account_balance
Investment manager · 13F filer · SEC CIK 1734493
Nicola Wealth Management Ltd.
Reported value$895Mas of Sep 30, 2026
Positions62 6 new, 5 sold out
Top 10 weight31.2%WCN alone is 4%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
WCNWaste Connections, Inc.
4.5%Added +8%
MSFTMicrosoft Corp
3.8%
NVDANVIDIA Corp
3.4%
PBAPembina Pipeline Corp
3.2%Trimmed −4%
METAMeta Platforms, Inc.
3.1%
BAMBrookfield Asset Management Ltd.
2.8%Added +8%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.7%
BIPBrookfield Infrastructure Partners L.P.
2.6%
NOWServiceNow, Inc.
2.6%Added +44%
STNStantec Inc
2.5%Added +21%
TTETotalEnergies SE
2.5%
AMZNAmazon.com Inc
2.3%
WCNWaste Connections, Inc.
4.5%+8%
MSFTMicrosoft Corp
3.8%
NVDANVIDIA Corp
3.4%
PBAPembina Pipeline Corp
3.2%−4%
METAMeta Platforms, Inc.
3.1%
BAMBrookfield Asset Management Ltd.
2.8%+8%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.7%
BIPBrookfield Infrastructure Partners L.P.
2.6%
NOWServiceNow, Inc.
2.6%
STNStantec Inc
2.5%
TTETotalEnergies SE
2.5%
AMZNAmazon.com Inc
2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
WCN Waste Connections, Inc. 4.5% Added +8%MSFT Microsoft Corp 3.8% HeldNVDA NVIDIA Corp 3.4% HeldPBA Pembina Pipeline Corp 3.2% Trimmed −4%META Meta Platforms, Inc. 3.1% HeldBAM Brookfield Asset Management Ltd. 2.8% Added +8%TSM Taiwan Semiconductor Manufacturing Co Ltd 2.7% HeldBIP Brookfield Infrastructure Partners L.P. 2.6% HeldNOW ServiceNow, Inc. 2.6% Added +44%STN Stantec Inc 2.5% Added +21%TTE TotalEnergies SE 2.5% HeldAMZN Amazon.com Inc 2.3% Held
What changed
Biggest moves since Jun 30, 2026
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