Sienna Gestion
Top Portfolio Positions
134 positions ·
$1,533,162,598 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
702,310 | $122,482,864 | 7.99% | |
| AAPL |
Apple Inc.
Technology
|
382,571 | $97,092,694 | 6.33% | |
| MSFT |
Microsoft Corp
Technology
|
231,545 | $85,711,012 | 5.59% | |
| AVGO |
Broadcom Inc.
Technology
|
123,518 | $38,230,056 | 2.49% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
79,277 | $29,471,224 | 1.92% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
94,562 | $27,816,357 | 1.81% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
338,223 | $26,242,722 | 1.71% | |
| AER |
AerCap Holdings N.V.
Industrials
|
179,654 | $24,644,935 | 1.61% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
71,425 | $23,490,968 | 1.53% | |
| ATO |
Atmos Energy Corp
Utilities
|
127,012 | $23,461,656 | 1.53% |
Portfolio Trend
9 quarters · across all stocks
Holdings in STN
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,119,360 | 82,400 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,775,264 | 82,400 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,882,720 | 82,400 | Shares | Sole | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||