Fund HoldingsNICOLA WEALTH MANAGEMENT LTD.

Total Portfolio Value
$1.02B
Total Bought
$115.75M
Total Sold
$122.48M
Net Transaction
-$6.73M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
BANK NOVA SCOTIA HALIFAX1,500,0002,500,000+1,000,00075,496125,15112.29%+49,655
CANADIAN PACIFIC KANSAS CITY(CP)0315,500+315,500025,4972.50%+25,497
WESCO INTL INC(WCC)68,80086,800+18,00010,63215,5421.53%+4,910
GRANITE REAL ESTATE INVT TR077,400+77,40004,5820.45%+4,582
TORONTO DOMINION BK ONT(TD)303,000363,600+60,60018,13422,5492.22%+4,415
NXP SEMICONDUCTORS N V
COM
65,30080,300+15,00012,17716,4361.61%+4,259
ADOBE SYSTEMS INCORPORATED(ADBE)33,70033,700012,98716,4791.62%+3,492
ALPHABET INC(GOOG)187,100187,100019,40822,3962.20%+2,988
PATTERSON COS INC49,800103,800+54,0001,8044,5710.45%+2,767
XYLEM INC(XYL)33,00051,000+18,0003,4555,7440.56%+2,289
COCA COLA CONS INC(COKE)3,0605,060+2,0002,2164,2610.42%+2,045
S&P GLOBAL INC(SPGI)31,30031,300010,79112,5481.23%+1,757
BROOKFIELD ASSET MANAGMT LTD(BAM)291,475345,375+53,9009,54011,2791.11%+1,740
ELECTRONIC ARTS INC(EA)175,100175,100021,09122,7102.23%+1,620
KKR REAL ESTATE FIN TR INC355,000453,000+98,0004,0465,5130.54%+1,467
GALLAGHER ARTHUR J & CO(AJG)50,10050,10009,58511,0001.08%+1,416
TELUS CORPORATION(TU)703,000778,700+75,70013,94515,1621.49%+1,218
CONSTELLATION ENERGY CORP(CEG)45,00050,000+5,0003,5334,5780.45%+1,045
CROWN HLDGS INC(CCK)234,000234,000019,35420,3282.00%+973
BOSTON SCIENTIFIC CORP(BSX)235,000235,000011,75712,7111.25%+954
TAIWAN SEMICONDUCTOR MFG LTD(TSM)121,000121,000011,26112,2111.20%+950
EDGEWELL PERS CARE CO35,20054,200+19,0002,0212,9640.29%+944
COSTCO WHSL CORP NEW(COST)21,80021,800010,83211,7371.15%+905
LOWES COS INC(LOW)30,00030,00005,9996,7710.67%+772
JABIL INC(JBL)31,50031,50003,7584,5010.44%+743
STANTEC INC(STN)106,600106,60006,2276,9640.68%+737
NEXTERA ENERGY PARTNERS LP(XIFR)75,00090,000+15,0004,5565,2780.52%+721
CAMDEN PPTY TR(CPT)62,20066,268+4,0686,5227,2150.71%+693
EQUITY RESIDENTIAL(EQR)33,20040,628+7,4281,9932,6800.26%+687
SILGAN HLDGS INC(SLGN)44,90062,900+18,0003,2613,9050.38%+644
VICI PPTYS INC(VICI)040,285+40,28501,2660.12%+1,266
BLACKROCK INC(BLK)27,70027,700018,53519,1451.88%+610
AIR PRODS & CHEMS INC44,00044,000012,63713,1791.29%+542
AMERICOLD REALTY TRUST INC(COLD)016,099+16,09905200.05%+520
ITRON INC(ITRI)65,00057,000-8,0003,6044,1100.40%+505
WALMART INC(WMT)192,400183,400-9,00028,36928,8272.83%+457
BLOOM ENERGY CORP130,000185,000+55,0002,5913,0250.30%+434
DIGITAL RLTY TR INC(DLR)19,00020,184+1,1841,8692,2980.23%+429
FLUENCE ENERGY INC(FLNC)125,000110,000-15,0002,5312,9300.29%+399
HYATT HOTELS CORP(H)142,500142,500015,93016,3281.60%+398
MAGNA INTL INC(MGA)131,500131,50007,0387,4280.73%+390
CANADIAN NAT RES LTD(CNQ)346,100346,100019,13719,4691.91%+332
WASTE MGMT INC DEL(WM)31,50031,50005,1405,4630.54%+323
STEM INC500,000550,000+50,0002,8353,1460.31%+311
UNION PAC CORP(UNP)81,80081,800016,46316,7381.64%+275
KITE RLTY GROUP TR(KRG)060,164+60,16401,3440.13%+1,344
CHARGEPOINT HOLDINGS INC300,000380,000+80,0003,1413,3400.33%+199
BENCHMARK ELECTRS INC(BHE)81,60081,60002,6162,7910.27%+175
INVITATION HOMES INC(INVH)041,273+41,27301,4200.14%+1,420
AGREE RLTY CORP22,30025,900+3,6001,5311,6940.17%+163
ENPHASE ENERGY INC(ENPH)18,50024,000+5,5003,8904,0200.39%+129
SUNRUN INC(RUN)235,000270,000+35,0004,7354,8220.47%+87
PIMCO DYNAMIC INCOME OPRNTS(PDO)054,000+54,00007050.07%+705
AMERICAN WTR WKS CO INC NEW35,00036,000+1,0005,1275,1390.50%+12
GOLUB CAP BDC INC(GBDC)169,000169,00002,2932,2820.22%-11
BRINKS CO(BCO)25,60025,60002,3142,2990.23%-15
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
160,000170,000+10,0005,0375,0150.49%-21
CARTERS INC(CRI)19,10019,10001,8591,8360.18%-23
HELMERICH & PAYNE INC(HP)25,90025,90001,2531,2160.12%-37
EQUINIX INC(EQIX)5,0874,627-4603,6703,6270.36%-43
AMERESCO INC80,00080,00003,9383,8900.38%-47
BARINGS BDC INC(BBDC)614,000614,00004,8784,8140.47%-64
AMERICAN TOWER CORP NEW(AMT)8,1008,196+961,6561,5900.16%-66
PRECISION DRILLING CORP(PDS)016,000+16,00001,0350.10%+1,035
RESIDEO TECHNOLOGIES INC(REZI)73,60073,60001,8211,7210.17%-100
SANMINA CORPORATION(SANM)39,10039,10003,2273,1200.31%-107
WELLTOWER INC(WELL)47,73540,695-7,0403,4243,2920.32%-132
HANNON ARMSTRONG SUST INFR C(HASI)150,000165,000+15,0004,2904,1250.41%-165
ROSS STORES INC(ROST)189,700177,700-12,00020,13319,9261.96%-207
KKR & CO INC000000
HAMILTON LANE INC000000
FREEPORT-MCMORAN INC(FCX)265,800265,800010,87410,6321.04%-242
ARRAY TECHNOLOGIES INC(ARRY)130,000115,000-15,0002,8442,5990.26%-245
NABORS INDUSTRIES LTD(NBR)8,2008,20001,3531,0100.10%-343
ESSENTIAL PPTYS RLTY TR INC80,69368,761-11,9322,0061,6190.16%-388
CHENIERE ENERGY INC(LNG)75,60075,600011,91511,5181.13%-396
NUVEI CORPORATION151,600209,700+58,1006,5996,1960.61%-403
ALEXANDRIA REAL ESTATE EQ IN05,762+5,76206540.06%+654
EXTRA SPACE STORAGE INC(EXR)13,80011,860-1,9402,2501,7650.17%-484
BEAM GLOBAL100,000100,00001,5911,0350.10%-556
APTIV PLC000000
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
143,900143,90009,5158,9030.87%-612
ORMAT TECHNOLOGIES INC(ORA)52,00047,000-5,0004,4083,7820.37%-626
TELUS INTL CDA INC326,137391,037+64,9006,5855,9330.58%-651
BALLARD PWR SYS INC NEW500,000485,000-15,0002,7862,1250.21%-661
CANADIAN NATL RY CO(CNI)126,800117,800-9,00014,95014,2731.40%-677
UNITEDHEALTH GROUP INC(UNH)32,40030,400-2,00015,31214,6111.44%-700
PLUG POWER INC(PLUG)285,000250,000-35,0003,3402,5980.26%-743
REXFORD INDL RLTY INC(REXR)44,91934,711-10,2082,6811,8130.18%-868
VISA INC(V)123,500113,500-10,00027,84426,9542.65%-890
ISHARES TR
USD GRN BOND ETF
000000
THERMO FISHER SCIENTIFIC INC(TMO)18,50018,500010,6639,6520.95%-1,010
UDR INC(UDR)58,15529,691-28,4642,3891,2760.13%-1,114
TPI COMPOSITES INC290,000250,000-40,0003,7852,5930.25%-1,192
PFIZER INC(PFE)319,400319,400013,03211,7161.15%-1,316
SUNCOR ENERGY INC NEW(SU)812,300812,300025,19923,8412.34%-1,358
CUBESMART(CUBE)290,100269,660-20,44013,41012,0431.18%-1,367
SUN CMNTYS INC(SUI)79,01674,684-4,33211,1339,7430.96%-1,390
AT&T INC(T)1,191,7001,342,700+151,00022,94021,4162.10%-1,524
ROYAL BK CDA(RY)276,090253,790-22,30026,38224,2522.38%-2,130
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