NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 31, 2024

Total Value ($000): $1,119,155 (100.0% shares, 0.0% debt)

Holdings (108)

BNS BANK NOVA SCOTIA HALIFAX 12.9%
Value ($000) $143,934 Shares 2,300,000 Est. Cost $43.82 Unrealized +0.2%
SU SUNCOR ENERGY INC NEW 2.9%
Value ($000) $31,901 Shares 611,722 Est. Cost $21.31 Unrealized +72.4%
TRP TC ENERGY CORP 2.6%
Value ($000) $29,384 Shares 566,596 Est. Cost $36.42 Unrealized -2.7%
RY ROYAL BK CDA 2.6%
Value ($000) $28,975 Shares 198,935 Est. Cost $79.45 Unrealized +29.4%
ADBE ADOBE INC 2.5%
Value ($000) $28,055 Shares 50,500 Est. Cost $507.17 Unrealized -4.5%
T AT&T INC 2.3%
Value ($000) $26,156 Shares 1,368,700 Est. Cost $15.36 Unrealized +5.2%
MSFT MICROSOFT CORP 2.3%
Value ($000) $25,995 Shares 58,160 Est. Cost $164.12 Unrealized +154.2%
TD TORONTO DOMINION BK ONT 2.3%
Value ($000) $25,719 Shares 342,002 Est. Cost $56.29 Unrealized +0.6%
SHOP SHOPIFY INC 2.1%
Value ($000) $23,606 Shares 261,100 Est. Cost $66.33 Unrealized 0.0%
H HYATT HOTELS CORP 2.1%
Value ($000) $23,168 Shares 152,500 Est. Cost $92.47 Unrealized +61.2%
SHEL SHELL PLC 2.1%
Value ($000) $23,098 Shares 320,000 Est. Cost $54.61 Unrealized
EA ELECTRONIC ARTS INC 2.0%
Value ($000) $22,627 Shares 162,400 Est. Cost $125.01 Unrealized +4.5%
V VISA INC 2.0%
Value ($000) $22,441 Shares 85,500 Est. Cost $169.25 Unrealized +60.0%
GOOGL ALPHABET INC 2.0%
Value ($000) $22,386 Shares 122,900 Est. Cost $117.54 Unrealized +42.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.9%
Value ($000) $21,642 Shares 91,000 Est. Cost $68.71 Unrealized
CNI CANADIAN NATL RY CO 1.9%
Value ($000) $21,533 Shares 133,200 Est. Cost $82.43 Unrealized +46.9%
CASY CASEYS GEN STORES INC 1.9%
Value ($000) $20,986 Shares 55,000 Est. Cost $289.31 Unrealized +14.4%
META META PLATFORMS INC 1.8%
Value ($000) $19,665 Shares 39,000 Est. Cost $453.49 Unrealized +6.6%
UNP UNION PAC CORP 1.7%
Value ($000) $19,187 Shares 84,800 Est. Cost $178.83 Unrealized +26.1%
WMT WALMART INC 1.7%
Value ($000) $18,972 Shares 280,200 Est. Cost $49.07 Unrealized +26.3%
GIB CGI INC 1.7%
Value ($000) $18,967 Shares 138,900 Est. Cost $101.94 Unrealized +0.3%
DE DEERE & CO 1.7%
Value ($000) $18,607 Shares 49,800 Est. Cost $271.74 Unrealized +40.0%
PLD PROLOGIS INC. 1.6%
Value ($000) $17,888 Shares 153,818 Est. Cost $113.70 Unrealized -8.1%
WCC WESCO INTL INC 1.5%
Value ($000) $17,168 Shares 108,300 Est. Cost $134.75 Unrealized +24.3%
CCK CROWN HLDGS INC 1.5%
Value ($000) $16,440 Shares 221,000 Est. Cost $91.58 Unrealized -13.6%
TU TELUS CORPORATION 1.4%
Value ($000) $16,191 Shares 781,819 Est. Cost $20.46 Unrealized -21.3%
CUBE CUBESMART 1.4%
Value ($000) $15,990 Shares 354,000 Est. Cost $45.33 Unrealized
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $15,482 Shares 30,400 Est. Cost $300.41 Unrealized +57.5%
BAM BROOKFIELD ASSET MANAGMT LTD 1.3%
Value ($000) $14,559 Shares 279,558 Est. Cost $28.66 Unrealized +30.0%
INFY INFOSYS LTD 1.3%
Value ($000) $14,242 Shares 559,000 Est. Cost $23.87 Unrealized
SUI SUN CMNTYS INC 1.2%
Value ($000) $13,163 Shares 106,184 Est. Cost $139.75 Unrealized
CNQ CANADIAN NAT RES LTD 1.2%
Value ($000) $12,968 Shares 266,126 Est. Cost $19.36 Unrealized +83.0%
AMZN AMAZON COM INC 1.1%
Value ($000) $12,755 Shares 66,000 Est. Cost $169.98 Unrealized +8.1%
BDX BECTON DICKINSON & CO 1.1%
Value ($000) $12,153 Shares 52,000 Est. Cost $234.59 Unrealized -2.9%
HDB HDFC BANK LTD 1.1%
Value ($000) $11,795 Shares 134,000 Est. Cost $81.73 Unrealized
ROST ROSS STORES INC 1.0%
Value ($000) $11,524 Shares 79,300 Est. Cost $90.88 Unrealized +49.5%
NFLX NETFLIX INC 1.0%
Value ($000) $11,473 Shares 17,000 Est. Cost $45.87 Unrealized +36.2%
EFX EQUIFAX INC 1.0%
Value ($000) $11,396 Shares 47,000 Est. Cost $226.62 Unrealized +4.1%
NOW SERVICENOW INC 1.0%
Value ($000) $11,013 Shares 14,000 Est. Cost $150.48 Unrealized -2.5%
GILD GILEAD SCIENCES INC 1.0%
Value ($000) $10,703 Shares 156,000 Est. Cost $70.68 Unrealized -10.7%
AJG GALLAGHER ARTHUR J & CO 1.0%
Value ($000) $10,658 Shares 41,100 Est. Cost $178.76 Unrealized +36.8%
REET ISHARES TR 0.9%
Value ($000) $9,776 Shares 307,300 Est. Cost $31.92 Unrealized
BIIB BIOGEN INC 0.8%
Value ($000) $9,157 Shares 39,500 Est. Cost $253.60 Unrealized -14.3%
GRANITE REAL ESTATE INVT TR 0.8%
Value ($000) $8,636 Shares 127,400 Est. Cost $64.58 Unrealized
BBDC BARINGS BDC INC 0.7%
Value ($000) $8,175 Shares 614,000 Est. Cost $6.29 Unrealized +25.1%
BSX BOSTON SCIENTIFIC CORP 0.7%
Value ($000) $7,878 Shares 102,300 Est. Cost $36.63 Unrealized +99.8%
COKE COCA COLA CONS INC 0.7%
Value ($000) $7,512 Shares 5,060 Est. Cost $52.30 Unrealized +74.8%
STN STANTEC INC 0.6%
Value ($000) $6,516 Shares 56,894 Est. Cost $58.41 Unrealized
LOW LOWES COS INC 0.5%
Value ($000) $5,732 Shares 26,000 Est. Cost $133.51 Unrealized +65.8%
BHE BENCHMARK ELECTRS INC 0.5%
Value ($000) $5,648 Shares 104,600 Est. Cost $23.93 Unrealized +49.3%
KREF KKR REAL ESTATE FIN TR INC 0.5%
Value ($000) $5,610 Shares 453,000 Est. Cost $11.56 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $5,146 Shares 30,000 Est. Cost $135.33 Unrealized +16.1%
EPC EDGEWELL PERS CARE CO 0.4%
Value ($000) $4,960 Shares 90,200 Est. Cost $36.63 Unrealized +0.9%
AB ALLIANCEBERNSTEIN HLDG L P 0.4%
Value ($000) $4,947 Shares 107,000 Est. Cost $41.91 Unrealized
SANM SANMINA CORPORATION 0.4%
Value ($000) $4,904 Shares 54,100 Est. Cost $51.29 Unrealized +24.7%
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $4,893 Shares 11,000 Est. Cost $398.28 Unrealized 0.0%
IONS IONIS PHARMACEUTICALS INC 0.4%
Value ($000) $4,826 Shares 74,000 Est. Cost $43.53 Unrealized -5.8%
SLGN SILGAN HLDGS INC 0.4%
Value ($000) $4,512 Shares 77,900 Est. Cost $46.78 Unrealized -0.7%
PATTERSON COS INC 0.4%
Value ($000) $4,317 Shares 130,800 Est. Cost $38.67 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.4%
Value ($000) $4,084 Shares 152,600 Est. Cost $18.33 Unrealized +12.9%
JBL JABIL INC 0.3%
Value ($000) $3,796 Shares 25,500 Est. Cost $71.96 Unrealized +67.9%
DLR DIGITAL RLTY TR INC 0.3%
Value ($000) $3,787 Shares 18,202 Est. Cost $100.05 Unrealized +36.3%
ITRI ITRON INC 0.3%
Value ($000) $3,760 Shares 38,000 Est. Cost $71.26 Unrealized +41.2%
BEP BROOKFIELD RENEWABLE PARTNER 0.3%
Value ($000) $3,661 Shares 148,000 Est. Cost $37.61 Unrealized
CEG CONSTELLATION ENERGY CORP 0.3%
Value ($000) $3,605 Shares 18,000 Est. Cost $79.87 Unrealized +152.9%
BCO BRINKS CO 0.3%
Value ($000) $3,587 Shares 25,600 Est. Cost $55.21 Unrealized +69.6%
PRGO PERRIGO CO PLC 0.3%
Value ($000) $3,514 Shares 100,000 Est. Cost $31.65 Unrealized -7.2%
WELL WELLTOWER INC 0.3%
Value ($000) $3,423 Shares 23,995 Est. Cost $82.04 Unrealized +15.8%
EQIX EQUINIX INC 0.3%
Value ($000) $3,148 Shares 3,041 Est. Cost $656.59 Unrealized +11.5%
CRI CARTERS INC 0.3%
Value ($000) $3,146 Shares 37,100 Est. Cost $64.04 Unrealized +0.1%
FSLR FIRST SOLAR INC 0.3%
Value ($000) $3,044 Shares 13,500 Est. Cost $153.26 Unrealized +42.2%
ORA ORMAT TECHNOLOGIES INC 0.3%
Value ($000) $2,868 Shares 40,000 Est. Cost $71.95 Unrealized -4.4%
PSA PUBLIC STORAGE OPER CO 0.3%
Value ($000) $2,854 Shares 7,250 Est. Cost $257.67 Unrealized 0.0%
XYL XYLEM INC 0.3%
Value ($000) $2,848 Shares 21,000 Est. Cost $87.20 Unrealized +53.1%
HASI HANNON ARMSTRONG SUST INFR C 0.3%
Value ($000) $2,812 Shares 95,000 Est. Cost $32.07 Unrealized -17.4%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $2,726 Shares 38,500 Est. Cost $67.61 Unrealized 0.0%
PDS PRECISION DRILLING CORP 0.2%
Value ($000) $2,694 Shares 28,000 Est. Cost $68.95 Unrealized +2.0%
INVH INVITATION HOMES INC 0.2%
Value ($000) $2,522 Shares 51,348 Est. Cost $31.77 Unrealized +2.7%
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $2,454 Shares 19,000 Est. Cost $134.31 Unrealized -9.4%
AVB AVALONBAY CMNTYS INC 0.2%
Value ($000) $2,420 Shares 8,550 Est. Cost $169.51 Unrealized +7.5%
ENPH ENPHASE ENERGY INC 0.2%
Value ($000) $2,293 Shares 23,000 Est. Cost $155.11 Unrealized -24.9%
NBR NABORS INDUSTRIES LTD 0.2%
Value ($000) $2,259 Shares 23,200 Est. Cost $98.18 Unrealized -24.1%
EQR EQUITY RESIDENTIAL 0.2%
Value ($000) $2,024 Shares 21,328 Est. Cost $55.43 Unrealized +9.5%
MBLY MOBILEYE GLOBAL INC 0.2%
Value ($000) $2,022 Shares 72,000 Est. Cost $34.30 Unrealized -15.6%
VICI VICI PPTYS INC 0.2%
Value ($000) $1,971 Shares 50,285 Est. Cost $26.50 Unrealized -1.7%
PWR QUANTA SVCS INC 0.2%
Value ($000) $1,906 Shares 7,500 Est. Cost $241.09 Unrealized +9.7%
ESS ESSEX PPTY TR INC 0.2%
Value ($000) $1,862 Shares 5,000 Est. Cost $224.04 Unrealized +7.6%
KIM KIMCO RLTY CORP 0.2%
Value ($000) $1,861 Shares 69,909 Est. Cost $17.18 Unrealized +0.9%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $1,830 Shares 6,881 Est. Cost $177.58 Unrealized -0.7%
NXT NEXTRACKER INC 0.2%
Value ($000) $1,828 Shares 39,000 Est. Cost $49.73 Unrealized 0.0%
ADC AGREE RLTY CORP 0.2%
Value ($000) $1,780 Shares 21,000 Est. Cost $72.45 Unrealized
RUN SUNRUN INC 0.2%
Value ($000) $1,779 Shares 150,000 Est. Cost $30.79 Unrealized -60.2%
BE BLOOM ENERGY CORP 0.2%
Value ($000) $1,775 Shares 145,000 Est. Cost $18.20 Unrealized -30.0%
AMRC AMERESCO INC 0.2%
Value ($000) $1,757 Shares 61,000 Est. Cost $36.76 Unrealized -25.0%
REXR REXFORD INDL RLTY INC 0.2%
Value ($000) $1,727 Shares 28,310 Est. Cost $61.25 Unrealized
TTEK TETRA TECH INC NEW 0.1%
Value ($000) $1,534 Shares 7,500 Est. Cost $40.77 Unrealized 0.0%
CCJ CAMECO CORP 0.1%
Value ($000) $1,525 Shares 31,000 Est. Cost $45.43 Unrealized +11.2%
EPRT ESSENTIAL PPTYS RLTY TR INC 0.1%
Value ($000) $1,439 Shares 37,961 Est. Cost $27.47 Unrealized
SNDA SONIDA SENIOR LIVING INC 0.1%
Value ($000) $1,343 Shares 35,686 Est. Cost $29.12 Unrealized 0.0%
AHR AMERICAN HEALTHCARE REIT INC 0.1%
Value ($000) $1,305 Shares 65,300 Est. Cost $19.97 Unrealized
LXP INDUSTRIAL TRUST 0.1%
Value ($000) $1,294 Shares 103,731 Est. Cost $12.30 Unrealized
KRG KITE RLTY GROUP TR 0.1%
Value ($000) $1,282 Shares 41,867 Est. Cost $25.84 Unrealized
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $1,281 Shares 25,900 Est. Cost $45.34 Unrealized -15.2%
ARRY ARRAY TECHNOLOGIES INC 0.1%
Value ($000) $1,159 Shares 113,000 Est. Cost $20.82 Unrealized -39.0%
CBRE CBRE GROUP INC 0.1%
Value ($000) $1,052 Shares 8,624 Est. Cost $88.72 Unrealized 0.0%
PK PARK HOTELS & RESORTS INC 0.1%
Value ($000) $1,039 Shares 50,678 Est. Cost $22.01 Unrealized
CTRE CARETRUST REIT INC 0.1%
Value ($000) $900 Shares 26,205 Est. Cost $33.00 Unrealized
FLNC FLUENCE ENERGY INC 0.1%
Value ($000) $867 Shares 50,000 Est. Cost $17.85 Unrealized +7.5%