Fund HoldingsNexus Investment Management ULC

Total Portfolio Value
$886.24M
Total Bought
$51.82M
Total Sold
$57.87M
Net Transaction
-$6.05M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
MORGAN STANLEY(MS)0171,341+171,341013,9931.58%+13,993
CENOVUS ENERGY INC(CVE)1,524,3201,522,250-2,07025,90831,7923.59%+5,884
SUNCOR ENERGY INC NEW(SU)675,578681,380+5,80219,83123,5042.65%+3,673
WESTERN DIGITAL CORP.(WDC)412,403414,238+1,83515,64218,9022.13%+3,259
EOG RES INC(EOG)235,115233,731-1,38426,90729,6283.34%+2,721
ALPHABET INC(GOOG)252,628251,738-89030,56033,1923.75%+2,631
CAE INC(CAE)1,128,1711,177,121+48,95025,26827,5663.11%+2,297
META PLATFORMS INC(META)150,069147,884-2,18543,06744,3965.01%+1,329
CISCO SYS INC(CSCO)600,235595,090-5,14531,05631,9923.61%+936
THOMSON REUTERS CORP.(TRI)05,635+5,63506910.08%+691
ALPHABET INC(GOOG)36,68536,68504,3914,8010.54%+409
DISCOVER FINL SVCS03,043+3,04302640.03%+264
BIOGEN INC(BIIB)0920+92002360.03%+236
CVS HEALTH CORP(CVS)408,542407,452-1,09028,24328,4483.21%+206
CANADIAN NAT RES LTD(CNQ)21,12521,12501,1891,3700.15%+182
ROSS STORES INC(ROST)268,430267,725-70530,09930,2403.41%+140
IMPERIAL OIL LTD(IMO)11,84611,84606077320.08%+125
UNION PAC CORP(UNP)9,96010,560+6002,0382,1500.24%+112
DANAHER CORPORATION(DHR)12,47712,47702,9943,0960.35%+101
ELI LILLY & CO(LLY)82682603874440.05%+56
EXXON MOBIL CORP10,85510,355-5001,1641,2180.14%+53
ABBVIE INC(ABBV)3,4563,45604665150.06%+50
CHEVRON CORP NEW(CVX)10,70010,200-5001,6841,7200.19%+36
COSTCO WHSL CORP NEW(COST)1,4491,434-157808100.09%+30
BAUSCH HEALTH COS INC23,30023,30001861920.02%+6
VISA INC(V)1,0981,09802612530.03%-8
WELLS FARGO CO NEW(WFC)6,5006,50002772660.03%-12
EXELON CORP(EXC)10,80010,80004404080.05%-32
MERCK & CO INC(MRK)2,6252,62503032700.03%-33
AT&T INC(T)36,50036,50005825480.06%-34
PEMBINA PIPELINE CORP(PBA)30,50030,50009609200.10%-40
ABBOTT LABS3,2903,29003593190.04%-40
PROCTER AND GAMBLE CO(PG)2,1001,900-2003192770.03%-42
KIMBERLY-CLARK CORP(KMB)2,4502,45003382960.03%-42
PRICE T ROWE GROUP INC(TROW)7,1007,10007957450.08%-51
CSX CORP(CSX)15,84015,84005404870.05%-53
CANADIAN NATL RY CO(CNI)5,2355,23506345690.06%-66
BROOKFIELD CORP(BN)32,13332,13301,0831,0080.11%-75
KROGER CO(KR)35,54035,54001,6701,5900.18%-80
BANK MONTREAL QUE16,54416,54401,4951,4000.16%-95
ISHARES TR31,55031,55002,2872,1740.25%-113
FIRSTSERVICE CORP NEW19,82119,671-1503,0552,8690.32%-185
JOHNSON & JOHNSON(JNJ)8,6767,676-1,0001,4361,1960.13%-241
EDISON INTL(EIX)3,5000-3,5002430-243
ROGERS COMMUNICATIONS INC(RCI)5,3800-5,3802460-246
JPMORGAN CHASE & CO(JPM)265,097264,082-1,01538,55638,2974.32%-259
CANADIAN IMPERIAL BK COMM TO(CM)70,80371,361+5583,0252,7630.31%-262
FORTIVE CORP(FTV)3,6550-3,6552730-273
AMERICAN ELEC PWR CO INC94,05099,600+5,5507,9197,4920.85%-427
OPEN TEXT CORP(OTEX)63,73063,130-6002,6512,2210.25%-431
FORTIS INC(FTS)79,76578,565-1,2003,4402,9930.34%-447
GILEAD SCIENCES INC(GILD)291,513291,968+45522,46721,8802.47%-587
VERIZON COMMUNICATIONS INC(VZ)59,80049,600-10,2002,2241,6080.18%-616
BOSTON SCIENTIFIC CORP(BSX)411,349409,274-2,07522,25021,6102.44%-640
THOMSON REUTERS CORP.6,0350-6,0358150-815
BCE INC(BCE)110,758109,558-1,2005,0534,1950.47%-858
PRA GROUP INC180,605165,816-14,7894,1273,1850.36%-941
CORNING INC(GLW)118,600102,100-16,5004,1563,1110.35%-1,045
TORONTO DOMINION BK ONT(TD)793,385794,075+69049,21047,9875.41%-1,223
MAGNA INTL INC(MGA)401,507398,332-3,17522,68421,4132.42%-1,271
MEDTRONIC PLC(MDT)198,489193,889-4,60017,48715,1931.71%-2,294
PFIZER INC(PFE)735,731741,551+5,82026,98724,5972.78%-2,389
CITIGROUP INC(C)520,995520,895-10023,98721,4242.42%-2,562
ENBRIDGE INC(ENB)756,212762,937+6,72528,12825,3822.86%-2,746
MICROSOFT CORP(MSFT)107,656106,626-1,03036,66133,6673.80%-2,994
BANK NOVA SCOTIA HALIFAX655,380653,350-2,03032,81429,3753.31%-3,439
GENERAL MTRS CO(GM)615,127610,952-4,17523,71920,1432.27%-3,576
UNITED PARCEL SERVICE INC(UPS)170,680169,905-77530,59426,4832.99%-4,111
TC ENERGY CORP(TRP)622,820606,585-16,23525,18920,9242.36%-4,265
CARMAX INC(KMX)348,933349,308+37529,20624,7072.79%-4,499
ROYAL BK CDA(RY)506,111499,664-6,44748,37143,8014.94%-4,570
TELUS CORPORATION(TU)1,631,6881,636,543+4,85531,77626,8063.02%-4,969
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
1,038,8231,034,691-4,13237,99630,4583.44%-7,539
DOLLAR GEN CORP NEW(DG)160,385161,080+69527,23017,0421.92%-10,188
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