Richard Chen

Nicola Wealth Management Ltd.

Assets Managed

$833.039M

Holdings

Last Quarter

2026 - Q1

Filed Date

2d ago

Growth Rate

-24.19%(2Q avg: -13.18%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Nicola Wealth Management Ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 62 positions.

Assets under management

The assets under management (AUM) of Nicola Wealth Management Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 833.039M in assets, with a quarterly growth rate of -24.19% and a 2-quarter average growth rate of -13.18%. The portfolio is managed by Richard Chen, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
WCN Waste Connections Inc Recent Activity Increased 12.52%	4.07%	$33.885M 208,600 shares@ $162.45 avg price	Increased 12.52%
PBA Pembina Pipeline Corp Recent Activity Decreased -32.72%	3.57%	$29.739M 664,500 shares@ $44.76 avg price	Decreased -32.72%
SLF Sun Life Financial Inc Recent Activity Increased 7.5%	2.97%	$24.703M 394,400 shares@ $62.64 avg price	Increased 7.5%
TTFNF Totalenergies Se Recent Activity Increased 78.48%	2.89%	$24.034M 257,000 shares@ $93.52 avg price	Increased 78.48%
T At&t Inc Recent Activity Decreased -17.24%	2.64%	$21.986M 758,400 shares@ $28.99 avg price	Decreased -17.24%
V Visa Inc-class A Shares Recent Activity	2.58%	$21.459M 71,000 shares@ $302.24 avg price
NVDA Nvidia Corp Recent Activity	2.58%	$21.451M 123,000 shares@ $174.4 avg price
NFLX Netflix Inc Recent Activity Increased 33.36%	2.58%	$21.413M 222,700 shares@ $96.15 avg price	Increased 33.36%
UNP Union Pacific Corp Recent Activity Decreased -22.32%	2.54%	$21.108M 87,000 shares@ $242.62 avg price	Decreased -22.32%
ISRG Intuitive Surgical Inc Recent Activity	2.38%	$19.776M 42,900 shares@ $460.99 avg price

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