Stock Taper 
SIENNA GESTION
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Adobe Inc. | ADBE | 33.41K | $6.97M |
 Micron Technology, Inc. | MU | 33.73K | $39.06M |
 Visa Inc. | V | 33.81K | $11.68M |
 Howmet Aerospace Inc. | HWM | 35.82K | $9.73M |
 Trane Technologies plc | TT | 36.32K | $17.64M |
 McDonald's Corporation | MCD | 37.06K | $10.01M |
 ResMed Inc. | RMD | 38.44K | $7.71M |
 General Dynamics Corporation | GD | 38.61K | $13.59M |
 Darden Restaurants, Inc. | DRI | 38.8K | $8.07M |
 Mastercard Incorporated | MA | 38.91K | $20.05M |
 Capital One Financial Corporation | COF | 39.73K | $8.13M |
 The Travelers Companies, Inc. | TRV | 40.09K | $13.45M |
 Advanced Micro Devices, Inc. | AMD | 41.83K | $22.82M |
 Applied Materials, Inc. | AMAT | 41.96K | $29.47M |
| AC AVALONBAY COMMUNITIES INC | AVB | 42.17K | $8.21M |
 Morgan Stanley | MS | 42.85K | $9.17M |
 Autodesk, Inc. | ADSK | 45.25K | $8.93M |
 Oracle Corporation | ORCL | 46.05K | $6.88M |
 Cardinal Health, Inc. | CAH | 46.42K | $11.09M |
 Valero Energy Corporation | VLO | 46.82K | $12.61M |