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 | SLV | IShares Silver Trust | Financial Services | 750.0 | $40K | 0.01% | — | — | $53.47 | +12.2% |
| 62 | VEA | Vanguard FTSE Developed Markets ETF | — | 500.0 | $36K | 0.01% | NEW | — | $71.25 | +2.2% |
| 63 | NVS | Novartis AG-ADR | Healthcare | 220.0 | $34K | 0.00% | — | — | $156.72 | +2.3% |
| 64 | GDXJ | Vaneck Junior Gold Miners ETF | — | 350.0 | $34K | 0.00% | — | — | $98.25 | +28.8% |
| 65 | — | Berkshire Hathaway Class B | — | 61.0 | $31K | 0.00% | — | — | $500.39 | — |
| 66 | VWO | Vanguard FTSE Emerging Markets ETF | — | 425.0 | $25K | 0.00% | NEW | — | $59.69 | +0.6% |
| 67 | BDX | Becton Dickinson & Co | Healthcare | 150.0 | $23K | 0.00% | — | — | $151.33 | +24.0% |
| 68 | AAPL | Apple Inc. | Technology | 60.0 | $17K | 0.00% | — | — | $289.37 | +9.5% |
| 69 | WAT | Waters Corporation | Healthcare | 20.0 | $8K | 0.00% | — | — | $375.05 | +10.9% |
| 70 | HQH | Abrdn Healthcare Investors | Financial Services | 101.0 | $2K | — | — | — | $21.98 | +12.2% |
| 71 | — | CB144A Appvion Esc Npv | — | 1.0 | $2K | — | — | — | $1513.00 | — |
| 72 | HQL | Abrdn Life Sciences Investors | Financial Services | 32.0 | $640.0 | — | — | — | $20.00 | +13.3% |
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
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%