StockDriftsStockDriftsTop 50 Terra Nova Asset Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 5.35% | 25.2K | $7.2M | -1.81%(-464) | $85.85(+352.43%) | 2026-03-31 | |
| SGOL | ETFS GOLD TR | 4.32% | 130.8K | $5.8M | -2.22%(-2.97K) | $23.77(+82.49%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 4.27% | 6.6K | $5.8M | -3.41%(-233) | $258.62(+323.48%) | 2026-03-31 | |
| XLC | SELECT SECTOR SPDR TR | 3.35% | 40.8K | $4.5M | -1.24%(-512) | $64.37(+79.64%) | 2026-03-31 | |
| GE | GE AEROSPACE | 3.07% | 14.6K | $4.2M | -6.64%(-1.04K) | $99.99(+186.71%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.03% | 11.1K | $4.1M | -4.39%(-508) | $257.69(+59.64%) | 2026-03-31 | |
| CCJ | CAMECO CORP | 3.02% | 37.6K | $4.1M | +2.95%(+1.08K) | $54.21(+111.14%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 2.62% | 18.4K | $3.5M | +1.00%(+182) | $106.51(+62.30%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.6% | 3.5K | $3.5M | +4.68%(+158) | $564.16(+80.16%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.49% | 19.3K | $3.4M | +99.52%(+9.64K) | $108.86(+80.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.87% | +63.75% |
| Top 20 Holdings Unweighted | +17.93% | +64.03% |
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