NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 10, 2023

Total Value ($000): $1,017,903 (100.0% shares, 0.0% debt)

Holdings (103)

BNS BANK NOVA SCOTIA HALIFAX 12.3%
Value ($000) $125,151 Shares 2,500,000 Est. Cost $46.46 Unrealized -7.3%
WMT WALMART INC 2.8%
Value ($000) $28,827 Shares 183,400 Est. Cost $41.93 Unrealized +16.7%
V VISA INC 2.6%
Value ($000) $26,954 Shares 113,500 Est. Cost $169.25 Unrealized +32.6%
CP CANADIAN PACIFIC KANSAS CITY 2.5%
Value ($000) $25,497 Shares 315,500 Est. Cost $77.51 Unrealized 0.0%
TRP TC ENERGY CORP 2.4%
Value ($000) $24,440 Shares 604,370 Est. Cost $36.79 Unrealized -2.8%
RY ROYAL BK CDA 2.4%
Value ($000) $24,252 Shares 253,790 Est. Cost $79.45 Unrealized +20.1%
SU SUNCOR ENERGY INC NEW 2.3%
Value ($000) $23,841 Shares 812,300 Est. Cost $21.31 Unrealized +27.3%
EA ELECTRONIC ARTS INC 2.2%
Value ($000) $22,710 Shares 175,100 Est. Cost $125.01 Unrealized -0.1%
TD TORONTO DOMINION BK ONT 2.2%
Value ($000) $22,549 Shares 363,600 Est. Cost $55.10 Unrealized +9.2%
GOOGL ALPHABET INC 2.2%
Value ($000) $22,396 Shares 187,100 Est. Cost $109.29 Unrealized +4.5%
T AT&T INC 2.1%
Value ($000) $21,416 Shares 1,342,700 Est. Cost $15.59 Unrealized -5.1%
SHEL SHELL PLC 2.1%
Value ($000) $21,133 Shares 350,000 Est. Cost $53.97 Unrealized
MSFT MICROSOFT CORP 2.0%
Value ($000) $20,487 Shares 60,160 Est. Cost $164.12 Unrealized +87.2%
CCK CROWN HLDGS INC 2.0%
Value ($000) $20,328 Shares 234,000 Est. Cost $93.46 Unrealized -14.5%
ROST ROSS STORES INC 2.0%
Value ($000) $19,926 Shares 177,700 Est. Cost $90.88 Unrealized +12.4%
CNQ CANADIAN NAT RES LTD 1.9%
Value ($000) $19,469 Shares 346,100 Est. Cost $11.93 Unrealized +115.4%
BLACKROCK INC 1.9%
Value ($000) $19,145 Shares 27,700 Est. Cost $694.43 Unrealized
PLD PROLOGIS INC. 1.8%
Value ($000) $18,192 Shares 148,352 Est. Cost $114.61 Unrealized -1.5%
DE DEERE & CO 1.7%
Value ($000) $17,302 Shares 42,700 Est. Cost $241.94 Unrealized +52.1%
UNP UNION PAC CORP 1.6%
Value ($000) $16,738 Shares 81,800 Est. Cost $173.93 Unrealized +7.5%
ADBE ADOBE SYSTEMS INCORPORATED 1.6%
Value ($000) $16,479 Shares 33,700 Est. Cost $460.50 Unrealized -12.5%
NXPI NXP SEMICONDUCTORS N V 1.6%
Value ($000) $16,436 Shares 80,300 Est. Cost $175.38 Unrealized -3.5%
H HYATT HOTELS CORP 1.6%
Value ($000) $16,328 Shares 142,500 Est. Cost $91.05 Unrealized +22.8%
WCC WESCO INTL INC 1.5%
Value ($000) $15,542 Shares 86,800 Est. Cost $130.22 Unrealized +9.2%
TU TELUS CORPORATION 1.5%
Value ($000) $15,162 Shares 778,700 Est. Cost $20.96 Unrealized -3.9%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $14,611 Shares 30,400 Est. Cost $284.93 Unrealized +63.2%
CNI CANADIAN NATL RY CO 1.4%
Value ($000) $14,273 Shares 117,800 Est. Cost $73.59 Unrealized +52.7%
APD AIR PRODS & CHEMS INC 1.3%
Value ($000) $13,179 Shares 44,000 Est. Cost $247.27 Unrealized +7.3%
BSX BOSTON SCIENTIFIC CORP 1.2%
Value ($000) $12,711 Shares 235,000 Est. Cost $36.63 Unrealized +42.6%
SPGI S&P GLOBAL INC 1.2%
Value ($000) $12,548 Shares 31,300 Est. Cost $334.53 Unrealized +6.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.2%
Value ($000) $12,211 Shares 121,000 Est. Cost $68.71 Unrealized
CUBE CUBESMART 1.2%
Value ($000) $12,043 Shares 269,660 Est. Cost $46.22 Unrealized
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $11,737 Shares 21,800 Est. Cost $349.88 Unrealized +39.2%
PFE PFIZER INC 1.2%
Value ($000) $11,716 Shares 319,400 Est. Cost $31.52 Unrealized +5.4%
LNG CHENIERE ENERGY INC 1.1%
Value ($000) $11,518 Shares 75,600 Est. Cost $127.80 Unrealized +15.8%
BAM BROOKFIELD ASSET MANAGMT LTD 1.1%
Value ($000) $11,279 Shares 345,375 Est. Cost $28.22 Unrealized +4.0%
AJG GALLAGHER ARTHUR J & CO 1.1%
Value ($000) $11,000 Shares 50,100 Est. Cost $178.76 Unrealized +13.7%
FCX FREEPORT-MCMORAN INC 1.0%
Value ($000) $10,632 Shares 265,800 Est. Cost $35.86 Unrealized +2.5%
SUI SUN CMNTYS INC 1.0%
Value ($000) $9,743 Shares 74,684 Est. Cost $144.60 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value ($000) $9,652 Shares 18,500 Est. Cost $348.53 Unrealized +53.6%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.9%
Value ($000) $8,903 Shares 143,900 Est. Cost $74.97 Unrealized -24.5%
MGA MAGNA INTL INC 0.7%
Value ($000) $7,428 Shares 131,500 Est. Cost $51.63 Unrealized -7.0%
CPT CAMDEN PPTY TR 0.7%
Value ($000) $7,215 Shares 66,268 Est. Cost $101.31 Unrealized -4.2%
STN STANTEC INC 0.7%
Value ($000) $6,964 Shares 106,600 Est. Cost $58.41 Unrealized
LOW LOWES COS INC 0.7%
Value ($000) $6,771 Shares 30,000 Est. Cost $133.51 Unrealized +48.1%
AMZN AMAZON COM INC 0.6%
Value ($000) $6,518 Shares 50,000 Est. Cost $122.15 Unrealized -6.5%
NUVEI CORPORATION 0.6%
Value ($000) $6,196 Shares 209,700 Est. Cost $44.64 Unrealized
TELUS INTL CDA INC 0.6%
Value ($000) $5,933 Shares 391,037 Est. Cost $25.01 Unrealized
XYL XYLEM INC 0.6%
Value ($000) $5,744 Shares 51,000 Est. Cost $87.20 Unrealized +17.5%
KREF KKR REAL ESTATE FIN TR INC 0.5%
Value ($000) $5,513 Shares 453,000 Est. Cost $11.56 Unrealized
WM WASTE MGMT INC DEL 0.5%
Value ($000) $5,463 Shares 31,500 Est. Cost $110.23 Unrealized +44.0%
XIFR NEXTERA ENERGY PARTNERS LP 0.5%
Value ($000) $5,278 Shares 90,000 Est. Cost $63.98 Unrealized -6.0%
AWK AMERICAN WTR WKS CO INC NEW 0.5%
Value ($000) $5,139 Shares 36,000 Est. Cost $134.31 Unrealized +3.0%
BEP BROOKFIELD RENEWABLE PARTNER 0.5%
Value ($000) $5,015 Shares 170,000 Est. Cost $40.53 Unrealized
RUN SUNRUN INC 0.5%
Value ($000) $4,822 Shares 270,000 Est. Cost $41.63 Unrealized -55.3%
BBDC BARINGS BDC INC 0.5%
Value ($000) $4,814 Shares 614,000 Est. Cost $6.29 Unrealized -10.6%
GRANITE REAL ESTATE INVT TR 0.5%
Value ($000) $4,582 Shares 77,400 Est. Cost $59.20 Unrealized
CEG CONSTELLATION ENERGY CORP 0.4%
Value ($000) $4,578 Shares 50,000 Est. Cost $76.78 Unrealized +5.9%
PATTERSON COS INC 0.4%
Value ($000) $4,571 Shares 103,800 Est. Cost $40.14 Unrealized
JBL JABIL INC 0.4%
Value ($000) $4,501 Shares 31,500 Est. Cost $65.45 Unrealized +33.7%
COKE COCA COLA CONS INC 0.4%
Value ($000) $4,261 Shares 5,060 Est. Cost $52.30 Unrealized +14.4%
HASI HANNON ARMSTRONG SUST INFR C 0.4%
Value ($000) $4,125 Shares 165,000 Est. Cost $32.75 Unrealized -32.1%
ITRI ITRON INC 0.4%
Value ($000) $4,110 Shares 57,000 Est. Cost $71.26 Unrealized -11.3%
ENPH ENPHASE ENERGY INC 0.4%
Value ($000) $4,020 Shares 24,000 Est. Cost $168.26 Unrealized +6.2%
SLGN SILGAN HLDGS INC 0.4%
Value ($000) $3,905 Shares 62,900 Est. Cost $47.88 Unrealized +1.6%
AMRC AMERESCO INC 0.4%
Value ($000) $3,890 Shares 80,000 Est. Cost $41.20 Unrealized +9.3%
ORA ORMAT TECHNOLOGIES INC 0.4%
Value ($000) $3,782 Shares 47,000 Est. Cost $72.22 Unrealized +15.4%
EQIX EQUINIX INC 0.4%
Value ($000) $3,627 Shares 4,627 Est. Cost $636.67 Unrealized +8.8%
CHARGEPOINT HOLDINGS INC 0.3%
Value ($000) $3,340 Shares 380,000 Est. Cost $18.25 Unrealized
WELL WELLTOWER INC 0.3%
Value ($000) $3,292 Shares 40,695 Est. Cost $74.09 Unrealized -1.9%
STEM INC 0.3%
Value ($000) $3,146 Shares 550,000 Est. Cost $12.03 Unrealized
SANM SANMINA CORPORATION 0.3%
Value ($000) $3,120 Shares 39,100 Est. Cost $51.39 Unrealized +6.7%
NFLX NETFLIX INC 0.3%
Value ($000) $3,083 Shares 7,000 Est. Cost $22.17 Unrealized +66.1%
BE BLOOM ENERGY CORP 0.3%
Value ($000) $3,025 Shares 185,000 Est. Cost $18.40 Unrealized -12.2%
EPC EDGEWELL PERS CARE CO 0.3%
Value ($000) $2,964 Shares 54,200 Est. Cost $37.55 Unrealized +8.1%
FLNC FLUENCE ENERGY INC 0.3%
Value ($000) $2,930 Shares 110,000 Est. Cost $17.49 Unrealized +27.9%
BHE BENCHMARK ELECTRS INC 0.3%
Value ($000) $2,791 Shares 81,600 Est. Cost $23.85 Unrealized -8.1%
EQR EQUITY RESIDENTIAL 0.3%
Value ($000) $2,680 Shares 40,628 Est. Cost $54.57 Unrealized +2.5%
ARRY ARRAY TECHNOLOGIES INC 0.3%
Value ($000) $2,599 Shares 115,000 Est. Cost $26.08 Unrealized -17.9%
PLUG PLUG POWER INC 0.3%
Value ($000) $2,598 Shares 250,000 Est. Cost $22.63 Unrealized -59.8%
TPICQ TPI COMPOSITES INC 0.3%
Value ($000) $2,593 Shares 250,000 Est. Cost $23.24 Unrealized -51.8%
BCO BRINKS CO 0.2%
Value ($000) $2,299 Shares 25,600 Est. Cost $55.21 Unrealized +17.6%
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $2,298 Shares 20,184 Est. Cost $95.05 Unrealized -4.8%
GBDC GOLUB CAP BDC INC 0.2%
Value ($000) $2,282 Shares 169,000 Est. Cost $9.84 Unrealized -0.4%
BLDP BALLARD PWR SYS INC NEW 0.2%
Value ($000) $2,125 Shares 485,000 Est. Cost $15.63 Unrealized -70.9%
CRI CARTERS INC 0.2%
Value ($000) $1,836 Shares 19,100 Est. Cost $65.22 Unrealized -8.4%
REXR REXFORD INDL RLTY INC 0.2%
Value ($000) $1,813 Shares 34,711 Est. Cost $57.27 Unrealized
EXR EXTRA SPACE STORAGE INC 0.2%
Value ($000) $1,765 Shares 11,860 Est. Cost $138.27 Unrealized -3.3%
REZI RESIDEO TECHNOLOGIES INC 0.2%
Value ($000) $1,721 Shares 73,600 Est. Cost $20.43 Unrealized -15.5%
ADC AGREE RLTY CORP 0.2%
Value ($000) $1,694 Shares 25,900 Est. Cost $68.19 Unrealized
EPRT ESSENTIAL PPTYS RLTY TR INC 0.2%
Value ($000) $1,619 Shares 68,761 Est. Cost $21.83 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $1,590 Shares 8,196 Est. Cost $179.19 Unrealized -0.6%
INVH INVITATION HOMES INC 0.1%
Value ($000) $1,420 Shares 41,273 Est. Cost $31.98 Unrealized -5.3%
KRG KITE RLTY GROUP TR 0.1%
Value ($000) $1,344 Shares 60,164 Est. Cost $21.13 Unrealized
UDR UDR INC 0.1%
Value ($000) $1,276 Shares 29,691 Est. Cost $41.25 Unrealized -10.5%
VICI VICI PPTYS INC 0.1%
Value ($000) $1,266 Shares 40,285 Est. Cost $26.03 Unrealized +6.0%
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $1,216 Shares 25,900 Est. Cost $45.34 Unrealized -24.8%
BEEM BEAM GLOBAL 0.1%
Value ($000) $1,035 Shares 100,000 Est. Cost $32.06 Unrealized -65.9%
PDS PRECISION DRILLING CORP 0.1%
Value ($000) $1,035 Shares 16,000 Est. Cost $67.90 Unrealized -29.7%
NBR NABORS INDUSTRIES LTD 0.1%
Value ($000) $1,010 Shares 8,200 Est. Cost $141.40 Unrealized -28.1%
PIMCO DYNAMIC INCOME OPRNTS 0.1%
Value ($000) $705 Shares 54,000 Est. Cost $16.98 Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.1%
Value ($000) $654 Shares 5,762 Est. Cost $138.52 Unrealized -25.4%
COLD AMERICOLD REALTY TRUST INC 0.1%
Value ($000) $520 Shares 16,099 Est. Cost $32.30 Unrealized