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Portfolio (Quarterly) Guide ↗

Terra Nova Asset Management LLC

· CIK 0001658652
13F Portfolio $152M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 83 New
Page 5 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LMT LOCKHEED MARTIN CORP Industrials 470.0 $227K 0.15% NEW $483.67 +10.2%
82 BKNG BOOKING HOLDINGS INC Consumer Cyclical 41.0 $220K 0.14% NEW $5359.78 -97.0%
83 XHB SPDR SERIES TRUST 2,030.0 $209K 0.14% NEW $102.97 -2.9%
Page 5 of 5  ·  83 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 20.1%
Technology 18.6%
Industrials 16.4%
Healthcare 12.7%
Communication Services 11.3%
Consumer Cyclical 8.1%
Utilities 5.6%
Energy 3.3%
Consumer Defensive 2.8%
Basic Materials 1.2%