Terra Nova Asset Management LLC

data from 31/12/2025

Capitalization

$ 151.888 M -4.21 %

Average holding period

12 ans

Performance

$ 87.423 M 92.76 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Terra Nova Asset Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 ALPHABET INC 5.28% 8.020 M $ 25622 2020/12/31 1.803 M $ 28.75 %
2025/12/31 MICROSOFT CORP 3.69% 5.597 M $ 11573 2020/12/31 -387.472 K $ -6.63 %
2025/12/31 ETFS GOLD TR 3.62% 5.497 M $ 133807 2020/12/31 596.117 K $ 11.60 %
2025/12/31 SELECT SECTOR SPDR TR 3.20% 4.862 M $ 41302 2023/03/31 -26.723 K $ -0.55 %
2025/12/31 GE AEROSPACE 3.18% 4.827 M $ 15671 2023/12/31 116.451 K $ 2.40 %
2025/12/31 GE VERNOVA INC 2.94% 4.472 M $ 6842 2024/06/30 270.234 K $ 6.30 %
2025/12/31 INTERNATIONAL BUSINESS MACHS 2.74% 4.164 M $ 14056 2020/12/31 179.868 K $ 4.98 %
2025/12/31 AMAZON COM INC 2.54% 3.856 M $ 16705 2020/12/31 187.323 K $ 5.12 %
2025/12/31 PALO ALTO NETWORKS INC 2.33% 3.534 M $ 19188 2024/03/31 -306.971 K $ -9.54 %
2025/12/31 VANGUARD INDEX FDS 2.25% 3.423 M $ 5458 2022/12/31 99.269 K $ 2.40 %
2025/12/31 CAMECO CORP 2.20% 3.341 M $ 36519 2023/03/31 268.095 K $ 9.10 %
2025/12/31 RTX CORPORATION 2.20% 3.340 M $ 18209 2020/12/31 293.325 K $ 9.60 %
2025/12/31 ISHARES TR 2.17% 3.292 M $ 16488 2020/12/31 63.228 K $ 1.95 %
2025/12/31 META PLATFORMS INC 2.12% 3.220 M $ 4877 2024/03/31 -312.995 K $ -10.11 %
2025/12/31 MERCADOLIBRE INC 2.10% 3.185 M $ 1581 2022/12/31 -520.482 K $ -13.81 %
2025/12/31 APPLE INC 2.09% 3.168 M $ 11652 2020/12/31 205.932 K $ 6.77 %
2025/12/31 HOWMET AEROSPACE INC 1.99% 3.017 M $ 14718 2024/09/30 113.417 K $ 4.48 %
2025/12/31 JPMORGAN CHASE & CO. 1.97% 3.000 M $ 9309 2025/03/31 51.877 K $ 2.16 %
2025/12/31 COSTCO WHSL CORP NEW 1.92% 2.910 M $ 3374 2022/03/31 -215.069 K $ -6.83 %
2025/12/31 BERKSHIRE HATHAWAY INC DEL 1.92% 2.909 M $ 5788 2020/12/31 -458.000 $ -0.02 %
2025/12/31 VISA INC 1.90% 2.892 M $ 8246 2020/12/31 73.781 K $ 2.73 %
2025/12/31 STRYKER CORPORATION 1.87% 2.837 M $ 8072 2020/12/31 -147.628 K $ -4.93 %
2025/12/31 ELI LILLY & CO 1.82% 2.768 M $ 2576 2023/03/31 648.647 K $ 40.85 %
2025/12/31 PALANTIR TECHNOLOGIES INC 1.82% 2.766 M $ 15563 2025/06/30 -72.011 K $ -2.56 %
2025/12/31 ISHARES TR 1.71% 2.600 M $ 24605 2020/12/31 -240.605 K $ -8.10 %
2025/12/31 AUTOZONE INC 1.69% 2.574 M $ 759 2021/03/31 -657.877 K $ -20.95 %
2025/12/31 BLACKROCK INC 1.65% 2.509 M $ 2344 2024/12/31 -224.376 K $ -8.19 %
2025/12/31 INTUITIVE SURGICAL INC 1.62% 2.465 M $ 4352 2024/03/31 543.471 K $ 26.64 %
2025/12/31 GOLDMAN SACHS GROUP INC 1.53% 2.329 M $ 2650 2025/03/31 217.608 K $ 10.36 %
2025/12/31 VANECK MERK GOLD ETF 1.52% 2.310 M $ 55695 2020/12/31 238.931 K $ 11.54 %
2025/12/31 VANGUARD WORLD FD 1.45% 2.196 M $ 16454 2023/03/31 36.510 K $ 1.71 %
2025/12/31 SELECT SECTOR SPDR TR 1.43% 2.164 M $ 18126 2020/12/31 -1.090 M $ -50.17 %
2025/12/31 VERTIV HOLDINGS CO 1.37% 2.080 M $ 12838 2025/09/30 135.740 K $ 7.39 %
2025/12/31 MCKESSON CORP 1.32% 2.002 M $ 2441 2025/09/30 91.594 K $ 6.18 %
2025/12/31 SPDR GOLD TR 1.25% 1.902 M $ 4800 2020/12/31 196.031 K $ 11.49 %
2025/12/31 GENMAB A/S 1.23% 1.866 M $ 60600 2025/12/31 0.000 $ 0.00 %
2025/12/31 RESMED INC 1.20% 1.826 M $ 7581 2020/12/31 -256.472 K $ -12.00 %
2025/12/31 NVIDIA CORPORATION 1.19% 1.806 M $ 9682 2020/12/31 -1.541 K $ -0.05 %
2025/12/31 SELECT SECTOR SPDR TR 1.18% 1.793 M $ 11557 2023/12/31 8.919 K $ 0.58 %
2025/12/31 WW GRAINGER INC 1.18% 1.785 M $ 1769 2023/12/31 85.305 K $ 5.91 %
2025/12/31 ISHARES GOLD TR 1.16% 1.767 M $ 21766 2021/06/30 182.834 K $ 11.54 %
2025/12/31 GLOBAL X FDS 1.02% 1.542 M $ 23806 2025/03/31 -149.640 K $ -7.76 %
2025/12/31 ROCKET LAB CORP 0.86% 1.308 M $ 18750 2025/09/30 97.407 K $ 45.61 %
2025/12/31 ALPHABET INC 0.86% 1.306 M $ 4161 2020/12/31 222.084 K $ 28.85 %
2025/12/31 NETFLIX INC 0.84% 1.271 M $ 13560 2025/03/31 -1.433 M $ -92.18 %
2025/12/31 VISTRA CORP 0.78% 1.192 M $ 7386 2024/09/30 -247.108 K $ -17.65 %
2025/12/31 CONSTELLATION ENERGY CORP 0.75% 1.140 M $ 3228 2024/06/30 75.265 K $ 7.34 %
2025/12/31 SELECT SECTOR SPDR TR 0.74% 1.124 M $ 26337 2024/03/31 -582.588 K $ -51.05 %
2025/12/31 PARKER-HANNIFIN CORP 0.64% 970.372 K $ 1104 2020/12/31 133.374 K $ 15.93 %
2025/12/31 FORTINET INC 0.61% 931.797 K $ 11734 2020/12/31 -63.203 K $ -5.55 %
2025/12/31 SPINNAKER ETF SERIES 0.58% 875.541 K $ 20782 2025/03/31 -119.562 K $ -10.30 %
2025/12/31 BERKSHIRE HATHAWAY INC DEL 0.50% 754.800 K $ 1 2020/12/31 600.000 $ 0.08 %
2025/12/31 SPDR S&P 500 ETF TR 0.47% 708.216 K $ 1039 2020/12/31 16.006 K $ 2.32 %
2025/12/31 LINDE PLC 0.47% 706.294 K $ 1656 2023/12/31 -78.747 K $ -10.21 %
2025/12/31 HCA HEALTHCARE INC 0.44% 662.429 K $ 1419 2020/12/31 57.572 K $ 9.53 %
2025/12/31 LAM RESEARCH CORP 0.41% 627.028 K $ 3663 2024/12/31 115.232 K $ 27.84 %
2025/12/31 ABBVIE INC 0.38% 577.241 K $ 2526 2020/12/31 -5.813 K $ -1.30 %
2025/12/31 GALLAGHER ARTHUR J & CO 0.37% 556.065 K $ 2149 2022/12/31 -406.157 K $ -16.46 %
2025/12/31 SOUTHERN COPPER CORP 0.36% 544.861 K $ 3798 2022/12/31 83.206 K $ 18.21 %
2025/12/31 AMERICAN EXPRESS CO 0.34% 517.431 K $ 1399 2022/03/31 52.629 K $ 11.35 %
2025/12/31 UNION PAC CORP 0.34% 511.413 K $ 2211 2020/12/31 -11.204 K $ -2.15 %
2025/12/31 CELESTICA INC 0.33% 498.399 K $ 1686 2025/06/30 81.131 K $ 19.98 %
2025/12/31 VANGUARD WORLD FD 0.31% 463.575 K $ 615 2023/03/31 6.542 K $ 0.96 %
2025/12/31 BLACKSTONE INC 0.30% 453.674 K $ 2943 2020/12/31 -48.763 K $ -9.78 %
2025/12/31 EATON CORP PLC 0.29% 445.914 K $ 1400 2020/12/31 -78.036 K $ -14.89 %
2025/12/31 ARISTA NETWORKS INC 0.28% 429.779 K $ 3280 2024/12/31 -48.150 K $ -10.07 %
2025/12/31 PAYCHEX INC 0.27% 408.372 K $ 3640 2020/12/31 -53.792 K $ -11.50 %
2025/12/31 UNITED RENTALS INC 0.25% 380.381 K $ 470 2023/06/30 -50.868 K $ -15.22 %
2025/12/31 EXXON MOBIL CORP 0.24% 364.317 K $ 3027 2022/03/31 23.035 K $ 6.75 %
2025/12/31 VANGUARD ADMIRAL FDS INC 0.23% 351.227 K $ 790 2025/06/30 5.386 K $ 2.10 %
2025/12/31 NORTHROP GRUMMAN CORP 0.22% 333.021 K $ 584 2021/06/30 -22.822 K $ -6.41 %
2025/12/31 ISHARES TR 0.21% 314.590 K $ 2440 2025/12/31 0.000 $ 0.00 %
2025/12/31 ISHARES TR 0.20% 310.142 K $ 453 2020/12/31 6.918 K $ 2.29 %
2025/12/31 GENERAL DYNAMICS CORP 0.20% 301.311 K $ 895 2021/09/30 -3.884 K $ -1.27 %
2025/12/31 UNITED THERAPEUTICS CORP DEL 0.17% 265.552 K $ 545 2025/12/31 0.000 $ 0.00 %
2025/12/31 CHEVRON CORP NEW 0.17% 265.499 K $ 1742 2021/12/31 -5.016 K $ -1.85 %
2025/12/31 PROCTER AND GAMBLE CO 0.16% 240.761 K $ 1680 2021/09/30 -17.371 K $ -6.73 %
2025/12/31 CORTEVA INC 0.16% 237.488 K $ 3543 2025/03/31 -2.125 K $ -0.89 %
2025/12/31 AGILENT TECHNOLOGIES INC 0.16% 236.762 K $ 1740 2020/12/31 13.432 K $ 6.01 %
2025/12/31 MONDELEZ INTL INC 0.15% 231.362 K $ 4298 2020/12/31 -37.134 K $ -13.83 %
2025/12/31 LOCKHEED MARTIN CORP 0.15% 227.325 K $ 470 2020/12/31 -7.303 K $ -3.11 %
2025/12/31 BOOKING HOLDINGS INC 0.14% 219.751 K $ 41 2025/09/30 -1.619 K $ -0.73 %
2025/12/31 SPDR SERIES TRUST 0.14% 209.028 K $ 2030 2023/12/31 -15.879 K $ -7.07 %
2025/12/31 SOXX ISHARES TR 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 MP MP MATERIALS CORP 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 PGR PROGRESSIVE CORP 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/12/31 STRL STERLING INFRASTRUCTURE INC 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 AXON AXON ENTERPRISE INC 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 CTAS CINTAS CORP 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %
2025/12/31 COIN COINBASE GLOBAL INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/12/31 EOG EOG RES INC 0.00% 0.000 $ 0 2022/03/31 0.000 $ 0.00 %
2025/12/31 QQQ INVESCO QQQ TR 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/12/31 ORCL ORACLE CORP 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 TQQQ PROSHARES TR 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 NOW SERVICENOW INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/12/31 LNG CHENIERE ENERGY INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/12/31 EWG ISHARES INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %