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Portfolio (Quarterly) Guide ↗

Nexus Investment Management ULC

· CIK 0001476329
13F Portfolio $767M AUM 72 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 24 Reduced 3 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KR The Kroger Co. Consumer Defensive 44,010.0 $2.4M 0.32% -255.0 -0.6% $55.53 +1.3%
22 LLY Eli Lilly And Company Healthcare 769.0 $922K 0.12% -30.0 -3.8% $1199.43 +6.8%
23 PRAA PRA Group Inc. Financial Services 6,270.0 $119K 0.02% -180.0 -2.8% $18.99 +2.4%
24 EFA IShares MSCI EAFE ETF 750.0 $78K 0.01% -50K -98.5% $103.88 +3.6%
Page 2 of 2  ·  24 positions

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 25.2%
Healthcare 15.8%
Technology 14.7%
Communication Services 12.4%
Consumer Cyclical 9.8%
Utilities 7.1%
Industrials 6.6%
Consumer Defensive 4.6%
Energy 3.8%
Basic Materials 0.0%