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Sienna Gestion 13F holdings

Filed 2026-08-13 · Sienna Gestion · 179 positions · $1.7B

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TickerCompanySharesValue% of portfolio
NVDANVIDIA CORP622.4K$122.7M7.2%
AAPLAPPLE INC357.9K$102.0M6.0%
MSFTMICROSOFT CORP215.3K$80.2M4.7%
GOOGLALPHABET INC196.7K$70.3M4.1%
AVGOBROADCOM INC115.4K$43.5M2.5%
MUMICRON TECHNOLOGY INC33.7K$39.1M2.3%
TSLATESLA INC73.3K$30.5M1.8%
AMATAPPLIED MATERIALS INC42.0K$29.5M1.7%
JPMJPMORGAN CHASE & CO86.4K$28.8M1.7%
GOOGALPHABET INC79.5K$28.2M1.7%
NBISNEBIUS GROUP NV104.9K$27.7M1.6%
LLYELI LILLY & CO21.6K$26.8M1.6%
CSCOCISCO SYSTEMS INC222.9K$26.5M1.6%
HDHOME DEPOT INC/THE69.2K$24.5M1.4%
AMDADVANCED MICRO DEVICES INC41.8K$22.8M1.3%
MFCMANULIFE FINANCIAL CORP552.8K$22.7M1.3%
ATOATMOS ENERGY CORP117.7K$20.8M1.2%
JNJJOHNSON & JOHNSON78.4K$20.5M1.2%
LRCXLAM RESEARCH CORP49.0K$20.4M1.2%
—BLACKROCK INC21.2K$20.3M1.2%
MAMASTERCARD INC38.9K$20.1M1.2%
PGPROCTER & GAMBLE CO/THE132.6K$19.9M1.2%
SPINSTATE STREET CORP111.0K$19.1M1.1%
CCITIGROUP INC127.2K$18.3M1.1%
—TRANE TECHNOLOGIES PLC36.3K$17.6M1.0%
—AERCAP HOLDINGS NV111.2K$16.6M1.0%
INTCINTEL CORP122.9K$16.4M1.0%
WDCWESTERN DIGITAL CORP23.2K$15.3M0.9%
WABWABTEC CORP55.6K$15.1M0.9%
WMTWALMART INC121.9K$14.1M0.8%
VZVERIZON COMMUNICATIONS INC313.7K$14.0M0.8%
CMCANADIAN IMPERIAL BANK OF COMM121.2K$13.9M0.8%
GDGENERAL DYNAMICS CORP38.6K$13.6M0.8%
TRVTRAVELERS COS INC/THE40.1K$13.5M0.8%
AMPAMERIPRISE FINANCIAL INC29.4K$13.3M0.8%
—ACCENTURE PLC104.1K$13.1M0.8%
GEVGE VERNOVA INC11.5K$12.8M0.8%
TROWT ROWE PRICE GROUP INC111.0K$12.8M0.8%
VLOVALERO ENERGY CORP46.8K$12.6M0.7%
COSTCOSTCO WHOLESALE CORP12.9K$12.3M0.7%
BNYBANK NY MELLON CORP83.1K$12.1M0.7%
WSMWILLIAMS-SONOMA INC49.6K$12.0M0.7%
AEMAGNICO EAGLE MINES LTD77.4K$12.0M0.7%
EMEEMCOR GROUP INC14.4K$11.9M0.7%
PLDPROLOGIS INC84.3K$11.8M0.7%
ANETARISTA NETWORKS INC71.0K$11.8M0.7%
EDCONSOLIDATED EDISON INC103.3K$11.7M0.7%
VVISA INC33.8K$11.7M0.7%
BKNGBOOKING HOLDINGS INC62.0K$11.4M0.7%
CAHCARDINAL HEALTH INC46.4K$11.1M0.6%
FFIVF5 INC26.5K$11.0M0.6%
UBERUBER TECHNOLOGIES INC141.7K$10.8M0.6%
—COCA-COLA EUROPACIF PTNERS PLC105.3K$10.8M0.6%
INTCIBM-INTL BUSIN MACHINES CORP37.2K$10.5M0.6%
VEEVVEEVA SYSTEMS INC56.8K$10.1M0.6%
PSXPHILLIPS 6657.2K$10.1M0.6%
MCDMCDONALD S CORP37.1K$10.0M0.6%
TMOTHERMO FISHER SCIENTIFIC INC19.2K$9.8M0.6%
EBAYEBAY INC87.7K$9.8M0.6%
HWMHOWMET AEROSPACE INC35.8K$9.7M0.6%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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