Fund HoldingsNICOLA WEALTH MANAGEMENT LTD.

Total Portfolio Value
$927.07M
Total Bought
$120.58M
Total Sold
$278.50M
Net Transaction
-$157.92M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
GILEAD SCIENCES INC(GILD)0191,000+191,000014,3141.54%+14,314
SUNCOR ENERGY INC NEW(SU)812,300801,400-10,90023,84137,4334.04%+13,592
TORONTO DOMINION BK ONT(TD)363,600407,700+44,10022,54933,3623.60%+10,813
CANADIAN NAT RES LTD(CNQ)346,100341,500-4,60019,46929,9973.24%+10,528
INTERNATIONAL FLAVORS&FRAGRA(IFF)0136,600+136,60009,3121.00%+9,312
ABBVIE INC(ABBV)060,000+60,00008,9440.96%+8,944
CGI INC(GIB)066,800+66,80008,9430.96%+8,943
BROOKFIELD ASSET MANAGMT LTD(BAM)345,375406,775+61,40011,27918,4111.99%+7,131
TC ENERGY CORP(TRP)0664,270+664,270031,0283.35%+31,028
CANADIAN PACIFIC KANSAS CITY(CP)315,500311,300-4,20025,49731,4293.39%+5,931
BIOGEN INC(BIIB)022,000+22,00005,6540.61%+5,654
ROYAL BK CDA(RY)253,790250,390-3,40024,25229,7213.21%+5,469
TELUS CORPORATION(TU)778,700916,500+137,80015,16220,3282.19%+5,166
TECK RESOURCES LTD(TECK)082,800+82,80004,8400.52%+4,840
INFOSYS LTD(INFY)0202,000+202,00004,6730.50%+4,673
GRANITE REAL ESTATE INVT TR77,400117,400+40,0004,5828,4620.91%+3,880
CANADIAN NATL RY CO(CNI)117,800117,800014,27317,3271.87%+3,054
CARLISLE COS INC(CSL)011,000+11,00002,8520.31%+2,852
BARINGS BDC INC(BBDC)614,000614,00004,8147,3960.80%+2,583
VENTAS INC(VTR)036,200+36,20002,0620.22%+2,062
AVALONBAY CMNTYS INC08,800+8,80002,0430.22%+2,043
TAIWAN SEMICONDUCTOR MFG LTD(TSM)121,000121,000012,21114,2161.53%+2,005
IONIS PHARMACEUTICALS INC(IONS)030,000+30,00001,8400.20%+1,840
KKR REAL ESTATE FIN TR INC453,000453,00005,5137,2700.78%+1,757
UNION PAC CORP(UNP)81,80090,800+9,00016,73818,4901.99%+1,752
SHELL PLC(SHEL)0352,000+352,000022,6622.44%+22,662
PERRIGO CO PLC(PRGO)034,000+34,00001,4690.16%+1,469
MOBILEYE GLOBAL INC(MBLY)035,000+35,00001,4540.16%+1,454
HEALTHCARE RLTY TR(HR)066,155+66,15501,3660.15%+1,366
AMERICOLD REALTY TRUST INC(COLD)16,09944,099+28,0005201,8130.20%+1,293
VICI PPTYS INC(VICI)40,28561,185+20,9001,2662,4070.26%+1,141
CHENIERE ENERGY INC(LNG)75,60075,600011,51812,5471.35%+1,028
MAGNA INTL INC(MGA)131,500115,500-16,0007,4288,4070.91%+979
DIGITAL RLTY TR INC(DLR)20,18419,784-4002,2983,2370.35%+939
EXTRA SPACE STORAGE INC(EXR)11,86015,560+3,7001,7652,5580.28%+792
PROLOGIS INC.(PLD)0155,452+155,452018,9622.05%+18,962
ALEXANDRIA REAL ESTATE EQ IN5,76210,162+4,4006541,3750.15%+721
KITE RLTY GROUP TR(KRG)60,16470,764+10,6001,3442,0490.22%+705
AT&T INC(T)1,342,7001,468,700+126,00021,41622,0602.38%+644
STANTEC INC(STN)106,60086,100-20,5006,9647,5880.82%+624
INVITATION HOMES INC(INVH)41,27346,973+5,7001,4202,0130.22%+593
PRECISION DRILLING CORP(PDS)16,00016,00001,0351,4560.16%+421
AMERICAN TOWER CORP NEW(AMT)8,1968,896+7001,5901,9780.21%+388
NABORS INDUSTRIES LTD(NBR)8,2008,20001,0101,3650.15%+355
HELMERICH & PAYNE INC(HP)25,90025,90001,2161,4760.16%+261
CUBESMART(CUBE)269,660317,313+47,65312,04312,2781.32%+235
BRINKS CO(BCO)25,60025,60002,2992,5140.27%+215
AGREE RLTY CORP25,90025,500-4001,6941,9040.21%+211
ESSENTIAL PPTYS RLTY TR INC68,76161,661-7,1001,6191,8030.19%+185
PIMCO DYNAMIC INCOME OPRNTS(PDO)54,00054,00007058670.09%+162
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
143,900136,900-7,0008,9039,0290.97%+125
COCA COLA CONS INC(COKE)5,0605,06004,2614,3530.47%+92
REXFORD INDL RLTY INC(REXR)34,71127,411-7,3001,8131,8290.20%+16
CARTERS INC(CRI)19,10019,10001,8361,7860.19%-50
BENCHMARK ELECTRS INC(BHE)81,60081,60002,7912,6760.29%-114
RESIDEO TECHNOLOGIES INC(REZI)73,60073,60001,7211,5720.17%-149
HYATT HOTELS CORP(H)142,500152,500+10,00016,32816,1771.74%-150
ARRAY TECHNOLOGIES INC(ARRY)115,000110,000-5,0002,5992,4410.26%-158
CONSTELLATION ENERGY CORP(CEG)50,00040,000-10,0004,5784,3630.47%-214
SILGAN HLDGS INC(SLGN)62,90062,90003,9053,6660.40%-239
SANMINA CORPORATION(SANM)39,10039,10003,1202,8690.31%-251
EDGEWELL PERS CARE CO(EPC)54,20054,20002,9642,7080.29%-256
FLUENCE ENERGY INC(FLNC)110,000115,000+5,0002,9302,6440.29%-287
THERMO FISHER SCIENTIFIC INC(TMO)18,50018,50009,6529,3641.01%-288
ENPHASE ENERGY INC(ENPH)24,00031,000+7,0004,0203,7250.40%-295
EQUITY RESIDENTIAL(EQR)40,62830,028-10,6002,6802,3840.26%-297
BLOOM ENERGY CORP185,000200,000+15,0003,0252,6520.29%-373
NXP SEMICONDUCTORS N V
COM
80,30080,300016,43616,0541.73%-382
PATTERSON COS INC103,800103,80004,5714,1600.45%-411
HANNON ARMSTRONG SUST INFR C(HASI)165,000175,000+10,0004,1253,7100.40%-415
NETFLIX INC(NFLX)07,000+7,00002,6430.29%+2,643
BEAM GLOBAL100,00080,000-20,0001,0355900.06%-445
ORMAT TECHNOLOGIES INC(ORA)47,00047,00003,7823,2860.35%-495
UNITEDHEALTH GROUP INC(UNH)30,40027,900-2,50014,61114,0671.52%-545
BALLARD PWR SYS INC NEW485,000425,000-60,0002,1251,5720.17%-553
ROSS STORES INC(ROST)177,700171,300-6,40019,92619,3482.09%-577
JABIL INC(JBL)31,50022,500-9,0004,5013,8600.42%-641
SUN CMNTYS INC(SUI)74,68471,784-2,9009,7438,9860.97%-757
ITRON INC(ITRI)57,00054,000-3,0004,1103,2710.35%-838
EQUINIX INC(EQIX)4,6272,782-1,8453,6272,7320.29%-896
AMERICAN WTR WKS CO INC NEW36,00034,000-2,0005,1394,2100.45%-929
PLUG POWER INC(PLUG)250,000215,000-35,0002,5981,6340.18%-963
WASTE MGMT INC DEL(WM)31,50029,500-2,0005,4634,4970.49%-966
STEM INC550,000490,000-60,0003,1462,0780.22%-1,068
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
170,000180,000+10,0005,0153,9290.42%-1,086
S&P GLOBAL INC(SPGI)31,30031,300012,54811,4371.23%-1,111
UDR INC(UDR)29,6910-29,6911,2760-1,276
WELLTOWER INC(WELL)40,69517,995-22,7003,2921,9930.21%-1,299
BOSTON SCIENTIFIC CORP(BSX)235,000215,000-20,00012,71111,3521.22%-1,359
LOWES COS INC(LOW)30,00026,000-4,0006,7715,4040.58%-1,367
CHARGEPOINT HOLDINGS INC380,000380,00003,3401,8890.20%-1,452
XYLEM INC(XYL)51,00047,000-4,0005,7444,2780.46%-1,465
GALLAGHER ARTHUR J & CO(AJG)50,10041,100-9,00011,0009,3681.01%-1,633
AMERESCO INC80,00058,000-22,0003,8902,2360.24%-1,654
AIR PRODS & CHEMS INC44,00040,000-4,00013,17911,3361.22%-1,843
TPI COMPOSITES INC250,000280,000+30,0002,5937420.08%-1,850
NUVEI CORPORATION209,700206,900-2,8006,1964,2150.45%-1,981
SUNRUN INC(RUN)270,000220,000-50,0004,8222,7630.30%-2,059
MICROSOFT CORP(MSFT)058,160+58,160018,3641.98%+18,364
NEXTERA ENERGY PARTNERS LP(XIFR)90,000103,000+13,0005,2783,0590.33%-2,218
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