Stock Taper 
TERRA NOVA ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lam Research Corporation | LRCX | 5.99K | $2.6M |
 Micron Technology, Inc. | MU | 5.07K | $5.85M |
 Mondelez International, Inc. | MDLZ | 4.3K | $248.6K |
 Constellation Energy Corporation | CEG | 4.22K | $1.05M |
 Freeport-McMoRan Inc. | FCX | 4.15K | $260.84K |
 Meta Platforms, Inc. | META | 4.04K | $2.27M |
 Berkshire Hathaway Inc. | BRK-B | 3.97K | $1.99M |
 United Therapeutics Corporation | UTHR | 3.88K | $2.1M |
 Southern Copper Corporation | SCCO | 3.87K | $674.16K |
 Alphabet Inc. | GOOG | 3.76K | $1.33M |
 Paychex, Inc. | PAYX | 3.73K | $366.27K |
 Costco Wholesale Corporation | COST | 3.65K | $3.41M |
 Corteva, Inc. | CTVA | 3.54K | $300.06K |
 Exxon Mobil Corporation | XOM | 3.53K | $482.27K |
 Axon Enterprise, Inc. | AXON | 3.36K | $1.88M |
 Arista Networks, Inc. | ANET | 3.28K | $557.21K |
 RBC Bearings Incorporated | RBC | 2.97K | $1.91M |
 The Goldman Sachs Group, Inc. | GS | 2.7K | $2.73M |
 AbbVie Inc. | ABBV | 2.63K | $661.07K |
 Eli Lilly and Company | LLY | 2.58K | $3.09M |