FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,179.06-0.10%
XLE56.76-0.18%
STOXX50E5,860.32-0.39%
XLF51.780.69%
FTSE10,321.09-0.56%
IXIC24,871.710.14%
RUT2,786.53-0.02%
GSPC7,173.900.12%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0001658652

Terra Nova Asset Management LLC

NEW YORK, NY · File #028-17051

Latest AUM
$151.9M
Positions
83
Top-10 Concentration
35.1%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
EXITEDSERVICENOW INC81762P102-2,984-$2.7M$0
EXITEDCOINBASE GLOBAL INC19260Q107-5,882-$2.0M$0
NEWGENMAB A/SGNMSF+60,600+$1.9M$0
EXITEDPROGRESSIVE CORP743315103-7,493-$1.9M$0
REDUCEGALLAGHER ARTHUR J & CO363576109-5,818-$1.5M-$406,076
EXITEDCHENIERE ENERGY INC16411R208-6,398-$1.5M$0
EXITEDAXON ENTERPRISE INC05464C101-2,008-$1.4M$0
REDUCENVIDIA CORPORATIONNVDA-7,447-$1.4M-$1,473
ADDNETFLIX INCNFLX+12,263+$1.1M-$1.4M
ADDSELECT SECTOR SPDR TR81369Y407+9,060+$1.1M-$1.1M

Sector Allocation

Technology
13.0%$19.8M
Industrials
11.4%$17.4M
Healthcare
7.8%$11.8M
Financials
6.9%$10.5M
Energy
2.6%$4.0M
Utilities
1.5%$2.3M
Materials
1.0%$1.5M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ALPHABET INCGOOG25,622$8.0M5.83%
2MICROSOFT CORPMSFT11,573$5.6M4.07%
3ETFS GOLD TR00326A104133,807$5.5M3.99%
4SELECT SECTOR SPDR TR81369Y85241,302$4.9M3.53%
5GE AEROSPACE36960430115,671$4.8M3.51%
6GE VERNOVA INCGEV6,842$4.5M3.25%
7INTERNATIONAL BUSINESS MACHSINTR14,056$4.2M3.02%
8AMAZON COM INCAMZN16,705$3.9M2.80%
9PALO ALTO NETWORKS INCPANW19,188$3.5M2.57%
10VANGUARD INDEX FDS9229083635,458$3.4M2.49%
11CAMECO CORPCCJ36,519$3.3M2.43%
12RTX CORPORATIONRTX18,209$3.3M2.43%
13ISHARES TR46428772116,488$3.3M2.39%
14META PLATFORMS INCMETA4,877$3.2M2.34%
15MERCADOLIBRE INCMELI1,581$3.2M2.31%
16APPLE INCAAPL11,652$3.2M2.30%
17HOWMET AEROSPACE INCHWM14,718$3.0M2.19%
18JPMORGAN CHASE & CO.VYLD9,309$3.0M2.18%
19COSTCO WHSL CORP NEW22160K1053,374$2.9M2.11%
20BERKSHIRE HATHAWAY INC DELBRK-A5,788$2.9M2.11%