NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 11, 2025

Total Value ($000): $1,066,709 (100.0% shares, 0.0% debt)

Holdings (104)

BNS BANK NOVA SCOTIA HALIFAX 13.1%
Value ($000) $140,156 Shares 2,535,100 Est. Cost $48.79 Unrealized +2.8%
TD TORONTO DOMINION BK ONT 4.3%
Value ($000) $45,418 Shares 617,602 Est. Cost $58.29 Unrealized +12.0%
MSFT MICROSOFT CORP 3.4%
Value ($000) $36,589 Shares 73,560 Est. Cost $217.26 Unrealized +99.0%
TU TELUS CORPORATION 3.1%
Value ($000) $32,972 Shares 2,053,419 Est. Cost $17.48 Unrealized -11.3%
AVGO BROADCOM INC 3.1%
Value ($000) $32,747 Shares 118,800 Est. Cost $165.97 Unrealized +30.1%
META META PLATFORMS INC 2.7%
Value ($000) $29,155 Shares 39,500 Est. Cost $459.56 Unrealized +34.2%
AMZN AMAZON COM INC 2.4%
Value ($000) $25,405 Shares 115,800 Est. Cost $183.54 Unrealized +7.8%
V VISA INC 2.4%
Value ($000) $25,209 Shares 71,000 Est. Cost $179.09 Unrealized +93.8%
WMT WALMART INC 2.2%
Value ($000) $23,487 Shares 240,200 Est. Cost $49.07 Unrealized +93.1%
NOW SERVICENOW INC 2.1%
Value ($000) $22,618 Shares 22,000 Est. Cost $165.85 Unrealized +13.8%
REET ISHARES TR 2.1%
Value ($000) $22,312 Shares 903,300 Est. Cost $32.87 Unrealized
DE DEERE & CO 2.1%
Value ($000) $22,119 Shares 43,500 Est. Cost $277.28 Unrealized +74.8%
WCN WASTE CONNECTIONS INC 2.1%
Value ($000) $21,923 Shares 117,400 Est. Cost $192.18 Unrealized 0.0%
UNP UNION PAC CORP 2.0%
Value ($000) $21,674 Shares 94,200 Est. Cost $183.04 Unrealized +19.4%
T AT&T INC 1.9%
Value ($000) $20,530 Shares 709,400 Est. Cost $15.36 Unrealized +75.5%
GOOGL ALPHABET INC 1.9%
Value ($000) $20,073 Shares 113,900 Est. Cost $117.54 Unrealized +38.9%
H HYATT HOTELS CORP 1.8%
Value ($000) $19,342 Shares 138,500 Est. Cost $100.56 Unrealized +23.7%
LIN LINDE PLC 1.8%
Value ($000) $18,673 Shares 39,800 Est. Cost $445.82 Unrealized +1.5%
IDXX IDEXX LABS INC 1.7%
Value ($000) $18,665 Shares 34,800 Est. Cost $434.21 Unrealized +10.1%
SLF SUN LIFE FINANCIAL INC. 1.7%
Value ($000) $18,448 Shares 277,300 Est. Cost $58.60 Unrealized +4.6%
PLD PROLOGIS INC. 1.7%
Value ($000) $18,243 Shares 173,544 Est. Cost $112.69 Unrealized -9.2%
CNI CANADIAN NATL RY CO 1.7%
Value ($000) $18,189 Shares 174,600 Est. Cost $94.86 Unrealized +6.1%
CNQ CANADIAN NAT RES LTD 1.7%
Value ($000) $18,097 Shares 575,900 Est. Cost $29.98 Unrealized 0.0%
CCK CROWN HLDGS INC 1.7%
Value ($000) $18,022 Shares 175,000 Est. Cost $91.58 Unrealized +3.3%
ADBE ADOBE INC 1.6%
Value ($000) $17,100 Shares 44,200 Est. Cost $501.68 Unrealized -23.2%
NFLX NETFLIX INC 1.5%
Value ($000) $16,070 Shares 12,000 Est. Cost $45.87 Unrealized +146.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.4%
Value ($000) $15,175 Shares 67,000 Est. Cost $68.71 Unrealized
ISRG INTUITIVE SURGICAL INC 1.4%
Value ($000) $14,455 Shares 26,600 Est. Cost $483.82 Unrealized +8.1%
BCE BCE INC 1.3%
Value ($000) $14,022 Shares 632,400 Est. Cost $24.36 Unrealized -13.6%
CUBE CUBESMART 1.3%
Value ($000) $13,613 Shares 320,300 Est. Cost $45.06 Unrealized
GIB CGI INC 1.2%
Value ($000) $12,810 Shares 122,000 Est. Cost $101.94 Unrealized +3.1%
INFY INFOSYS LTD 1.2%
Value ($000) $12,600 Shares 680,000 Est. Cost $22.92 Unrealized
TRP TC ENERGY CORP 1.2%
Value ($000) $12,578 Shares 257,696 Est. Cost $37.61 Unrealized +28.8%
EA ELECTRONIC ARTS INC 1.2%
Value ($000) $12,441 Shares 77,900 Est. Cost $125.01 Unrealized +18.0%
TJX TJX COS INC NEW 1.1%
Value ($000) $11,855 Shares 96,000 Est. Cost $125.88 Unrealized 0.0%
PBA PEMBINA PIPELINE CORP 1.1%
Value ($000) $11,465 Shares 305,400 Est. Cost $37.32 Unrealized 0.0%
KO COCA COLA CO 0.9%
Value ($000) $9,198 Shares 130,000 Est. Cost $69.79 Unrealized 0.0%
HDB HDFC BANK LTD 0.8%
Value ($000) $8,817 Shares 115,000 Est. Cost $81.73 Unrealized
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $8,373 Shares 53,000 Est. Cost $126.71 Unrealized -0.7%
KLAC KLA CORP 0.8%
Value ($000) $8,062 Shares 9,000 Est. Cost $669.07 Unrealized +11.9%
AJG GALLAGHER ARTHUR J & CO 0.8%
Value ($000) $8,003 Shares 25,000 Est. Cost $178.76 Unrealized +83.2%
CP CANADIAN PACIFIC KANSAS CITY 0.7%
Value ($000) $7,657 Shares 96,400 Est. Cost $76.26 Unrealized +0.4%
URI UNITED RENTALS INC 0.6%
Value ($000) $6,931 Shares 9,200 Est. Cost $665.35 Unrealized 0.0%
STN STANTEC INC 0.6%
Value ($000) $6,429 Shares 59,100 Est. Cost $82.92 Unrealized
SLGN SILGAN HLDGS INC 0.5%
Value ($000) $5,738 Shares 105,900 Est. Cost $47.67 Unrealized +10.9%
BAM BROOKFIELD ASSET MANAGMT LTD 0.5%
Value ($000) $5,565 Shares 100,558 Est. Cost $28.66 Unrealized +83.4%
PRGO PERRIGO CO PLC 0.5%
Value ($000) $5,424 Shares 203,000 Est. Cost $29.21 Unrealized -10.3%
SANM SANMINA CORPORATION 0.5%
Value ($000) $5,390 Shares 55,100 Est. Cost $53.32 Unrealized +54.9%
CASY CASEYS GEN STORES INC 0.5%
Value ($000) $5,307 Shares 10,400 Est. Cost $298.68 Unrealized +53.7%
REZI RESIDEO TECHNOLOGIES INC 0.5%
Value ($000) $5,065 Shares 229,600 Est. Cost $19.21 Unrealized -0.7%
JBL JABIL INC 0.5%
Value ($000) $4,907 Shares 22,500 Est. Cost $84.85 Unrealized +90.9%
BHE BENCHMARK ELECTRS INC 0.5%
Value ($000) $4,838 Shares 124,600 Est. Cost $27.06 Unrealized +33.4%
AB ALLIANCEBERNSTEIN HLDG L P 0.4%
Value ($000) $4,655 Shares 114,000 Est. Cost $43.54 Unrealized
GRTUF GRANITE REAL ESTATE INVT TR 0.4%
Value ($000) $4,597 Shares 90,500 Est. Cost $69.76 Unrealized
COKE COCA COLA CONS INC 0.4%
Value ($000) $4,533 Shares 40,600 Est. Cost $111.55 Unrealized +7.6%
AMG AFFILIATED MANAGERS GROUP IN 0.4%
Value ($000) $4,329 Shares 22,000 Est. Cost $183.22 Unrealized -5.3%
BCO BRINKS CO 0.3%
Value ($000) $3,714 Shares 41,600 Est. Cost $74.06 Unrealized +16.5%
IONS IONIS PHARMACEUTICALS INC 0.3%
Value ($000) $3,437 Shares 87,000 Est. Cost $43.98 Unrealized -25.6%
WELL WELLTOWER INC 0.3%
Value ($000) $3,173 Shares 20,642 Est. Cost $87.95 Unrealized +68.1%
DLR DIGITAL RLTY TR INC 0.3%
Value ($000) $3,091 Shares 17,732 Est. Cost $128.13 Unrealized +25.0%
XYL XYLEM INC 0.3%
Value ($000) $2,846 Shares 22,000 Est. Cost $95.45 Unrealized +25.9%
BEP BROOKFIELD RENEWABLE PARTNER 0.3%
Value ($000) $2,804 Shares 110,000 Est. Cost $37.61 Unrealized
EQIX EQUINIX INC 0.3%
Value ($000) $2,773 Shares 3,486 Est. Cost $702.73 Unrealized +18.9%
CEG CONSTELLATION ENERGY CORP 0.3%
Value ($000) $2,743 Shares 8,500 Est. Cost $79.87 Unrealized +230.3%
ORA ORMAT TECHNOLOGIES INC 0.3%
Value ($000) $2,722 Shares 32,500 Est. Cost $72.28 Unrealized +3.1%
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value ($000) $2,713 Shares 19,500 Est. Cost $135.53 Unrealized +4.2%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $2,673 Shares 38,500 Est. Cost $68.71 Unrealized -0.9%
PWR QUANTA SVCS INC 0.2%
Value ($000) $2,647 Shares 7,000 Est. Cost $251.80 Unrealized +27.4%
EPC EDGEWELL PERS CARE CO 0.2%
Value ($000) $2,580 Shares 110,200 Est. Cost $36.76 Unrealized -26.0%
ITRI ITRON INC 0.2%
Value ($000) $2,435 Shares 18,500 Est. Cost $71.26 Unrealized +58.8%
DUN & BRADSTREET HLDGS INC 0.2%
Value ($000) $2,427 Shares 267,000 Est. Cost $14.32 Unrealized
HASI HA SUSTAINABLE INFRA CAP INC 0.2%
Value ($000) $2,417 Shares 90,000 Est. Cost $31.52 Unrealized -21.2%
EQR EQUITY RESIDENTIAL 0.2%
Value ($000) $2,358 Shares 34,943 Est. Cost $62.67 Unrealized +6.3%
FSLR FIRST SOLAR INC 0.2%
Value ($000) $2,318 Shares 14,000 Est. Cost $162.54 Unrealized -9.2%
CCJ CAMECO CORP 0.2%
Value ($000) $2,302 Shares 31,000 Est. Cost $45.05 Unrealized +18.2%
FOOT LOCKER INC 0.2%
Value ($000) $2,230 Shares 91,000 Est. Cost $31.29 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $2,181 Shares 190,000 Est. Cost $11.17 Unrealized
CRI CARTERS INC 0.2%
Value ($000) $2,142 Shares 71,100 Est. Cost $62.13 Unrealized -46.7%
INVH INVITATION HOMES INC 0.2%
Value ($000) $2,008 Shares 61,231 Est. Cost $31.87 Unrealized +2.3%
CPT CAMDEN PPTY TR 0.2%
Value ($000) $1,743 Shares 15,471 Est. Cost $113.17 Unrealized -1.0%
VICI VICI PPTYS INC 0.2%
Value ($000) $1,713 Shares 52,537 Est. Cost $26.87 Unrealized +13.6%
PSA PUBLIC STORAGE OPER CO 0.2%
Value ($000) $1,608 Shares 5,480 Est. Cost $266.62 Unrealized +7.8%
VTR VENTAS INC 0.1%
Value ($000) $1,501 Shares 23,770 Est. Cost $62.63 Unrealized +2.1%
ADC AGREE RLTY CORP 0.1%
Value ($000) $1,483 Shares 20,296 Est. Cost $74.21 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $1,449 Shares 5,440 Est. Cost $245.08 Unrealized -3.0%
CBRE CBRE GROUP INC 0.1%
Value ($000) $1,409 Shares 10,055 Est. Cost $96.99 Unrealized +30.4%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $1,374 Shares 8,550 Est. Cost $152.73 Unrealized 0.0%
SNDA SONIDA SENIOR LIVING INC 0.1%
Value ($000) $1,372 Shares 54,977 Est. Cost $28.77 Unrealized -17.4%
PDS PRECISION DRILLING CORP 0.1%
Value ($000) $1,326 Shares 28,000 Est. Cost $68.95 Unrealized -35.5%
REG REGENCY CTRS CORP 0.1%
Value ($000) $1,275 Shares 17,900 Est. Cost $69.72 Unrealized -0.4%
VRT VERTIV HOLDINGS CO 0.1%
Value ($000) $1,156 Shares 9,000 Est. Cost $106.29 Unrealized -8.6%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $1,110 Shares 28,000 Est. Cost $113.58 Unrealized -59.3%
TTEK TETRA TECH INC NEW 0.1%
Value ($000) $1,079 Shares 30,000 Est. Cost $44.18 Unrealized -24.6%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $1,079 Shares 4,881 Est. Cost $183.20 Unrealized +14.8%
EGP EASTGROUP PPTYS INC 0.1%
Value ($000) $1,036 Shares 6,200 Est. Cost $172.95 Unrealized
NNN NNN REIT INC 0.1%
Value ($000) $929 Shares 21,506 Est. Cost $42.67 Unrealized
NXT NEXTRACKER INC 0.1%
Value ($000) $924 Shares 17,000 Est. Cost $47.84 Unrealized +4.9%
BE BLOOM ENERGY CORP 0.1%
Value ($000) $837 Shares 35,000 Est. Cost $17.11 Unrealized +13.1%
BRX BRIXMOR PPTY GROUP INC 0.1%
Value ($000) $757 Shares 29,060 Est. Cost $26.55 Unrealized
SLG SL GREEN RLTY CORP 0.1%
Value ($000) $718 Shares 11,596 Est. Cost $61.90 Unrealized
NBR NABORS INDUSTRIES LTD 0.1%
Value ($000) $650 Shares 23,200 Est. Cost $98.18 Unrealized -69.7%
HIW HIGHWOODS PPTYS INC 0.1%
Value ($000) $596 Shares 19,160 Est. Cost $29.64 Unrealized
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $393 Shares 25,900 Est. Cost $45.34 Unrealized -59.6%
HUDSON PAC PPTYS INC 0.0%
Value ($000) $392 Shares 143,100 Est. Cost $2.74 Unrealized