Stock Taper 
TRIASIMA PORTFOLIO MANAGEMENT INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sphere Entertainment Co. | SPHR | 6.85K | $1.19M |
 Alamos Gold Inc. | AGI | 7.03K | $213.16K |
 Powell Industries, Inc. | POWL | 7.72K | $2.21M |
 BWX Technologies, Inc. | BWXT | 7.74K | $1.51M |
 Ralph Lauren Corporation | RL | 7.78K | $3.12M |
 TechnipFMC plc | FTI | 8.34K | $552.94K |
 Quanta Services, Inc. | PWR | 8.36K | $6.02M |
 Agnico Eagle Mines Limited | AEM | 8.38K | $1.3M |
 The Goldman Sachs Group, Inc. | GS | 8.45K | $8.54M |
 Amazon.com, Inc. | AMZN | 8.61K | $2.05M |
 American Electric Power Company, Inc. | AEP | 9.1K | $1.24M |
 Walmart Inc. | WMT | 9.66K | $1.09M |
 Gildan Activewear Inc. | GIL | 9.76K | $503.01K |
 Eli Lilly and Company | LLY | 10.05K | $12.05M |
 Arista Networks, Inc. | ANET | 10.14K | $1.72M |
 Jabil Inc. | JBL | 10.52K | $4.05M |
 Planet Labs PBC | PL | 10.99K | $364.26K |
 Amphenol Corporation | APH | 12.24K | $2.16M |
 Williams-Sonoma, Inc. | WSM | 12.28K | $2.86M |
 Canadian Pacific Kansas City Ltd. | CP | 12.91K | $1.12M |