NICOLA WEALTH MANAGEMENT LTD. — 13F holdings

NICOLA WEALTH MANAGEMENT LTD. reported 61 holdings worth $868M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

1. WCN Waste Connections Inc — $40.5M (4.7%)
2. PBA PEMBINA PIPELINE CORP — $30.7M (3.5%)
3. NVDA NVIDIA CORPORATION — $26.9M (3.1%)
4. MSFT MICROSOFT CORP — $25.0M (2.9%)
5. TSM TAIWAN SEMICONDUCTOR MFG LTD — $24.8M (2.9%)
6. V Visa Inc — $24.4M (2.8%)
7. BIP BROOKFIELD INFRAST PARTNERS — $24.3M (2.8%)
8. BAM BROOKFIELD ASSET MANAGMT LTD — $23.1M (2.7%)
9. TD TORONTO DOMINION BK ONT — $22.3M (2.6%)
10. UNP UNION PAC CORP — $21.4M (2.5%)