Institutions / Terra Nova Asset Management LLC

Terra Nova Asset Management LLC

CIK 1658652 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$151.89M
Positions
83
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Alphabet Inc.โ€”$8.02M25,6225.3%
Microsoft Corpโ€”$5.60M11,5733.7%
Etfs Gold Trโ€”$5.50M133,8073.6%
Select Sector SPDR Trโ€”$4.86M41,3023.2%
General Electric Coโ€”$4.83M15,6713.2%
GE Vernova Inc.โ€”$4.47M6,8422.9%
International Business Machines Corpโ€”$4.16M14,0562.7%
Amazon.com Incโ€”$3.86M16,7052.5%
Palo Alto Networks Incโ€”$3.53M19,1882.3%
Vanguard Index Fdsโ€”$3.42M5,4582.3%
Cameco Corpโ€”$3.34M36,5192.2%
RTX Corpโ€”$3.34M18,2092.2%
iShares Trโ€”$3.29M16,4882.2%
Meta Platforms Incโ€”$3.22M4,8772.1%
MercadoLibre, Inc.โ€”$3.18M1,5812.1%
Apple Inc.โ€”$3.17M11,6522.1%
Howmet Aerospace Inc.โ€”$3.02M14,7182.0%
JPMorgan Chase & Coโ€”$3.00M9,3092.0%
Costco Wholesale Corp /Newโ€”$2.91M3,3741.9%
Warren E. Buffettโ€”$2.91M5,7881.9%
Visa Incโ€”$2.89M8,2461.9%
Stryker Corpโ€”$2.84M8,0721.9%
ELI LILLY & Coโ€”$2.77M2,5761.8%
Palantir Technologies Incโ€”$2.77M15,5631.8%
iShares Trโ€”$2.60M24,6051.7%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.