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Nicola Wealth Management Ltd.

Portfolio Manager
Nicola Wealth Management Ltd.
Performance
-0.44% (2026 Q1)
AUM (13F)
$833.04M
# of Holdings
62
Performance Rank
Allocation (Top 20)
50.61%

Nicola Wealth Management Ltd. Holdings Map

Top 50 Nicola Wealth Management Ltd. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
WCN
WASTE CONNECTIONS INC
4.07%208.6K$33.9M
+12.51%(+23.20K)
2025-Q1: 0 shares2025-Q2: 117.4K shares2025-Q3: 188.1K shares2025-Q4: 185.4K shares2026-Q1: 208.6K shares
$184.61(-8.55%)
2026-03-31
PBA
PEMBINA PIPELINE CORP
3.57%664.5K$29.7M
-32.73%(-323.30K)
2025-Q1: 0 shares2025-Q2: 305.4K shares2025-Q3: 771.5K shares2025-Q4: 987.8K shares2026-Q1: 664.5K shares
$38.96(+19.19%)
2026-03-31
SLF
SUN LIFE FINANCIAL INC.
2.97%394.4K$24.7M
+7.50%(+27.50K)
2025-Q1: 174.2K shares2025-Q2: 277.3K shares2025-Q3: 356.8K shares2025-Q4: 366.9K shares2026-Q1: 394.4K shares
$60.51(+31.63%)
2026-03-31
TTE
TOTALENERGIES SE
2.89%257.0K$24.0M
+78.47%(+113.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 144.0K shares2026-Q1: 257.0K shares
$69.43(+10.45%)
2026-03-31
T
AT&T INC
2.64%758.4K$22.0M
-17.24%(-158.00K)
2025-Q1: 755.4K shares2025-Q2: 709.4K shares2025-Q3: 789.4K shares2025-Q4: 916.4K shares2026-Q1: 758.4K shares
$21.08(-2.37%)
2026-03-31
V
VISA INC
2.58%71.0K$21.5M
+0.00%(+0)
2025-Q1: 71.0K shares2025-Q2: 71.0K shares2025-Q3: 71.0K shares2025-Q4: 71.0K shares2026-Q1: 71.0K shares
$153.14(+136.46%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.58%123.0K$21.5M
+0.00%(+0)
2025-Q1: 53.0K shares2025-Q2: 53.0K shares2025-Q3: 123.0K shares2025-Q4: 123.0K shares2026-Q1: 123.0K shares
$150.33(+29.60%)
2026-03-31
NFLX
NETFLIX INC.
2.57%222.7K$21.4M
+33.35%(+55.70K)
2025-Q1: 17.0K shares2025-Q2: 12.0K shares2025-Q3: 12.0K shares2025-Q4: 167.0K shares2026-Q1: 222.7K shares
$72.79(+6.68%)
2026-03-31
UNP
UNION PAC CORP
2.53%87.0K$21.1M
-22.32%(-25.00K)
2025-Q1: 84.2K shares2025-Q2: 94.2K shares2025-Q3: 112.0K shares2025-Q4: 112.0K shares2026-Q1: 87.0K shares
$198.70(+42.05%)
2026-03-31
ISRG
INTUITIVE SURGICAL INC
2.37%42.9K$19.8M
+0.00%(+0)
2025-Q1: 22.0K shares2025-Q2: 26.6K shares2025-Q3: 55.8K shares2025-Q4: 42.9K shares2026-Q1: 42.9K shares
$485.32(-12.22%)
2026-03-31

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