Nexus Investment Management ULC

TORONTO, A6 · CIK 1476329 · 13F filing filed 2026-07-20

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityNEXUS INVESTMENT MANAGEMENT ULC (CA)
Part of FOCUS FINANCIAL PARTNERS INC. (US)

Other 13F filers in this group: Focus Partners Wealth $97.6bn, SCS Capital Management LLC $10.6bn, Williams Jones Wealth Management, LLC. $8.9bn, TELEMUS CAPITAL, LLC last filed Q4 2023

$766.9m reported value +7.2% vs Q1 2026

72positions

59.3%in top 10

5 new 0 added 25 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	JPMORGAN CHASE & CO COM JPM	JPM	180,374	$59.0m7.70%	7.70%	Reduced -6.0k	-6,005 -3.2%
2	ALPHABET INC CAP STK CL C GOOG	GOOG	159,935	$56.5m7.37%	7.37%	Reduced -5.3k	-5,270 -3.2%
3	AMERICAN ELEC PWR CO INC COM AEP	AEP	388,079	$53.1m6.92%	6.92%	Reduced -5.6k	-5,605 -1.4%
4	CITIGROUP INC COM NEW C	C	370,573	$51.9m6.76%	6.76%	Reduced -12.6k	-12,625 -3.3%
5	ROSS STORES INC COM ROST	ROST	235,752	$50.2m6.54%	6.54%	Reduced -7.2k	-7,190 -3.0%
6	CISCO SYS INC COM CSCO	CSCO	417,202	$49.0m6.39%	6.39%	Reduced -212.6k	-212,640 -33.8%
7	META PLATFORMS INC CL A META	META	62,960	$35.5m4.62%	4.62%	Reduced -1.8k	-1,822 -2.8%
8	GALLAGHER ARTHUR J & CO COM AJG	AJG	149,765	$34.4m4.48%	4.48%	New
9	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	66,292	$33.2m4.33%	4.33%	Reduced -680	-680 -1.0%
10	DOLLAR GEN CORP NEW COM DG	DG	277,540	$31.9m4.17%	4.17%	Reduced -4.3k	-4,309 -1.5%
11	GILEAD SCIENCES INC COM GILD	GILD	251,016	$31.7m4.14%	4.14%	Reduced -3.7k	-3,706 -1.4%
12	TEXAS INSTRS INC COM TXN	TXN	103,296	$30.8m4.01%	4.01%	Reduced -4.2k	-4,230 -3.9%
13	MICROSOFT CORP COM MSFT	MSFT	76,222	$28.4m3.71%	3.71%	Reduced -130	-130 -0.2%
14	EOG RES INC COM EOG	EOG	207,873	$27.0m3.52%	3.52%	Reduced -1.6k	-1,600 -0.8%
15	PFIZER INC COM PFE	PFE	1,023,770	$24.7m3.21%	3.21%	Reduced -7.1k	-7,085 -0.7%
16	MORGAN STANLEY COM NEW MS	MS	117,027	$24.5m3.19%	3.19%	Reduced -2.8k	-2,751 -2.3%
17	CARMAX INC COM KMX	KMX	459,315	$24.3m3.17%	3.17%	Reduced -5.5k	-5,500 -1.2%
18	MEDTRONIC PLC SHS MDT	MDT	303,568	$23.7m3.10%	3.10%	Reduced -2.6k	-2,625 -0.9%
19	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	96,871	$23.0m3.00%	3.00%	Reduced -3.2k	-3,160 -3.2%
20	UNITED PARCEL SERVICE INC CL B UPS	UPS	213,211	$22.9m2.99%	2.99%	Reduced -8.4k	-8,445 -3.8%
21	VISA INC COM CL A V	V	60,393	$20.7m2.70%	2.70%	Reduced -1.9k	-1,950 -3.1%
22	CORNING INC COM GLW	GLW	13,725	$3.5m0.46%	0.46%	Reduced -32.6k	-32,600 -70.4%
23	HONEYWELL INTL INC COM HON	HON	15,215	$3.4m0.44%	0.44%	New
24	HONEYWELL AEROSPACE INC COM HONA	HONA	15,215	$3.4m0.44%	0.44%	New
25	UNION PAC CORP COM UNP	UNP	11,706	$3.2m0.42%	0.42%	Unchanged
26	KROGER CO COM KR	KR	44,010	$2.4m0.32%	0.32%	Reduced -255	-255 -0.6%
27	JOHNSON & JOHNSON COM JNJ	JNJ	8,381	$2.1m0.28%	0.28%	Unchanged
28	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,360	$1.6m0.20%	0.20%	Unchanged
29	DANAHER CORPORATION COM DHR	DHR	7,355	$1.4m0.18%	0.18%	Unchanged
30	CHEVRON CORP NEW COM CVX	CVX	6,386	$1.1m0.14%	0.14%	Unchanged
31	ELI LILLY & CO COM LLY	LLY	769	$922.4k0.12%	0.12%	Reduced -30	-30 -3.8%
32	ABBVIE INC COM ABBV	ABBV	3,456	$869.7k0.11%	0.11%	Unchanged
33	EXXON MOBIL CORP COM XOM	XOM	5,794	$792.2k0.10%	0.10%	Unchanged
34	CSX CORP COM CSX	CSX	15,840	$752.9k0.10%	0.10%	Unchanged
35	VERIZON COMMUNICATIONS INC COM VZ	VZ	15,110	$639.8k0.08%	0.08%	Unchanged
36	EXELON CORP COM EXC	EXC	11,307	$527.1k0.07%	0.07%	Unchanged
37	MERCK & CO INC COM MRK	MRK	3,735	$479.9k0.06%	0.06%	Unchanged
38	PRICE T ROWE GROUP INC COM TROW	TROW	3,740	$425.2k0.06%	0.06%	Unchanged
39	AT&T INC COM T	T	17,210	$356.2k0.05%	0.05%	Unchanged
40	BANK AMERICA CORP COM BAC	BAC	5,350	$304.8k0.04%	0.04%	Unchanged
41	PROCTER AND GAMBLE CO COM PG	PG	1,800	$264.0k0.03%	0.03%	Unchanged
42	KIMBERLY-CLARK CORP COM KMB	KMB	2,134	$234.2k0.03%	0.03%	Unchanged
43	ABBOTT LABS COM ABT	ABT	2,490	$225.9k0.03%	0.03%	Unchanged
44	BIOGEN INC COM BIIB	BIIB	920	$198.8k0.03%	0.03%	Unchanged
45	FIRSTSERVICE CORP NEW COM FSV	FSV	1,000	$142.1k0.02%	0.02%	Unchanged
46	PRA GROUP INC COM PRAA	PRAA	6,270	$119.1k0.02%	0.02%	Reduced -180	-180 -2.8%
47	MASTERCARD INCORPORATED CL A MA	MA	195	$100.2k0.01%	0.01%	Unchanged
48	COSTCO WHSL CORP NEW COM COST	COST	100	$93.5k0.01%	0.01%	Unchanged
49	COLGATE PALMOLIVE CO COM CL	CL	966	$88.6k0.01%	0.01%	Unchanged
50	BARRICK MNG CORP COM SHS B	B	2,300	$84.5k0.01%	0.01%	Unchanged
51	ISHARES TR MSCI EAFE ETF EFA	EFA	750	$77.9k0.01%	0.01%	Reduced -50.5k	-50,500 -98.5%
52	WALMART INC COM WMT	WMT	555	$62.9k0.01%	0.01%	Unchanged
53	NEWMONT CORP COM NEM	NEM	650	$60.7k0.01%	0.01%	Unchanged
54	ORACLE CORP COM ORCL	ORCL	400	$58.6k0.01%	0.01%	Unchanged
55	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	953	$54.9k0.01%	0.01%	Unchanged
56	FRANCO NEV CORP COM FNV	FNV	250	$52.1k0.01%	0.01%	Unchanged
57	AURA MINERALS INC SHS NEW AUGO	AUGO	795	$50.0k0.01%	0.01%	Unchanged
58	VERALTO CORP COM SHS VLTO	VLTO	534	$47.4k0.01%	0.01%	Unchanged
59	AMERICAN EXPRESS CO COM AXP	AXP	125	$42.3k0.01%	0.01%	Unchanged
60	BAUSCH HEALTH COS INC COM BHC	BHC	8,500	$41.9k0.01%	0.01%	Unchanged
61	ISHARES SILVER TR ISHARES SLV	SLV	750	$40.1k0.01%	0.01%	Unchanged
62	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	500	$35.6k0.00%	0.00%	New
63	NOVARTIS AG SPONSORED ADR NVS	NVS	220	$34.5k0.00%	0.00%	Unchanged
64	VANECK ETF TRUST JUNIOR GOLD MINE GDXJ	GDXJ	350	$34.4k0.00%	0.00%	Unchanged
65	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	61	$30.5k0.00%	0.00%	Unchanged
66	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	425	$25.4k0.00%	0.00%	New
67	BECTON DICKINSON & CO COM BDX	BDX	150	$22.7k0.00%	0.00%	Unchanged
68	APPLE INC COM AAPL	AAPL	60	$17.4k0.00%	0.00%	Unchanged
69	WATERS CORP COM WAT	WAT	20	$7.5k0.00%	0.00%	Unchanged
70	ABRDN HEALTHCARE INVESTORS SH BEN INT HQH	HQH	101	$2.2k0.00%	0.00%	Unchanged
71	CB144A Appvion Esc Npv COM COM		1	$1.5k0.00%	0.00%	Unchanged
72	ABRDN LIFE SCIENCES INVESTOR SH BEN INT HQL	HQL	32	$6400.00%	0.00%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		15,237	$6.9m15.2k shares
ISHARES TR EEM	EEM	15,000	$851.9k15.0k shares
EDISON INTL EIX	EIX	2,269	$166.0k2.3k shares