NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 11, 2022

Total Value ($000): $1,047,397 (100.0% shares, 0.0% debt)

Holdings (142)

BNS BANK NOVA SCOTIA B C 10.1%
Value ($000) $105,315 Shares 1,779,900 Est. Cost $52.04 Unrealized +1.9%
TRP TC ENERGY CORP 4.2%
Value ($000) $43,606 Shares 841,970 Est. Cost $42.11 Unrealized +9.6%
SU SUNCOR ENERGY INC NEW 2.7%
Value ($000) $28,467 Shares 812,300 Est. Cost $21.31 Unrealized +48.2%
MSFT MICROSOFT CORP 2.4%
Value ($000) $25,483 Shares 99,216 Est. Cost $164.12 Unrealized +60.5%
RY ROYAL BK CDA 2.4%
Value ($000) $24,793 Shares 256,290 Est. Cost $78.18 Unrealized +30.8%
WMT WALMART INC 2.3%
Value ($000) $24,389 Shares 200,600 Est. Cost $41.93 Unrealized +5.0%
V VISA INC 2.1%
Value ($000) $22,464 Shares 114,089 Est. Cost $167.12 Unrealized +20.3%
ARCC ARES CAPITAL CORP 2.0%
Value ($000) $21,468 Shares 1,196,296 Est. Cost $11.91 Unrealized +16.2%
ENB ENBRIDGE INC 1.9%
Value ($000) $20,351 Shares 482,000 Est. Cost $23.10 Unrealized +52.5%
TD TORONTO DOMINION BK ONT 1.9%
Value ($000) $19,865 Shares 303,000 Est. Cost $54.09 Unrealized +34.3%
GOOGL ALPHABET INC 1.8%
Value ($000) $19,177 Shares 8,800 Est. Cost $98.47 Unrealized +18.7%
SHEL SHELL PLC 1.8%
Value ($000) $18,934 Shares 362,100 Est. Cost $54.73 Unrealized
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $18,337 Shares 35,700 Est. Cost $280.17 Unrealized +68.1%
CNQ CANADIAN NAT RES LTD 1.7%
Value ($000) $17,584 Shares 327,300 Est. Cost $11.17 Unrealized +129.2%
UNP UNION PAC CORP 1.6%
Value ($000) $16,742 Shares 78,500 Est. Cost $172.46 Unrealized +21.1%
CANADIAN PAC RY LTD 1.6%
Value ($000) $16,655 Shares 238,500 Est. Cost $116.26 Unrealized
T AT&T INC 1.6%
Value ($000) $16,479 Shares 786,200 Est. Cost $16.00 Unrealized +1.9%
BLACKROCK INC 1.6%
Value ($000) $16,322 Shares 26,800 Est. Cost $698.17 Unrealized
RCI ROGERS COMMUNICATIONS INC 1.4%
Value ($000) $14,707 Shares 307,000 Est. Cost $48.09 Unrealized +8.8%
BAC BK OF AMERICA CORP 1.4%
Value ($000) $14,475 Shares 465,000 Est. Cost $38.92 Unrealized -15.9%
BSX BOSTON SCIENTIFIC CORP 1.4%
Value ($000) $14,289 Shares 383,400 Est. Cost $35.97 Unrealized +13.2%
CNI CANADIAN NATL RY CO 1.4%
Value ($000) $14,254 Shares 126,800 Est. Cost $73.59 Unrealized +47.7%
DE DEERE & CO 1.3%
Value ($000) $13,985 Shares 46,700 Est. Cost $240.13 Unrealized +45.6%
ROST ROSS STORES INC 1.3%
Value ($000) $13,625 Shares 194,000 Est. Cost $90.43 Unrealized -5.5%
CCK CROWN HLDGS INC 1.3%
Value ($000) $13,337 Shares 144,700 Est. Cost $101.04 Unrealized +1.6%
AAPL APPLE INC 1.3%
Value ($000) $13,330 Shares 97,500 Est. Cost $116.73 Unrealized +27.3%
EA ELECTRONIC ARTS INC 1.2%
Value ($000) $12,895 Shares 106,000 Est. Cost $125.73 Unrealized -0.6%
MDT MEDTRONIC PLC 1.2%
Value ($000) $12,712 Shares 141,636 Est. Cost $88.11 Unrealized +2.6%
PFE PFIZER INC 1.2%
Value ($000) $12,693 Shares 242,092 Est. Cost $27.82 Unrealized +51.0%
LNG CHENIERE ENERGY INC 1.2%
Value ($000) $12,505 Shares 94,000 Est. Cost $107.98 Unrealized +26.1%
MRK MERCK & CO INC 1.1%
Value ($000) $11,970 Shares 131,289 Est. Cost $56.13 Unrealized +41.1%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $11,711 Shares 104,000 Est. Cost $105.35 Unrealized +7.3%
NEE NEXTERA ENERGY INC 1.1%
Value ($000) $11,220 Shares 144,835 Est. Cost $62.41 Unrealized +10.3%
BARRICK GOLD CORP 1.0%
Value ($000) $10,983 Shares 621,300 Est. Cost $23.80 Unrealized
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $10,544 Shares 22,000 Est. Cost $339.77 Unrealized +42.7%
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value ($000) $10,495 Shares 19,315 Est. Cost $332.96 Unrealized +63.6%
STX SEAGATE TECHNOLOGY HLDNGS PL 1.0%
Value ($000) $10,066 Shares 140,900 Est. Cost $76.98 Unrealized -6.7%
AMZN AMAZON COM INC 1.0%
Value ($000) $10,047 Shares 94,579 Est. Cost $125.37 Unrealized -0.2%
APD AIR PRODS & CHEMS INC 0.9%
Value ($000) $9,475 Shares 39,400 Est. Cost $245.84 Unrealized -10.2%
LOW LOWES COS INC 0.9%
Value ($000) $9,467 Shares 54,200 Est. Cost $130.08 Unrealized +38.0%
NOC NORTHROP GRUMMAN CORP 0.8%
Value ($000) $8,901 Shares 18,600 Est. Cost $347.39 Unrealized +24.6%
H HYATT HOTELS CORP 0.8%
Value ($000) $8,574 Shares 116,000 Est. Cost $88.12 Unrealized -2.7%
WCN WASTE CONNECTIONS INC 0.8%
Value ($000) $8,454 Shares 68,200 Est. Cost $125.93 Unrealized +0.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.8%
Value ($000) $8,424 Shares 23,013 Est. Cost $502.20 Unrealized -19.0%
BIP BROOKFIELD INFRAST PARTNERS 0.8%
Value ($000) $8,279 Shares 216,750 Est. Cost $50.07 Unrealized
WM WASTE MGMT INC DEL 0.8%
Value ($000) $7,878 Shares 51,500 Est. Cost $110.23 Unrealized +34.2%
BROOKFIELD ASSET MGMT INC 0.7%
Value ($000) $7,770 Shares 174,700 Est. Cost $42.24 Unrealized
FCX FREEPORT-MCMORAN INC 0.7%
Value ($000) $7,669 Shares 262,100 Est. Cost $36.44 Unrealized +4.1%
NXPI NXP SEMICONDUCTORS N V 0.7%
Value ($000) $7,579 Shares 51,200 Est. Cost $184.37 Unrealized -12.2%
XIFR NEXTERA ENERGY PARTNERS LP 0.6%
Value ($000) $6,229 Shares 84,000 Est. Cost $64.75 Unrealized +10.8%
TFII TFI INTL INC 0.6%
Value ($000) $5,931 Shares 73,900 Est. Cost $77.18 Unrealized +5.5%
SPGI S&P GLOBAL INC 0.6%
Value ($000) $5,875 Shares 17,428 Est. Cost $342.05 Unrealized +1.0%
HASI HANNON ARMSTRONG SUST INFR C 0.6%
Value ($000) $5,868 Shares 155,000 Est. Cost $34.35 Unrealized -6.4%
BEP BROOKFIELD RENEWABLE PARTNER 0.6%
Value ($000) $5,797 Shares 167,000 Est. Cost $44.25 Unrealized
CDNS CADENCE DESIGN SYSTEM INC 0.6%
Value ($000) $5,776 Shares 38,500 Est. Cost $153.25 Unrealized -1.5%
BBDC BARINGS BDC INC 0.5%
Value ($000) $5,721 Shares 614,000 Est. Cost $6.29 Unrealized +6.2%
PEP PEPSICO INC 0.5%
Value ($000) $5,666 Shares 34,000 Est. Cost $112.79 Unrealized +32.8%
TU TELUS CORPORATION 0.5%
Value ($000) $5,665 Shares 254,400 Est. Cost $22.13 Unrealized +11.8%
OAKTREE SPECIALTY LENDING CO 0.5%
Value ($000) $5,420 Shares 826,700 Est. Cost $6.43 Unrealized
BGRN ISHARES TR 0.5%
Value ($000) $5,132 Shares 107,449 Est. Cost $54.59 Unrealized
FNV FRANCO NEV CORP 0.5%
Value ($000) $4,984 Shares 37,900 Est. Cost $102.67 Unrealized +39.2%
AWK AMERICAN WTR WKS CO INC NEW 0.5%
Value ($000) $4,909 Shares 33,000 Est. Cost $133.48 Unrealized +5.6%
NFLX NETFLIX INC 0.5%
Value ($000) $4,809 Shares 27,500 Est. Cost $22.17 Unrealized 0.0%
TELUS INTL CDA INC 0.5%
Value ($000) $4,808 Shares 191,637 Est. Cost $31.87 Unrealized
ORA ORMAT TECHNOLOGIES INC 0.4%
Value ($000) $4,701 Shares 60,000 Est. Cost $72.22 Unrealized +6.8%
RUN SUNRUN INC 0.4%
Value ($000) $4,672 Shares 200,000 Est. Cost $48.53 Unrealized -50.5%
ENVIVA INC 0.4%
Value ($000) $4,578 Shares 80,000 Est. Cost $76.24 Unrealized
PLUG PLUG POWER INC 0.4%
Value ($000) $4,557 Shares 275,000 Est. Cost $25.05 Unrealized -20.8%
EVOQUA WATER TECHNOLOGIES CO 0.4%
Value ($000) $4,551 Shares 140,000 Est. Cost $23.86 Unrealized
ITRI ITRON INC 0.4%
Value ($000) $4,449 Shares 90,000 Est. Cost $72.22 Unrealized -31.3%
PLD PROLOGIS INC. 0.4%
Value ($000) $4,410 Shares 37,448 Est. Cost $124.53 Unrealized -0.9%
TPICQ TPI COMPOSITES INC 0.4%
Value ($000) $4,241 Shares 339,250 Est. Cost $28.47 Unrealized -54.0%
XYL XYLEM INC 0.4%
Value ($000) $4,222 Shares 54,000 Est. Cost $78.87 Unrealized +0.2%
AEM AGNICO EAGLE MINES LTD 0.4%
Value ($000) $4,210 Shares 92,000 Est. Cost $50.76 Unrealized 0.0%
CHARGEPOINT HOLDINGS INC 0.4%
Value ($000) $3,970 Shares 290,000 Est. Cost $22.51 Unrealized
ENPH ENPHASE ENERGY INC 0.4%
Value ($000) $3,905 Shares 20,000 Est. Cost $157.13 Unrealized +15.1%
AMRC AMERESCO INC 0.3%
Value ($000) $3,554 Shares 78,000 Est. Cost $40.24 Unrealized +38.2%
NIO NIO INC 0.3%
Value ($000) $3,475 Shares 160,000 Est. Cost $25.45 Unrealized
BLDP BALLARD PWR SYS INC NEW 0.3%
Value ($000) $3,155 Shares 500,000 Est. Cost $15.63 Unrealized -48.8%
LI LI AUTO INC 0.3%
Value ($000) $3,065 Shares 80,000 Est. Cost $30.09 Unrealized
ARRY ARRAY TECHNOLOGIES INC 0.3%
Value ($000) $3,028 Shares 275,000 Est. Cost $26.08 Unrealized -62.1%
WELL WELLTOWER INC 0.3%
Value ($000) $3,009 Shares 36,505 Est. Cost $81.18 Unrealized 0.0%
EQIX EQUINIX INC 0.3%
Value ($000) $2,943 Shares 4,476 Est. Cost $643.06 Unrealized 0.0%
APTIV PLC 0.3%
Value ($000) $2,850 Shares 32,000 Est. Cost $90.29 Unrealized
FLNC FLUENCE ENERGY INC 0.3%
Value ($000) $2,844 Shares 300,000 Est. Cost $17.49 Unrealized -44.4%
NUVEI CORPORATION 0.3%
Value ($000) $2,811 Shares 77,800 Est. Cost $64.89 Unrealized
EQR EQUITY RESIDENTIAL 0.3%
Value ($000) $2,801 Shares 38,758 Est. Cost $68.15 Unrealized 0.0%
PSA PUBLIC STORAGE 0.3%
Value ($000) $2,650 Shares 8,468 Est. Cost $288.90 Unrealized 0.0%
STEM INC 0.2%
Value ($000) $2,578 Shares 360,000 Est. Cost $18.38 Unrealized
SUI SUN CMNTYS INC 0.2%
Value ($000) $2,536 Shares 15,900 Est. Cost $159.50 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $2,505 Shares 9,793 Est. Cost $176.33 Unrealized +26.0%
REXR REXFORD INDL RLTY INC 0.2%
Value ($000) $2,457 Shares 42,619 Est. Cost $57.65 Unrealized
GBDC GOLUB CAP BDC INC 0.2%
Value ($000) $2,192 Shares 169,000 Est. Cost $9.84 Unrealized -2.3%
UDR UDR INC 0.2%
Value ($000) $2,058 Shares 44,655 Est. Cost $43.55 Unrealized 0.0%
INVH INVITATION HOMES INC 0.2%
Value ($000) $1,958 Shares 54,989 Est. Cost $33.60 Unrealized 0.0%
KIM KIMCO RLTY CORP 0.2%
Value ($000) $1,909 Shares 96,500 Est. Cost $19.33 Unrealized 0.0%
GOOG ALPHABET INC 0.2%
Value ($000) $1,885 Shares 861 Est. Cost $62.15 Unrealized +88.7%
BEEM BEAM GLOBAL 0.2%
Value ($000) $1,862 Shares 120,000 Est. Cost $32.06 Unrealized -46.3%
HDB HDFC BANK LTD 0.2%
Value ($000) $1,823 Shares 33,138 Est. Cost $81.82 Unrealized
GRANITE REAL ESTATE INVT TR 0.2%
Value ($000) $1,723 Shares 28,100 Est. Cost $64.21 Unrealized
BE BLOOM ENERGY CORP 0.2%
Value ($000) $1,650 Shares 100,000 Est. Cost $18.31 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.2%
Value ($000) $1,597 Shares 11,000 Est. Cost $142.21 Unrealized 0.0%
ESS ESSEX PPTY TR INC 0.2%
Value ($000) $1,597 Shares 6,100 Est. Cost $262.47 Unrealized 0.0%
EXR EXTRA SPACE STORAGE INC 0.2%
Value ($000) $1,583 Shares 9,300 Est. Cost $148.30 Unrealized +6.9%
EPRT ESSENTIAL PPTYS RLTY TR INC 0.1%
Value ($000) $1,493 Shares 69,400 Est. Cost $21.51 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $1,470 Shares 5,355 Est. Cost $155.33 Unrealized +73.2%
KRC KILROY RLTY CORP 0.1%
Value ($000) $1,304 Shares 24,900 Est. Cost $52.37 Unrealized
VICI VICI PPTYS INC 0.1%
Value ($000) $1,276 Shares 42,813 Est. Cost $24.17 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC 0.1%
Value ($000) $1,264 Shares 80,549 Est. Cost $15.78 Unrealized 0.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $1,060 Shares 34,000 Est. Cost $46.76 Unrealized -8.7%
RADIUS GLOBAL INFRASTRCTRE I 0.1%
Value ($000) $1,052 Shares 68,877 Est. Cost $15.27 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $957 Shares 11,695 Est. Cost $70.13 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $939 Shares 6,526 Est. Cost $85.97 Unrealized +59.7%
LW LAMB WESTON HLDGS INC 0.1%
Value ($000) $802 Shares 11,208 Est. Cost $59.69 Unrealized +3.9%
PIMCO DYNAMIC INCOME OPRNTS 0.1%
Value ($000) $749 Shares 54,000 Est. Cost $16.98 Unrealized
FRCB FIRST REP BK SAN FRANCISCO C 0.1%
Value ($000) $739 Shares 5,117 Est. Cost $89.12 Unrealized +67.1%
LINDE PLC 0.1%
Value ($000) $641 Shares 2,239 Est. Cost $286.29 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $633 Shares 4,487 Est. Cost $139.15 Unrealized -9.0%
ECL ECOLAB INC 0.1%
Value ($000) $630 Shares 4,096 Est. Cost $141.78 Unrealized +12.1%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $617 Shares 4,562 Est. Cost $86.11 Unrealized +33.3%
HSIC HENRY SCHEIN INC 0.1%
Value ($000) $583 Shares 7,590 Est. Cost $67.66 Unrealized +23.9%
FISV FISERV INC 0.0%
Value ($000) $520 Shares 5,845 Est. Cost $114.76 Unrealized -15.5%
BCO BRINKS CO 0.0%
Value ($000) $516 Shares 6,600 Est. Cost $57.64 Unrealized 0.0%
PATTERSON COS INC 0.0%
Value ($000) $500 Shares 12,800 Est. Cost $39.06 Unrealized
EPC EDGEWELL PERS CARE CO 0.0%
Value ($000) $498 Shares 11,200 Est. Cost $33.65 Unrealized 0.0%
COKE COCA COLA CONS INC 0.0%
Value ($000) $480 Shares 660 Est. Cost $50.07 Unrealized 0.0%
SANM SANMINA CORPORATION 0.0%
Value ($000) $478 Shares 9,100 Est. Cost $41.33 Unrealized 0.0%
INGR INGREDION INC 0.0%
Value ($000) $476 Shares 5,393 Est. Cost $81.48 Unrealized +9.9%
SLGN SILGAN HOLDINGS INC 0.0%
Value ($000) $474 Shares 8,900 Est. Cost $43.96 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $472 Shares 1,700 Est. Cost $208.15 Unrealized +36.7%
CRI CARTERS INC 0.0%
Value ($000) $463 Shares 5,100 Est. Cost $68.34 Unrealized 0.0%
HWC HANCOCK WHITNEY CORPORATION 0.0%
Value ($000) $457 Shares 8,000 Est. Cost $47.57 Unrealized 0.0%
BHE BENCHMARK ELECTRS INC 0.0%
Value ($000) $454 Shares 15,600 Est. Cost $22.26 Unrealized 0.0%
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $438 Shares 7,900 Est. Cost $46.47 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $435 Shares 12,689 Est. Cost $26.29 Unrealized +8.6%
PACWEST BANCORP DEL 0.0%
Value ($000) $433 Shares 12,600 Est. Cost $34.37 Unrealized
JBL JABIL INC 0.0%
Value ($000) $429 Shares 6,500 Est. Cost $57.29 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $415 Shares 16,600 Est. Cost $22.57 Unrealized 0.0%
PDS PRECISION DRILLING CORP 0.0%
Value ($000) $414 Shares 5,000 Est. Cost $72.55 Unrealized 0.0%
NBR NABORS INDUSTRIES LTD 0.0%
Value ($000) $380 Shares 2,200 Est. Cost $156.55 Unrealized 0.0%
STLA STELLANTIS N.V 0.0%
Value ($000) $322 Shares 26,000 Est. Cost $16.27 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $236 Shares 1,937 Est. Cost $120.48 Unrealized +6.6%