NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 31, 2025

Total Value ($000): $1,123,384 (100.0% shares, 0.0% debt)

Holdings (65)

TRP TC ENERGY CORP 11.1%
Value ($000) $125,229 Shares 2,302,996 Est. Cost $48.79 Unrealized +2.9%
CM CANADIAN IMPERIAL BANK OF CO 6.8%
Value ($000) $75,920 Shares 950,000 Est. Cost $75.26 Unrealized 0.0%
MSFT MICROSOFT CORP 3.1%
Value ($000) $34,475 Shares 66,560 Est. Cost $217.26 Unrealized +134.1%
TD TORONTO DOMINION BK ONT 3.0%
Value ($000) $34,162 Shares 427,202 Est. Cost $58.29 Unrealized +28.8%
TU TELUS CORPORATION 3.0%
Value ($000) $33,479 Shares 2,125,419 Est. Cost $17.44 Unrealized -7.0%
BNS BANK NOVA SCOTIA HALIFAX 3.0%
Value ($000) $33,452 Shares 517,300 Est. Cost $48.79 Unrealized +20.8%
WCN WASTE CONNECTIONS INC 2.9%
Value ($000) $33,069 Shares 188,100 Est. Cost $188.31 Unrealized -3.4%
PBA PEMBINA PIPELINE CORP 2.8%
Value ($000) $31,196 Shares 771,500 Est. Cost $37.57 Unrealized +0.4%
META META PLATFORMS INC 2.7%
Value ($000) $30,110 Shares 41,000 Est. Cost $469.94 Unrealized +58.2%
UNP UNION PAC CORP 2.4%
Value ($000) $26,473 Shares 112,000 Est. Cost $189.42 Unrealized +17.8%
AMZN AMAZON COM INC 2.3%
Value ($000) $25,426 Shares 115,800 Est. Cost $183.54 Unrealized +23.3%
NOW SERVICENOW INC 2.3%
Value ($000) $25,400 Shares 27,600 Est. Cost $170.10 Unrealized +9.8%
ISRG INTUITIVE SURGICAL INC 2.2%
Value ($000) $24,955 Shares 55,800 Est. Cost $481.75 Unrealized -0.4%
V VISA INC 2.2%
Value ($000) $24,238 Shares 71,000 Est. Cost $179.09 Unrealized +92.7%
NVDA NVIDIA CORPORATION 2.0%
Value ($000) $22,949 Shares 123,000 Est. Cost $153.79 Unrealized +13.3%
T AT&T INC 2.0%
Value ($000) $22,293 Shares 789,400 Est. Cost $16.65 Unrealized +68.6%
SLF SUN LIFE FINANCIAL INC. 1.9%
Value ($000) $21,427 Shares 356,800 Est. Cost $58.95 Unrealized +2.0%
DE DEERE & CO 1.9%
Value ($000) $20,805 Shares 45,500 Est. Cost $286.62 Unrealized +70.8%
H HYATT HOTELS CORP 1.7%
Value ($000) $19,657 Shares 138,500 Est. Cost $100.56 Unrealized +42.4%
WMT WALMART INC 1.7%
Value ($000) $19,602 Shares 190,200 Est. Cost $49.07 Unrealized +102.2%
LIN LINDE PLC 1.7%
Value ($000) $18,905 Shares 39,800 Est. Cost $445.82 Unrealized +5.6%
CNI CANADIAN NATL RY CO 1.7%
Value ($000) $18,749 Shares 198,800 Est. Cost $95.00 Unrealized +1.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.7%
Value ($000) $18,711 Shares 67,000 Est. Cost $68.71 Unrealized
CNQ CANADIAN NAT RES LTD 1.6%
Value ($000) $18,416 Shares 575,900 Est. Cost $29.98 Unrealized +4.5%
PLD PROLOGIS INC. 1.4%
Value ($000) $16,262 Shares 142,000 Est. Cost $112.69 Unrealized -3.9%
ADBE ADOBE INC 1.4%
Value ($000) $15,592 Shares 44,200 Est. Cost $501.68 Unrealized -28.5%
BCE BCE INC 1.3%
Value ($000) $14,778 Shares 632,400 Est. Cost $24.36 Unrealized -3.4%
SNPS SYNOPSYS INC 1.3%
Value ($000) $14,407 Shares 29,200 Est. Cost $565.30 Unrealized 0.0%
NFLX NETFLIX INC 1.3%
Value ($000) $14,387 Shares 12,000 Est. Cost $45.87 Unrealized +166.1%
INFY INFOSYS LTD 1.2%
Value ($000) $13,373 Shares 822,000 Est. Cost $21.77 Unrealized
AJG GALLAGHER ARTHUR J & CO 1.2%
Value ($000) $13,288 Shares 42,900 Est. Cost $229.43 Unrealized +30.8%
CCK CROWN HLDGS INC 1.1%
Value ($000) $12,750 Shares 132,000 Est. Cost $91.58 Unrealized +9.1%
CUBE CUBESMART 1.1%
Value ($000) $12,564 Shares 309,000 Est. Cost $45.06 Unrealized
MSA MSA SAFETY INC 1.1%
Value ($000) $12,454 Shares 72,375 Est. Cost $172.87 Unrealized 0.0%
BAM BROOKFIELD ASSET MANAGMT LTD 1.1%
Value ($000) $12,325 Shares 216,558 Est. Cost $44.74 Unrealized +31.2%
KO COCA COLA CO 1.1%
Value ($000) $12,269 Shares 185,000 Est. Cost $69.23 Unrealized -1.9%
IDXX IDEXX LABS INC 1.1%
Value ($000) $12,011 Shares 18,800 Est. Cost $434.21 Unrealized +39.8%
GOOGL ALPHABET INC 1.0%
Value ($000) $11,790 Shares 48,500 Est. Cost $117.54 Unrealized +78.0%
CPRT COPART INC 1.0%
Value ($000) $11,467 Shares 255,000 Est. Cost $47.13 Unrealized 0.0%
GIB CGI INC 1.0%
Value ($000) $10,867 Shares 122,000 Est. Cost $101.94 Unrealized -5.3%
HDB HDFC BANK LTD 0.9%
Value ($000) $10,657 Shares 312,000 Est. Cost $51.69 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.9%
Value ($000) $10,539 Shares 141,500 Est. Cost $76.25 Unrealized -0.0%
AVGO BROADCOM INC 0.9%
Value ($000) $10,392 Shares 31,500 Est. Cost $165.97 Unrealized +84.2%
HYG ISHARES TR 0.9%
Value ($000) $10,148 Shares 125,000 Est. Cost $81.18 Unrealized
TJX TJX COS INC NEW 0.9%
Value ($000) $9,973 Shares 69,000 Est. Cost $125.88 Unrealized +5.1%
STN STANTEC INC 0.8%
Value ($000) $8,758 Shares 81,200 Est. Cost $89.71 Unrealized
TFII TFI INTL INC 0.6%
Value ($000) $7,129 Shares 81,000 Est. Cost $91.50 Unrealized 0.0%
AMG AFFILIATED MANAGERS GROUP IN 0.6%
Value ($000) $6,914 Shares 29,000 Est. Cost $192.20 Unrealized +14.7%
WSO WATSCO INC 0.6%
Value ($000) $6,873 Shares 17,000 Est. Cost $427.59 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC 0.6%
Value ($000) $6,805 Shares 157,600 Est. Cost $19.21 Unrealized +62.6%
PLXS PLEXUS CORP 0.6%
Value ($000) $6,655 Shares 46,000 Est. Cost $135.09 Unrealized 0.0%
SANM SANMINA CORPORATION 0.6%
Value ($000) $6,342 Shares 55,100 Est. Cost $53.32 Unrealized +110.9%
PRGO PERRIGO CO PLC 0.6%
Value ($000) $6,257 Shares 281,000 Est. Cost $27.89 Unrealized -12.3%
IONS IONIS PHARMACEUTICALS INC 0.5%
Value ($000) $5,691 Shares 87,000 Est. Cost $43.98 Unrealized +11.0%
CRI CARTERS INC 0.4%
Value ($000) $5,054 Shares 179,100 Est. Cost $41.73 Unrealized -32.2%
GRTUF GRANITE REAL ESTATE INVT TR 0.4%
Value ($000) $5,029 Shares 90,500 Est. Cost $69.76 Unrealized
BCO BRINKS CO 0.4%
Value ($000) $4,861 Shares 41,600 Est. Cost $74.06 Unrealized +40.6%
BHE BENCHMARK ELECTRS INC 0.4%
Value ($000) $4,803 Shares 124,600 Est. Cost $27.06 Unrealized +45.0%
COKE COCA COLA CONS INC 0.4%
Value ($000) $4,756 Shares 40,600 Est. Cost $111.55 Unrealized +3.4%
SLGN SILGAN HLDGS INC 0.4%
Value ($000) $4,554 Shares 105,900 Est. Cost $47.67 Unrealized +1.4%
AB ALLIANCEBERNSTEIN HLDG L P 0.4%
Value ($000) $4,357 Shares 114,000 Est. Cost $43.54 Unrealized
EPC EDGEWELL PERS CARE CO 0.4%
Value ($000) $4,055 Shares 199,200 Est. Cost $30.69 Unrealized -24.5%
PDS PRECISION DRILLING CORP 0.1%
Value ($000) $1,577 Shares 28,000 Est. Cost $68.95 Unrealized -20.7%
NBR NABORS INDUSTRIES LTD 0.1%
Value ($000) $948 Shares 23,200 Est. Cost $98.18 Unrealized -63.7%
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $572 Shares 25,900 Est. Cost $45.34 Unrealized -59.3%