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Terra Nova Asset Management LLC

All holdings · as of Dec 31, 2025

83 positions

CompanyClassValueShares% of portfolio
SPDR SERIES TRUST$209.0K2,0300.1%
Booking Holdings Inc$219.8K410.1%
LOCKHEED MARTIN CORP$227.3K4700.1%
Mondelez International, Inc.$231.4K4,2980.2%
Agilent Technologies Inc$236.8K1,7400.2%
Corteva, Inc.$237.5K3,5430.2%
PROCTER & GAMBLE Co$240.8K1,6800.2%
CHEVRON CORP$265.5K1,7420.2%
United Therapeutics Corp$265.6K5450.2%
GENERAL DYNAMICS CORP$301.3K8950.2%
ISHARES TR$310.1K4530.2%
ISHARES TR$314.6K2,4400.2%
Northrop Grumman Corp$333.0K5840.2%
VANGUARD ADMIRAL FDS INC$351.2K7900.2%
EXXON MOBIL CORP$364.3K3,0270.2%
United Rentals Inc$380.4K4700.3%
PAYCHEX INC$408.4K3,6400.3%
Arista Networks, Inc.ANETCommon Stock$429.8K3,2800.3%
Eaton Corp plc$445.9K1,4000.3%
Blackstone Inc$453.7K2,9430.3%
VANGUARD WORLD FD$463.6K6150.3%
CELESTICA INCCLSCommon Stock$498.4K1,6860.3%
Union Pacific Corp$511.4K2,2110.3%
AMERICAN EXPRESS CO$517.4K1,3990.3%
SOUTHERN COPPER CORPSCCOCommon Stock$544.9K3,7980.4%
Arthur J. Gallagher & Co.$556.1K2,1490.4%
AbbVie Inc.$577.2K2,5260.4%
LAM RESEARCH CORP$627.0K3,6630.4%
HCA Healthcare, Inc.$662.4K1,4190.4%
LINDE PLC$706.3K1,6560.5%
SPDR S&P 500 ETF TR$708.2K1,0390.5%
BERKSHIRE HATHAWAY INC DEL$754.8K10.5%
SPINNAKER ETF SERIES$875.5K20,7820.6%
Fortinet Inc$931.8K11,7340.6%
Parker-Hannifin Corp$970.4K1,1040.6%
SELECT SECTOR SPDR TR$1.12M26,3370.7%
Constellation Energy Corp$1.14M3,2280.8%
Vistra Corp.$1.19M7,3860.8%
Netflix Inc$1.27M13,5600.8%
Alphabet Inc.$1.31M4,1610.9%
Rocket Lab CorpRKLBCommon Stock$1.31M18,7500.9%
GLOBAL X FDS$1.54M23,8061.0%
ISHARES GOLD TR$1.77M21,7661.2%
W.W. GRAINGER, INC.$1.79M1,7691.2%
SELECT SECTOR SPDR TR$1.79M11,5571.2%
NVIDIA Corp$1.81M9,6821.2%
RESMED INC$1.83M7,5811.2%
GENMAB A/S$1.87M60,6001.2%
SPDR GOLD TR$1.90M4,8001.3%
MCKESSON CORP$2.00M2,4411.3%
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