Portfolio (Quarterly) Guide ↗

Nexus Investment Management ULC

· CIK 0001476329

13F Portfolio $715M AUM 70 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 7 Added 17 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SOLS	Solstice Advanced Materials Inc.	Basic Materials	7,616	$370K	0.05%	SOLD
2	VEA	Vanguard FTSE Developed Markets ETF	—	3,024	$189K	0.03%	SOLD
3	VWO	Vanguard FTSE Emerging Markets ETF	—	2,457	$132K	0.02%	SOLD
4	PEP	Pepsico Inc.	Consumer Defensive	125	$18K	0.00%	SOLD
5	ACN	Accenture PLC	Technology	65	$17K	0.00%	SOLD

Sector Allocation

Financial Services 19.4%

Healthcare 18.3%

Technology 14.7%

Communication Services 12.3%

Consumer Cyclical 10.1%

Industrials 7.8%

Utilities 7.4%

Consumer Defensive 5.3%

Energy 4.6%

Basic Materials 0.0%