Nicola Wealth Management Ltd. Portfolio Holdings

Nicola Wealth Management Ltd.

  • $1.08 Billion
  • Q3 2025

Nicola Wealth Management Ltd. has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.08 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Tc Energy Corp with a value of $125M, Canadian Imperial Bank Of Commerce with a value of $75.9M, Microsoft Corp with a value of $34.5M, Toronto Dominion Bank with a value of $34.2M, and Bank Of Nova Scotia with a value of $33.4M.

Examining the 13F form we can see an increase of $48.1M in the current position value, from $1.03B to 1.08B.

Nicola Wealth Management Ltd. is based out at Vancouver, A1

Below you can find more details about Nicola Wealth Management Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $1.08 Billion
Financial Services: $224 Million
Technology: $184 Million
Energy: $178 Million
Industrials: $146 Million
Communication Services: $127 Million
Consumer Cyclical: $88.9 Million
Healthcare: $48.9 Million
Consumer Defensive: $40.7 Million
Other: $39 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$55.9B
$125 Million 11.64% of portfolio
2,302,996
Q3 2025 Added 793.69%
$78.9B
$75.9 Million 7.05% of portfolio
950,000
Q3 2025 New
$3.78T
$34.5 Million 3.2% of portfolio
66,560
Q3 2025 Reduced 9.52%
$148B
$34.2 Million 3.17% of portfolio
427,202
Q3 2025 Reduced 30.83%
$80.2B
$33.4 Million 3.11% of portfolio
517,300
Q3 2025 Reduced 79.59%
$20.7B
$33.5 Million 3.11% of portfolio
2,125,419
Q3 2025 Added 3.51%
$43.4B
$33.1 Million 3.07% of portfolio
188,100
Q3 2025 Added 60.22%
$21.5B
$31.2 Million 2.9% of portfolio
771,500
Q3 2025 Added 152.62%
$1.37T
$30.1 Million 2.8% of portfolio
41,000
Q3 2025 Added 3.8%
$136B
$26.5 Million 2.46% of portfolio
112,000
Q3 2025 Added 18.9%
$2.39T
$25.4 Million 2.36% of portfolio
115,800
Q2 2025 Added 24.52%
$169B
$25.4 Million 2.36% of portfolio
27,600
Q3 2025 Added 25.45%
$193B
$25 Million 2.32% of portfolio
55,800
Q3 2025 Added 109.77%
$533B
$24.2 Million 2.25% of portfolio
71,000
Q1 2025 Reduced 13.41%
$465B
$22.9 Million 2.13% of portfolio
123,000
Q3 2025 Added 132.08%
$181B
$22.3 Million 2.07% of portfolio
789,400
Q3 2025 Added 11.28%
$144B
$20.8 Million 1.93% of portfolio
45,500
Q3 2025 Added 4.6%
$7.63B
$19.7 Million 1.83% of portfolio
138,500
Q1 2025 Added 18.88%
$279B
$19.6 Million 1.82% of portfolio
190,200
Q3 2025 Reduced 20.82%
$64.7B
$18.7 Million 1.74% of portfolio
198,800
Q3 2025 Added 13.86%
$1.46T
$18.7 Million 1.74% of portfolio
67,000
Q4 2024 Reduced 26.37%
$38.8B
$18.4 Million 1.71% of portfolio
575,900
Q2 2025 New
$114B
$16.3 Million 1.51% of portfolio
142,000
Q3 2025 Reduced 18.18%
$151B
$15.6 Million 1.45% of portfolio
44,200
Q1 2025 Added 7.54%
$20.8B
$14.8 Million 1.37% of portfolio
632,400
Q2 2025 Added 27.19%
$49.1B
$14.4 Million 1.34% of portfolio
12,000
Q2 2025 Reduced 29.41%
$59.7B
$14.4 Million 1.34% of portfolio
29,200
Q3 2025 New
$70.3B
$13.4 Million 1.24% of portfolio
822,000
Q3 2025 Added 20.88%
$54.4B
$13.3 Million 1.23% of portfolio
42,900
Q3 2025 Added 71.6%
$11.4B
$12.7 Million 1.18% of portfolio
132,000
Q3 2025 Reduced 24.57%
$8.22B
$12.6 Million 1.17% of portfolio
309,000
Q3 2025 Reduced 3.53%
$6.13B
$12.5 Million 1.16% of portfolio
72,375
Q3 2025 New
$306B
$12.3 Million 1.14% of portfolio
185,000
Q3 2025 Added 42.31%
$57.4B
$12 Million 1.12% of portfolio
18,800
Q3 2025 Reduced 45.98%
$1.65T
$11.8 Million 1.1% of portfolio
48,500
Q3 2025 Reduced 57.42%
$9.78B
$11.5 Million 1.07% of portfolio
255,000
Q3 2025 New
$18.4B
$10.9 Million 1.01% of portfolio
122,000
Q2 2025 Reduced 9.29%
$68.4B
$10.7 Million 0.99% of portfolio
312,000
Q3 2025 Added 171.3%
$139B
$10.4 Million 0.97% of portfolio
31,500
Q3 2025 Reduced 73.48%
$0
$10.1 Million 0.94% of portfolio
125,000
Q3 2025 New
$170B
$9.97 Million 0.93% of portfolio
69,000
Q3 2025 Reduced 28.13%
$11.7B
$8.75 Million 0.81% of portfolio
81,200
Q3 2025 Added 37.39%
$7.47B
$7.13 Million 0.66% of portfolio
81,000
Q3 2025 New
$9.87B
$6.91 Million 0.64% of portfolio
29,000
Q3 2025 Added 31.82%
$11.4B
$6.87 Million 0.64% of portfolio
17,000
Q3 2025 New
$4.81B
$6.81 Million 0.63% of portfolio
157,600
Q3 2025 Reduced 31.36%
$3.81B
$6.66 Million 0.62% of portfolio
46,000
Q3 2025 New
$9.27B
$6.34 Million 0.59% of portfolio
55,100
Q4 2024 Reduced 9.82%
$1.86B
$6.26 Million 0.58% of portfolio
281,000
Q3 2025 Added 38.42%

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $1.08 Billion
  • Prior Value $1.03 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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