Nicola Wealth Management Ltd. Portfolio Holdings

Nicola Wealth Management Ltd.

  • $1.03 Billion
  • Q2 2025

Nicola Wealth Management Ltd. has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.03 Billion distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bank Of Nova Scotia with a value of $140M, Toronto Dominion Bank with a value of $45.4M, Microsoft Corp with a value of $36.6M, Telus Corp with a value of $33M, and Broadcom Inc. with a value of $32.7M.

Examining the 13F form we can see an increase of $57.8M in the current position value, from $971M to 1.03B.

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 $1.03 Billion
Financial Services: $257 Million
Technology: $187 Million
Communication Services: $145 Million
Industrials: $114 Million
Consumer Cyclical: $91.5 Million
Real Estate: $65.2 Million
Energy: $46.8 Million
Healthcare: $45.5 Million
Other: $75.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$67.2B
$140 Million 13.62% of portfolio
2,535,100
Q2 2025 Added 10.22%
$133B
$45.4 Million 4.41% of portfolio
617,602
Q2 2025 Added 21.1%
$3.95T
$36.6 Million 3.56% of portfolio
73,560
Q1 2025 Added 6.36%
$22.8B
$33 Million 3.21% of portfolio
2,053,419
Q2 2025 Added 87.85%
$127B
$32.7 Million 3.18% of portfolio
118,800
Q2 2025 Reduced 7.76%
$1.78T
$29.2 Million 2.83% of portfolio
39,500
Q1 2025 Reduced 9.2%
$2.26T
$25.4 Million 2.47% of portfolio
115,800
Q2 2025 Added 24.52%
$551B
$25.2 Million 2.45% of portfolio
71,000
Q1 2025 Reduced 13.41%
$281B
$23.5 Million 2.28% of portfolio
240,200
Q1 2025 Reduced 14.28%
$172B
$22.6 Million 2.2% of portfolio
22,000
Q1 2025 Added 57.14%
$153B
$22.1 Million 2.15% of portfolio
43,500
Q1 2025 Reduced 15.2%
$48.2B
$21.9 Million 2.13% of portfolio
117,400
Q2 2025 New
$135B
$21.7 Million 2.11% of portfolio
94,200
Q2 2025 Added 11.88%
$203B
$20.5 Million 2.0% of portfolio
709,400
Q2 2025 Reduced 6.09%
$1.21T
$20.1 Million 1.95% of portfolio
113,900
Q1 2025 Reduced 7.32%
$7.05B
$19.3 Million 1.88% of portfolio
138,500
Q1 2025 Added 18.88%
$33.8B
$18.4 Million 1.79% of portfolio
277,300
Q2 2025 Added 59.18%
$96.8B
$18.2 Million 1.77% of portfolio
173,544
Q2 2025 Added 9.6%
$63.6B
$18.2 Million 1.77% of portfolio
174,600
Q2 2025 Reduced 27.13%
$34.5B
$18.1 Million 1.76% of portfolio
575,900
Q2 2025 New
$12.2B
$18 Million 1.75% of portfolio
175,000
Q1 2025 Reduced 9.33%
$157B
$17.1 Million 1.66% of portfolio
44,200
Q1 2025 Added 7.54%
$545B
$16.1 Million 1.56% of portfolio
12,000
Q2 2025 Reduced 29.41%
$1.27T
$15.2 Million 1.48% of portfolio
67,000
Q4 2024 Reduced 26.37%
$169B
$14.5 Million 1.41% of portfolio
26,600
Q2 2025 Added 20.91%
$22.3B
$14 Million 1.36% of portfolio
632,400
Q2 2025 Added 27.19%
$8.72B
$13.6 Million 1.32% of portfolio
320,300
Q2 2025 Added 10.83%
$19.9B
$12.8 Million 1.24% of portfolio
122,000
Q2 2025 Reduced 9.29%
$50.7B
$12.6 Million 1.22% of portfolio
257,696
Q2 2025 Added 10.98%
$67.4B
$12.6 Million 1.22% of portfolio
680,000
Q2 2025 Added 21.65%
$49.5B
$12.4 Million 1.21% of portfolio
77,900
Q2 2025 Reduced 43.1%
$155B
$11.9 Million 1.15% of portfolio
96,000
Q2 2025 New
$19.8B
$11.5 Million 1.11% of portfolio
305,400
Q2 2025 New
$306B
$9.2 Million 0.89% of portfolio
130,000
Q2 2025 New
$137B
$8.82 Million 0.86% of portfolio
115,000
Q2 2025 Reduced 29.45%
$456B
$8.37 Million 0.81% of portfolio
53,000
Q1 2025 New
$133B
$8.06 Million 0.78% of portfolio
9,000
Q2 2025 Reduced 59.09%
$61.1B
$8 Million 0.78% of portfolio
25,000
Q2 2025 Reduced 21.88%
$63.6B
$6.93 Million 0.67% of portfolio
9,200
Q2 2025 New
$12.1B
$6.42 Million 0.62% of portfolio
59,100
Q1 2025 New
$5.12B
$5.74 Million 0.56% of portfolio
105,900
Q4 2024 Added 9.29%
$3.1B
$5.42 Million 0.53% of portfolio
203,000
Q1 2025 Added 27.67%
$19.4B
$5.31 Million 0.52% of portfolio
10,400
Q2 2025 Reduced 80.71%
$7.16B
$5.39 Million 0.52% of portfolio
55,100
Q4 2024 Reduced 9.82%
$4.56B
$5.06 Million 0.49% of portfolio
229,600
Q4 2024 Added 11.67%
$31B
$4.91 Million 0.48% of portfolio
22,500
Q2 2025 Reduced 32.84%
$1.4B
$4.84 Million 0.47% of portfolio
124,600
Q2 2025 Added 34.56%
$3.9B
$4.65 Million 0.45% of portfolio
114,000
Q2 2025 Reduced 26.45%
$959M
$4.53 Million 0.44% of portfolio
40,600
Q2 2025 Added 702.37%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $1.03 Billion
  • Prior Value $971 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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