TERRA NOVA ASSET MANAGEMENT LLC

PrivateCIK: 1658652
Location

NEW YORK, NY

83
Positions
$135.16M
Total AUM (reported)
904.36K
Total Shares

Allocation by class

TOTAL AUM$135.16M83 positions
COM$65.76M48.7%
CAP STK CL A$7.23M5.4%
PHYSCL GOLD SHS$5.84M4.3%
COM NEW$5.56M4.1%
COM CL A$5.46M4.0%
GOLD SHS$4.83M3.6%
STATE STREET COM$4.52M3.3%

Portfolio Concentration

Top 313.9%4–1020.2%11–2529.1%Rest36.8%TOP 1034.1%0%100%
Top 3$18.84M13.9%
4–10$27.29M20.2%
11–25$39.30M29.1%
Rest$49.73M36.8%

Top 3 weight

13.9%

Top 10 weight

34.1%

Voting Authority Distribution

Total shares with voting rights: 904.36K

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

904.36K

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole83
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings83
Rows:

ALPHABET INC

SOLE
CAP STK CL A
Shares25.16K
TypeSH
Market value$7.23M
5.35%
Sole
0.00
Shared
0.00
None
25.16K

ETFS GOLD TR

SOLE
PHYSCL GOLD SHS
Shares130.83K
TypeSH
Market value$5.84M
4.32%
Sole
0.00
Shared
0.00
None
130.83K

GE VERNOVA INC

SOLE
COM
Shares6.61K
TypeSH
Market value$5.77M
4.27%
Sole
0.00
Shared
0.00
None
6.61K

SELECT SECTOR SPDR TR

SOLE
STATE STREET COM
Shares40.79K
TypeSH
Market value$4.52M
3.35%
Sole
0.00
Shared
0.00
None
40.79K

GE AEROSPACE

SOLE
COM NEW
Shares14.63K
TypeSH
Market value$4.15M
3.07%
Sole
0.00
Shared
0.00
None
14.63K

MICROSOFT CORP

SOLE
COM
Shares11.06K
TypeSH
Market value$4.10M
3.03%
Sole
0.00
Shared
0.00
None
11.06K

CAMECO CORP

SOLE
COM
Shares37.60K
TypeSH
Market value$4.08M
3.02%
Sole
0.00
Shared
0.00
None
37.60K

RTX CORPORATION

SOLE
COM
Shares18.39K
TypeSH
Market value$3.55M
2.62%
Sole
0.00
Shared
0.00
None
18.39K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares3.53K
TypeSH
Market value$3.52M
2.60%
Sole
0.00
Shared
0.00
None
3.53K

NVIDIA CORPORATION

SOLE
COM
Shares19.32K
TypeSH
Market value$3.37M
2.49%
Sole
0.00
Shared
0.00
None
19.32K

HOWMET AEROSPACE INC

SOLE
COM
Shares14.61K
TypeSH
Market value$3.37M
2.49%
Sole
0.00
Shared
0.00
None
14.61K

VERTIV HOLDINGS CO

SOLE
COM CL A
Shares12.82K
TypeSH
Market value$3.21M
2.38%
Sole
0.00
Shared
0.00
None
12.82K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares5.31K
TypeSH
Market value$3.17M
2.35%
Sole
0.00
Shared
0.00
None
5.31K

AMAZON COM INC

SOLE
COM
Shares14.97K
TypeSH
Market value$3.12M
2.31%
Sole
0.00
Shared
0.00
None
14.97K

ISHARES TR

SOLE
U.S. TECH ETF
Shares16.18K
TypeSH
Market value$2.94M
2.17%
Sole
0.00
Shared
0.00
None
16.18K

APPLE INC

SOLE
COM
Shares11.42K
TypeSH
Market value$2.90M
2.15%
Sole
0.00
Shared
0.00
None
11.42K

VANECK MERK GOLD ETF

SOLE
GOLD SHS
Shares55.70K
TypeSH
Market value$2.51M
1.86%
Sole
0.00
Shared
0.00
None
55.70K

STRYKER CORPORATION

SOLE
COM
Shares7.60K
TypeSH
Market value$2.50M
1.85%
Sole
0.00
Shared
0.00
None
7.60K

SPDR GOLD TR

SOLE
GOLD SHS
Shares5.40K
TypeSH
Market value$2.32M
1.72%
Sole
0.00
Shared
0.00
None
5.40K

ELI LILLY & CO

SOLE
COM
Shares2.52K
TypeSH
Market value$2.31M
1.71%
Sole
0.00
Shared
0.00
None
2.52K

META PLATFORMS INC

SOLE
CL A
Shares4K
TypeSH
Market value$2.29M
1.69%
Sole
0.00
Shared
0.00
None
4K

VISA INC

SOLE
COM CL A
Shares7.44K
TypeSH
Market value$2.25M
1.66%
Sole
0.00
Shared
0.00
None
7.44K

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares2.63K
TypeSH
Market value$2.23M
1.65%
Sole
0.00
Shared
0.00
None
2.63K

BLACKROCK INC

SOLE
COM
Shares2.19K
TypeSH
Market value$2.10M
1.56%
Sole
0.00
Shared
0.00
None
2.19K

AUTOZONE INC

SOLE
COM
Shares617.00
TypeSH
Market value$2.08M
1.54%
Sole
0.00
Shared
0.00
None
617.00
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