Fund HoldingsNICOLA WEALTH MANAGEMENT LTD.

Total Portfolio Value
$833.04M
Total Bought
$100.67M
Total Sold
$337.01M
Net Transaction
-$236.35M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
TOTALENERGIES SE(TTE)144,000257,000+113,0008,00524,0342.89%+16,029
APPLE INC(AAPL)061,000+61,000015,4811.86%+15,481
STANTEC INC(STN)64,600202,800+138,2006,09717,5282.10%+11,431
MOODYS CORP(MCO)025,100+25,100010,9501.31%+10,950
MOTOROLA SOLUTIONS INC(MSI)023,000+23,00009,9811.20%+9,981
BROOKFIELD ASSET MANAGMT LTD(BAM)251,758433,758+182,00013,19019,2812.31%+6,091
NETFLIX INC.(NFLX)167,000222,700+55,70015,65821,4132.57%+5,755
ALPHABET INC(GOOG)27,50045,000+17,5008,60812,9401.55%+4,333
FIRSTSERVICE CORP NEW50,39086,090+35,7007,83711,9741.44%+4,136
LINDE PLC(LIN)39,80039,800016,97019,7312.37%+2,761
SYNOPSYS INC(SNPS)29,20040,700+11,50013,71616,1371.94%+2,421
SUN LIFE FINANCIAL INC.(SLF)366,900394,400+27,50022,90724,7032.97%+1,796
CANADIAN NAT RES LTD MED TER(CNQ)432,900336,100-96,80014,66516,3921.97%+1,727
WASTE CONNECTIONS INC(WCN)185,400208,600+23,20032,51533,8854.07%+1,370
EDGEWELL PERSONAL CARE CO(EPC)308,200308,20005,2556,5770.79%+1,322
COCA COLA CO(KO)170,000170,000011,88512,9291.55%+1,044
BCE INC(BCE)729,000729,000017,39218,3902.21%+998
PRECISION DRILLING CORP(PDS)28,00028,00002,0092,7550.33%+745
NABORS INDUSTRIES LTD(NBR)23,20023,20001,2601,9970.24%+737
BROADCOM INC(AVGO)31,50037,500+6,00010,90211,6071.39%+704
PROLOGIS INC.(PLD)89,00089,000011,36211,7641.41%+402
BENCHMARK ELECTRS INC(BHE)124,600101,600-23,0005,3285,6960.68%+368
TJX COS INC NEW(TJX)56,00056,00008,6028,9431.07%+341
CUBESMART(CUBE)309,000309,000011,13911,3251.36%+185
TETRA TECH INC NEW(TTEK)365,000411,000+46,00012,24212,3791.49%+137
PERRIGO CO PLC(PRGO)281,000364,000+83,0003,9123,9090.47%-2
SILGAN HLDGS INC(SLGN)136,900136,90005,5275,3120.64%-215
RESIDEO TECHNOLOGIES INC(REZI)157,600157,60005,5355,3130.64%-222
AFFILIATED MANAGERS GROUP29,00029,00008,3608,0240.96%-336
CROWN HLDGS INC(CCK)132,000132,000013,59213,2331.59%-359
TELUS CORPORATION(TU)1,223,2191,223,219016,12415,7191.89%-405
COCA COLA CONS INC(COKE)40,60029,600-11,0006,2245,6760.68%-548
BRINKS CO(BCO)47,60047,60005,5564,9330.59%-624
CARTERS INC(CRI)179,100141,100-38,0005,8085,0460.61%-762
AT&T INC(T)916,400758,400-158,00022,76321,9862.64%-777
MSA SAFETY INC(MSA)72,37565,375-7,00011,59010,7181.29%-872
PLEXUS CORP(PLXS)46,00029,000-17,0006,7625,8740.71%-888
TRANSFORCE INC(TFII)126,600111,600-15,00013,08812,1451.46%-943
HDFC BANK LTD(HDB)403,000538,000+135,00014,72613,3851.61%-1,340
INFOSYS LTD(INFY)948,0001,141,000+193,00016,89315,4151.85%-1,478
NVIDIA CORPORATION(NVDA)123,000123,000022,94021,4512.58%-1,488
IDEXX LABS INC(IDXX)14,80014,800010,0138,3161.00%-1,697
SANMINA CORP(SANM)55,10050,100-5,0008,2696,4950.78%-1,774
GALLAGHER ARTHUR J & CO(AJG)42,90042,900011,1029,2911.12%-1,811
META PLATFORMS INC(META)31,70033,200+1,50020,92518,9952.28%-1,930
CANADIAN NATL RY CO(CNI)198,800168,600-30,20019,66517,3502.08%-2,315
CGI INC(GIB)122,000122,000011,2718,9171.07%-2,353
WATSCO INC(WSO)8,0000-8,0002,6960-2,696
IONIS PHARMACEUTICALS INC(IONS)87,00052,000-35,0006,8833,9050.47%-2,978
VISA INC(V)71,00071,000024,90021,4592.58%-3,441
TAIWAN SEMICONDUCTOR MANUFAC(TSM)67,00047,000-20,00020,36115,8841.91%-4,477
INTUITIVE SURGICAL INC42,90042,900024,29719,7762.37%-4,520
HYATT HOTELS CORP(H)123,500105,500-18,00019,80015,1701.82%-4,630
ADOBE INC(ADBE)44,20044,200015,47010,7441.29%-4,725
UNION PAC CORP(UNP)112,00087,000-25,00025,90821,1082.53%-4,800
SERVICENOW INC(NOW)138,000151,500+13,50021,14015,8391.90%-5,301
DEERE & CO(DE)45,50026,100-19,40021,18314,7021.76%-6,481
WALMART INC(WMT)176,200105,200-71,00019,63013,0741.57%-6,556
AMAZON COM INC(AMZN)105,80083,800-22,00024,42117,4532.10%-6,968
PEMBINA PIPELINE CORP(PBA)987,800664,500-323,30037,63829,7393.57%-7,899
GARTNER INC(IT)35,5000-35,5008,9560-8,956
ISHARES TR125,00013,700-111,30010,0791,0900.13%-8,989
COPART INC(CPRT)255,0000-255,0009,9830-9,983
CANADIAN PACIFIC KANSAS CITY(CP)141,5000-141,50010,4190-10,419
MICROSOFT CORP(MSFT)66,56053,060-13,50032,19019,6412.36%-12,549
TORONTO DOMINION BK ONT(TD)363,302183,802-179,50034,24517,1622.06%-17,083
BANK NOVA SCOTIA HALIFAX1,361,5000-1,361,500100,4300-100,430
TC ENERGY CORP(TRP)2,000,0000-2,000,000110,1470-110,147
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