NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 9, 2022

Total Value ($000): $1,135,755 (100.0% shares, 0.0% debt)

Holdings (118)

TRP TC ENERGY CORP 9.9%
Value ($000) $112,538 Shares 1,995,870 Est. Cost $42.11 Unrealized +2.1%
MSFT MICROSOFT CORP 2.8%
Value ($000) $31,585 Shares 102,455 Est. Cost $164.12 Unrealized +77.5%
RY ROYAL BK CDA 2.7%
Value ($000) $30,499 Shares 277,090 Est. Cost $78.18 Unrealized +43.4%
SU SUNCOR ENERGY INC NEW 2.3%
Value ($000) $26,438 Shares 812,300 Est. Cost $21.31 Unrealized +19.6%
V VISA INC 2.3%
Value ($000) $25,914 Shares 116,862 Est. Cost $167.12 Unrealized +25.7%
TD TORONTO DOMINION BK ONT 2.2%
Value ($000) $25,248 Shares 318,300 Est. Cost $54.09 Unrealized +49.0%
ENB ENBRIDGE INC 2.1%
Value ($000) $24,318 Shares 528,400 Est. Cost $23.10 Unrealized +44.1%
CNQ CANADIAN NAT RES LTD 2.1%
Value ($000) $23,480 Shares 379,300 Est. Cost $11.17 Unrealized +99.2%
GOOGL ALPHABET INC 2.0%
Value ($000) $22,807 Shares 8,200 Est. Cost $97.13 Unrealized +38.8%
BNS BANK NOVA SCOTIA B C 1.8%
Value ($000) $20,843 Shares 290,900 Est. Cost $46.91 Unrealized +25.0%
CM CANADIAN IMP BK COMM 1.8%
Value ($000) $20,290 Shares 167,200 Est. Cost $31.26 Unrealized +68.2%
CANADIAN PAC RY LTD 1.7%
Value ($000) $19,308 Shares 234,000 Est. Cost $117.15 Unrealized
SHEL SHELL PLC 1.6%
Value ($000) $18,402 Shares 335,000 Est. Cost $54.93 Unrealized
ARCC ARES CAPITAL CORP 1.6%
Value ($000) $18,294 Shares 874,120 Est. Cost $11.20 Unrealized +30.6%
T AT&T INC 1.4%
Value ($000) $16,404 Shares 694,200 Est. Cost $15.95 Unrealized -6.6%
CNI CANADIAN NATL RY CO 1.4%
Value ($000) $16,321 Shares 121,700 Est. Cost $72.12 Unrealized +60.4%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $16,319 Shares 32,000 Est. Cost $258.10 Unrealized +74.8%
CCK CROWN HLDGS INC 1.4%
Value ($000) $16,199 Shares 129,500 Est. Cost $100.85 Unrealized +12.3%
NEE NEXTERA ENERGY INC 1.4%
Value ($000) $16,048 Shares 189,464 Est. Cost $62.41 Unrealized +15.5%
WMT WALMART INC 1.4%
Value ($000) $15,786 Shares 106,000 Est. Cost $40.06 Unrealized +11.3%
ROST ROSS STORES INC 1.4%
Value ($000) $15,559 Shares 172,000 Est. Cost $91.07 Unrealized 0.0%
BARRICK GOLD CORP 1.4%
Value ($000) $15,513 Shares 632,700 Est. Cost $23.80 Unrealized
BSX BOSTON SCIENTIFIC CORP 1.4%
Value ($000) $15,484 Shares 349,600 Est. Cost $35.51 Unrealized +22.0%
BLACKROCK INC 1.4%
Value ($000) $15,436 Shares 20,200 Est. Cost $727.30 Unrealized
LNG CHENIERE ENERGY INC 1.3%
Value ($000) $14,974 Shares 108,000 Est. Cost $107.98 Unrealized +12.5%
AMZN AMAZON COM INC 1.3%
Value ($000) $14,909 Shares 4,574 Est. Cost $130.06 Unrealized +18.8%
BAC BK OF AMERICA CORP 1.3%
Value ($000) $14,666 Shares 355,800 Est. Cost $40.82 Unrealized 0.0%
RCI ROGERS COMMUNICATIONS INC 1.3%
Value ($000) $14,639 Shares 258,700 Est. Cost $47.30 Unrealized +9.3%
UNP UNION PAC CORP 1.3%
Value ($000) $14,589 Shares 53,400 Est. Cost $155.39 Unrealized +48.4%
PEP PEPSICO INC 1.3%
Value ($000) $14,562 Shares 87,000 Est. Cost $112.79 Unrealized +31.6%
MDT MEDTRONIC PLC 1.2%
Value ($000) $13,828 Shares 124,636 Est. Cost $87.80 Unrealized +6.7%
PFE PFIZER INC 1.2%
Value ($000) $13,827 Shares 267,092 Est. Cost $27.82 Unrealized +52.7%
TMO THERMO FISHER SCIENTIFIC INC 1.2%
Value ($000) $13,187 Shares 22,332 Est. Cost $332.96 Unrealized +70.6%
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $13,155 Shares 96,500 Est. Cost $104.76 Unrealized +27.6%
EA ELECTRONIC ARTS INC 1.1%
Value ($000) $13,031 Shares 103,000 Est. Cost $125.76 Unrealized +1.3%
NOC NORTHROP GRUMMAN CORP 1.1%
Value ($000) $12,835 Shares 28,700 Est. Cost $347.39 Unrealized +11.6%
AAPL APPLE INC 1.1%
Value ($000) $12,135 Shares 69,500 Est. Cost $103.87 Unrealized +58.7%
STX SEAGATE TECHNOLOGY HLDNGS PL 1.1%
Value ($000) $11,993 Shares 133,400 Est. Cost $77.27 Unrealized +16.2%
DE DEERE & CO 1.0%
Value ($000) $11,425 Shares 27,500 Est. Cost $163.66 Unrealized +121.8%
ADBE ADOBE SYSTEMS INCORPORATED 1.0%
Value ($000) $11,316 Shares 24,840 Est. Cost $502.20 Unrealized -4.2%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $11,287 Shares 19,600 Est. Cost $322.00 Unrealized +55.5%
GRANITE REAL ESTATE INVT TR 1.0%
Value ($000) $10,798 Shares 140,100 Est. Cost $64.21 Unrealized
MRK MERCK & CO INC 0.9%
Value ($000) $10,362 Shares 126,289 Est. Cost $55.22 Unrealized +26.5%
BIP BROOKFIELD INFRAST PARTNERS 0.8%
Value ($000) $9,566 Shares 144,500 Est. Cost $56.00 Unrealized
BROOKFIELD ASSET MGMT INC 0.8%
Value ($000) $9,439 Shares 167,000 Est. Cost $42.14 Unrealized
LOW LOWES COS INC 0.8%
Value ($000) $9,240 Shares 45,700 Est. Cost $120.88 Unrealized +76.5%
APTIV PLC 0.8%
Value ($000) $8,619 Shares 72,000 Est. Cost $90.29 Unrealized
TFII TFI INTL INC 0.7%
Value ($000) $8,039 Shares 75,500 Est. Cost $77.18 Unrealized +31.9%
FCX FREEPORT-MCMORAN INC 0.7%
Value ($000) $8,008 Shares 161,000 Est. Cost $35.50 Unrealized +17.9%
MS MORGAN STANLEY 0.7%
Value ($000) $7,779 Shares 89,000 Est. Cost $48.82 Unrealized +73.3%
FNV FRANCO NEV CORP 0.7%
Value ($000) $7,764 Shares 48,800 Est. Cost $102.67 Unrealized +35.2%
NXPI NXP SEMICONDUCTORS N V 0.6%
Value ($000) $7,218 Shares 39,000 Est. Cost $191.40 Unrealized -4.5%
PLUG PLUG POWER INC 0.6%
Value ($000) $7,153 Shares 250,000 Est. Cost $25.57 Unrealized -6.8%
WM WASTE MGMT INC DEL 0.6%
Value ($000) $7,133 Shares 45,000 Est. Cost $104.79 Unrealized +36.0%
APD AIR PRODS & CHEMS INC 0.6%
Value ($000) $6,723 Shares 26,900 Est. Cost $257.44 Unrealized -9.9%
AMRC AMERESCO INC 0.6%
Value ($000) $6,360 Shares 80,000 Est. Cost $40.24 Unrealized +56.7%
BBDC BARINGS BDC INC 0.6%
Value ($000) $6,344 Shares 614,000 Est. Cost $6.29 Unrealized +10.4%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $6,239 Shares 18,500 Est. Cost $208.15 Unrealized +53.0%
OAKTREE SPECIALTY LENDING CO 0.5%
Value ($000) $6,088 Shares 826,700 Est. Cost $6.43 Unrealized
NUVEI CORPORATION 0.5%
Value ($000) $6,006 Shares 79,900 Est. Cost $64.89 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.5%
Value ($000) $5,921 Shares 36,000 Est. Cost $153.41 Unrealized 0.0%
RUN SUNRUN INC 0.5%
Value ($000) $5,770 Shares 190,000 Est. Cost $49.82 Unrealized -44.0%
ORA ORMAT TECHNOLOGIES INC 0.5%
Value ($000) $5,728 Shares 70,000 Est. Cost $72.22 Unrealized -1.0%
EVOQUA WATER TECHNOLOGIES CO 0.5%
Value ($000) $5,638 Shares 120,000 Est. Cost $22.42 Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 0.5%
Value ($000) $5,625 Shares 137,000 Est. Cost $46.33 Unrealized
HASI HANNON ARMSTRONG SUST INFR C 0.5%
Value ($000) $5,549 Shares 117,000 Est. Cost $35.07 Unrealized +2.2%
XIFR NEXTERA ENERGY PARTNERS LP 0.5%
Value ($000) $5,502 Shares 66,000 Est. Cost $62.84 Unrealized +22.3%
ENVIVA INC 0.5%
Value ($000) $5,493 Shares 69,400 Est. Cost $79.15 Unrealized
BGRN ISHARES TR 0.5%
Value ($000) $5,436 Shares 107,449 Est. Cost $54.59 Unrealized
TU TELUS CORPORATION 0.4%
Value ($000) $5,069 Shares 194,100 Est. Cost $21.32 Unrealized +15.9%
CHARGEPOINT HOLDINGS INC 0.4%
Value ($000) $4,930 Shares 248,000 Est. Cost $24.00 Unrealized
TPICQ TPI COMPOSITES INC 0.4%
Value ($000) $4,921 Shares 350,000 Est. Cost $28.47 Unrealized -55.2%
GOOG ALPHABET INC 0.4%
Value ($000) $4,881 Shares 1,749 Est. Cost $62.15 Unrealized +117.1%
PLD PROLOGIS INC. 0.4%
Value ($000) $4,841 Shares 30,000 Est. Cost $124.82 Unrealized +8.5%
ITRI ITRON INC 0.4%
Value ($000) $4,741 Shares 90,000 Est. Cost $72.22 Unrealized -22.5%
TELUS INTL CDA INC 0.4%
Value ($000) $4,735 Shares 191,637 Est. Cost $31.87 Unrealized
ENPH ENPHASE ENERGY INC 0.4%
Value ($000) $4,641 Shares 23,000 Est. Cost $157.13 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW 0.4%
Value ($000) $4,635 Shares 28,000 Est. Cost $132.14 Unrealized +10.5%
HDB HDFC BANK LTD 0.4%
Value ($000) $4,568 Shares 74,530 Est. Cost $81.82 Unrealized
BLDP BALLARD PWR SYS INC NEW 0.4%
Value ($000) $4,541 Shares 390,000 Est. Cost $17.79 Unrealized -40.1%
ARRY ARRAY TECHNOLOGIES INC 0.4%
Value ($000) $4,508 Shares 400,000 Est. Cost $26.08 Unrealized -56.9%
XYL XYLEM INC 0.4%
Value ($000) $4,348 Shares 51,000 Est. Cost $78.86 Unrealized +15.9%
BEEM BEAM GLOBAL 0.4%
Value ($000) $4,295 Shares 210,000 Est. Cost $32.06 Unrealized -54.5%
WFG WEST FRASER TIMBER CO LTD 0.4%
Value ($000) $4,059 Shares 49,350 Est. Cost $65.90 Unrealized +42.6%
STEM INC 0.3%
Value ($000) $3,964 Shares 360,000 Est. Cost $18.38 Unrealized
H HYATT HOTELS CORP 0.3%
Value ($000) $3,818 Shares 40,000 Est. Cost $92.73 Unrealized 0.0%
WCN WASTE CONNECTIONS INC 0.3%
Value ($000) $3,705 Shares 26,500 Est. Cost $124.86 Unrealized 0.0%
TRICON RESIDENTIAL INC 0.3%
Value ($000) $3,324 Shares 209,200 Est. Cost $15.32 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $3,252 Shares 10,872 Est. Cost $155.33 Unrealized +102.1%
NIO NIO INC 0.3%
Value ($000) $2,947 Shares 140,000 Est. Cost $25.98 Unrealized
AMH AMERICAN HOMES 4 RENT 0.2%
Value ($000) $2,800 Shares 70,000 Est. Cost $41.94 Unrealized
LI LI AUTO INC 0.2%
Value ($000) $2,581 Shares 100,000 Est. Cost $30.09 Unrealized
FLNC FLUENCE ENERGY INC 0.2%
Value ($000) $2,556 Shares 195,000 Est. Cost $21.67 Unrealized -22.6%
BBHY J P MORGAN EXCHANGE-TRADED F 0.2%
Value ($000) $2,444 Shares 50,000 Est. Cost $52.36 Unrealized
SHOP SHOPIFY INC 0.2%
Value ($000) $2,366 Shares 3,500 Est. Cost $82.11 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $2,306 Shares 22,132 Est. Cost $70.13 Unrealized
EXR EXTRA SPACE STORAGE INC 0.2%
Value ($000) $2,260 Shares 11,000 Est. Cost $148.30 Unrealized +13.9%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $2,023 Shares 13,250 Est. Cost $85.97 Unrealized +65.3%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $2,020 Shares 4,929 Est. Cost $332.97 Unrealized +18.4%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,835 Shares 10,000 Est. Cost $140.97 Unrealized +11.6%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $1,810 Shares 7,210 Est. Cost $159.90 Unrealized +34.4%
LSPD LIGHTSPEED COMMERCE INC 0.1%
Value ($000) $1,683 Shares 55,200 Est. Cost $95.92 Unrealized
FRCB FIRST REP BK SAN FRANCISCO C 0.1%
Value ($000) $1,676 Shares 10,347 Est. Cost $89.12 Unrealized +94.2%
COLD AMERICOLD RLTY TR 0.1%
Value ($000) $1,532 Shares 55,000 Est. Cost $37.99 Unrealized
GBDC GOLUB CAP BDC INC 0.1%
Value ($000) $1,528 Shares 100,500 Est. Cost $9.99 Unrealized +2.1%
ECL ECOLAB INC 0.1%
Value ($000) $1,458 Shares 8,262 Est. Cost $141.78 Unrealized +26.6%
FISV FISERV INC 0.1%
Value ($000) $1,136 Shares 11,212 Est. Cost $114.76 Unrealized -11.8%
PIMCO DYNAMIC INCOME OPRNTS 0.1%
Value ($000) $917 Shares 54,000 Est. Cost $16.98 Unrealized
LW LAMB WESTON HLDGS INC 0.1%
Value ($000) $776 Shares 12,964 Est. Cost $59.69 Unrealized -2.6%
JNK SPDR SER TR 0.1%
Value ($000) $717 Shares 7,000 Est. Cost $107.97 Unrealized
HSIC HENRY SCHEIN INC 0.1%
Value ($000) $661 Shares 7,590 Est. Cost $67.66 Unrealized +20.4%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $561 Shares 4,562 Est. Cost $86.11 Unrealized +32.4%
CLX CLOROX CO DEL 0.0%
Value ($000) $474 Shares 3,411 Est. Cost $143.12 Unrealized -5.8%
INGR INGREDION INC 0.0%
Value ($000) $470 Shares 5,393 Est. Cost $81.48 Unrealized +11.1%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $426 Shares 12,689 Est. Cost $26.29 Unrealized +7.8%
STLA STELLANTIS N.V 0.0%
Value ($000) $423 Shares 26,000 Est. Cost $16.27 Unrealized
MMM 3M CO 0.0%
Value ($000) $394 Shares 2,648 Est. Cost $125.09 Unrealized -8.4%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $268 Shares 1,937 Est. Cost $120.48 Unrealized +8.4%