Fund HoldingsNexus Investment Management ULC

Total Portfolio Value
$952.08M
Total Bought
$32.19M
Total Sold
$96.98M
Net Transaction
-$64.79M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
HONEYWELL INTL INC(HON)027,815+27,81505,9400.62%+5,940
ALPHABET INC(GOOG)216,048208,663-7,38532,89538,2734.02%+5,377
TELUS CORPORATION(TU)1,841,8182,204,895+363,07729,48733,3573.50%+3,870
TEXAS INSTRS INC(TXN)87,76596,090+8,32515,29018,6921.96%+3,403
AMERICAN ELEC PWR CO INC389,730393,905+4,17533,55634,5613.63%+1,005
GENERAL MTRS CO(GM)597,102600,667+3,56527,07927,9072.93%+828
CORNING INC(GLW)99,60099,60003,2833,8690.41%+587
MORGAN STANLEY(MS)182,027182,027017,14017,6911.86%+552
CITIGROUP INC(C)521,520524,715+3,19532,98133,2983.50%+317
BIOGEN INC(BIIB)0920+92002130.02%+213
MEDTRONIC PLC(MDT)193,504216,374+22,87016,86417,0311.79%+167
MICROSOFT CORP(MSFT)90,65585,640-5,01538,14038,2774.02%+136
ROYAL BK CDA(RY)509,004483,965-25,03951,37651,4935.41%+116
ELI LILLY & CO(LLY)82682606437480.08%+105
THOMSON REUTERS CORP.(TRI)5,6355,63508789490.10%+72
UNION PAC CORP(UNP)10,71011,860+1,1502,6342,6830.28%+50
AT&T INC(T)32,80032,80005776270.07%+50
KINDER MORGAN INC DEL(KMI)32,00032,00005876360.07%+49
PEMBINA PIPELINE CORP(PBA)35,50035,000-5001,2541,2980.14%+44
KIMBERLY-CLARK CORP(KMB)2,4502,45003173390.04%+22
BANK AMERICA CORP5,3505,35002032130.02%+10
PROCTER AND GAMBLE CO(PG)1,8001,80002922970.03%+5
DISCOVER FINL SVCS3,0433,04303993980.04%-1
BROOKFIELD CORP(BN)29,21629,338+1221,2231,2190.13%-4
IMPERIAL OIL LTD(IMO)11,84611,84608188070.08%-10
TFI INTL INC(TFII)1,5001,534+342392230.02%-17
VISA INC(V)1,0981,09803062880.03%-18
MERCK & CO INC(MRK)2,6252,62503463250.03%-21
BROOKFIELD ASSET MANAGMT LTD(BAM)5,9325,962+302492270.02%-23
EXELON CORP(EXC)10,80010,80004063740.04%-32
ABBOTT LABS3,2903,29003743420.04%-32
ABBVIE INC(ABBV)3,4563,45606295930.06%-37
FORTIS INC(FTS)83,36583,765+4003,2963,2530.34%-43
CANADIAN NATL RY CO(CNI)3,9003,952+525144670.05%-47
ISHARES TR31,55031,55002,5202,4710.26%-48
CSX CORP(CSX)15,84015,84005875300.06%-57
JOHNSON & JOHNSON(JNJ)8,3768,526+1501,3251,2460.13%-79
BAUSCH HEALTH COS INC23,30023,30002471620.02%-85
CANADIAN NAT RES LTD(CNQ)20,47541,102+20,6271,5631,4630.15%-100
VERIZON COMMUNICATIONS INC(VZ)45,90043,900-2,0001,9261,8100.19%-116
ROGERS COMMUNICATIONS INC(RCI)5,0400-5,0402070-207
CANADIAN IMPERIAL BK COMM TO(CM)72,52973,030+5013,6803,4700.36%-209
KROGER CO(KR)43,39044,440+1,0502,4792,2190.23%-260
WESTERN DIGITAL CORP.(WDC)4,0000-4,0002730-273
BANK MONTREAL QUE16,84416,244-6001,6461,3630.14%-283
ALPHABET INC(GOOG)18,17313,409-4,7642,7432,4420.26%-300
WELLS FARGO CO NEW(WFC)5,5000-5,5003190-319
VERALTO CORP(VLTO)3,9210-3,9213480-348
PRICE T ROWE GROUP INC(TROW)7,1004,100-3,0008664730.05%-393
CAE INC(CAE)1,318,8211,446,990+128,16927,25226,8592.82%-393
ENBRIDGE INC(ENB)776,812776,662-15028,09327,6132.90%-480
CHEVRON CORP NEW(CVX)9,1006,100-3,0001,4359540.10%-481
UNITED PARCEL SERVICE INC(UPS)188,720201,225+12,50528,04927,5382.89%-512
OPEN TEXT CORP(OTEX)63,13063,13002,4511,8950.20%-556
EXXON MOBIL CORP9,1554,355-4,8001,0645010.05%-563
COSTCO WHSL CORP NEW(COST)1,184282-9028672400.03%-628
PFIZER INC(PFE)833,846800,257-33,58923,13922,3912.35%-748
TC ENERGY CORP(TRP)616,485632,285+15,80024,79523,9532.52%-842
DANAHER CORPORATION(DHR)12,4328,705-3,7273,1052,1750.23%-930
CISCO SYS INC(CSCO)683,765693,885+10,12034,12732,9663.46%-1,160
PRA GROUP INC155,024144,125-10,8994,0432,8330.30%-1,210
GILEAD SCIENCES INC(GILD)289,478288,418-1,06021,20419,7882.08%-1,416
FIRSTSERVICE CORP NEW19,54611,518-8,0283,2391,7520.18%-1,486
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
1,121,9351,220,204+98,26935,06233,4973.52%-1,565
DOLLAR GEN CORP NEW(DG)191,800212,645+20,84529,93228,1182.95%-1,814
ROSS STORES INC(ROST)267,030252,890-14,14039,18936,7503.86%-2,439
META PLATFORMS INC(META)102,17093,220-8,95049,61247,0034.94%-2,608
BANK NOVA SCOTIA HALIFAX687,945721,232+33,28735,61332,9713.46%-2,642
JPMORGAN CHASE & CO.(JPM)260,887243,197-17,69052,25649,1895.17%-3,067
CARMAX INC(KMX)351,088374,125+23,03730,58327,4382.88%-3,145
BCE INC(BCE)106,25814,400-91,8583,6144660.05%-3,147
MAGNA INTL INC(MGA)426,607470,635+44,02823,25719,7132.07%-3,544
SUNCOR ENERGY INC NEW(SU)690,205521,250-168,95525,49119,8572.09%-5,634
EOG RES INC(EOG)245,311196,238-49,07331,36124,7002.59%-6,660
CVS HEALTH CORP(CVS)410,542401,162-9,38032,74523,6932.49%-9,052
TORONTO DOMINION BK ONT(TD)840,410758,567-81,84350,75841,6714.38%-9,087
CENOVUS ENERGY INC(CVE)1,608,6001,045,350-563,25032,18320,5342.16%-11,649
BOSTON SCIENTIFIC CORP(BSX)412,3996,000-406,39928,2454620.05%-27,783
Page 1 of 1