Terra Nova Asset Management LLC Q1 2026 Filing

Filed April 16, 2026

Portfolio Value

$28.2B

Holdings

83

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (83 positions)

StockValue
SGOLETFS GOLD TR
$5.8B
OUNZVANECK MERK GOLD ETF
$2.5B
6RJ0ROCKET LAB CORP
$2.0B
IAU*ISHARES GOLD TR
$1.9B
EMXCISHARES INC
$1.9B
FTITECHNIPFMC PLC
$1.8B
SHLDGLOBAL X FDS
$1.7B
IGVISHARES TR
$1.7B
SLVISHARES SILVER TR
$1.6B
XLUSELECT SECTOR SPDR TR
$1.2B
GMABGENMAB A/S
$1.1B
FTNTFORTINET INC
$958.9M
EUADSPINNAKER ETF SERIES
$864.1M
COPXGLOBAL X FDS
$805.9M
REMXVANECK ETF TRUST
$793.1M
PAYXPAYCHEX INC
$339.1M
CTVACORTEVA INC
$296.6M
XLESELECT SECTOR SPDR TR
$259.6M
MDLZMONDELEZ INTL INC
$247.7M
FCXFREEPORT MCMORAN INC
$243.8M
GOOGLALPHABET INC
$7.2M
GEVGE VERNOVA INC
$5.8M
XLCSELECT SECTOR SPDR TR
$4.5M
GEGE AEROSPACE
$4.2M
MSFTMICROSOFT CORP
$4.1M
CCOCAMECO CORP
$4.1M
RTXRTX CORPORATION
$3.5M
COSTCOSTCO WHOLESALE CORPORATION
$3.5M
NVDANVIDIA CORPORATION
$3.4M
HWMHOWMET AEROSPACE INC
$3.4M
VRTVERTIV HOLDINGS CO
$3.2M
VOOVANGUARD INDEX FDS
$3.2M
AMZNAMAZON COM INC
$3.1M
IYWISHARES TR
$2.9M
AAPLAPPLE INC
$2.9M
SYKSTRYKER CORPORATION
$2.5M
GQ9SPDR GOLD TR
$2.3M
LLYELI LILLY & CO
$2.3M
METAMETA PLATFORMS INC
$2.3M
VVISA INC
$2.2M
GSGOLDMAN SACHS GROUP INC
$2.2M
BLKBLACKROCK INC
$2.1M
AZOAUTOZONE INC
$2.1M
MCKMCKESSON CORP
$2.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.0M
VFHVANGUARD WORLD FD
$1.9M
XLYSELECT SECTOR SPDR TR
$1.9M
GWWWW GRAINGER INC
$1.9M
XLISELECT SECTOR SPDR TR
$1.8M
RMERESMED INC
$1.7M
VSTVISTRA CORP
$1.5M
GOOGALPHABET INC
$1.2M
PHPARKER-HANNIFIN CORP
$988K
LRCXLAM RESEARCH CORP
$907K
LINLINDE PLC
$808K
BRK-BBERKSHIRE HATHAWAY INC DEL
$718K
HCAHCA HEALTHCARE INC
$673K
SCCOSOUTHERN COPPER CORP
$659K
SPYSTATE STR SPDR S&P 500 ETF T
$611K
ABBVABBVIE INC
$558K
UNPUNION PAC CORP
$537K
XOMEXXON MOBIL CORP
$514K
ETNEATON CORP PLC
$501K
VGTVANGUARD WORLD FD
$429K
AXPAMERICAN EXPRESS CO
$424K
ANETARISTA NETWORKS INC
$403K
NOCNORTHROP GRUMMAN CORP
$398K
CLSCELESTICA INC
$390K
AMATAPPLIED MATLS INC
$379K
CVXCHEVRON CORPORATION
$360K
URIUNITED RENTALS INC
$342K
UTHUNITED THERAPEUTICS CORP DEL
$323K
VOOGVANGUARD ADMIRAL FDS INC
$322K
GDGENERAL DYNAMICS CORP
$307K
IYFISHARES TR
$287K
LMTLOCKHEED MARTIN CORP
$284K
AVGOBROADCOM INC
$282K
IVVISHARES TR
$282K
CIENCIENA CORP
$272K
JPMJPMORGAN CHASE & CO
$269K
EOGEOG RES INC
$259K
PGPROCTER & GAMBLE CO
$252K
ISRGINTUITIVE SURGICAL INC
$229K