Fund HoldingsNICOLA WEALTH MANAGEMENT LTD.

Total Portfolio Value
$868.42M
Total Bought
$131.06M
Total Sold
$117.80M
Net Transaction
+$13.26M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
BROOKFIELD INFRASTRUCTURE PA
LP INT UNIT
0664,700+664,700024,2662.79%+24,266
HOME DEPOT INC(HD)049,000+49,000017,2811.99%+17,281
STRYKER CORPORATION(SYK)036,800+36,800011,5861.33%+11,586
TAIWAN SEMICONDUCTOR MANUFAC(TSM)47,00052,000+5,00015,88424,8342.86%+8,950
BROADCOM INC(AVGO)37,50051,900+14,40011,60719,6052.26%+7,999
ALPHABET INC(GOOG)45,00058,000+13,00012,94020,7272.39%+7,787
BLUE OWL CAPITAL CORPORATION(OBDC)0715,000+715,00007,7720.89%+7,772
WASTE CONNECTIONS INC(WCN)208,600243,000+34,40033,88540,4964.66%+6,611
GALLAGHER ARTHUR J & CO(AJG)42,90065,400+22,5009,29115,0141.73%+5,723
NVIDIA CORPORATION(NVDA)123,000134,500+11,50021,45126,9123.10%+5,461
MICROSOFT CORP(MSFT)53,06067,060+14,00019,64125,0152.88%+5,374
TORONTO DOMINION BK ONT(TD)183,802183,802017,16222,3382.57%+5,175
LIVANOVA PLC(LIVN)055,000+55,00004,5230.52%+4,523
BENCHMARK ELECTRS INC(BHE)101,600101,60005,69610,0251.15%+4,329
HDFC BANK LTD(HDB)538,000685,000+147,00013,38517,6942.04%+4,308
BROOKFIELD ASSET MANAGMT LTD(BAM)433,758515,658+81,90019,28123,1212.66%+3,840
VISA INC(V)71,00071,000021,45924,3592.81%+2,900
PLEXUS CORP(PLXS)29,00029,00005,8748,7191.00%+2,846
CANADIAN NATL RY CO(CNI)168,600168,600017,35020,1112.32%+2,761
SANMINA CORP(SANM)50,10036,100-14,0006,4959,1361.05%+2,641
AMAZON COM INC(AMZN)83,80083,800017,45319,9732.30%+2,520
HYATT HOTELS CORP(H)105,50090,800-14,70015,17017,6012.03%+2,431
PERRIGO CO PLC(PRGO)364,000596,000+232,0003,9096,1920.71%+2,283
META PLATFORMS INC(META)33,20037,700+4,50018,99521,2362.45%+2,241
APPLE INC(AAPL)61,00061,000015,48117,6512.03%+2,170
FIRSTSERVICE CORP NEW86,09098,990+12,90011,97414,0701.62%+2,096
SYNOPSYS INC(SNPS)40,70040,700016,13718,1552.09%+2,018
AFFILIATED MANAGERS GROUP29,00029,00008,0249,8141.13%+1,789
EDGEWELL PERSONAL CARE CO(EPC)308,200308,20006,5778,2780.95%+1,701
CROWN HLDGS INC(CCK)132,000132,000013,23314,7601.70%+1,527
STANTEC INC(STN)202,800273,800+71,00017,52818,8762.17%+1,348
SILGAN HLDGS INC(SLGN)136,900136,90005,3126,3510.73%+1,039
PEMBINA PIPELINE CORP(PBA)664,500664,500029,73930,7313.54%+993
LINDE PLC(LIN)39,80039,800019,73120,6542.38%+923
CARTERS INC(CRI)141,100141,10005,0465,8080.67%+762
MSA SAFETY INC(MSA)65,37565,375010,71811,4131.31%+695
MOODYS CORP(MCO)25,10025,100010,95011,3681.31%+418
UNION PAC CORP(UNP)87,00078,500-8,50021,10821,3522.46%+244
IONIS PHARMACEUTICALS INC(IONS)52,00052,00003,9054,1230.47%+218
ISHARES TR13,70013,70001,0901,0960.13%+6
COCA COLA CONS INC(COKE)29,60029,60005,6765,6510.65%-24
NABORS INDUSTRIES LTD(NBR)23,20023,20001,9971,9490.22%-48
RESIDEO TECHNOLOGIES INC(REZI)157,600157,60005,3134,9010.56%-411
MOTOROLA SOLUTIONS INC(MSI)23,00023,00009,9819,5521.10%-430
BRINKS CO(BCO)47,60047,60004,9334,4980.52%-435
TETRA TECH INC NEW(TTEK)411,000411,000012,37911,8741.37%-506
IDEXX LABS INC(IDXX)14,80014,80008,3167,7910.90%-525
CGI INC(GIB)122,000122,00008,9177,8820.91%-1,035
INFOSYS LTD(INFY)1,141,0001,316,000+175,00015,41513,8051.59%-1,610
ADOBE INC(ADBE)44,20044,200010,7449,0621.04%-1,682
BCE INC(BCE)729,000729,000018,39015,6961.81%-2,694
INTUITIVE SURGICAL INC42,90042,900019,77617,0601.96%-2,716
PRECISION DRILLING CORP(PDS)28,0000-28,0002,7550-2,755
DEERE & CO(DE)26,10018,700-7,40014,70211,8621.37%-2,840
SERVICENOW INC(NOW)151,500121,500-30,00015,83912,0631.39%-3,777
TOTALENERGIES SE(TTE)257,000257,000024,03419,9722.30%-4,062
TJX COS INC NEW(TJX)56,00027,000-29,0008,9434,0910.47%-4,853
COCA COLA CO(KO)170,00098,500-71,50012,9298,0050.92%-4,923
TFI INTERNATIONAL INC(TFII)111,60046,700-64,90012,1456,7190.77%-5,426
NETFLIX INC.(NFLX)222,700222,700021,41315,9011.83%-5,512
SUN LIFE FINANCIAL INC.(SLF)394,400204,800-189,60024,70316,0721.85%-8,631
AT&T INC(T)758,400530,400-228,00021,98610,9791.26%-11,007
CUBESMART(CUBE)309,0000-309,00011,3250-11,325
PROLOGIS INC.(PLD)89,0000-89,00011,7640-11,764
WALMART INC(WMT)105,2000-105,20013,0740-13,074
TELUS CORPORATION(TU)1,223,2190-1,223,21915,7190-15,719
CANADIAN NAT RES LTD MED TER(CNQ)336,1000-336,10016,3920-16,392
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