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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.63B
$19.7 Million 1.83% of portfolio
138,500
Q1 2025 Added 18.88%
$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
$9.78B
$11.5 Million 1.07% of portfolio
255,000
Q3 2025 New
$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%
$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%
$5.17B
$4.86 Million 0.45% of portfolio
41,600
Q3 2024 Added 62.5%
$4.19B
$4.55 Million 0.42% of portfolio
105,900
Q4 2024 Added 9.29%
$3.83B
$4.36 Million 0.4% of portfolio
114,000
Q2 2025 Reduced 26.45%
$2.93B
$572,000 0.05% of portfolio
25,900
Q4 2022 Added 53.25%

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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