Stock Taper 
TRIASIMA PORTFOLIO MANAGEMENT INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Gildan Activewear Inc. | GIL | 9.76K | $503.01K |
 Walmart Inc. | WMT | 9.66K | $1.09M |
 American Electric Power Company, Inc. | AEP | 9.1K | $1.24M |
 Amazon.com, Inc. | AMZN | 8.61K | $2.05M |
 The Goldman Sachs Group, Inc. | GS | 8.45K | $8.54M |
 Agnico Eagle Mines Limited | AEM | 8.38K | $1.3M |
 Quanta Services, Inc. | PWR | 8.36K | $6.02M |
 TechnipFMC plc | FTI | 8.34K | $552.94K |
 Ralph Lauren Corporation | RL | 7.78K | $3.12M |
 BWX Technologies, Inc. | BWXT | 7.74K | $1.51M |
 Powell Industries, Inc. | POWL | 7.72K | $2.21M |
 Alamos Gold Inc. | AGI | 7.03K | $213.16K |
 Sphere Entertainment Co. | SPHR | 6.85K | $1.19M |
 GE Vernova Inc. | GEV | 6.3K | $7.4M |
 10x Genomics, Inc. | TXG | 6.14K | $235.41K |
 nVent Electric plc | NVT | 5.66K | $959.31K |
 JFrog Ltd. | FROG | 5.66K | $513.93K |
 Uber Technologies, Inc. | UBER | 4.55K | $328.62K |
 Comfort Systems USA, Inc. | FIX | 3.87K | $7.67M |
 Alphabet Inc. | GOOG | 3.79K | $1.34M |