Fund HoldingsSienna Gestion

Total Portfolio Value
$1.48B
Total Bought
$396.36M
Total Sold
$412.83M
Net Transaction
-$16.47M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
APPLE INC(AAPL)44,772430,191+385,41910,407107,7137.27%+97,306
AMAZON.COM INC(AMZN)27,816255,507+227,6915,17056,0483.78%+50,877
BLACKROCK INC(BLK)015,325+15,325015,7081.06%+15,708
VISA INC-CLASS A SHARES(V)033,548+33,548010,6010.72%+10,601
NVIDIA CORP(NVDA)697,370707,061+9,69184,48494,9376.41%+10,454
CATERPILLAR INC(CAT)031,411+31,411011,3930.77%+11,393
EQUITY RESIDENTIAL(EQR)0128,784+128,78409,2400.62%+9,240
BROADCOM INC(AVGO)153,255153,255026,37335,5252.40%+9,153
PAYPAL HOLDINGS INC(PYPL)0111,038+111,03809,4760.64%+9,476
CHIPOTLE MEXICAN(CMG)0138,373+138,37308,3430.56%+8,343
ENTERGY CORP(ETR)0117,682+117,68208,9210.60%+8,921
BRISTOL-MYERS SQUIBB CO(BMY)0158,299+158,29908,9520.60%+8,952
WALMART INC(WMT)094,555+94,55508,5420.58%+8,542
DISCOVER FINANCIAL SERVICES047,264+47,26408,1860.55%+8,186
PALO ALTO NETWORKS INC(PANW)046,332+46,33208,4290.57%+8,429
COGNIZANT TECH.S(CTSH)0109,803+109,80308,4430.57%+8,443
ARISTA NETWORKS INC(ANET)063,780+63,78007,0490.48%+7,049
FORTINET INC(FTNT)077,001+77,00107,2740.49%+7,274
ROYAL CARIBBEAN CRUISES LTD
COM
032,723+32,72307,5480.51%+7,548
AGNICO EAG MINES-CAD(AEM)091,800+91,80007,1790.48%+7,179
EMCOR GROUP INC(EME)014,096+14,09606,3970.43%+6,397
LAM RESEARCH CORP(LRCX)087,470+87,47006,3170.43%+6,317
DOCUSIGN INC(DOCU)069,434+69,43406,2440.42%+6,244
ORACLE CORP(ORCL)038,915+38,91506,4840.44%+6,484
SHOPIFY INC-A(SHOP)055,200+55,20005,8720.40%+5,872
RESMED INC(RMD)027,949+27,94906,3910.43%+6,391
WARNER BROS DISCOVERY INC(WBD)0538,474+538,47405,6910.38%+5,691
PROLOGIS INC(PLD)053,798+53,79805,6860.38%+5,686
ONEOK INC(OKE)056,297+56,29705,6510.38%+5,651
DECKERS OUTDOOR(DECK)026,869+26,86905,4560.37%+5,456
THERMO FISHER SCIENTIFIC INC(TMO)010,312+10,31205,3640.36%+5,364
FOX CORP - CLASS B(FOX)0128,449+128,44905,8740.40%+5,874
UBER TECHNOLOGIES INC(UBER)67,824161,831+94,0075,0859,7600.66%+4,675
MICRON TECHNOLOGY INC(MU)053,438+53,43804,4970.30%+4,497
ATLASSIAN CORP-CL A017,661+17,66104,2980.29%+4,298
LEIDOS HOLDINGS INC(LDOS)023,296+23,29603,3560.23%+3,356
SALESFORCE COM(CRM)49,35749,357013,47716,4991.11%+3,022
BOOKING HOLDINGS INC(BKNG)3,7183,718015,62318,4701.25%+2,847
TRAVELERS COMPANIES(TRV)31,10040,559+9,4597,2649,7690.66%+2,505
VALERO ENERGY CORP(VLO)069,530+69,53008,5220.58%+8,522
JPMORGAN CHASE & CO(JPM)84,49184,491017,77320,2501.37%+2,478
DELTA AIR LINES(DAL)0118,580+118,58007,1730.48%+7,173
MARATHON PETROLEUM CORP(MPC)055,609+55,60907,7560.52%+7,756
SNAP-ON INC(SNA)32,20532,20509,30810,9310.74%+1,624
AGILENT TECHNOLOGIES INC(A)60,45478,445+17,9918,95410,5370.71%+1,582
BAKER HUGHES A GE CO(BKR)318,281318,281011,47813,0540.88%+1,576
INTUIT INC(INTU)23,30725,444+2,13714,43915,9891.08%+1,551
AMERICAN EXPRESS(AXP)54,65854,658014,78716,2201.09%+1,432
F5 INC(FFIV)43,60043,60009,57710,9630.74%+1,385
AMERIPRISE FINANCIAL(AMP)31,37029,960-1,41014,70215,9491.08%+1,247
WALT DISNEY CO/THE(DIS)076,654+76,65408,5340.58%+8,534
CUMMINS INC(CMI)42,85742,857013,84314,9381.01%+1,095
ACCENTURE PLC -A
SHS CLASS A
66,20669,224+3,01823,34624,3491.64%+1,003
STATE STREET CORP(STT)88,52988,52907,8138,6880.59%+875
COPART INC(CPRT)147,420147,42007,7068,4590.57%+753
INTUITIVE SURGICAL INC21,41021,410010,49311,1740.75%+681
CAN IMPERIAL BK OF COMMERCE(CM)316,921316,921019,41420,0381.35%+624
COSTCO WHOLESALE CORP(COST)19,14919,149016,93517,5431.18%+608
M & T BANK CORP(MTB)58,68258,682010,42711,0310.74%+604
BROADRIDGE FINANCIAL(BR)50,84350,843010,90611,4930.78%+587
INTEL CORP(INTC)040,884+40,88407,8680.53%+7,868
T ROWE PRICE GROUP INC(TROW)117,125117,125012,72813,2440.89%+516
KROGER CO(KR)123,431123,43107,0557,5470.51%+491
ANSYS INC21,17421,17406,7307,1420.48%+411
PAYCHEX INC(PAYX)58,50558,50507,8328,2020.55%+371
SYNCHRONY FINANCIAL(SYF)018,894+18,89401,2280.08%+1,228
SUN LIFE FINANCIAL(SLF)178,785178,785010,35710,6100.72%+254
MORGAN STANLEY(MS)09,346+9,34601,1750.08%+1,175
EXPEDIA GROUP INC(EXPE)03,887+3,88707240.05%+724
SEI INVESTMENTS COMPANY(SEIC)06,658+6,65805490.04%+549
EMERSON ELECTRIC(EMR)06,015+6,01507450.05%+745
DARDEN RESTAURANTS(DRI)03,536+3,53606600.04%+660
META PLATFORMS INC-CLASS A(META)5,3275,32703,0423,1190.21%+77
ATMOS ENERGY CORP(ATO)65,92065,92009,1229,1790.62%+58
ARES MANAGEMENT CORP - A(ARES)02,217+2,21703920.03%+392
AMETEK INC04,929+4,92908880.06%+888
CARDINAL HEALTH INC(CAH)04,275+4,27505060.03%+506
NASDAQ INC(NDAQ)07,086+7,08605480.04%+548
ASPEN TECHNOLOGY INC02,111+2,11105270.04%+527
ULTA BEAUTY INC(ULTA)0495+49502150.01%+215
VEEVA SYSTEMS INC(VEEV)018,704+18,70403,9320.27%+3,932
RPM INTERNATIONAL INC(RPM)06,265+6,26507710.05%+771
SS&C TECHNOLOGIES HOLDINGS INC(SSNC)07,280+7,28005520.04%+552
WATERS CORP(WAT)01,033+1,03303830.03%+383
O REILLY AUTOMOTIVE INC(ORLY)0279+27903310.02%+331
AUTOZONE INC(AZO)0131+13104190.03%+419
KEYSIGHT TECHNOLOGIES INC(KEYS)03,613+3,61305800.04%+580
AIRBNB INC-CLASS A01,254+1,25401650.01%+165
MAGNA INTERNATIONAL INC(MGA)06,091+6,09102540.02%+254
PARKER HANNIFIN CORP(PH)0607+60703860.03%+386
MOODY S CORP(MCO)01,514+1,51407170.05%+717
EOG RESOURCES INC(EOG)05,839+5,83907160.05%+716
AERCAP HOLDINGS NV(AER)000000
CF INDUSTRIES HDGS(CF)05,012+5,01204280.03%+428
ABBOTT LABORATORIES03,801+3,80104300.03%+430
EVERGY INC(EVRG)011,104+11,10406830.05%+683
PHILIP MORRIS INTERNATIONAL(PM)07,537+7,53709070.06%+907
TFI INTERNATIONAL INC(TFII)04,800+4,80006480.04%+648
CHARLES RIV LAB INT(CRL)0776+77601430.01%+143
ESSEX PROPERTY(ESS)01,303+1,30303720.03%+372
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