Stock Taper 
TRIASIMA PORTFOLIO MANAGEMENT INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 FIGS, Inc. | FIGS | 13.66K | $139.79K |
 Kopin Corp. | KOPN | 15.27K | $68.39K |
 JPMorgan Chase & Co. | JPM | 17.42K | $5.7M |
 Texas Instruments Incorporated | TXN | 18.07K | $5.38M |
 Fifth Third Bancorp | FITB | 18.91K | $1.07M |
 Brookfield Corporation | BN | 21.64K | $923.04K |
 Broadcom Inc. | AVGO | 22.62K | $8.54M |
 Target Corporation | TGT | 23.08K | $3.01M |
 Lam Research Corporation | LRCX | 25.29K | $10.96M |
 CSX Corporation | CSX | 26.44K | $1.26M |
 Restaurant Brands International Inc. | QSR | 26.8K | $1.94M |
 Nutrien Ltd. | NTR | 26.99K | $1.7M |
 Teck Resources Limited | TECK | 27.45K | $1.63M |
 Microsoft Corporation | MSFT | 28.43K | $10.6M |
 KLA Corporation | KLAC | 31.3K | $9.44M |
 C.H. Robinson Worldwide, Inc. | CHRW | 31.3K | $5.9M |
 Celestica Inc. | CLS | 32.2K | $11.74M |
 CVS Health Corp. | CVS | 32.72K | $3.38M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 33.46K | $15.98M |
 Cognex Corporation | CGNX | 33.58K | $2.43M |