NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 14, 2023

Total Value ($000): $927,069 (100.0% shares, 0.0% debt)

Holdings (110)

SU SUNCOR ENERGY INC NEW 4.0%
Value ($000) $37,433 Shares 801,400 Est. Cost $21.31 Unrealized +38.3%
TD TORONTO DOMINION BK ONT 3.6%
Value ($000) $33,362 Shares 407,700 Est. Cost $55.88 Unrealized +11.6%
CP CANADIAN PACIFIC KANSAS CITY 3.4%
Value ($000) $31,429 Shares 311,300 Est. Cost $77.51 Unrealized +0.7%
TRP TC ENERGY CORP 3.3%
Value ($000) $31,028 Shares 664,270 Est. Cost $36.42 Unrealized -10.1%
CNQ CANADIAN NAT RES LTD 3.2%
Value ($000) $29,997 Shares 341,500 Est. Cost $11.93 Unrealized +133.6%
RY ROYAL BK CDA 3.2%
Value ($000) $29,721 Shares 250,390 Est. Cost $79.45 Unrealized +17.1%
V VISA INC 2.6%
Value ($000) $24,381 Shares 106,000 Est. Cost $169.25 Unrealized +39.5%
SHEL SHELL PLC 2.4%
Value ($000) $22,662 Shares 352,000 Est. Cost $53.97 Unrealized
WMT WALMART INC 2.4%
Value ($000) $22,134 Shares 138,400 Est. Cost $41.93 Unrealized +23.6%
T AT&T INC 2.4%
Value ($000) $22,060 Shares 1,468,700 Est. Cost $15.36 Unrealized -15.7%
TU TELUS CORPORATION 2.2%
Value ($000) $20,328 Shares 916,500 Est. Cost $20.46 Unrealized -13.9%
EA ELECTRONIC ARTS INC 2.1%
Value ($000) $19,553 Shares 162,400 Est. Cost $125.01 Unrealized -0.6%
ROST ROSS STORES INC 2.1%
Value ($000) $19,348 Shares 171,300 Est. Cost $90.88 Unrealized +23.0%
PLD PROLOGIS INC. 2.0%
Value ($000) $18,962 Shares 155,452 Est. Cost $114.53 Unrealized -1.3%
UNP UNION PAC CORP 2.0%
Value ($000) $18,490 Shares 90,800 Est. Cost $177.12 Unrealized +16.4%
BAM BROOKFIELD ASSET MANAGMT LTD 2.0%
Value ($000) $18,411 Shares 406,775 Est. Cost $28.66 Unrealized +8.6%
MSFT MICROSOFT CORP 2.0%
Value ($000) $18,364 Shares 58,160 Est. Cost $164.12 Unrealized +97.8%
GOOGL ALPHABET INC 1.9%
Value ($000) $17,941 Shares 137,100 Est. Cost $109.29 Unrealized +17.5%
CNI CANADIAN NATL RY CO 1.9%
Value ($000) $17,327 Shares 117,800 Est. Cost $73.59 Unrealized +48.5%
CCK CROWN HLDGS INC 1.8%
Value ($000) $16,811 Shares 190,000 Est. Cost $93.46 Unrealized -6.6%
H HYATT HOTELS CORP 1.7%
Value ($000) $16,177 Shares 152,500 Est. Cost $92.47 Unrealized +21.9%
NXPI NXP SEMICONDUCTORS N V 1.7%
Value ($000) $16,054 Shares 80,300 Est. Cost $175.38 Unrealized +12.9%
DE DEERE & CO 1.6%
Value ($000) $14,642 Shares 38,800 Est. Cost $241.94 Unrealized +64.5%
GILD GILEAD SCIENCES INC 1.5%
Value ($000) $14,314 Shares 191,000 Est. Cost $70.68 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.5%
Value ($000) $14,216 Shares 121,000 Est. Cost $68.71 Unrealized
UNH UNITEDHEALTH GROUP INC 1.5%
Value ($000) $14,067 Shares 27,900 Est. Cost $284.93 Unrealized +64.9%
LNG CHENIERE ENERGY INC 1.4%
Value ($000) $12,547 Shares 75,600 Est. Cost $127.80 Unrealized +26.2%
WCC WESCO INTL INC 1.3%
Value ($000) $12,484 Shares 86,800 Est. Cost $130.22 Unrealized +21.2%
CUBE CUBESMART 1.3%
Value ($000) $12,278 Shares 317,313 Est. Cost $45.09 Unrealized
SPGI S&P GLOBAL INC 1.2%
Value ($000) $11,437 Shares 31,300 Est. Cost $334.53 Unrealized +15.4%
BSX BOSTON SCIENTIFIC CORP 1.2%
Value ($000) $11,352 Shares 215,000 Est. Cost $36.63 Unrealized +43.2%
APD AIR PRODS & CHEMS INC 1.2%
Value ($000) $11,336 Shares 40,000 Est. Cost $247.27 Unrealized +11.2%
ADBE ADOBE INC 1.1%
Value ($000) $10,198 Shares 20,000 Est. Cost $460.50 Unrealized +13.9%
AJG GALLAGHER ARTHUR J & CO 1.0%
Value ($000) $9,368 Shares 41,100 Est. Cost $178.76 Unrealized +22.6%
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value ($000) $9,364 Shares 18,500 Est. Cost $348.53 Unrealized +51.8%
IFF INTERNATIONAL FLAVORS&FRAGRA 1.0%
Value ($000) $9,312 Shares 136,600 Est. Cost $68.77 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 1.0%
Value ($000) $9,029 Shares 136,900 Est. Cost $74.97 Unrealized -19.6%
SUI SUN CMNTYS INC 1.0%
Value ($000) $8,986 Shares 71,784 Est. Cost $144.60 Unrealized
ABBV ABBVIE INC 1.0%
Value ($000) $8,944 Shares 60,000 Est. Cost $135.33 Unrealized 0.0%
GIB CGI INC 1.0%
Value ($000) $8,943 Shares 66,800 Est. Cost $101.60 Unrealized 0.0%
GRANITE REAL ESTATE INVT TR 0.9%
Value ($000) $8,462 Shares 117,400 Est. Cost $63.59 Unrealized
MGA MAGNA INTL INC 0.9%
Value ($000) $8,407 Shares 115,500 Est. Cost $51.63 Unrealized +3.0%
STN STANTEC INC 0.8%
Value ($000) $7,588 Shares 86,100 Est. Cost $58.41 Unrealized
BBDC BARINGS BDC INC 0.8%
Value ($000) $7,396 Shares 614,000 Est. Cost $6.29 Unrealized +3.5%
KREF KKR REAL ESTATE FIN TR INC 0.8%
Value ($000) $7,270 Shares 453,000 Est. Cost $11.56 Unrealized
BLACKROCK INC 0.7%
Value ($000) $6,723 Shares 10,400 Est. Cost $694.43 Unrealized
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $6,215 Shares 11,000 Est. Cost $349.88 Unrealized +52.1%
BIIB BIOGEN INC 0.6%
Value ($000) $5,654 Shares 22,000 Est. Cost $267.47 Unrealized 0.0%
LOW LOWES COS INC 0.6%
Value ($000) $5,404 Shares 26,000 Est. Cost $133.51 Unrealized +61.0%
TECK TECK RESOURCES LTD 0.5%
Value ($000) $4,840 Shares 82,800 Est. Cost $41.44 Unrealized 0.0%
CPT CAMDEN PPTY TR 0.5%
Value ($000) $4,729 Shares 50,000 Est. Cost $101.31 Unrealized -4.6%
INFY INFOSYS LTD 0.5%
Value ($000) $4,673 Shares 202,000 Est. Cost $23.13 Unrealized
WM WASTE MGMT INC DEL 0.5%
Value ($000) $4,497 Shares 29,500 Est. Cost $110.23 Unrealized +41.5%
CEG CONSTELLATION ENERGY CORP 0.5%
Value ($000) $4,363 Shares 40,000 Est. Cost $76.78 Unrealized +32.1%
COKE COCA COLA CONS INC 0.5%
Value ($000) $4,353 Shares 5,060 Est. Cost $52.30 Unrealized +23.0%
XYL XYLEM INC 0.5%
Value ($000) $4,278 Shares 47,000 Est. Cost $87.20 Unrealized +15.0%
NUVEI CORPORATION 0.5%
Value ($000) $4,215 Shares 206,900 Est. Cost $44.64 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.5%
Value ($000) $4,210 Shares 34,000 Est. Cost $134.31 Unrealized -1.2%
PATTERSON COS INC 0.4%
Value ($000) $4,160 Shares 103,800 Est. Cost $40.14 Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 0.4%
Value ($000) $3,929 Shares 180,000 Est. Cost $39.49 Unrealized
JBL JABIL INC 0.4%
Value ($000) $3,860 Shares 22,500 Est. Cost $65.45 Unrealized +66.2%
ENPH ENPHASE ENERGY INC 0.4%
Value ($000) $3,725 Shares 31,000 Est. Cost $162.43 Unrealized -12.3%
HASI HANNON ARMSTRONG SUST INFR C 0.4%
Value ($000) $3,710 Shares 175,000 Est. Cost $32.07 Unrealized -35.4%
SLGN SILGAN HLDGS INC 0.4%
Value ($000) $3,666 Shares 62,900 Est. Cost $47.88 Unrealized -6.3%
ORA ORMAT TECHNOLOGIES INC 0.4%
Value ($000) $3,286 Shares 47,000 Est. Cost $72.22 Unrealized +5.8%
ITRI ITRON INC 0.4%
Value ($000) $3,271 Shares 54,000 Est. Cost $71.26 Unrealized -3.7%
DLR DIGITAL RLTY TR INC 0.3%
Value ($000) $3,237 Shares 19,784 Est. Cost $95.05 Unrealized +19.5%
XIFR NEXTERA ENERGY PARTNERS LP 0.3%
Value ($000) $3,059 Shares 103,000 Est. Cost $62.30 Unrealized -18.7%
SANM SANMINA CORPORATION 0.3%
Value ($000) $2,869 Shares 39,100 Est. Cost $51.39 Unrealized +9.5%
CSL CARLISLE COS INC 0.3%
Value ($000) $2,852 Shares 11,000 Est. Cost $260.64 Unrealized 0.0%
RUN SUNRUN INC 0.3%
Value ($000) $2,763 Shares 220,000 Est. Cost $41.63 Unrealized -60.5%
EQIX EQUINIX INC 0.3%
Value ($000) $2,732 Shares 2,782 Est. Cost $636.67 Unrealized +15.6%
EPC EDGEWELL PERS CARE CO 0.3%
Value ($000) $2,708 Shares 54,200 Est. Cost $37.55 Unrealized -2.0%
BHE BENCHMARK ELECTRS INC 0.3%
Value ($000) $2,676 Shares 81,600 Est. Cost $23.85 Unrealized +1.6%
BE BLOOM ENERGY CORP 0.3%
Value ($000) $2,652 Shares 200,000 Est. Cost $18.20 Unrealized -13.9%
FLNC FLUENCE ENERGY INC 0.3%
Value ($000) $2,644 Shares 115,000 Est. Cost $17.85 Unrealized +44.5%
NFLX NETFLIX INC 0.3%
Value ($000) $2,643 Shares 7,000 Est. Cost $22.17 Unrealized +91.2%
EXR EXTRA SPACE STORAGE INC 0.3%
Value ($000) $2,558 Shares 15,560 Est. Cost $134.22 Unrealized -9.7%
BCO BRINKS CO 0.3%
Value ($000) $2,514 Shares 25,600 Est. Cost $55.21 Unrealized +27.2%
ARRY ARRAY TECHNOLOGIES INC 0.3%
Value ($000) $2,441 Shares 110,000 Est. Cost $26.08 Unrealized -16.7%
VICI VICI PPTYS INC 0.3%
Value ($000) $2,407 Shares 61,185 Est. Cost $26.37 Unrealized +2.5%
EQR EQUITY RESIDENTIAL 0.3%
Value ($000) $2,384 Shares 30,028 Est. Cost $54.57 Unrealized +7.0%
AMRC AMERESCO INC 0.2%
Value ($000) $2,236 Shares 58,000 Est. Cost $41.20 Unrealized +17.3%
STEM INC 0.2%
Value ($000) $2,078 Shares 490,000 Est. Cost $12.03 Unrealized
VTR VENTAS INC 0.2%
Value ($000) $2,062 Shares 36,200 Est. Cost $41.54 Unrealized 0.0%
KRG KITE RLTY GROUP TR 0.2%
Value ($000) $2,049 Shares 70,764 Est. Cost $22.30 Unrealized
AVB AVALONBAY CMNTYS INC 0.2%
Value ($000) $2,043 Shares 8,800 Est. Cost $169.52 Unrealized 0.0%
INVH INVITATION HOMES INC 0.2%
Value ($000) $2,013 Shares 46,973 Est. Cost $31.91 Unrealized -1.7%
WELL WELLTOWER INC 0.2%
Value ($000) $1,993 Shares 17,995 Est. Cost $74.09 Unrealized +5.5%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $1,978 Shares 8,896 Est. Cost $178.28 Unrealized -6.0%
ADC AGREE RLTY CORP 0.2%
Value ($000) $1,904 Shares 25,500 Est. Cost $68.19 Unrealized
CHARGEPOINT HOLDINGS INC 0.2%
Value ($000) $1,889 Shares 380,000 Est. Cost $18.25 Unrealized
IONS IONIS PHARMACEUTICALS INC 0.2%
Value ($000) $1,840 Shares 30,000 Est. Cost $41.26 Unrealized 0.0%
REXR REXFORD INDL RLTY INC 0.2%
Value ($000) $1,829 Shares 27,411 Est. Cost $57.27 Unrealized
COLD AMERICOLD REALTY TRUST INC 0.2%
Value ($000) $1,813 Shares 44,099 Est. Cost $37.90 Unrealized
EPRT ESSENTIAL PPTYS RLTY TR INC 0.2%
Value ($000) $1,803 Shares 61,661 Est. Cost $21.83 Unrealized
CRI CARTERS INC 0.2%
Value ($000) $1,786 Shares 19,100 Est. Cost $65.22 Unrealized -2.0%
PLUG PLUG POWER INC 0.2%
Value ($000) $1,634 Shares 215,000 Est. Cost $22.63 Unrealized -56.8%
REZI RESIDEO TECHNOLOGIES INC 0.2%
Value ($000) $1,572 Shares 73,600 Est. Cost $20.43 Unrealized -17.7%
BLDP BALLARD PWR SYS INC NEW 0.2%
Value ($000) $1,572 Shares 425,000 Est. Cost $15.63 Unrealized -72.6%
HP HELMERICH & PAYNE INC 0.2%
Value ($000) $1,476 Shares 25,900 Est. Cost $45.34 Unrealized -7.9%
PRGO PERRIGO CO PLC 0.2%
Value ($000) $1,469 Shares 34,000 Est. Cost $35.20 Unrealized 0.0%
PDS PRECISION DRILLING CORP 0.2%
Value ($000) $1,456 Shares 16,000 Est. Cost $67.90 Unrealized -6.4%
MBLY MOBILEYE GLOBAL INC 0.2%
Value ($000) $1,454 Shares 35,000 Est. Cost $38.46 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.1%
Value ($000) $1,375 Shares 10,162 Est. Cost $122.70 Unrealized -16.9%
HR HEALTHCARE RLTY TR 0.1%
Value ($000) $1,366 Shares 66,155 Est. Cost $20.65 Unrealized
NBR NABORS INDUSTRIES LTD 0.1%
Value ($000) $1,365 Shares 8,200 Est. Cost $141.40 Unrealized -17.8%
PIMCO DYNAMIC INCOME OPRNTS 0.1%
Value ($000) $867 Shares 54,000 Est. Cost $16.98 Unrealized
TPICQ TPI COMPOSITES INC 0.1%
Value ($000) $742 Shares 280,000 Est. Cost $21.41 Unrealized -71.4%
BEEM BEAM GLOBAL 0.1%
Value ($000) $590 Shares 80,000 Est. Cost $32.06 Unrealized -70.8%