Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

NICOLA WEALTH MANAGEMENT LTD.

Quarter ended Q2 2024 · Filed July 31, 2024 · Accession 0001734493-24-000006

Total Value
$1.12B
Positions
108
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (108)

#IssuerTicker / CUSIPSharesValue% of Filing
1BANK NOVA SCOTIA HALIFAX0641491072,300,000$143.9M12.86%
2SUNCOR ENERGY INC NEWSU611,722$31.9M2.85%
3TC ENERGY CORPTRPRF566,596$29.4M2.63%
4ROYAL BK CDA780087102198,935$29.0M2.59%
5ADOBE INCADBE50,500$28.1M2.51%
6AT&T INCT-PC1,368,700$26.2M2.34%
7MICROSOFT CORPMSFT58,160$26.0M2.32%
8TORONTO DOMINION BK ONTTORO342,002$25.7M2.30%
9SHOPIFY INCSHOP261,100$23.6M2.11%
10HYATT HOTELS CORPH152,500$23.2M2.07%
11SHELL PLCRYDAF320,000$23.1M2.06%
12ELECTRONIC ARTS INCEA162,400$22.6M2.02%
13VISA INCV85,500$22.4M2.01%
14ALPHABET INCGOOG122,900$22.4M2.00%
15TAIWAN SEMICONDUCTOR MFG LTD87403910091,000$21.6M1.93%
16CANADIAN NATL RY CO136375102133,200$21.5M1.92%
17CASEYS GEN STORES INC14752810355,000$21.0M1.88%
18META PLATFORMS INCMETA39,000$19.7M1.76%
19UNION PAC CORPUNP84,800$19.2M1.71%
20WALMART INCWMT280,200$19.0M1.70%
21CGI INCGIB138,900$19.0M1.69%
22DEERE & CODE49,800$18.6M1.66%
23PROLOGIS INC.PLDGP153,818$17.9M1.60%
24WESCO INTL INC95082P105108,300$17.2M1.53%
25CROWN HLDGS INCCCK221,000$16.4M1.47%
26TELUS CORPORATIONTU781,819$16.2M1.45%
27CUBESMARTCUBE354,000$16.0M1.43%
28UNITEDHEALTH GROUP INCUNH30,400$15.5M1.38%
29BROOKFIELD ASSET MANAGMT LTD113004105279,558$14.6M1.30%
30INFOSYS LTDINFY559,000$14.2M1.27%
31SUN CMNTYS INC866674104106,184$13.2M1.18%
32CANADIAN NAT RES LTD136385101266,126$13.0M1.16%
33AMAZON COM INCAMZN66,000$12.8M1.14%
34BECTON DICKINSON & COBDX52,000$12.2M1.09%
35HDFC BANK LTDHDB134,000$11.8M1.05%
36ROSS STORES INCROST79,300$11.5M1.03%
37NETFLIX INCNFLX17,000$11.5M1.03%
38EQUIFAX INCEFX47,000$11.4M1.02%
39SERVICENOW INCNOW14,000$11.0M0.98%
40GILEAD SCIENCES INCGILD156,000$10.7M0.96%
41GALLAGHER ARTHUR J & CO36357610941,100$10.7M0.95%
42ISHARES TR46434V647307,300$9.8M0.87%
43BIOGEN INCBIIB39,500$9.2M0.82%
44GRANITE REAL ESTATE INVT TR387437114127,400$8.6M0.77%
45BARINGS BDC INCBBDC614,000$8.2M0.73%
46BOSTON SCIENTIFIC CORPBSX102,300$7.9M0.70%
47COCA COLA CONS INCCOKE5,060$7.5M0.67%
48STANTEC INCSTN56,894$6.5M0.58%
49LOWES COS INC54866110726,000$5.7M0.51%
50BENCHMARK ELECTRS INC08160H101104,600$5.6M0.50%
51KKR REAL ESTATE FIN TR INCKKRT453,000$5.6M0.50%
52ABBVIE INCABBV30,000$5.1M0.46%
53EDGEWELL PERS CARE CO28035Q10290,200$5.0M0.44%
54ALLIANCEBERNSTEIN HLDG L P01881G106107,000$4.9M0.44%
55SANMINA CORPORATIONSANM54,100$4.9M0.44%
56INTUITIVE SURGICAL INCISRG11,000$4.9M0.44%
57IONIS PHARMACEUTICALS INCIONS74,000$4.8M0.43%
58SILGAN HLDGS INCSLGN77,900$4.5M0.40%
59PATTERSON COS INC703395103130,800$4.3M0.39%
60RESIDEO TECHNOLOGIES INCREZI152,600$4.1M0.36%
61JABIL INCJBL25,500$3.8M0.34%
62DIGITAL RLTY TR INC25386810318,202$3.8M0.34%
63ITRON INCITRI38,000$3.8M0.34%
64BROOKFIELD RENEWABLE PARTNERG16258108148,000$3.7M0.33%
65CONSTELLATION ENERGY CORPCEG18,000$3.6M0.32%
66BRINKS COBCO25,600$3.6M0.32%
67PERRIGO CO PLCPRGO100,000$3.5M0.31%
68WELLTOWER INCWELL23,995$3.4M0.31%
69EQUINIX INCEQIX3,041$3.1M0.28%
70CARTERS INCCRI37,100$3.1M0.28%
71FIRST SOLAR INCFSLR13,500$3.0M0.27%
72ORMAT TECHNOLOGIES INCORA40,000$2.9M0.26%
73PUBLIC STORAGE OPER COPSA-PS7,250$2.9M0.25%
74XYLEM INCXYL21,000$2.8M0.25%
75HANNON ARMSTRONG SUST INFR C41068X10095,000$2.8M0.25%
76NEXTERA ENERGY INCNEE-PW38,500$2.7M0.24%
77PRECISION DRILLING CORPPDS28,000$2.7M0.24%
78INVITATION HOMES INCINVH51,348$2.5M0.23%
79AMERICAN WTR WKS CO INC NEW03042010319,000$2.5M0.22%
80AVALONBAY CMNTYS INCAWX8,550$2.4M0.22%
81ENPHASE ENERGY INCENPH23,000$2.3M0.20%
82NABORS INDUSTRIES LTDNBRWF23,200$2.3M0.20%
83EQUITY RESIDENTIALEQR21,328$2.0M0.18%
84MOBILEYE GLOBAL INCMBLY72,000$2.0M0.18%
85VICI PPTYS INC92565210950,285$2.0M0.18%
86QUANTA SVCS INC74762E1027,500$1.9M0.17%
87ESSEX PPTY TR INC2971781055,000$1.9M0.17%
88KIMCO RLTY CORP49446R10969,909$1.9M0.17%
89AMERICAN TOWER CORP NEW03027X1006,881$1.8M0.16%
90NEXTRACKER INCNXT39,000$1.8M0.16%
91AGREE RLTY CORP00849210021,000$1.8M0.16%
92SUNRUN INCRUN150,000$1.8M0.16%
93BLOOM ENERGY CORPBE145,000$1.8M0.16%
94AMERESCO INCAMRC61,000$1.8M0.16%
95REXFORD INDL RLTY INC76169C10028,310$1.7M0.15%
96TETRA TECH INC NEWTTEK7,500$1.5M0.14%
97CAMECO CORPCCJ31,000$1.5M0.14%
98ESSENTIAL PPTYS RLTY TR INC29670E10737,961$1.4M0.13%
99SONIDA SENIOR LIVING INCSNDA35,686$1.3M0.12%
100AMERICAN HEALTHCARE REIT INCAHR65,300$1.3M0.12%
101LXP INDUSTRIAL TRUSTLXP-PC103,731$1.3M0.12%
102KITE RLTY GROUP TR49803T30041,867$1.3M0.11%
103HELMERICH & PAYNE INCHP25,900$1.3M0.11%
104ARRAY TECHNOLOGIES INCARRY113,000$1.2M0.10%
105CBRE GROUP INCCBRE8,624$1.1M0.09%
106PARK HOTELS & RESORTS INCPK50,678$1.0M0.09%
107CARETRUST REIT INCCTRE26,205$899,9930.08%
108FLUENCE ENERGY INCFLNC50,000$867,0000.08%