NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 9, 2020

Total Value ($000): $702,062 (100.0% shares, 0.0% debt)

Holdings (111)

RY ROYAL BK CDA 3.5%
Value ($000) $24,517 Shares 349,290 Est. Cost $77.53 Unrealized -7.3%
TD TORONTO DOMINION BK ONT 3.4%
Value ($000) $24,004 Shares 518,600 Est. Cost $54.09 Unrealized -13.9%
VZ VERIZON COMMUNICATIONS INC 2.6%
Value ($000) $18,442 Shares 310,000 Est. Cost $40.98 Unrealized +3.9%
PEP PEPSICO INC 2.5%
Value ($000) $17,879 Shares 129,000 Est. Cost $110.88 Unrealized +3.9%
ENB ENBRIDGE INC 2.3%
Value ($000) $16,194 Shares 554,500 Est. Cost $22.82 Unrealized -3.6%
MSFT MICROSOFT CORP 2.2%
Value ($000) $15,556 Shares 73,963 Est. Cost $88.18 Unrealized +127.7%
AXP AMERICAN EXPRESS CO 2.1%
Value ($000) $14,777 Shares 147,400 Est. Cost $86.50 Unrealized +6.2%
V VISA INC 2.1%
Value ($000) $14,442 Shares 72,218 Est. Cost $134.48 Unrealized +42.9%
BNS BANK NOVA SCOTIA B C 2.0%
Value ($000) $14,350 Shares 345,500 Est. Cost $39.82 Unrealized -21.0%
CM CANADIAN IMP BK COMM 2.0%
Value ($000) $13,794 Shares 184,600 Est. Cost $29.90 Unrealized -3.9%
CANADIAN PAC RY LTD 1.9%
Value ($000) $13,259 Shares 43,600 Est. Cost $310.23 Unrealized
C CITIGROUP INC 1.9%
Value ($000) $13,149 Shares 305,000 Est. Cost $44.42 Unrealized -7.6%
VLO VALERO ENERGY CORP 1.7%
Value ($000) $11,913 Shares 275,000 Est. Cost $57.04 Unrealized -25.3%
FNV FRANCO NEV CORP 1.7%
Value ($000) $11,804 Shares 84,500 Est. Cost $93.14 Unrealized +51.9%
BROOKFIELD ASSET MGMT INC 1.7%
Value ($000) $11,727 Shares 354,500 Est. Cost $42.14 Unrealized
CNI CANADIAN NATL RY CO 1.6%
Value ($000) $11,562 Shares 108,600 Est. Cost $67.86 Unrealized +33.6%
WMT WALMART INC 1.6%
Value ($000) $11,095 Shares 79,300 Est. Cost $35.56 Unrealized +16.2%
BEP BROOKFIELD RENEWABLE PARTNER 1.4%
Value ($000) $9,617 Shares 183,000 Est. Cost $50.90 Unrealized
NEE NEXTERA ENERGY INC 1.3%
Value ($000) $9,446 Shares 34,035 Est. Cost $40.31 Unrealized +49.5%
MRK MERCK & CO. INC 1.3%
Value ($000) $9,381 Shares 113,100 Est. Cost $49.85 Unrealized +32.3%
MFC MANULIFE FINL CORP 1.3%
Value ($000) $9,362 Shares 673,300 Est. Cost $18.82 Unrealized -23.9%
SEAGATE TECHNOLOGY PLC 1.3%
Value ($000) $9,066 Shares 184,000 Est. Cost $49.36 Unrealized
WM WASTE MGMT INC DEL 1.3%
Value ($000) $9,054 Shares 80,000 Est. Cost $82.03 Unrealized +23.5%
BARRICK GOLD CORP 1.3%
Value ($000) $9,041 Shares 322,000 Est. Cost $27.06 Unrealized
SHAW COMMUNICATIONS INC 1.3%
Value ($000) $8,976 Shares 492,000 Est. Cost $24.13 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $8,917 Shares 77,000 Est. Cost $95.33 Unrealized +11.2%
PG PROCTER AND GAMBLE CO 1.3%
Value ($000) $8,908 Shares 64,091 Est. Cost $83.91 Unrealized +38.7%
TMO THERMO FISHER SCIENTIFIC INC 1.3%
Value ($000) $8,784 Shares 19,896 Est. Cost $234.18 Unrealized +74.0%
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $8,698 Shares 24,500 Est. Cost $191.55 Unrealized +61.3%
DE DEERE & CO 1.2%
Value ($000) $8,644 Shares 39,000 Est. Cost $145.19 Unrealized +23.8%
TU TELUS CORPORATION 1.2%
Value ($000) $8,637 Shares 491,000 Est. Cost $18.52 Unrealized -4.1%
UNP UNION PAC CORP 1.2%
Value ($000) $8,170 Shares 41,500 Est. Cost $142.19 Unrealized +15.9%
CMCSA COMCAST CORP NEW 1.2%
Value ($000) $8,142 Shares 176,000 Est. Cost $33.00 Unrealized +14.0%
BSX BOSTON SCIENTIFIC CORP 1.2%
Value ($000) $8,139 Shares 213,000 Est. Cost $32.72 Unrealized +17.8%
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $8,135 Shares 84,500 Est. Cost $88.97 Unrealized -4.0%
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $8,106 Shares 26,000 Est. Cost $232.38 Unrealized +21.0%
AMZN AMAZON COM INC 1.1%
Value ($000) $7,985 Shares 2,536 Est. Cost $107.12 Unrealized +47.2%
DLTR DOLLAR TREE INC 1.1%
Value ($000) $7,764 Shares 85,000 Est. Cost $89.24 Unrealized +5.4%
BIP BROOKFIELD INFRAST PARTNERS 1.1%
Value ($000) $7,484 Shares 157,000 Est. Cost $54.66 Unrealized
MTB M & T BK CORP 1.0%
Value ($000) $7,137 Shares 77,500 Est. Cost $127.62 Unrealized -32.8%
QSR RESTAURANT BRANDS INTL INC 1.0%
Value ($000) $7,120 Shares 124,000 Est. Cost $56.38 Unrealized -1.1%
TSCO TRACTOR SUPPLY CO 1.0%
Value ($000) $7,095 Shares 49,500 Est. Cost $16.36 Unrealized +61.2%
LOW LOWES COS INC 1.0%
Value ($000) $6,966 Shares 42,000 Est. Cost $101.72 Unrealized +37.5%
TJX TJX COS INC NEW 1.0%
Value ($000) $6,956 Shares 125,000 Est. Cost $47.85 Unrealized +4.6%
PFE PFIZER INC 1.0%
Value ($000) $6,882 Shares 187,500 Est. Cost $25.57 Unrealized +6.0%
TRP TC ENERGY CORP 1.0%
Value ($000) $6,802 Shares 162,070 Est. Cost $34.90 Unrealized -1.0%
MDT MEDTRONIC PLC 1.0%
Value ($000) $6,769 Shares 65,136 Est. Cost $70.37 Unrealized +22.5%
PGR PROGRESSIVE CORP 1.0%
Value ($000) $6,684 Shares 70,600 Est. Cost $64.06 Unrealized +19.4%
BGRN ISHARES GLOBAL GREEN BOND ETF 1.0%
Value ($000) $6,671 Shares 120,000 Est. Cost $54.36 Unrealized
GOOGL ALPHABET INC 0.9%
Value ($000) $6,302 Shares 4,300 Est. Cost $56.05 Unrealized +34.9%
KIRKLAND LAKE GOLD LTD 0.9%
Value ($000) $6,246 Shares 128,000 Est. Cost $41.42 Unrealized
APTIV PLC 0.9%
Value ($000) $5,996 Shares 65,400 Est. Cost $69.93 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.9%
Value ($000) $5,972 Shares 146,600 Est. Cost $41.86 Unrealized -3.4%
WPM WHEATON PRECIOUS METALS CORP 0.8%
Value ($000) $5,886 Shares 120,000 Est. Cost $23.21 Unrealized +106.6%
FDX FEDEX CORP 0.8%
Value ($000) $5,659 Shares 22,500 Est. Cost $193.62 Unrealized -6.5%
BLACKROCK INC 0.8%
Value ($000) $5,636 Shares 10,000 Est. Cost $501.80 Unrealized
BA BOEING CO 0.8%
Value ($000) $5,470 Shares 33,100 Est. Cost $315.59 Unrealized -46.0%
CNQ CANADIAN NAT RES LTD 0.8%
Value ($000) $5,420 Shares 338,300 Est. Cost $10.74 Unrealized -35.0%
CAKE CHEESECAKE FACTORY INC 0.8%
Value ($000) $5,271 Shares 190,000 Est. Cost $42.18 Unrealized -44.0%
EMR EMERSON ELEC CO 0.7%
Value ($000) $5,246 Shares 80,000 Est. Cost $57.76 Unrealized +1.8%
SSRM SSR MNG INC 0.7%
Value ($000) $5,243 Shares 281,000 Est. Cost $21.29 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.7%
Value ($000) $5,034 Shares 38,600 Est. Cost $115.00 Unrealized +15.2%
SU SUNCOR ENERGY INC NEW 0.7%
Value ($000) $4,768 Shares 390,600 Est. Cost $25.56 Unrealized -50.4%
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $4,746 Shares 21,000 Est. Cost $178.23 Unrealized +19.1%
MEOH METHANEX CORP 0.7%
Value ($000) $4,632 Shares 190,000 Est. Cost $48.80 Unrealized -56.5%
XYL XYLEM INC 0.7%
Value ($000) $4,585 Shares 54,500 Est. Cost $67.09 Unrealized +9.0%
BEN FRANKLIN RESOURCES INC 0.7%
Value ($000) $4,585 Shares 225,300 Est. Cost $23.67 Unrealized -32.1%
SBUX STARBUCKS CORP 0.6%
Value ($000) $4,485 Shares 52,200 Est. Cost $69.18 Unrealized +2.3%
OSK OSHKOSH CORP 0.6%
Value ($000) $4,410 Shares 60,000 Est. Cost $67.06 Unrealized +4.9%
JNK SPDR SER TR 0.6%
Value ($000) $4,171 Shares 40,000 Est. Cost $104.28 Unrealized
HDB HDFC BANK LTD 0.5%
Value ($000) $3,719 Shares 74,433 Est. Cost $83.28 Unrealized
HD HOME DEPOT INC 0.5%
Value ($000) $3,439 Shares 12,383 Est. Cost $155.33 Unrealized +53.0%
KMB KIMBERLY CLARK CORP 0.5%
Value ($000) $3,411 Shares 23,100 Est. Cost $86.11 Unrealized +43.4%
OTEX OPEN TEXT CORP 0.4%
Value ($000) $3,156 Shares 74,700 Est. Cost $36.10 Unrealized +4.8%
GIS GENERAL MLS INC 0.4%
Value ($000) $2,954 Shares 47,900 Est. Cost $37.93 Unrealized +37.4%
GOOG ALPHABET INC 0.4%
Value ($000) $2,927 Shares 1,992 Est. Cost $55.14 Unrealized +37.3%
LW LAMB WESTON HLDGS INC 0.4%
Value ($000) $2,718 Shares 41,011 Est. Cost $60.49 Unrealized -3.0%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $2,706 Shares 5,000 Est. Cost $5.12 Unrealized +126.3%
BBU BROOKFIELD BUSINESS PARTNERS 0.3%
Value ($000) $2,135 Shares 70,000 Est. Cost $35.59 Unrealized
ARCC ARES CAPITAL CORP 0.3%
Value ($000) $2,093 Shares 150,000 Est. Cost $7.90 Unrealized +8.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $2,050 Shares 25,288 Est. Cost $70.13 Unrealized
CAG CONAGRA BRANDS INC 0.3%
Value ($000) $2,045 Shares 57,264 Est. Cost $26.29 Unrealized +10.1%
GRANITE REAL ESTATE INVT TR 0.3%
Value ($000) $2,031 Shares 35,000 Est. Cost $58.03 Unrealized
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $2,008 Shares 8,307 Est. Cost $159.90 Unrealized +35.5%
TPICQ TPI COMPOSITES INC 0.3%
Value ($000) $1,969 Shares 68,000 Est. Cost $22.51 Unrealized +24.7%
ENVIVA PARTNERS LP 0.3%
Value ($000) $1,932 Shares 48,000 Est. Cost $30.38 Unrealized
HASI HANNON ARMSTRONG SUST INFR C 0.3%
Value ($000) $1,902 Shares 45,000 Est. Cost $23.39 Unrealized +23.1%
ECL ECOLAB INC 0.3%
Value ($000) $1,893 Shares 9,471 Est. Cost $141.78 Unrealized +32.9%
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $1,883 Shares 13,000 Est. Cost $117.29 Unrealized +9.0%
CSL CARLISLE COS INC 0.3%
Value ($000) $1,836 Shares 15,000 Est. Cost $138.12 Unrealized -16.6%
INGR INGREDION INC 0.3%
Value ($000) $1,810 Shares 23,911 Est. Cost $81.48 Unrealized -0.3%
EVOQUA WATER TECHNOLOGIES CO 0.2%
Value ($000) $1,698 Shares 80,000 Est. Cost $14.53 Unrealized
AMRC AMERESCO INC 0.2%
Value ($000) $1,670 Shares 50,000 Est. Cost $22.06 Unrealized +37.2%
ORA ORMAT TECHNOLOGIES INC 0.2%
Value ($000) $1,655 Shares 28,000 Est. Cost $58.36 Unrealized 0.0%
ITRI ITRON INC 0.2%
Value ($000) $1,640 Shares 27,000 Est. Cost $63.63 Unrealized -0.1%
XIFR NEXTERA ENERGY PARTNERS LP 0.2%
Value ($000) $1,619 Shares 27,000 Est. Cost $50.32 Unrealized +17.5%
CVE CENOVUS ENERGY INC 0.2%
Value ($000) $1,598 Shares 410,000 Est. Cost $6.25 Unrealized -33.6%
KO COCA COLA CO 0.2%
Value ($000) $1,542 Shares 31,231 Est. Cost $34.87 Unrealized +17.0%
GNTX GENTEX CORP 0.2%
Value ($000) $1,475 Shares 57,300 Est. Cost $27.77 Unrealized -4.3%
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $1,335 Shares 6,600 Est. Cost $166.66 Unrealized +9.7%
BLDP BALLARD PWR SYS INC NEW 0.2%
Value ($000) $1,299 Shares 86,000 Est. Cost $16.10 Unrealized 0.0%
FRCB FIRST REP BK SAN FRANCISCO C 0.2%
Value ($000) $1,290 Shares 11,832 Est. Cost $89.12 Unrealized +22.6%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $1,257 Shares 3,487 Est. Cost $337.41 Unrealized 0.0%
HRL HORMEL FOODS CORP 0.2%
Value ($000) $1,200 Shares 24,536 Est. Cost $32.76 Unrealized +31.4%
RUN SUNRUN INC 0.1%
Value ($000) $1,002 Shares 13,000 Est. Cost $47.07 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $977 Shares 17,000 Est. Cost $40.27 Unrealized +20.6%
PLUG PLUG POWER INC 0.1%
Value ($000) $805 Shares 60,000 Est. Cost $11.02 Unrealized 0.0%
CLX CLOROX CO DEL 0.1%
Value ($000) $652 Shares 3,100 Est. Cost $106.39 Unrealized +77.6%
LOGI LOGITECH INTL S A 0.1%
Value ($000) $378 Shares 4,857 Est. Cost $65.41 Unrealized 0.0%
FIRST EAGLE ALTR CAP BDC INC 0.1%
Value ($000) $372 Shares 150,000 Est. Cost $2.48 Unrealized
MOGO INC 0.0%
Value ($000) $216 Shares 147,341 Est. Cost $0.96 Unrealized