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CIK: 0001476329
Total reported value
$766.9M
$766.9M
70 檔
33.3%
At the close of Q1 2026, Nexus Investment Management ULC disclosed equity holdings valued at approximately $766.9M, spread across 70 reported holdings.
In Q1 2026, Nexus Investment Management ULC adopted a defensive or profit-taking posture, trimming 19 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 7.67% | +0.03% | -1.56% | |
| 2 | ROST | Ross Stores Inc | Stock-Consumer Disc | 7.36% | -0.82% | -2.11% | |
| 3 | AEP | American Electric Power | Stock-Utilities | 7.22% | -0.30% | +0.16% | |
| 4 | CSCO | Cisco Systems Inc | Stock-Tech | 6.83% | -0.44% | -2.12% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.63% | +0.74% | -20.20% | |
| 6 | C | Citigroup Inc | Stock-Financials | 6.08% | +0.68% | -1.80% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.18% | -0.56% | -1.34% | |
| 8 | GILD | Gilead Sciences Inc | Stock-Healthcare | 4.96% | -0.82% | -1.20% | |
| 9 | DG | Dollar General CORP | Stock-Consumer Staples | 4.68% | -0.51% | -1.06% | |
| 10 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.60% | -0.27% | -0.48% | |
| 11 | EOG | Eog Resources Inc | Stock-Energy | 4.23% | -0.71% | +0.29% | |
| 12 | PFE | Pfizer Inc | Stock-Healthcare | 4.05% | -0.84% | +4.00% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 3.95% | -0.24% | +0.93% | |
| 14 | MDT | Medtronic plc | Stock-Healthcare | 3.71% | -0.61% | +4.20% | |
| 15 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 3.26% | -0.26% | -0.29% | |
| 16 | UPS | United Parcel Service-cl B | Stock-Industrials | 3.05% | -0.06% | +0.07% | |
| 17 | TXN | Texas Instruments Inc | Stock-Tech | 2.92% | +1.09% | +0.41% | |
| 18 | MS | Morgan Stanley | Stock-Financials | 2.76% | +0.43% | +2.35% | |
| 19 | KMX | Carmax Inc | Stock-Consumer Disc | 2.70% | +0.47% | +2.65% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 2.63% | +0.06% | +4.71% | |
| 21 | HON | Honeywell International Inc | Stock-Industrials | 0.96% | -0.96% | EXIT | |
| 22 | GLW | Corning Inc | Stock-Tech | 0.88% | -0.42% | -37.40% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.70% | -0.69% | +41.77% | |
| 24 | KR | Kroger Co | Stock-Consumer Staples | 0.45% | -0.13% | -8.85% | |
| 25 | UNP | Union Pacific CORP | Stock-Industrials | 0.40% | +0.02% | — | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | -0.01% | -11.13% | |
| 27 | DHR | Danaher CORP | Stock-Healthcare | 0.20% | -0.02% | — | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.18% | -0.04% | -16.42% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.02% | -36.95% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.04% | — | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.12% | -0.12% | EXIT | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.11% | -0.03% | -3.20% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.11% | — | — | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.10% | +0.02% | — | |
| 35 | CSX | Csx CORP | Stock-Industrials | 0.09% | +0.01% | — | |
| 36 | EXC | Exelon CORP | Stock-Utilities | 0.08% | -0.01% | -12.06% | |
| 37 | T | At&t Inc | Stock-Comm Services | 0.07% | -0.02% | — | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.06% | — | — | |
| 39 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.05% | +0.01% | — | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.04% | — | — | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.04% | -0.01% | — | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.04% | -0.01% | — | |
| 43 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.03% | — | -17.41% | |
| 44 | BIIB | Biogen Inc | Stock-Healthcare | 0.02% | +0.01% | — | |
| 45 | EIX | Edison International | Stock-Utilities | 0.02% | -0.02% | EXIT | |
| 46 | FSV | Firstservice CORP | Stock-Other | 0.02% | — | — | |
| 47 | PRAA | Pra Group Inc | Stock-Other | 0.02% | — | — | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.01% | — | — | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.01% | — | — | |
| 50 | B | Barrick Mining CORP | Stock-Materials | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ROST | Ross Stores Inc | +1.3% | -2.11% | Trim |
| 2 | EOG | Eog Resources Inc | +1.2% | +0.29% | Add |
| 3 | AEP | American Electric Power | +1% | +0.16% | Add |
| 4 | PFE | Pfizer Inc | +0.7% | +4.00% | Add |
| 5 | GILD | Gilead Sciences Inc | +0.7% | -1.20% | Trim |
| 6 | TXN | Texas Instruments Inc | +0.4% | +0.41% | Add |
| 7 | KMX | Carmax Inc | +0.3% | +2.65% | Add |
| 8 | EFA | Ishares Msci Eafe ETF | +0.2% | +41.77% | Add |
| 9 | FERG | Ferguson Enterprises Inc | +0.2% | -0.29% | Trim |
| 10 | HON | Honeywell International Inc | +0.2% | — | Unchanged |
| 11 | CSCO | Cisco Systems Inc | +0.1% | -2.12% | Trim |
| 12 | UPS | United Parcel Service-cl B | +0.1% | +0.07% | Add |
| 13 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 14 | KR | Kroger Co | 0% | -8.85% | Trim |
| 15 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 16 | CVX | Chevron CORP | 0% | -16.42% | Trim |
| 17 | VZ | Verizon Communications Inc | 0% | -3.20% | Trim |
| 18 | JNJ | Johnson & Johnson | 0% | -11.13% | Trim |
| 19 | CSX | Csx CORP | 0% | — | Unchanged |
| 20 | T | At&t Inc | 0% | — | Unchanged |
| 21 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 22 | GLW | Corning Inc | — | -37.40% | Trim |
| 23 | ABT | Abbott Laboratories | — | — | Unchanged |
| 24 | B | Barrick Mining CORP | — | — | Unchanged |
| 25 | TROW | T Rowe Price Group Inc | — | — | Unchanged |
| 26 | ABBV | Abbvie Inc | — | — | Unchanged |
| 27 | BAC | Bank Of America CORP | — | — | Unchanged |
| 28 | ORCL | Oracle CORP | — | — | Unchanged |
| 29 | FSV | Firstservice CORP | — | — | Unchanged |
| 30 | COST | Costco Wholesale CORP | — | — | Unchanged |
| 31 | BHC | Bausch Health Cos Inc | — | — | Unchanged |
| 32 | FNV | Franco-nevada CORP | — | — | Unchanged |
| 33 | AXP | American Express Co | — | — | Unchanged |
| 34 | WMT | Walmart Inc | — | — | Unchanged |
| 35 | BIIB | Biogen Inc | — | — | Unchanged |
| 36 | BMY | Bristol-myers Squibb Co | — | — | Unchanged |
| 37 | EXC | Exelon CORP | — | -12.06% | Trim |
| 38 | VLTO | Veralto CORP | — | — | Unchanged |
| 39 | CL | Colgate-palmolive Co | — | — | Unchanged |
| 40 | BDX | Becton Dickinson And Co | — | — | Unchanged |
| 41 | NEM | Newmont CORP | — | — | Unchanged |
| 42 | NVS | Novartis Ag-sponsored Adr | — | — | Unchanged |
| 43 | SLV | Ishares Silver Trust | — | — | Unchanged |
| 44 | GDXJ | Vaneck Junior Gold Miners | — | — | Unchanged |
| 45 | PG | Procter & Gamble Co/the | — | — | Unchanged |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 47 | PRAA | Pra Group Inc | — | — | Unchanged |
| 48 | AAPL | Apple Inc | — | — | Unchanged |
| 49 | ✓ | CB144A Appvion Esc Npv | — | — | Unchanged |
| 50 | EIX | Edison International | 0% | -38.99% | Trim |
According to official SEC Form 13F filings, Nexus Investment Management ULC reported a total U.S. public equity portfolio value of $766.9M across 70 disclosed positions in Q1 2026.
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, ROST, AEP) accounted for 33.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
EEM
市值: $851.9K
Top Position Liquidated / Trimmed
SOLS
前期市值: $370.0K
During Q1 2026, Nexus Investment Management ULC's top holdings by market value included JPM (7.7%)、ROST (7.4%)、AEP (7.2%). The largest single position, JPM, represented 7.7% of total portfolio value.
In Q1 2026, Nexus Investment Management ULC made 40 total portfolio adjustments, initiating 5 new buys, adding to 11 positions, trimming 19 holdings, and fully liquidating 5 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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