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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$959M
$4.53 Million 0.44% of portfolio
40,600
Q2 2025 Added 702.37%
$8.37B
$4.33 Million 0.42% of portfolio
22,000
Q1 2025 Added 37.5%
$5.06B
$3.71 Million 0.36% of portfolio
41,600
Q3 2024 Added 62.5%
$5.85B
$3.44 Million 0.33% of portfolio
87,000
Q3 2024 Added 17.57%
$76.4B
$3.17 Million 0.31% of portfolio
20,642
Q2 2025 Added 5.85%
$48.7B
$3.09 Million 0.3% of portfolio
17,732
Q2 2025 Added 69.65%
$25.8B
$2.85 Million 0.28% of portfolio
22,000
Q2 2025 Added 33.33%
$6.8B
$2.81 Million 0.27% of portfolio
110,000
Q2 2025 Reduced 8.33%
$111B
$2.74 Million 0.27% of portfolio
8,500
Q2 2025 Reduced 26.09%
$71.7B
$2.77 Million 0.27% of portfolio
3,486
Q2 2025 Reduced 11.32%
$56B
$2.65 Million 0.26% of portfolio
7,000
Q2 2025 Reduced 26.32%
$141B
$2.67 Million 0.26% of portfolio
38,500
Q2 2025 Added 16.67%
$4.97B
$2.72 Million 0.26% of portfolio
32,500
Q2 2025 Added 8.33%
$25.8B
$2.71 Million 0.26% of portfolio
19,500
Q2 2025 Added 34.48%
$1.17B
$2.58 Million 0.25% of portfolio
110,200
Q3 2024 Added 22.17%
$3.95B
$2.43 Million 0.24% of portfolio
267,000
Q1 2025 Added 66.88%
$23.7B
$2.36 Million 0.23% of portfolio
34,943
Q2 2025 Added 4.22%
$2.3B
$2.42 Million 0.23% of portfolio
90,000
Q2 2025 Added 5.88%
$19.7B
$2.32 Million 0.23% of portfolio
14,000
Q4 2024 Reduced 9.68%
$2.39B
$2.23 Million 0.22% of portfolio
91,000
Q4 2024 New
$33.9B
$2.3 Million 0.22% of portfolio
31,000
Q2 2025 Reduced 24.39%
$10.3B
$2.18 Million 0.21% of portfolio
190,000
Q1 2025 New
$949M
$2.14 Million 0.21% of portfolio
71,100
Q3 2024 Added 91.64%
$18.4B
$2.01 Million 0.2% of portfolio
61,231
Q2 2025 Added 11.09%
$11.2B
$1.74 Million 0.17% of portfolio
15,471
Q2 2025 Added 6.7%
$31.7B
$1.71 Million 0.17% of portfolio
52,537
Q2 2025 Reduced 1.22%
$49.2B
$1.61 Million 0.16% of portfolio
5,480
Q2 2025 Reduced 38.36%
$27.4B
$1.5 Million 0.15% of portfolio
23,770
Q2 2025 Added 39.82%
$5.79B
$1.48 Million 0.14% of portfolio
20,296
Q2 2025 Added 6.56%
$72.7B
$1.45 Million 0.14% of portfolio
5,440
Q2 2025 Added 47.83%
$50.1B
$1.41 Million 0.14% of portfolio
10,055
Q2 2025 Added 10.2%
$55.4B
$1.37 Million 0.13% of portfolio
8,550
Q2 2025 New
$754M
$1.32 Million 0.13% of portfolio
28,000
Q2 2024 Added 75.0%
$174M
$1.37 Million 0.13% of portfolio
54,977
Q2 2025 Reduced 8.78%
$12.3B
$1.28 Million 0.12% of portfolio
17,900
Q1 2025 Reduced 20.44%
$4.56B
$1.11 Million 0.11% of portfolio
28,000
Q2 2025 Added 21.74%
$1.96B
$1.08 Million 0.1% of portfolio
30,000
Q2 2025 Reduced 51.61%
$7.03B
$1.04 Million 0.1% of portfolio
6,200
Q2 2025 Added 55.0%
$95.3B
$1.08 Million 0.1% of portfolio
4,881
Q2 2025 Reduced 32.96%
$7.37B
$928,000 0.09% of portfolio
21,506
Q2 2025 Added 4.4%
$32.7B
$779,000 0.08% of portfolio
9,000
Q2 2025 Reduced 43.75%
$7.39B
$837,000 0.08% of portfolio
35,000
Q2 2025 Reduced 52.05%
$3.46B
$717,000 0.07% of portfolio
11,596
Q2 2025 New
$333M
$650,000 0.06% of portfolio
23,200
Q2 2024 Added 182.93%
$3.05B
$595,000 0.06% of portfolio
19,160
Q2 2025 Reduced 3.23%
$6.81B
$660,000 0.06% of portfolio
29,060
Q2 2025 Reduced 7.72%
$1.85B
$392,000 0.04% of portfolio
25,900
Q4 2022 Added 53.25%
$353M
$392,000 0.04% of portfolio
143,100
Q2 2025 New
Nextracker Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 32.0%

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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