Stock Taper

TRIASIMA PORTFOLIO MANAGEMENT INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Teck Resources LimitedTECK27.45K$1.63M
Nutrien Ltd.NTR26.99K$1.7M
Restaurant Brands International Inc.QSR26.8K$1.94M
CSX CorporationCSX26.44K$1.26M
Lam Research CorporationLRCX25.29K$10.96M
Target CorporationTGT23.08K$3.01M
Broadcom Inc.AVGO22.62K$8.54M
Brookfield CorporationBN21.64K$923.04K
Fifth Third BancorpFITB18.91K$1.07M
Texas Instruments IncorporatedTXN18.07K$5.38M
JPMorgan Chase & Co.JPM17.42K$5.7M
Kopin Corp.KOPN15.27K$68.39K
FIGS, Inc.FIGS13.66K$139.79K
Canadian Pacific Kansas City Ltd.CP12.91K$1.12M
Williams-Sonoma, Inc.WSM12.28K$2.86M
Amphenol CorporationAPH12.24K$2.16M
Planet Labs PBCPL10.99K$364.26K
Jabil Inc.JBL10.52K$4.05M
Arista Networks, Inc.ANET10.14K$1.72M
Eli Lilly and CompanyLLY10.05K$12.05M