Fund Holdings — Sienna Gestion

Total Portfolio Value
$1.48B
Total Bought
$396.36M
Total Sold
$412.83M
Net Transaction
-$16.47M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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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)2,46431,411+28,94796111,3930.77%+10,432
EQUITY RESIDENTIAL(VMRK)0128,784+128,78409,2400.62%+9,240
BROADCOM INC(AVGO)153,255153,255026,37335,5252.40%+9,153
PAYPAL HOLDINGS INC(PYPL)7,137111,038+103,9015569,4760.64%+8,920
CHIPOTLE MEXICAN(CMG)0138,373+138,37308,3430.56%+8,343
ENTERGY CORP(ETR)5,288117,682+112,3946948,9210.60%+8,227
BRISTOL-MYERS SQUIBB CO(BMY)19,251158,299+139,0489948,9520.60%+7,958
WALMART INC(WMT)9,80694,555+84,7497908,5420.58%+7,752
DISCOVER FINANCIAL SERVICES3,79247,264+43,4725318,1860.55%+7,656
PALO ALTO NETWORKS INC(PANW)2,43946,332+43,8938328,4290.57%+7,598
COGNIZANT TECH.S(CTSH)14,072109,803+95,7311,0838,4430.57%+7,359
ARISTA NETWORKS INC(ANET)063,780+63,78007,0490.48%+7,049
FORTINET INC(FTNT)6,47577,001+70,5265017,2740.49%+6,773
ROYAL CARIBBEAN CRUISES LTD
COM
4,52832,723+28,1958017,5480.51%+6,747
AGNICO EAG MINES-CAD(AEM)5,50091,800+86,3004427,1790.48%+6,736
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)3,37938,915+35,5365746,4840.44%+5,909
SHOPIFY INC-A(SHOP)055,200+55,20005,8720.40%+5,872
RESMED INC(RMD)2,32927,949+25,6205676,3910.43%+5,824
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)15,326128,449+113,1235935,8740.40%+5,281
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)44,85769,530+24,6736,0428,5220.58%+2,480
JPMORGAN CHASE & CO(JPM)84,49184,491017,77320,2501.37%+2,478
DELTA AIR LINES(DAL)97,289118,580+21,2914,9297,1730.48%+2,244
MARATHON PETROLEUM CORP(MPC)36,15955,609+19,4505,8767,7560.52%+1,880
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)76,65476,65407,3568,5340.58%+1,179
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)313,67340,884-272,7897,3417,8680.53%+527
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)18,89418,89409401,2280.08%+288
SUN LIFE FINANCIAL(SLF)178,785178,785010,35710,6100.72%+254
MORGAN STANLEY(MS)9,3469,34609721,1750.08%+203
EXPEDIA GROUP INC(EXPE)3,8873,88705747240.05%+150
SEI INVESTMENTS COMPANY(SEIC)6,6586,65804605490.04%+90
EMERSON ELECTRIC(EMR)6,0156,01506567450.05%+89
DARDEN RESTAURANTS(DRI)3,5363,53605796600.04%+81
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)2,2172,21703453920.03%+48
AMETEK INC4,9294,92908448880.06%+44
CARDINAL HEALTH INC(CAH)4,2754,27504715060.03%+34
NASDAQ INC(NDAQ)7,0867,08605165480.04%+32
ASPEN TECHNOLOGY INC2,1112,11105035270.04%+24
ULTA BEAUTY INC(ULTA)49549501922150.01%+23
VEEVA SYSTEMS INC(VEEV)18,70418,70403,9163,9320.27%+16
RPM INTERNATIONAL INC(RPM)6,2656,26507567710.05%+15
SS&C TECHNOLOGIES HOLDINGS INC(SSNC)7,2807,28005395520.04%+13
WATERS CORP(WAT)1,0331,03303713830.03%+12
O REILLY AUTOMOTIVE INC(ORLY)27927903213310.02%+10
AUTOZONE INC(AZO)13113104124190.03%+8
KEYSIGHT TECHNOLOGIES INC(KEYS)3,6133,61305735800.04%+7
AIRBNB INC-CLASS A1,2541,25401591650.01%+6
MAGNA INTERNATIONAL INC(MGA)6,0916,09102502540.02%+5
PARKER HANNIFIN CORP(PH)60760703833860.03%+3
MOODY S CORP(MCO)1,5141,51407177170.05%-0
EOG RESOURCES INC(EOG)5,8395,83907167160.05%-0
AERCAP HOLDINGS NV(AER)150-1510—-1
CF INDUSTRIES HDGS(CF)5,0125,01204294280.03%-1
ABBOTT LABORATORIES3,8013,80104324300.03%-2
EVERGY INC(EVRG)11,10411,10406876830.05%-4
PHILIP MORRIS INTERNATIONAL(PM)7,5377,53709139070.06%-6
TFI INTERNATIONAL INC(TFII)4,8004,80006576480.04%-8
CHARLES RIV LAB INT(CRL)77677601521430.01%-9
ESSEX PROPERTY(ESS)1,3031,30303843720.03%-12
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Sienna Gestion — 13F Holdings — Q4 2024 | TickerTrail