Stock Taper 
TERRA NOVA ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Southern Copper Corporation | SCCO | 3.87K | $674.16K |
 United Therapeutics Corporation | UTHR | 3.88K | $2.1M |
 Berkshire Hathaway Inc. | BRK-B | 3.97K | $1.99M |
 Meta Platforms, Inc. | META | 4.04K | $2.27M |
 Freeport-McMoRan Inc. | FCX | 4.15K | $260.84K |
 Constellation Energy Corporation | CEG | 4.22K | $1.05M |
 Mondelez International, Inc. | MDLZ | 4.3K | $248.6K |
 Micron Technology, Inc. | MU | 5.07K | $5.85M |
 Lam Research Corporation | LRCX | 5.99K | $2.6M |
 GE Vernova Inc. | GEV | 6.65K | $7.81M |
 Vistra Corp. | VST | 7.21K | $1.14M |
 Stryker Corporation | SYK | 7.38K | $2.32M |
 Visa Inc. | V | 8K | $2.74M |
 GE Aerospace | GE | 9.64K | $3.6M |
 Alcoa Corporation | AA | 10.81K | $563.59K |
 Fortinet, Inc. | FTNT | 11.73K | $1.8M |
 Apple Inc. | AAPL | 11.9K | $3.44M |
 Vertiv Holdings Co | VRT | 12.61K | $4.22M |
 Microsoft Corporation | MSFT | 13.45K | $5.02M |
 Howmet Aerospace Inc. | HWM | 14.53K | $3.91M |