Portfolio (Quarterly)
Guide ↗
Nexus Investment Management ULC
· CIK 0001476329| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | AXP | American Express | Financial Services | 125.0 | $46K | 0.01% | NEW | — | $369.95 | -16.3% |
| 62 | B | Barrick Mining Corp. | Basic Materials | 2,300.0 | $43K | 0.01% | NEW | — | $18.86 | +117.0% |
| 63 | GDXJ | Vaneck Junior Gold Miners ETF | — | 350.0 | $40K | 0.01% | NEW | — | $113.78 | -0.4% |
| 64 | — | Berkshire Hathaway Class B | — | 61.0 | $31K | 0.00% | NEW | — | $502.66 | — |
| 65 | NVS | Novartis AG-ADR | Healthcare | 220.0 | $30K | 0.00% | NEW | — | $137.87 | +9.1% |
| 66 | BDX | Becton Dickinson & Co | Healthcare | 150.0 | $29K | 0.00% | NEW | — | $194.07 | -24.3% |
| 67 | PEP | Pepsico Inc. | Consumer Defensive | 125.0 | $18K | 0.00% | NEW | — | $143.52 | +4.0% |
| 68 | ACN | Accenture PLC | Technology | 65.0 | $17K | 0.00% | NEW | — | $268.31 | -33.2% |
| 69 | AAPL | Apple Inc. | Technology | 60.0 | $16K | 0.00% | NEW | — | $271.87 | +11.2% |
| 70 | — | CB144A Appvion Esc Npv | — | 1.0 | $2K | — | NEW | — | $1513.00 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
20.4%
Healthcare
17.8%
Communication Services
15.3%
Technology
15.3%
Consumer Cyclical
8.5%
Industrials
7.3%
Utilities
6.3%
Consumer Defensive
5.7%
Energy
3.3%
Basic Materials
0.1%