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CIK: 0001476329
Total reported value
$766.9M
$766.9M
75 檔
40.3%
During the Q1 2025 filing period, Nexus Investment Management ULC (CIK: 0001476329) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $766.9M across 75 reported positions.
In Q1 2025, Nexus Investment Management ULC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 7.93% | +0.03% | -0.14% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 7.54% | -0.56% | +1.84% | |
| 3 | AEP | American Electric Power | Stock-Utilities | 7.05% | -0.30% | +0.36% | |
| 4 | CSCO | Cisco Systems Inc | Stock-Tech | 6.61% | -0.44% | +0.35% | |
| 5 | C | Citigroup Inc | Stock-Financials | 5.80% | +0.68% | +0.19% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.36% | +0.74% | -0.24% | |
| 7 | ROST | Ross Stores Inc | Stock-Consumer Disc | 5.19% | -0.82% | +4.62% | |
| 8 | CVS | Cvs Health CORP | Stock-Healthcare | 4.80% | — | +10.03% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 4.71% | -0.24% | +0.35% | |
| 10 | KMX | Carmax Inc | Stock-Consumer Disc | 4.46% | +0.47% | +0.18% | |
| 11 | GILD | Gilead Sciences Inc | Stock-Healthcare | 4.41% | -0.82% | +0.79% | |
| 12 | EOG | Eog Resources Inc | Stock-Energy | 4.32% | -0.71% | +5.17% | |
| 13 | DG | Dollar General CORP | Stock-Consumer Staples | 4.12% | -0.51% | +0.37% | |
| 14 | UPS | United Parcel Service-cl B | Stock-Industrials | 3.80% | -0.06% | +0.85% | |
| 15 | PFE | Pfizer Inc | Stock-Healthcare | 3.58% | -0.84% | +5.93% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 3.32% | +0.06% | +5.55% | |
| 17 | MDT | Medtronic plc | Stock-Healthcare | 3.32% | -0.61% | +0.69% | |
| 18 | TXN | Texas Instruments Inc | Stock-Tech | 2.97% | +1.09% | +0.95% | |
| 19 | MS | Morgan Stanley | Stock-Financials | 2.69% | +0.43% | +7.33% | |
| 20 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 2.46% | -0.26% | — | |
| 21 | HON | Honeywell International Inc | Stock-Industrials | 1.04% | -0.96% | EXIT | |
| 22 | GLW | Corning Inc | Stock-Tech | 0.70% | -0.42% | +0.64% | |
| 23 | KR | Kroger Co | Stock-Consumer Staples | 0.56% | -0.13% | +5.09% | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 0.43% | +0.02% | +8.09% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.42% | -0.69% | — | |
| 26 | DHR | Danaher CORP | Stock-Healthcare | 0.26% | -0.02% | -10.40% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.25% | -0.01% | +9.44% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.21% | -0.04% | +14.79% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.02% | -3.00% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.12% | — | — | |
| 31 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.12% | -0.03% | +19.62% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.04% | +31.00% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.11% | +0.02% | — | |
| 34 | T | At&t Inc | Stock-Comm Services | 0.09% | -0.02% | +7.92% | |
| 35 | EXC | Exelon CORP | Stock-Utilities | 0.09% | -0.01% | +15.30% | |
| 36 | DFSEUR | Discover Financial Services | Stock-Other | 0.08% | — | — | |
| 37 | CSX | Csx CORP | Stock-Industrials | 0.08% | +0.01% | — | |
| 38 | OTEX | Open Text CORP | Stock-Other | 0.07% | — | -71.66% | |
| 39 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.06% | — | +36.00% | |
| 40 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.06% | +0.01% | — | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.05% | — | +42.29% | |
| 42 | FSV | Firstservice CORP | Stock-Other | 0.05% | — | -82.60% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.05% | -0.01% | — | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.05% | -0.01% | — | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.04% | — | — | |
| 46 | EIX | Edison International | Stock-Utilities | 0.04% | -0.02% | EXIT | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.03% | — | NEW | |
| 48 | PRAA | Pra Group Inc | Stock-Other | 0.02% | — | -95.13% | |
| 49 | BIIB | Biogen Inc | Stock-Healthcare | 0.02% | +0.01% | — | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.02% | — | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 2 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 3 | AEP | American Electric Power | — | NEW | New buy |
| 4 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 5 | C | Citigroup Inc | — | NEW | New buy |
| 6 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 7 | ROST | Ross Stores Inc | — | NEW | New buy |
| 8 | CVS | Cvs Health CORP | — | NEW | New buy |
| 9 | MSFT | Microsoft CORP | — | NEW | New buy |
| 10 | KMX | Carmax Inc | — | NEW | New buy |
| 11 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 12 | EOG | Eog Resources Inc | — | NEW | New buy |
| 13 | DG | Dollar General CORP | — | NEW | New buy |
| 14 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 15 | PFE | Pfizer Inc | — | NEW | New buy |
| 16 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 17 | MDT | Medtronic plc | — | NEW | New buy |
| 18 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 19 | MS | Morgan Stanley | — | NEW | New buy |
| 20 | FERG | Ferguson Enterprises Inc | — | NEW | New buy |
| 21 | HON | Honeywell International Inc | — | NEW | New buy |
| 22 | GLW | Corning Inc | — | NEW | New buy |
| 23 | KR | Kroger Co | — | NEW | New buy |
| 24 | UNP | Union Pacific CORP | — | NEW | New buy |
| 25 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 26 | DHR | Danaher CORP | — | NEW | New buy |
| 27 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 28 | CVX | Chevron CORP | — | NEW | New buy |
| 29 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 30 | ABBV | Abbvie Inc | — | NEW | New buy |
| 31 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 32 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 33 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 34 | T | At&t Inc | — | NEW | New buy |
| 35 | EXC | Exelon CORP | — | NEW | New buy |
| 36 | DFSEUR | Discover Financial Services | — | NEW | New buy |
| 37 | CSX | Csx CORP | — | NEW | New buy |
| 38 | OTEX | Open Text CORP | — | NEW | New buy |
| 39 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 40 | TROW | T Rowe Price Group Inc | — | NEW | New buy |
| 41 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 42 | FSV | Firstservice CORP | — | NEW | New buy |
| 43 | ABT | Abbott Laboratories | — | NEW | New buy |
| 44 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 45 | BAC | Bank Of America CORP | — | NEW | New buy |
| 46 | EIX | Edison International | — | NEW | New buy |
| 47 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 48 | PRAA | Pra Group Inc | — | NEW | New buy |
| 49 | BIIB | Biogen Inc | — | NEW | New buy |
| 50 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
According to official SEC Form 13F filings, Nexus Investment Management ULC reported a total U.S. public equity portfolio value of $766.9M across 75 disclosed positions in Q1 2025.
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, META, AEP) accounted for 40.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
JPM
市值: $70.1M
During Q1 2025, Nexus Investment Management ULC's top holdings by market value included JPM (7.9%)、META (7.5%)、AEP (7.0%). The largest single position, JPM, represented 7.9% of total portfolio value.
In Q1 2025, Nexus Investment Management ULC made 50 total portfolio adjustments, initiating 50 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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