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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 Q1 2025 · Filed May 8, 2025 · Accession 0001734493-25-000006

Total Value
$1.23B
Positions
111
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (111)

#IssuerTicker / CUSIPSharesValue% of Filing
1BANK NOVA SCOTIA HALIFAX0641491072,300,000$156.9M12.74%
2TORONTO DOMINION BK ONTTORO510,002$44.0M3.57%
3ISHARES TR46434V6471,128,300$39.4M3.20%
4CANADIAN NATL RY CO136375102239,600$33.6M2.72%
5SHOPIFY INCSHOP216,383$29.6M2.40%
6MICROSOFT CORPMSFT73,560$27.6M2.24%
7VISA INCV71,000$24.9M2.02%
8UNITEDHEALTH GROUP INCUNH46,400$24.3M1.97%
9CASEYS GEN STORES INC14752810353,900$23.4M1.90%
10META PLATFORMS INCMETA39,500$22.8M1.85%
11SUNCOR ENERGY INC NEWSU404,922$22.6M1.83%
12TELUS CORPORATIONTU1,093,119$22.6M1.83%
13BROADCOM INCAVGO128,800$21.6M1.75%
14AT&T INCT-PC755,400$21.4M1.73%
15WALMART INCWMT240,200$21.1M1.71%
16DEERE & CODE43,500$20.4M1.66%
17UNION PAC CORPUNP84,200$19.9M1.61%
18ELECTRONIC ARTS INCEA136,900$19.8M1.61%
19PROLOGIS INC.PLDGP158,339$19.4M1.57%
20CGI INCGIB134,500$19.3M1.57%
21ATS CORPORATIONATS523,300$18.8M1.52%
22AMAZON COM INCAMZN93,000$17.7M1.44%
23ALPHABET INCGOOG113,900$17.6M1.43%
24SERVICENOW INCNOW22,000$17.5M1.42%
25HYATT HOTELS CORPH138,500$17.0M1.38%
26ADOBE INCADBE44,200$17.0M1.38%
27IDEXX LABS INC45168D10439,300$16.5M1.34%
28BCE INCBCPPF497,200$16.4M1.33%
29TAIWAN SEMICONDUCTOR MFG LTD87403910067,000$16.0M1.30%
30NETFLIX INCNFLX17,000$15.9M1.29%
31TC ENERGY CORPTRPRF232,196$15.8M1.28%
32CANADIAN PACIFIC KANSAS CITYCP154,800$15.6M1.27%
33CROWN HLDGS INCCCK175,000$15.6M1.27%
34HDFC BANK LTDHDB163,000$15.6M1.26%
35LINDE PLCLIN33,300$15.5M1.26%
36KLA CORPKLAC22,000$15.0M1.21%
37INFOSYS LTDINFY559,000$14.7M1.19%
38EQUIFAX INCEFX60,000$14.6M1.19%
39SUN LIFE FINANCIAL INC.SUNFF174,200$14.3M1.16%
40CUBESMARTCUBE289,000$12.3M1.00%
41WESCO INTL INC95082P10575,300$11.7M0.95%
42GALLAGHER ARTHUR J & CO36357610932,000$11.0M0.90%
43INTUITIVE SURGICAL INCISRG22,000$10.9M0.88%
44ROSS STORES INCROST79,300$10.1M0.82%
45LULULEMON ATHLETICA INCLULU35,300$10.0M0.81%
46COCA COLA CONS INCCOKE5,060$9.8M0.80%
47BROOKFIELD ASSET MANAGMT LTD113004105134,558$9.4M0.76%
48LAMB WESTON HLDGS INCLW167,300$8.9M0.72%
49ALLIANCEBERNSTEIN HLDG L P01881G106155,000$8.5M0.69%
50PERRIGO CO PLCPRGO203,000$8.2M0.66%
51PATTERSON COS INC703395103176,800$7.9M0.64%
52SILGAN HLDGS INCSLGN105,900$7.8M0.63%
53STANTEC INCSTN59,100$7.0M0.57%
54JABIL INCJBL33,500$6.6M0.53%
55GRANITE REAL ESTATE INVT TR38743720590,500$6.1M0.49%
56SANMINA CORPORATIONSANM55,100$6.0M0.49%
57RESIDEO TECHNOLOGIES INCREZI229,600$5.8M0.47%
58NVIDIA CORPORATIONNVDA53,000$5.7M0.47%
59AFFILIATED MANAGERS GROUP INMGRE22,000$5.3M0.43%
60BRINKS COBCO41,600$5.2M0.42%
61BENCHMARK ELECTRS INC08160H10192,600$5.1M0.41%
62EDGEWELL PERS CARE CO28035Q102110,200$4.9M0.40%
63DOCEBO INCDCBO119,000$4.9M0.40%
64EQUINIX INCEQIX3,931$4.6M0.37%
65WELLTOWER INCWELL19,502$4.3M0.35%
66CARTERS INCCRI71,100$4.2M0.34%
67PUBLIC STORAGE OPER COPSA-PS8,890$3.8M0.31%
68IONIS PHARMACEUTICALS INCIONS87,000$3.8M0.31%
69EQUITY RESIDENTIALEQR33,528$3.5M0.28%
70DUN & BRADSTREET HLDGS INC26484T106267,000$3.4M0.28%
71WALGREENS BOOTS ALLIANCE INC931427108190,000$3.1M0.25%
72INVITATION HOMES INCINVH55,118$2.8M0.22%
73BROOKFIELD RENEWABLE PARTNERG16258108120,000$2.7M0.22%
74CAMDEN PPTY TR13313110214,500$2.6M0.21%
75ITRON INCITRI24,000$2.5M0.20%
76VICI PPTYS INC92565210953,185$2.5M0.20%
77HA SUSTAINABLE INFRA CAP INC41068X10085,000$2.5M0.20%
78QUANTA SVCS INC74762E1029,500$2.4M0.20%
79NEXTERA ENERGY INCNEE-PW33,000$2.3M0.19%
80CONSTELLATION ENERGY CORPCEG11,500$2.3M0.19%
81AMERICAN TOWER CORP NEW03027X1007,281$2.3M0.18%
82DIGITAL RLTY TR INC25386810310,452$2.2M0.17%
83AMERICAN WTR WKS CO INC NEW03042010314,500$2.1M0.17%
84ORMAT TECHNOLOGIES INCORA30,000$2.1M0.17%
85AGREE RLTY CORP00849210019,046$2.1M0.17%
86SUN CMNTYS INC86667410410,984$2.0M0.16%
87SONIDA SENIOR LIVING INCSNDA60,269$2.0M0.16%
88XYLEM INCXYL16,500$2.0M0.16%
89REGENCY CTRS CORP75884910317,900$1.9M0.15%
90PRECISION DRILLING CORPPDS28,000$1.9M0.15%
91FOOT LOCKER INC34484910491,000$1.8M0.15%
92TETRA TECH INC NEWTTEK62,000$1.8M0.15%
93FIRST SOLAR INCFSLR14,000$1.8M0.14%
94CBRE GROUP INCCBRE9,124$1.7M0.14%
95CAMECO CORPCCJ41,000$1.7M0.14%
96VENTAS INCVTR17,000$1.7M0.14%
97BLOOM ENERGY CORPBE73,000$1.4M0.12%
98ENPHASE ENERGY INCENPH23,000$1.4M0.12%
99NABORS INDUSTRIES LTDNBRWF23,200$1.4M0.11%
100NNN REIT INCNNN20,600$1.3M0.10%
101FIRST INDL RLTY TR INC32054K10315,620$1.2M0.10%
102HILTON WORLDWIDE HLDGS INCHLT3,680$1.2M0.10%
103BRIXMOR PPTY GROUP INC11120U10531,490$1.2M0.10%
104MACERICH COMAC47,764$1.2M0.10%
105VERTIV HOLDINGS COVRT16,000$1.2M0.09%
106NEXTRACKER INCNXT25,000$1.1M0.09%
107EASTGROUP PPTYS INC2772761014,000$1.0M0.08%
108HELMERICH & PAYNE INCHP25,900$973,1570.08%
109SUNRUN INCRUN149,000$873,1400.07%
110HIGHWOODS PPTYS INC43128410819,800$844,2150.07%
111SUNSTONE HOTEL INVS INC NEW86789210159,381$803,7980.07%