Stock Taper 
TERRA NOVA ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 1 | $748.85K |
 Comfort Systems USA, Inc. | FIX | 108 | $214.12K |
 ASML Holding N.V. | ASML | 120 | $238.73K |
 Curtiss-Wright Corporation | CW | 280 | $212.17K |
 Quanta Services, Inc. | PWR | 410 | $295.22K |
 Lockheed Martin Corporation | LMT | 470 | $239.45K |
 United Rentals, Inc. | URI | 470 | $532.46K |
 Ciena Corporation | CIEN | 480 | $235.47K |
 Northrop Grumman Corporation | NOC | 584 | $297.47K |
 AutoZone, Inc. | AZO | 624 | $1.99M |
 KLA Corporation | KLAC | 880 | $265.52K |
 General Dynamics Corporation | GD | 895 | $317.05K |
 JPMorgan Chase & Co. | JPM | 913 | $298.87K |
 Applied Materials, Inc. | AMAT | 1K | $723K |
 Broadcom Inc. | AVGO | 1.03K | $389.91K |
 Parker-Hannifin Corporation | PH | 1.1K | $1.08M |
 Celestica Inc. | CLS | 1.19K | $434.48K |
 Eaton Corporation plc | ETN | 1.4K | $596.57K |
 American Express Company | AXP | 1.41K | $475.47K |
 HCA Healthcare, Inc. | HCA | 1.42K | $555.24K |