Institutions / Nicola Wealth Management Ltd.

Nicola Wealth Management Ltd.

CIK 1734493 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$1.10B
Positions
65
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Tc Energy Corpโ€”$110.15M2,000,00010.0%
Bank Nova Scotia Halifaxโ€”$100.43M1,361,5009.1%
Pembina Pipeline Corpโ€”$37.64M987,8003.4%
Toronto Dominion Bk Ontโ€”$34.25M363,3023.1%
Waste Connections Incโ€”$32.51M185,4003.0%
Microsoft Corpโ€”$32.19M66,5602.9%
Union Pacific Corpโ€”$25.91M112,0002.4%
Visa Incโ€”$24.90M71,0002.3%
Amazon.com Incโ€”$24.42M105,8002.2%
Intuitive Surgical Incโ€”$24.30M42,9002.2%
NVIDIA Corpโ€”$22.94M123,0002.1%
Sun Life Financial Inc.โ€”$22.91M366,9002.1%
AT&T Inc.โ€”$22.76M916,4002.1%
Deere & Coโ€”$21.18M45,5001.9%
ServiceNow Incโ€”$21.14M138,0001.9%
Meta Platforms Incโ€”$20.92M31,7001.9%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$20.36M67,0001.9%
Hyatt Hotels Corpโ€”$19.80M123,5001.8%
Canadian Natl Ry Coโ€”$19.66M198,8001.8%
Walmart Inc.โ€”$19.63M176,2001.8%
Bce Incโ€”$17.39M729,0001.6%
Linde PLCโ€”$16.97M39,8001.5%
Infosys LtdINFYADR$16.89M948,0001.5%
Telus Corporationโ€”$16.12M1,223,2191.5%
Netflix Incโ€”$15.66M167,0001.4%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.