§ 13F · FUND PROFILE
NICOLA WEALTH MANAGEMENT LTD..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 65Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | WCN | WASTE CONNECTIONS INC | 209K | $34M | 4.1% | +13% |
| 2 | PBA | PEMBINA PIPELINE CORP | 665K | $30M | 3.6% | −33% |
| 3 | SLF | SUN LIFE FINANCIAL INC. | 394K | $25M | 3.0% | +8% |
| 4 | TTE | TOTALENERGIES SE | 257K | $24M | 2.9% | +78% |
| 5 | T | AT&T INC | 758K | $22M | 2.6% | −17% |
| 6 | V | VISA INC | 71K | $21M | 2.6% | ±0% |
| 7 | NVDA | NVIDIA CORPORATION | 123K | $21M | 2.6% | ±0% |
| 8 | NFLX | NETFLIX INC. | 223K | $21M | 2.6% | +33% |
| 9 | UNP | UNION PAC CORP | 87K | $21M | 2.5% | −22% |
| 10 | ISRG | INTUITIVE SURGICAL INC | 43K | $20M | 2.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NICOLA SIGNAL
AC read
NICOLA WEALTH MANAGEMENT LTD. is a Other fund managing $1.1 billion in assets. The fund runs a portfolio of 65 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed