Terra Nova Asset Management LLC

data from 31/12/2025

Capitalization

$ 151.888 B 95 692.87 %

Average holding period

12 ans

Performance

$ 145.408 B 91 744.04 %

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 B $ 25622 2020/12/31 8.069 B $ 128 654.35 %
2025/12/31 MICROSOFT CORP 3.69% 5.597 B $ 11573 2020/12/31 5.454 B $ 93 271.89 %
2025/12/31 ETFS GOLD TR 3.62% 5.497 B $ 133807 2020/12/31 5.730 B $ 111 500.50 %
2025/12/31 SELECT SECTOR SPDR TR 3.20% 4.862 B $ 41302 2023/03/31 4.835 B $ 99 352.82 %
2025/12/31 GE AEROSPACE 3.18% 4.827 B $ 15671 2023/12/31 4.964 B $ 102 296.54 %
2025/12/31 GE VERNOVA INC 2.94% 4.472 B $ 6842 2024/06/30 4.559 B $ 106 193.74 %
2025/12/31 INTERNATIONAL BUSINESS MACHS 2.74% 4.164 B $ 14056 2020/12/31 3.788 B $ 104 882.77 %
2025/12/31 AMAZON COM INC 2.54% 3.856 B $ 16705 2020/12/31 3.840 B $ 105 025.77 %
2025/12/31 PALO ALTO NETWORKS INC 2.33% 3.534 B $ 19188 2024/03/31 2.908 B $ 90 362.62 %
2025/12/31 VANGUARD INDEX FDS 2.25% 3.423 B $ 5458 2022/12/31 4.231 B $ 102 301.58 %
2025/12/31 CAMECO CORP 2.20% 3.341 B $ 36519 2023/03/31 3.212 B $ 108 997.18 %
2025/12/31 RTX CORPORATION 2.20% 3.340 B $ 18209 2020/12/31 3.345 B $ 109 505.52 %
2025/12/31 ISHARES TR 2.17% 3.292 B $ 16488 2020/12/31 3.302 B $ 101 848.30 %
2025/12/31 META PLATFORMS INC 2.12% 3.220 B $ 4877 2024/03/31 2.780 B $ 89 782.11 %
2025/12/31 MERCADOLIBRE INC 2.10% 3.185 B $ 1581 2022/12/31 3.245 B $ 86 074.49 %
2025/12/31 APPLE INC 2.09% 3.168 B $ 11652 2020/12/31 3.246 B $ 106 667.93 %
2025/12/31 HOWMET AEROSPACE INC 1.99% 3.017 B $ 14718 2024/09/30 2.643 B $ 104 382.39 %
2025/12/31 JPMORGAN CHASE & CO. 1.97% 3.000 B $ 9309 2025/03/31 2.456 B $ 102 050.91 %
2025/12/31 COSTCO WHSL CORP NEW 1.92% 2.910 B $ 3374 2022/03/31 2.932 B $ 93 060.75 %
2025/12/31 BERKSHIRE HATHAWAY INC DEL 1.92% 2.909 B $ 5788 2020/12/31 2.559 B $ 99 882.09 %
2025/12/31 VISA INC 1.90% 2.892 B $ 8246 2020/12/31 2.771 B $ 102 626.62 %
2025/12/31 STRYKER CORPORATION 1.87% 2.837 B $ 8072 2020/12/31 2.846 B $ 94 968.02 %
2025/12/31 ELI LILLY & CO 1.82% 2.768 B $ 2576 2023/03/31 2.235 B $ 140 756.16 %
2025/12/31 PALANTIR TECHNOLOGIES INC 1.82% 2.766 B $ 15563 2025/06/30 2.738 B $ 97 339.98 %
2025/12/31 ISHARES TR 1.71% 2.600 B $ 24605 2020/12/31 2.725 B $ 91 793.65 %
2025/12/31 AUTOZONE INC 1.69% 2.574 B $ 759 2021/03/31 2.479 B $ 78 951.53 %
2025/12/31 BLACKROCK INC 1.65% 2.509 B $ 2344 2024/12/31 2.512 B $ 91 719.24 %
2025/12/31 INTUITIVE SURGICAL INC 1.62% 2.465 B $ 4352 2024/03/31 2.582 B $ 126 537.27 %
2025/12/31 GOLDMAN SACHS GROUP INC 1.53% 2.329 B $ 2650 2025/03/31 2.316 B $ 110 265.81 %
2025/12/31 VANECK MERK GOLD ETF 1.52% 2.310 B $ 55695 2020/12/31 2.308 B $ 111 435.33 %
2025/12/31 VANGUARD WORLD FD 1.45% 2.196 B $ 16454 2023/03/31 2.164 B $ 101 615.74 %
2025/12/31 SELECT SECTOR SPDR TR 1.43% 2.164 B $ 18126 2020/12/31 1.080 B $ 49 731.19 %
2025/12/31 VERTIV HOLDINGS CO 1.37% 2.080 B $ 12838 2025/09/30 1.971 B $ 107 289.75 %
2025/12/31 MCKESSON CORP 1.32% 2.002 B $ 2441 2025/09/30 1.571 B $ 106 084.62 %
2025/12/31 SPDR GOLD TR 1.25% 1.902 B $ 4800 2020/12/31 1.901 B $ 111 389.01 %
2025/12/31 GENMAB A/S 1.23% 1.866 B $ 60600 2025/12/31 0.000 $ 0.00 %
2025/12/31 RESMED INC 1.20% 1.826 B $ 7581 2020/12/31 1.878 B $ 87 893.95 %
2025/12/31 NVIDIA CORPORATION 1.19% 1.806 B $ 9682 2020/12/31 3.191 B $ 99 853.90 %
2025/12/31 SELECT SECTOR SPDR TR 1.18% 1.793 B $ 11557 2023/12/31 1.536 B $ 100 478.59 %
2025/12/31 WW GRAINGER INC 1.18% 1.785 B $ 1769 2023/12/31 1.529 B $ 105 821.89 %
2025/12/31 ISHARES GOLD TR 1.16% 1.767 B $ 21766 2021/06/30 1.765 B $ 111 443.26 %
2025/12/31 GLOBAL X FDS 1.02% 1.542 B $ 23806 2025/03/31 1.777 B $ 92 146.80 %
2025/12/31 ROCKET LAB CORP 0.86% 1.308 B $ 18750 2025/09/30 310.776 M $ 145 506.20 %
2025/12/31 ALPHABET INC 0.86% 1.306 B $ 4161 2020/12/31 990.935 M $ 128 738.67 %
2025/12/31 NETFLIX INC 0.84% 1.271 B $ 13560 2025/03/31 120.052 M $ 7 720.37 %
2025/12/31 VISTRA CORP 0.78% 1.192 B $ 7386 2024/09/30 1.152 B $ 82 251.87 %
2025/12/31 CONSTELLATION ENERGY CORP 0.75% 1.140 B $ 3228 2024/06/30 1.099 B $ 107 229.63 %
2025/12/31 SELECT SECTOR SPDR TR 0.74% 1.124 B $ 26337 2024/03/31 557.508 M $ 48 850.38 %
2025/12/31 PARKER-HANNIFIN CORP 0.64% 970.372 M $ 1104 2020/12/31 969.535 M $ 115 834.80 %
2025/12/31 FORTINET INC 0.61% 931.797 M $ 11734 2020/12/31 1.074 B $ 94 345.75 %
2025/12/31 SPINNAKER ETF SERIES 0.58% 875.541 M $ 20782 2025/03/31 1.040 B $ 89 595.08 %
2025/12/31 BERKSHIRE HATHAWAY INC DEL 0.50% 754.800 M $ 1 2020/12/31 754.046 M $ 99 979.55 %
2025/12/31 SPDR S&P 500 ETF TR 0.47% 708.216 M $ 1039 2020/12/31 705.481 M $ 102 196.81 %
2025/12/31 LINDE PLC 0.47% 706.294 M $ 1656 2023/12/31 691.874 M $ 89 700.16 %
2025/12/31 HCA HEALTHCARE INC 0.44% 662.429 M $ 1419 2020/12/31 660.891 M $ 109 451.00 %
2025/12/31 LAM RESEARCH CORP 0.41% 627.028 M $ 3663 2024/12/31 528.700 M $ 127 726.26 %
2025/12/31 ABBVIE INC 0.38% 577.241 M $ 2526 2020/12/31 439.455 M $ 98 600.58 %
2025/12/31 GALLAGHER ARTHUR J & CO 0.37% 556.065 M $ 2149 2022/12/31 2.059 B $ 83 443.54 %
2025/12/31 SOUTHERN COPPER CORP 0.36% 544.861 M $ 3798 2022/12/31 539.670 M $ 118 104.17 %
2025/12/31 AMERICAN EXPRESS CO 0.34% 517.431 M $ 1399 2022/03/31 515.858 M $ 111 276.72 %
2025/12/31 UNION PAC CORP 0.34% 511.413 M $ 2211 2020/12/31 510.659 M $ 97 778.00 %
2025/12/31 CELESTICA INC 0.33% 498.399 M $ 1686 2025/06/30 486.760 M $ 119 881.24 %
2025/12/31 VANGUARD WORLD FD 0.31% 463.575 M $ 615 2023/03/31 689.026 M $ 100 857.62 %
2025/12/31 BLACKSTONE INC 0.30% 453.674 M $ 2943 2020/12/31 449.630 M $ 90 137.92 %
2025/12/31 EATON CORP PLC 0.29% 445.914 M $ 1400 2020/12/31 445.390 M $ 85 006.21 %
2025/12/31 ARISTA NETWORKS INC 0.28% 429.779 M $ 3280 2024/12/31 429.301 M $ 89 825.28 %
2025/12/31 PAYCHEX INC 0.27% 408.372 M $ 3640 2020/12/31 413.738 M $ 88 413.84 %
2025/12/31 UNITED RENTALS INC 0.25% 380.381 M $ 470 2023/06/30 282.928 M $ 84 675.87 %
2025/12/31 EXXON MOBIL CORP 0.24% 364.317 M $ 3027 2022/03/31 363.976 M $ 106 631.74 %
2025/12/31 VANGUARD ADMIRAL FDS INC 0.23% 351.227 M $ 790 2025/06/30 262.052 M $ 101 996.66 %
2025/12/31 NORTHROP GRUMMAN CORP 0.22% 333.021 M $ 584 2021/06/30 332.665 M $ 93 483.87 %
2025/12/31 ISHARES TR 0.21% 314.590 M $ 2440 2025/12/31 0.000 $ 0.00 %
2025/12/31 ISHARES TR 0.20% 310.142 M $ 453 2020/12/31 308.471 M $ 102 092.98 %
2025/12/31 GENERAL DYNAMICS CORP 0.20% 301.311 M $ 895 2021/09/30 301.006 M $ 98 627.37 %
2025/12/31 UNITED THERAPEUTICS CORP DEL 0.17% 265.552 M $ 545 2025/12/31 0.000 $ 0.00 %
2025/12/31 CHEVRON CORP NEW 0.17% 265.499 M $ 1742 2021/12/31 265.228 M $ 98 045.40 %
2025/12/31 PROCTER AND GAMBLE CO 0.16% 240.761 M $ 1680 2021/09/30 240.503 M $ 93 170.50 %
2025/12/31 CORTEVA INC 0.16% 237.488 M $ 3543 2025/03/31 237.248 M $ 99 012.74 %
2025/12/31 AGILENT TECHNOLOGIES INC 0.16% 236.762 M $ 1740 2020/12/31 236.539 M $ 105 914.89 %
2025/12/31 MONDELEZ INTL INC 0.15% 231.362 M $ 4298 2020/12/31 231.093 M $ 86 069.30 %
2025/12/31 LOCKHEED MARTIN CORP 0.15% 227.325 M $ 470 2020/12/31 227.090 M $ 96 787.00 %
2025/12/31 BOOKING HOLDINGS INC 0.14% 219.751 M $ 41 2025/09/30 219.530 M $ 99 129.69 %
2025/12/31 SPDR SERIES TRUST 0.14% 209.028 M $ 2030 2023/12/31 208.597 M $ 92 853.55 %
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 CTAS CINTAS CORP 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %
2025/12/31 EWG ISHARES INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
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 LNG CHENIERE ENERGY INC 0.00% 0.000 $ 0 2024/12/31 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 %