Nicola Wealth Management Ltd. Top Holdings and 13F Report (2025) About Nicola Wealth Management Ltd.Investment ActivityNicola Wealth Management Ltd. has $1.23 billion in total holdings as of March 31, 2025.Nicola Wealth Management Ltd. owns shares of 111 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 22.89% of the portfolio was purchased this quarter.About 9.74% of the portfolio was sold this quarter.This quarter, Nicola Wealth Management Ltd. has purchased 107 new stocks and bought additional shares in 27 stocks.Nicola Wealth Management Ltd. sold shares of 34 stocks and completely divested from 13 stocks this quarter.Largest Holdings Bank of Nova Scotia $156,929,000Toronto-Dominion Bank $43,977,472iShares Global REIT ETF $39,375,425Canadian National Railway $33,553,584Shopify $29,622,833 Largest New Holdings this Quarter 064149107 - Bank of Nova Scotia $156,929,000 Holding45168D104 - IDEXX Laboratories $16,504,035 HoldingG54950103 - LINDE PLC $15,505,812 Holding866796105 - Sun Life Financial $14,347,112 Holding85472N109 - Stantec $7,049,448 Holding Largest Purchases this Quarter Bank of Nova Scotia 2,300,000 shares (about $156.93M)IDEXX Laboratories 39,300 shares (about $16.50M)LINDE PLC 33,300 shares (about $15.51M)Sun Life Financial 174,200 shares (about $14.35M)Stantec 59,100 shares (about $7.05M) Largest Sales this Quarter AT&T 285,800 shares (about $8.08M)Brookfield Asset Management 84,100 shares (about $5.86M)Suncor Energy 78,900 shares (about $4.40M)Visa 11,000 shares (about $3.86M)Deere & Company 7,800 shares (about $3.66M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNicola Wealth Management Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBNSBank of Nova Scotia$156,929,000$156,929,000 ▲New Holding2,300,00012.7%FinanceTDToronto-Dominion Bank$43,977,4720.0%510,0023.6%FinanceREETiShares Global REIT ETF$39,375,425$5,234,702 ▲15.3%1,128,3003.2%ETFCNICanadian National Railway$33,553,5840.0%239,6002.7%TransportationSHOPShopify$29,622,833$3,311,337 ▼-10.1%216,3832.4%Computer and TechnologyMSFTMicrosoft$27,613,688$1,651,716 ▲6.4%73,5602.2%Computer and TechnologyVVisa$24,882,660$3,855,060 ▼-13.4%71,0002.0%Business ServicesUNHUnitedHealth Group$24,302,000$523,750 ▲2.2%46,4002.0%MedicalCASYCasey's General Stores$23,394,756$3,559,128 ▼-13.2%53,9001.9%Retail/WholesaleMETAMeta Platforms$22,766,220$2,305,440 ▼-9.2%39,5001.8%Computer and TechnologySUSuncor Energy$22,562,254$4,396,308 ▼-16.3%404,9221.8%EnergyTUTELUS$22,561,9760.0%1,093,1191.8%UtilitiesAVGOBroadcom$21,564,984$3,315,114 ▲18.2%128,8001.8%Computer and TechnologyTAT&T$21,362,712$8,082,424 ▼-27.4%755,4001.7%Computer and TechnologyWMTWalmart$21,087,158$3,511,600 ▼-14.3%240,2001.7%Retail/WholesaleDEDeere & Company$20,416,725$3,660,930 ▼-15.2%43,5001.7%IndustrialsUNPUnion Pacific$19,891,408$141,744 ▼-0.7%84,2001.6%TransportationEAElectronic Arts$19,784,788$1,517,460 ▼-7.1%136,9001.6%Consumer DiscretionaryPLDPrologis$19,384,012$514,903 ▼-2.6%158,3391.6%FinanceGIBCGI$19,322,2700.0%134,5001.6%Computer and TechnologyATSATS$18,770,771$3,443,520 ▲22.5%523,3001.5%IndustrialsAMZNAmazon.com$17,694,1800.0%93,0001.4%Retail/WholesaleGOOGLAlphabet$17,613,496$1,391,760 ▼-7.3%113,9001.4%Computer and TechnologyNOWServiceNow$17,515,080$6,369,120 ▲57.1%22,0001.4%Computer and TechnologyHHyatt Hotels$16,966,250$2,695,000 ▲18.9%138,5001.4%Consumer DiscretionaryADBEAdobe$16,952,026$1,188,943 ▲7.5%44,2001.4%Computer and TechnologyIDXXIDEXX Laboratories$16,504,035$16,504,035 ▲New Holding39,3001.3%MedicalBCEBCE$16,422,516$3,613,482 ▲28.2%497,2001.3%UtilitiesTSMTaiwan Semiconductor Manufacturing$15,998,9970.0%67,0001.3%Computer and TechnologyNFLXNetflix$15,853,0100.0%17,0001.3%Consumer DiscretionaryTRPTC Energy$15,780,0400.0%232,1961.3%EnergyCPCanadian Pacific Kansas City$15,633,252$3,332,670 ▲27.1%154,8001.3%TransportationCCKCrown$15,620,500$1,606,680 ▼-9.3%175,0001.3%IndustrialsHDBHDFC Bank$15,578,5520.0%163,0001.3%FinanceLINDE PLC$15,505,812$15,505,812 ▲New Holding33,3001.3%SHSKLACKLA$14,955,6000.0%22,0001.2%Computer and TechnologyINFYInfosys$14,675,2170.0%559,0001.2%Computer and TechnologyEFXEquifax$14,613,6000.0%60,0001.2%Business ServicesSLFSun Life Financial$14,347,112$14,347,112 ▲New Holding174,2001.2%FinanceCUBECubeSmart$12,343,1900.0%289,0001.0%FinanceWCCWESCO International$11,694,0900.0%75,3000.9%Computer and TechnologyAJGArthur J. Gallagher & Co.$11,047,680$1,933,344 ▼-14.9%32,0000.9%FinanceISRGIntuitive Surgical$10,895,940$5,447,970 ▲100.0%22,0000.9%MedicalROSTRoss Stores$10,133,7470.0%79,3000.8%Retail/WholesaleLULULululemon Athletica$9,992,018$934,098 ▲10.3%35,3000.8%Consumer DiscretionaryCOKECoca-Cola Consolidated$9,826,3940.0%5,0600.8%Consumer StaplesBAMBrookfield Asset Management$9,373,310$5,858,406 ▼-38.5%134,5580.8%FinanceLWLamb Weston$8,917,0900.0%167,3000.7%Consumer StaplesABAllianceBernstein$8,541,8850.0%155,0000.7%FinancePRGOPerrigo$8,188,115$1,774,764 ▲27.7%203,0000.7%MedicalPDCOPatterson Companies$7,945,1690.0%176,8000.6%MedicalSLGNSilgan$7,787,4750.0%105,9000.6%IndustrialsSTNStantec$7,049,448$7,049,448 ▲New Holding59,1000.6%Business ServicesJBLJabil$6,557,1790.0%33,5000.5%Computer and TechnologyGRANITE REAL ESTATE INVT TR$6,068,025$1,341,000 ▼-18.1%90,5000.5%TR UNIT NEWSANMSanmina$6,038,1300.0%55,1000.5%Computer and TechnologyREZIResideo Technologies$5,845,9490.0%229,6000.5%IndustrialsNVDANVIDIA$5,744,140$5,744,140 ▲New Holding53,0000.5%Computer and TechnologyAMGAffiliated Managers Group$5,317,645$1,450,267 ▲37.5%22,0000.4%FinanceBCOBrink's$5,155,9520.0%41,6000.4%Business ServicesBHEBenchmark Electronics$5,065,7900.0%92,6000.4%Computer and TechnologyEPCEdgewell Personal Care$4,947,4930.0%110,2000.4%Consumer StaplesDCBODocebo$4,925,410$4,925,410 ▲New Holding119,0000.4%Computer and TechnologyEQIXEquinix$4,610,595$433,966 ▲10.4%3,9310.4%FinanceWELLWelltower$4,298,096$177,857 ▲4.3%19,5020.3%FinanceCRICarter's$4,183,1440.0%71,1000.3%Consumer DiscretionaryPSAPublic Storage$3,827,400$258,317 ▲7.2%8,8900.3%FinanceIONSIonis Pharmaceuticals$3,775,7600.0%87,0000.3%MedicalEQREquity Residential$3,452,305$857,722 ▲33.1%33,5280.3%FinanceDNBDun & Bradstreet$3,433,671$1,376,040 ▲66.9%267,0000.3%Business ServicesWBAWalgreens Boots Alliance$3,052,929$3,052,929 ▲New Holding190,0000.2%Retail/WholesaleINVHInvitation Homes$2,763,160$247,149 ▼-8.2%55,1180.2%FinanceBEPBrookfield Renewable Partners$2,657,769$332,221 ▼-11.1%120,0000.2%UtilitiesCPTCamden Property Trust$2,550,964$2,550,964 ▲New Holding14,5000.2%FinanceITRIItron$2,514,240$628,560 ▼-20.0%24,0000.2%Computer and TechnologyVICIVICI Properties$2,495,646$145,464 ▲6.2%53,1850.2%FinanceHASIHA Sustainable Infrastructure Capital$2,485,400$438,600 ▼-15.0%85,0000.2%FinancePWRQuanta Services$2,414,710$381,270 ▲18.8%9,5000.2%ConstructionNEENextEra Energy$2,339,370$921,570 ▼-28.3%33,0000.2%UtilitiesCEGConstellation Energy$2,318,745$504,075 ▼-17.9%11,5000.2%EnergyAMTAmerican Tower$2,279,081$62,604 ▼-2.7%7,2810.2%FinanceDLRDigital Realty Trust$2,154,394$1,628,369 ▼-43.0%10,4520.2%FinanceAWKAmerican Water Works$2,139,040$295,040 ▲16.0%14,5000.2%UtilitiesORAOrmat Technologies$2,123,100$601,545 ▼-22.1%30,0000.2%EnergyADCAgree Realty$2,114,826$255,387 ▼-10.8%19,0460.2%FinanceSUISun Communities$2,032,574$425,612 ▲26.5%10,9840.2%FinanceSNDAShanda Interactive Entertainment$2,019,172$66,436 ▲3.4%60,2690.2%MedicalXYLXylem$1,971,090$418,110 ▼-17.5%16,5000.2%Business ServicesREGRegency Centers$1,899,257$488,077 ▼-20.4%17,9000.2%FinancePDSPrecision Drilling$1,873,2000.0%28,0000.2%EnergyFLFoot Locker$1,845,7390.0%91,0000.1%Retail/WholesaleTTEKTetra Tech$1,813,500$87,750 ▼-4.6%62,0000.1%IndustrialsFSLRFirst Solar$1,770,0200.0%14,0000.1%EnergyCBRECBRE Group$1,716,471$94,064 ▲5.8%9,1240.1%FinanceCCJCameco$1,688,453$205,909 ▲13.9%41,0000.1%Basic MaterialsVTRVentas$1,681,491$1,681,491 ▲New Holding17,0000.1%FinanceBEBloom Energy$1,435,180$727,420 ▼-33.6%73,0000.1%EnergyENPHEnphase Energy$1,427,150$496,400 ▼-25.8%23,0000.1%EnergyNBRNabors Industries$1,391,9960.0%23,2000.1%EnergyNNNNNN REIT$1,263,852$1,263,852 ▲New Holding20,6000.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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