NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 14, 2022

Total Value ($000): $910,866 (100.0% shares, 0.0% debt)

Holdings (126)

BNS BANK NOVA SCOTIA HALIFAX 5.4%
Value ($000) $49,178 Shares 1,026,000 Est. Cost $52.04 Unrealized -9.0%
WMT WALMART INC 2.8%
Value ($000) $25,369 Shares 195,600 Est. Cost $41.93 Unrealized +0.2%
RY ROYAL BK CDA 2.8%
Value ($000) $25,051 Shares 276,090 Est. Cost $79.45 Unrealized +20.7%
SU SUNCOR ENERGY INC NEW 2.5%
Value ($000) $23,053 Shares 812,300 Est. Cost $21.31 Unrealized +29.8%
MSFT MICROSOFT CORP 2.4%
Value ($000) $22,279 Shares 95,660 Est. Cost $164.12 Unrealized +56.5%
SHEL SHELL PLC 2.4%
Value ($000) $21,820 Shares 438,500 Est. Cost $53.87 Unrealized
V VISA INC 2.2%
Value ($000) $20,376 Shares 114,700 Est. Cost $167.12 Unrealized +18.7%
TD TORONTO DOMINION BK ONT 2.1%
Value ($000) $18,728 Shares 303,000 Est. Cost $54.09 Unrealized +19.7%
ARCC ARES CAPITAL CORP 2.0%
Value ($000) $17,898 Shares 1,060,331 Est. Cost $11.91 Unrealized +16.9%
GOOGL ALPHABET INC 1.9%
Value ($000) $17,647 Shares 184,500 Est. Cost $109.50 Unrealized +0.5%
EA ELECTRONIC ARTS INC 1.9%
Value ($000) $17,241 Shares 149,000 Est. Cost $125.28 Unrealized -0.9%
T AT&T INC 1.9%
Value ($000) $17,123 Shares 1,116,200 Est. Cost $15.73 Unrealized -4.1%
CANADIAN PAC RY LTD 1.8%
Value ($000) $16,044 Shares 238,500 Est. Cost $116.26 Unrealized
UNP UNION PAC CORP 1.8%
Value ($000) $16,034 Shares 82,300 Est. Cost $173.93 Unrealized +17.4%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $16,010 Shares 31,700 Est. Cost $280.17 Unrealized +76.7%
DE DEERE & CO 1.7%
Value ($000) $15,927 Shares 47,700 Est. Cost $241.94 Unrealized +35.0%
BSX BOSTON SCIENTIFIC CORP 1.7%
Value ($000) $15,411 Shares 397,900 Est. Cost $36.12 Unrealized +11.1%
CNQ CANADIAN NAT RES LTD 1.7%
Value ($000) $15,354 Shares 327,300 Est. Cost $11.17 Unrealized +99.2%
BLACKROCK INC 1.7%
Value ($000) $15,298 Shares 27,800 Est. Cost $692.85 Unrealized
ROST ROSS STORES INC 1.7%
Value ($000) $15,084 Shares 179,000 Est. Cost $90.43 Unrealized -9.6%
ENB ENBRIDGE INC 1.6%
Value ($000) $14,730 Shares 394,200 Est. Cost $23.10 Unrealized +46.3%
BAC BK OF AMERICA CORP 1.6%
Value ($000) $14,411 Shares 477,200 Est. Cost $38.71 Unrealized -21.0%
CCK CROWN HLDGS INC 1.5%
Value ($000) $14,107 Shares 174,100 Est. Cost $99.14 Unrealized -9.5%
CNI CANADIAN NATL RY CO 1.5%
Value ($000) $13,800 Shares 126,800 Est. Cost $73.59 Unrealized +51.3%
TRP TC ENERGY CORP 1.5%
Value ($000) $13,662 Shares 336,570 Est. Cost $42.11 Unrealized -1.5%
RCI ROGERS COMMUNICATIONS INC 1.4%
Value ($000) $12,535 Shares 322,900 Est. Cost $47.90 Unrealized -7.6%
MDT MEDTRONIC PLC 1.4%
Value ($000) $12,446 Shares 154,136 Est. Cost $87.51 Unrealized -7.7%
AAPL APPLE INC 1.4%
Value ($000) $12,300 Shares 89,000 Est. Cost $116.73 Unrealized +32.2%
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $11,098 Shares 23,500 Est. Cost $349.88 Unrealized +42.4%
MRK MERCK & CO INC 1.2%
Value ($000) $11,066 Shares 128,500 Est. Cost $56.13 Unrealized +43.3%
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $11,025 Shares 105,500 Est. Cost $105.36 Unrealized +0.3%
PFE PFIZER INC 1.1%
Value ($000) $10,406 Shares 237,800 Est. Cost $27.82 Unrealized +45.3%
LOW LOWES COS INC 1.1%
Value ($000) $10,179 Shares 54,200 Est. Cost $130.08 Unrealized +40.2%
ADBE ADOBE SYSTEMS INCORPORATED 1.0%
Value ($000) $9,549 Shares 34,700 Est. Cost $460.50 Unrealized -17.8%
WCN WASTE CONNECTIONS INC 1.0%
Value ($000) $9,491 Shares 69,700 Est. Cost $126.09 Unrealized +5.8%
H HYATT HOTELS CORP 1.0%
Value ($000) $9,391 Shares 116,000 Est. Cost $88.12 Unrealized -4.7%
APD AIR PRODS & CHEMS INC 1.0%
Value ($000) $9,170 Shares 39,400 Est. Cost $245.84 Unrealized -7.9%
AMZN AMAZON COM INC 1.0%
Value ($000) $8,927 Shares 79,000 Est. Cost $125.37 Unrealized +0.8%
NOC NORTHROP GRUMMAN CORP 1.0%
Value ($000) $8,748 Shares 18,600 Est. Cost $347.39 Unrealized +29.7%
BIP BROOKFIELD INFRAST PARTNERS 1.0%
Value ($000) $8,725 Shares 241,350 Est. Cost $48.65 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value ($000) $8,622 Shares 17,000 Est. Cost $332.96 Unrealized +66.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.9%
Value ($000) $8,296 Shares 121,000 Est. Cost $68.71 Unrealized
FCX FREEPORT-MCMORAN INC 0.9%
Value ($000) $7,942 Shares 290,600 Est. Cost $35.60 Unrealized -21.7%
LNG CHENIERE ENERGY INC 0.9%
Value ($000) $7,897 Shares 47,600 Est. Cost $107.98 Unrealized +40.5%
BARRICK GOLD CORP 0.8%
Value ($000) $7,615 Shares 487,500 Est. Cost $23.80 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.8%
Value ($000) $7,553 Shares 51,200 Est. Cost $184.37 Unrealized -14.9%
BROOKFIELD ASSET MGMT INC 0.8%
Value ($000) $7,202 Shares 174,700 Est. Cost $42.24 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.8%
Value ($000) $7,127 Shares 133,900 Est. Cost $76.98 Unrealized -16.2%
NFLX NETFLIX INC 0.7%
Value ($000) $6,475 Shares 27,500 Est. Cost $22.17 Unrealized +0.2%
AEM AGNICO EAGLE MINES LTD 0.7%
Value ($000) $6,242 Shares 146,600 Est. Cost $46.54 Unrealized -15.3%
XIFR NEXTERA ENERGY PARTNERS LP 0.7%
Value ($000) $6,074 Shares 84,000 Est. Cost $64.75 Unrealized +23.7%
SPGI S&P GLOBAL INC 0.7%
Value ($000) $5,954 Shares 19,500 Est. Cost $342.65 Unrealized +1.5%
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $5,724 Shares 73,000 Est. Cost $62.41 Unrealized +23.6%
PEP PEPSICO INC 0.6%
Value ($000) $5,551 Shares 34,000 Est. Cost $112.79 Unrealized +36.9%
ENVIVA INC 0.6%
Value ($000) $5,526 Shares 92,000 Est. Cost $74.13 Unrealized
RUN SUNRUN INC 0.6%
Value ($000) $5,518 Shares 200,000 Est. Cost $48.53 Unrealized -35.9%
TU TELUS CORPORATION 0.6%
Value ($000) $5,411 Shares 270,400 Est. Cost $22.14 Unrealized +0.9%
HASI HANNON ARMSTRONG SUST INFR C 0.6%
Value ($000) $5,387 Shares 180,000 Est. Cost $33.81 Unrealized -9.9%
BEP BROOKFIELD RENEWABLE PARTNER 0.6%
Value ($000) $5,352 Shares 170,000 Est. Cost $44.02 Unrealized
ENPH ENPHASE ENERGY INC 0.6%
Value ($000) $5,272 Shares 19,000 Est. Cost $157.13 Unrealized +71.7%
PLUG PLUG POWER INC 0.6%
Value ($000) $5,253 Shares 250,000 Est. Cost $25.05 Unrealized -4.8%
ORA ORMAT TECHNOLOGIES INC 0.6%
Value ($000) $5,172 Shares 60,000 Est. Cost $72.22 Unrealized +20.8%
BBDC BARINGS BDC INC 0.6%
Value ($000) $5,078 Shares 614,000 Est. Cost $6.29 Unrealized +3.6%
TELUS INTL CDA INC 0.6%
Value ($000) $5,055 Shares 191,637 Est. Cost $31.87 Unrealized
WM WASTE MGMT INC DEL 0.6%
Value ($000) $5,047 Shares 31,500 Est. Cost $110.23 Unrealized +42.0%
EVOQUA WATER TECHNOLOGIES CO 0.5%
Value ($000) $4,961 Shares 150,000 Est. Cost $24.48 Unrealized
AMRC AMERESCO INC 0.5%
Value ($000) $4,920 Shares 74,000 Est. Cost $40.24 Unrealized +52.6%
AWK AMERICAN WTR WKS CO INC NEW 0.5%
Value ($000) $4,816 Shares 37,000 Est. Cost $134.19 Unrealized +4.3%
XYL XYLEM INC 0.5%
Value ($000) $4,368 Shares 50,000 Est. Cost $78.87 Unrealized +10.7%
CHARGEPOINT HOLDINGS INC 0.5%
Value ($000) $4,280 Shares 290,000 Est. Cost $22.51 Unrealized
MGA MAGNA INTL INC 0.5%
Value ($000) $4,174 Shares 87,300 Est. Cost $51.49 Unrealized 0.0%
WCC WESCO INTL INC 0.4%
Value ($000) $4,059 Shares 34,000 Est. Cost $121.63 Unrealized 0.0%
PLD PROLOGIS INC. 0.4%
Value ($000) $3,998 Shares 39,348 Est. Cost $123.90 Unrealized -10.0%
ITRI ITRON INC 0.4%
Value ($000) $3,958 Shares 94,000 Est. Cost $71.26 Unrealized -30.1%
STEM INC 0.4%
Value ($000) $3,669 Shares 275,000 Est. Cost $18.38 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.4%
Value ($000) $3,596 Shares 21,000 Est. Cost $171.86 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.3%
Value ($000) $3,187 Shares 19,500 Est. Cost $153.25 Unrealized +12.2%
BLDP BALLARD PWR SYS INC NEW 0.3%
Value ($000) $3,086 Shares 500,000 Est. Cost $15.63 Unrealized -52.2%
TPICQ TPI COMPOSITES INC 0.3%
Value ($000) $3,046 Shares 270,000 Est. Cost $28.47 Unrealized -44.5%
ARRY ARRAY TECHNOLOGIES INC 0.3%
Value ($000) $2,902 Shares 175,000 Est. Cost $26.08 Unrealized -33.7%
EQIX EQUINIX INC 0.3%
Value ($000) $2,885 Shares 5,072 Est. Cost $639.11 Unrealized -4.6%
BE BLOOM ENERGY CORP 0.3%
Value ($000) $2,599 Shares 130,000 Est. Cost $19.28 Unrealized +16.8%
FLNC FLUENCE ENERGY INC 0.3%
Value ($000) $2,553 Shares 175,000 Est. Cost $17.49 Unrealized -13.6%
EQR EQUITY RESIDENTIAL 0.3%
Value ($000) $2,437 Shares 36,258 Est. Cost $68.15 Unrealized -6.0%
OAKTREE SPECIALTY LENDING CO 0.3%
Value ($000) $2,410 Shares 401,700 Est. Cost $6.43 Unrealized
PSA PUBLIC STORAGE 0.3%
Value ($000) $2,304 Shares 7,868 Est. Cost $288.90 Unrealized -2.7%
REXR REXFORD INDL RLTY INC 0.2%
Value ($000) $2,169 Shares 41,719 Est. Cost $57.65 Unrealized
NUVEI CORPORATION 0.2%
Value ($000) $2,119 Shares 77,800 Est. Cost $64.89 Unrealized
GBDC GOLUB CAP BDC INC 0.2%
Value ($000) $2,094 Shares 169,000 Est. Cost $9.84 Unrealized -5.0%
SUI SUN CMNTYS INC 0.2%
Value ($000) $2,073 Shares 15,316 Est. Cost $159.50 Unrealized
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $1,913 Shares 23,000 Est. Cost $71.76 Unrealized 0.0%
KIM KIMCO RLTY CORP 0.2%
Value ($000) $1,832 Shares 99,500 Est. Cost $19.29 Unrealized -7.1%
WELL WELLTOWER INC 0.2%
Value ($000) $1,810 Shares 28,135 Est. Cost $81.18 Unrealized -11.5%
UDR UDR INC 0.2%
Value ($000) $1,750 Shares 41,955 Est. Cost $43.55 Unrealized -8.2%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.2%
Value ($000) $1,749 Shares 12,474 Est. Cost $140.73 Unrealized -7.9%
INVH INVITATION HOMES INC 0.2%
Value ($000) $1,685 Shares 49,889 Est. Cost $33.60 Unrealized -2.2%
APTIV PLC 0.2%
Value ($000) $1,486 Shares 19,000 Est. Cost $90.29 Unrealized
EXR EXTRA SPACE STORAGE INC 0.2%
Value ($000) $1,468 Shares 8,500 Est. Cost $148.30 Unrealized +10.2%
ESS ESSEX PPTY TR INC 0.2%
Value ($000) $1,429 Shares 5,900 Est. Cost $262.47 Unrealized -9.9%
BEEM BEAM GLOBAL 0.2%
Value ($000) $1,403 Shares 115,000 Est. Cost $32.06 Unrealized -55.2%
NIO NIO INC 0.1%
Value ($000) $1,340 Shares 85,000 Est. Cost $25.45 Unrealized
SANM SANMINA CORPORATION 0.1%
Value ($000) $1,333 Shares 21,100 Est. Cost $44.33 Unrealized +5.1%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $1,331 Shares 6,200 Est. Cost $176.33 Unrealized +29.8%
EPRT ESSENTIAL PPTYS RLTY TR INC 0.1%
Value ($000) $1,330 Shares 68,393 Est. Cost $21.51 Unrealized
SLGN SILGAN HOLDINGS INC 0.1%
Value ($000) $1,320 Shares 22,900 Est. Cost $43.98 Unrealized +0.0%
HWC HANCOCK WHITNEY CORPORATION 0.1%
Value ($000) $1,319 Shares 21,000 Est. Cost $47.91 Unrealized +0.4%
JBL JABIL INC 0.1%
Value ($000) $1,305 Shares 16,500 Est. Cost $57.50 Unrealized +0.2%
HST HOST HOTELS & RESORTS INC 0.1%
Value ($000) $1,300 Shares 81,849 Est. Cost $15.76 Unrealized -8.1%
EPC EDGEWELL PERS CARE CO 0.1%
Value ($000) $1,292 Shares 25,200 Est. Cost $35.31 Unrealized +3.8%
BHE BENCHMARK ELECTRS INC 0.1%
Value ($000) $1,277 Shares 37,600 Est. Cost $23.12 Unrealized +2.6%
REZI RESIDEO TECHNOLOGIES INC 0.1%
Value ($000) $1,244 Shares 47,600 Est. Cost $21.68 Unrealized -2.2%
BCO BRINKS CO 0.1%
Value ($000) $1,235 Shares 18,600 Est. Cost $54.98 Unrealized -2.7%
PATTERSON COS INC 0.1%
Value ($000) $1,179 Shares 35,800 Est. Cost $35.12 Unrealized
CRI CARTERS INC 0.1%
Value ($000) $1,177 Shares 13,100 Est. Cost $66.67 Unrealized -1.6%
COKE COCA COLA CONS INC 0.1%
Value ($000) $1,163 Shares 2,060 Est. Cost $48.11 Unrealized -1.9%
LI LI AUTO INC 0.1%
Value ($000) $1,151 Shares 50,000 Est. Cost $30.09 Unrealized
VICI VICI PPTYS INC 0.1%
Value ($000) $1,114 Shares 37,313 Est. Cost $24.17 Unrealized +13.3%
DOC HEALTHPEAK PROPERTIES INC 0.1%
Value ($000) $1,100 Shares 48,000 Est. Cost $21.59 Unrealized 0.0%
SHOP SHOPIFY INC 0.1%
Value ($000) $1,036 Shares 38,200 Est. Cost $45.36 Unrealized -25.0%
DEI DOUGLAS EMMETT INC 0.1%
Value ($000) $945 Shares 52,710 Est. Cost $17.93 Unrealized
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $856 Shares 16,900 Est. Cost $44.13 Unrealized -4.7%
PDS PRECISION DRILLING CORP 0.1%
Value ($000) $769 Shares 11,000 Est. Cost $65.98 Unrealized -8.3%
NBR NABORS INDUSTRIES LTD 0.1%
Value ($000) $723 Shares 5,200 Est. Cost $136.91 Unrealized -10.5%
PIMCO DYNAMIC INCOME OPRNTS 0.1%
Value ($000) $712 Shares 54,000 Est. Cost $16.98 Unrealized
RADIUS GLOBAL INFRASTRCTRE I 0.1%
Value ($000) $701 Shares 74,377 Est. Cost $14.84 Unrealized
PACWEST BANCORP DEL 0.0%
Value ($000) $390 Shares 12,600 Est. Cost $34.37 Unrealized