13F Insight
DOSSIER · 13F-HR · Q2 2026

NICOLA WEALTH MANAGEMENT LTD.

$868M in tracked AUM across 61 positions as of Q2 2026.

NW
CIK 0001734493 · last filed Jun 30, 2026
Total AUM
$868M
as of Q2 2026
Holdings
61
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

NICOLA WEALTH MANAGEMENT LTD. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
WCN
WASTE CONNECTIONS INC
$40M243K4.7%02
PBA
PEMBINA PIPELINE CORP
$31M665K3.5%03
NVDA
NVIDIA CORPORATION
$27M135K3.1%04
MSFT
MICROSOFT CORP
$25M67K2.9%05
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$25M52K2.9%06
V
VISA INC
$24M71K2.8%07
G16252101
BROOKFIELD INFRASTRUCTURE PA
$24M665K2.8%08
BAM
BROOKFIELD ASSET MANAGMT LTD
$23M516K2.7%09
TD
TORONTO DOMINION BK ONT
$22M184K2.6%10
UNP
UNION PAC CORP
$21M79K2.5%

Filing history

2026Q2Jun 30
$868M▲ 4.2%
61 positionsView →2026Q1Mar 31
$833M▼ 24.2%
62 positionsView →2025Q4Dec 31
$1.1B▼ 2.2%
65 positionsView →2025Q3Sep 30
$1.1B▲ 5.3%
65 positionsView →2025Q2Jun 30
$1.1B▼ 13.4%
104 positionsLocked2025Q1Mar 31
$1.2B▲ 16.7%
111 positionsLocked2024Q4Dec 31
$1.1B▼ 16.1%
107 positionsLocked2024Q3Sep 30
$1.3B▲ 12.5%
104 positionsLocked2024Q2Jun 30
$1.1B▲ 8.5%
108 positionsLocked2024Q1Mar 31
$1.0B▲ 8.3%
113 positionsLocked2023Q4Dec 31
$953M▲ 2.8%
114 positionsLocked2023Q3Sep 30
$927M▼ 8.9%
110 positionsLocked
Showing 12 of 33