF | 851.9K | 0.1% | 15.0K | 67.12 | +34.9% |
| VZ VERIZON COMMUNICATIONS INC | 758.5K | 0.1% | 15.1K | 49.45 | +9.7% |
| ABBV AbbVie Inc. | 751.6K | 0.1% | 3.5K | 264.96 | +26.7% |
| LLY ELI LILLY & Co | 734.9K | 0.1% | 799 | 1,255.40 | +78.0% |
| CSX CSX CORP | 650.2K | 0.1% | 15.8K | 51.59 | +43.3% |
| EXC EXELON CORP | 554.3K | 0.1% | 11.3K | 43.78 | -2.5% |
| T AT&T INC. | 498.9K | 0.1% | 17.2K | 25.29 | -13.6% |
| MRK Merck & Co., Inc. | 449.3K | 0.1% | 3.7K | 152.55 | +80.2% |
| TROW PRICE T ROWE GROUP INC | 337.1K | 0.0% | 3.7K | 111.51 | +5.4% |
| BAC BANK OF AMERICA CORP /DE/ | 260.8K | 0.0% | 5.3K | 61.69 | +27.6% |
| PG PROCTER & GAMBLE Co | 260.0K | 0.0% | 1.8K | 144.68 | -9.3% |
| ABT ABBOTT LABORATORIES | 255.6K | 0.0% | 2.5K | 116.64 | -11.9% |
| KMB KIMBERLY CLARK CORP | 205.9K | 0.0% | 2.1K | 109.31 | -18.0% |
| BIIB BIOGEN INC. | 168.7K | 0.0% | 920 | 216.78 | +56.0% |
| EIX EDISON INTERNATIONAL | 166.0K | 0.0% | 2.3K | 71.59 | +27.9% |
| FSV FirstService Corp | 138.9K | 0.0% | 1.0K | 144.49 | -27.5% |
| PRAA PRA GROUP INC | 112.9K | 0.0% | 6.5K | 19.58 | +20.6% |
| COST COSTCO WHOLESALE CORP /NEW | 99.6K | 0.0% | 100 | 947.74 | -4.7% |
| MA Mastercard Inc | 97.4K | 0.0% | 195 | 580.63 | -2.0% |
| B BARRICK MINING CORP | 93.8K | 0.0% | 2.3K | 47.60 | +91.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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