Terra Nova Asset Management LLC
Top Portfolio Positions
62 positions ·
$104,420,768 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
25,158 | $7,234,434 | 6.93% |
| SGOL |
abrdn Gold ETF Trust
|
130,834 | $5,837,813 | 5.59% |
| GEV |
GE Vernova Inc.
Industrials
|
6,609 | $5,768,996 | 5.52% |
| GE |
General Electric Co
Industrials
|
14,631 | $4,151,838 | 3.98% |
| MSFT |
Microsoft Corp
Technology
|
11,065 | $4,095,931 | 3.92% |
| CCJ |
Cameco Corp
Energy
|
37,598 | $4,083,518 | 3.91% |
| RTX |
RTX Corp
Industrials
|
18,391 | $3,547,623 | 3.40% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
3,532 | $3,519,390 | 3.37% |
| NVDA |
Nvidia Corp
Technology
|
19,318 | $3,369,059 | 3.23% |
| HWM |
Howmet Aerospace Inc.
Industrials
|
14,610 | $3,367,020 | 3.22% |
Holdings in FTI
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,849,227 | 26,750 | Shares | Sole | 2026-04-16 | |
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