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CIK: 0001476329
Total reported value
$766.9M
$766.9M
76 檔
31.7%
At the close of Q1 2024, Nexus Investment Management ULC disclosed equity holdings valued at approximately $766.9M, spread across 76 reported holdings.
During Q1 2024, Nexus Investment Management ULC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.04% | +0.03% | -0.35% | |
| 2 | RY | Royal Bank Of Canada | Stock-Financials | 4.95% | — | +2.21% | |
| 3 | TD | Toronto-dominion Bank | Stock-Financials | 4.89% | — | +5.73% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.78% | -0.56% | -0.91% | |
| 5 | ROST | Ross Stores Inc | Stock-Consumer Disc | 3.78% | -0.82% | +0.05% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.68% | -0.24% | +0.01% | |
| 7 | BNS | Bank Of Nova Scotia | Stock-Financials | 3.43% | — | +5.02% | |
| 8 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 3.38% | — | +0.22% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 3.29% | -0.44% | +4.54% | |
| 10 | AEP | American Electric Power | Stock-Utilities | 3.23% | -0.30% | +8.11% | |
| 11 | C | Citigroup Inc | Stock-Financials | 3.18% | +0.68% | -0.08% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.17% | +0.74% | -0.02% | |
| 13 | CVS | Cvs Health CORP | Stock-Healthcare | 3.16% | — | +0.23% | |
| 14 | CVE | Cenovus Energy Inc | Stock-Energy | 3.10% | — | +5.21% | |
| 15 | EOG | Eog Resources Inc | Stock-Energy | 3.02% | -0.71% | +4.61% | |
| 16 | KMX | Carmax Inc | Stock-Consumer Disc | 2.95% | +0.47% | +0.37% | |
| 17 | DG | Dollar General CORP | Stock-Consumer Staples | 2.88% | -0.51% | +10.53% | |
| 18 | TU | Telus CORP | Stock-Other | 2.84% | — | +9.55% | |
| 19 | BSX | Boston Scientific CORP | Stock-Healthcare | 2.72% | — | +0.61% | |
| 20 | ENB | Enbridge Inc | Stock-Energy | 2.71% | — | +1.76% | |
| 21 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.70% | -0.06% | +10.88% | |
| 22 | CAE | Cae Inc | Stock-Other | 2.63% | — | +11.82% | |
| 23 | GM | General Motors Co | Stock-Consumer Disc | 2.61% | — | -2.29% | |
| 24 | SU | Suncor Energy Inc | Stock-Energy | 2.46% | — | +1.45% | |
| 25 | TRP | Tc Energy CORP | Stock-Energy | 2.39% | — | +0.45% | |
| 26 | MGA | Magna International Inc | Stock-Consumer Disc | 2.24% | — | +6.47% | |
| 27 | PFE | Pfizer Inc | Stock-Healthcare | 2.23% | -0.84% | +12.17% | |
| 28 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.04% | -0.82% | -0.17% | |
| 29 | MS | Morgan Stanley | Stock-Financials | 1.65% | +0.43% | +6.24% | |
| 30 | MDT | Medtronic plc | Stock-Healthcare | 1.63% | -0.61% | +0.20% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 1.47% | +1.09% | — | |
| 32 | PRAA | Pra Group Inc | Stock-Other | 0.39% | — | -0.29% | |
| 33 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 0.35% | — | +0.78% | |
| 34 | BCE | Bce Inc | Stock-Comm Services | 0.35% | — | — | |
| 35 | FTS | Fortis Inc | Stock-Utilities | 0.32% | — | -14.82% | |
| 36 | GLW | Corning Inc | Stock-Tech | 0.32% | -0.42% | +1.01% | |
| 37 | FSV | Firstservice CORP | Stock-Other | 0.31% | — | — | |
| 38 | DHR | Danaher CORP | Stock-Healthcare | 0.30% | -0.02% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.02% | -0.01% | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.25% | +0.02% | +1.42% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.24% | -0.69% | — | |
| 42 | KR | Kroger Co | Stock-Consumer Staples | 0.24% | -0.13% | +3.83% | |
| 43 | OTEX | Open Text CORP | Stock-Other | 0.24% | — | — | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.19% | -0.03% | — | |
| 45 | BMO | Bank Of Montreal | Stock-Financials | 0.16% | — | +1.81% | |
| 46 | CNQ | Canadian Natural Resources | Stock-Energy | 0.15% | — | -3.08% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.14% | -0.04% | -1.09% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.13% | -0.01% | +9.12% | |
| 49 | PBA | Pembina Pipeline CORP | Stock-Energy | 0.12% | — | +16.39% | |
| 50 | BN | Brookfield CORP | Stock-Financials | 0.12% | — | -9.08% |
According to official SEC Form 13F filings, Nexus Investment Management ULC reported a total U.S. public equity portfolio value of $766.9M across 76 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JPM, RY, TD) accounted for 31.7% of total reported equity market value during Q1 2024.
During Q1 2024, Nexus Investment Management ULC's top holdings by market value included JPM (5.0%)、RY (5.0%)、TD (4.9%). The largest single position, JPM, represented 5.0% of total portfolio value.
In Q1 2024, Nexus Investment Management ULC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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