TERRA NOVA ASSET MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CCJ | 35K | $2.95M |
 | GOOGL | 26K | $6.27M |
 | RTX | 18K | $3.05M |
 | NVDA | 17K | $3.20M |
 | AMZN | 17K | $3.66M |
 | GE | 16K | $4.85M |
 | PANW | 16K | $3.22M |
 | PLTR | 15K | $2.81M |
 | MP | 15K | $1.03M |
 | FTNT | 14K | $1.14M |
 | HWM | 13K | $2.53M |
 | IBM | 13K | $3.61M |
 | VRT | 12K | $1.84M |
 | AAPL | 12K | $3.04M |
 | MSFT | 11K | $5.85M |
 | SYK | 8K | $3.00M |
 | AJG | 8K | $2.47M |
 | V | 8K | $2.70M |
 | RMD | 8K | $2.14M |
 | JPM | 8K | $2.41M |
Cameco Corporation
CCJ
Shares Held
35K
Value
$2.95M
Alphabet Inc.
GOOGL
Shares Held
26K
Value
$6.27M
RTX Corporation
RTX
Shares Held
18K
Value
$3.05M
NVIDIA Corporation
NVDA
Shares Held
17K
Value
$3.20M
Amazon.com, Inc.
AMZN
Shares Held
17K
Value
$3.66M
GE Aerospace
GE
Shares Held
16K
Value
$4.85M
Palo Alto Networks, Inc.
PANW
Shares Held
16K
Value
$3.22M
Palantir Technologies Inc.
PLTR
Shares Held
15K
Value
$2.81M
MP Materials Corp.
MP
Shares Held
15K
Value
$1.03M
Fortinet, Inc.
FTNT
Shares Held
14K
Value
$1.14M
Howmet Aerospace Inc.
HWM
Shares Held
13K
Value
$2.53M
International Business Machines Corporation
IBM
Shares Held
13K
Value
$3.61M
Vertiv Holdings Co
VRT
Shares Held
12K
Value
$1.84M
Apple Inc.
AAPL
Shares Held
12K
Value
$3.04M
Microsoft Corporation
MSFT
Shares Held
11K
Value
$5.85M
Stryker Corporation
SYK
Shares Held
8K
Value
$3.00M
Arthur J. Gallagher & Co.
AJG
Shares Held
8K
Value
$2.47M
Visa Inc.
V
Shares Held
8K
Value
$2.70M
ResMed Inc.
RMD
Shares Held
8K
Value
$2.14M
JPMorgan Chase & Co.
JPM
Shares Held
8K
Value
$2.41M