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 | GDXJ | Vaneck Junior Gold Miners ETF | — | 350.0 | $42K | 0.01% | — | — | $120.04 | +3.7% |
| 62 | AXP | American Express | Financial Services | 125.0 | $38K | 0.01% | — | — | $302.48 | +3.0% |
| 63 | NVS | Novartis AG-ADR | Healthcare | 220.0 | $34K | 0.01% | — | — | $152.75 | -8.1% |
| 64 | — | Berkshire Hathaway Class B | — | 61.0 | $29K | 0.00% | — | — | $479.20 | — |
| 65 | BDX | Becton Dickinson & Co | Healthcare | 150.0 | $24K | 0.00% | — | — | $157.23 | +15.1% |
| 66 | AAPL | Apple Inc. | Technology | 60.0 | $15K | 0.00% | — | — | $253.78 | +32.4% |
| 67 | WAT | Waters Corporation | Healthcare | 20.0 | $6K | 0.00% | NEW | — | $297.80 | +41.6% |
| 68 | HQH | Abrdn Healthcare Investors | Financial Services | 101.0 | $2K | — | NEW | — | $17.79 | +20.5% |
| 69 | — | CB144A Appvion Esc Npv | — | 1.0 | $2K | — | — | — | $1513.00 | — |
| 70 | HQL | Abrdn Life Sciences Investors | Financial Services | 32.0 | $521.0 | — | NEW | — | $16.28 | +19.2% |
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
20.8%
Healthcare
19.6%
Technology
15.8%
Consumer Cyclical
10.9%
Industrials
8.4%
Utilities
7.9%
Communication Services
6.0%
Consumer Defensive
5.6%
Energy
4.9%
Basic Materials
0.0%