Stock Taper 
SIENNA GESTION
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Comfort Systems USA, Inc. | FIX | 3.46K | $6.81M |
 Constellation Energy Corporation | CEG | 3.46K | $907.52K |
 Carvana Co. | CVNA | 3.64K | $234.79K |
 Merck & Co., Inc. | MRK | 3.89K | $509.04K |
 CVS Health Corp. | CVS | 4.02K | $421.46K |
 J.B. Hunt Transport Services, Inc. | JBHT | 4.12K | $1.2M |
 O'Reilly Automotive, Inc. | ORLY | 4.28K | $389.74K |
 Dollar General Corporation | DG | 4.46K | $530.11K |
 Hewlett Packard Enterprise Company | HPE | 4.55K | $204.23K |
 The Walt Disney Company | DIS | 4.64K | $462.45K |
 Gilead Sciences, Inc. | GILD | 4.84K | $618.64K |
 Northern Trust Corporation | NTRS | 5.91K | $1.05M |
 NIKE, Inc. | NKE | 6.22K | $260.72K |
 Interactive Brokers Group, Inc. | IBKR | 6.39K | $569.53K |
 The TJX Companies, Inc. | TJX | 6.84K | $1.05M |
 Palantir Technologies Inc. | PLTR | 7.01K | $819.64K |
 AMETEK, Inc. | AME | 7.12K | $1.71M |
 PepsiCo, Inc. | PEP | 7.28K | $1.02M |
 Amphenol Corporation | APH | 7.32K | $1.23M |
 Broadridge Financial Solutions, Inc. | BR | 7.6K | $1.04M |