Terra Nova Asset Management LLC 13F Holdings

CIK 0001658652 · NEW YORK, NY

As of Sep 30, 2025, Terra Nova Asset Management LLC reported 94 positions worth 58.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ALPHABET INCGOOGLEquity25,801$6.3M3.96%
MICROSOFT CORPMSFTTechnology11,290$5.8M3.69%
ABRDN GOLD ETF TRUSTSGOL—139,606$5.1M3.24%
THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUNDXLC—41,113$4.9M3.07%
GE AEROSPACEGEIndustrials16,129$4.9M3.06%
GE VERNOVA INCGEVUtilities6,981$4.3M2.71%
VANGUARD 500 INDEX FUNDVOO—6,753$4.1M2.61%
MERCADOLIBRE INCMELIConsumer Cyclical1,613$3.8M2.38%
AMAZON.COM INCAMZNEquity16,651$3.7M2.31%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology12,802$3.6M2.28%
ISHARES US TECHNOLOGY ETFIYW—16,552$3.2M2.04%
PALO ALTO NETWORKS INCPANWTechnology15,807$3.2M2.03%
NVIDIA CORPNVDATechnology17,129$3.2M2.02%
COSTCO WHOLESALE CORPCOSTConsumer Defensive3,403$3.2M1.99%
AUTOZONE INCAZOConsumer Cyclical732$3.1M1.98%
META PLATFORMS INCMETACommunication Services4,216$3.1M1.95%
RTX CORPRTXEquity18,253$3.1M1.93%
APPLE INCAAPLTechnology11,952$3.0M1.92%
STRYKER CORPSYKHealthcare8,107$3.0M1.89%
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFIGV—25,816$3.0M1.87%
CAMECO CORPCCOBasic Materials35,137$2.9M1.86%
PALANTIR TECHNOLOGIES INCPLTRTechnology15,420$2.8M1.77%
SERVICENOW INCNOWTechnology2,984$2.7M1.73%
BLACKROCK INCBLKFinancial Services2,349$2.7M1.73%
VISA INC-CLASS A SHARESVFinancial Services7,908$2.7M1.70%