Sienna Gestion Incresed Positions in Q2 2025

Sienna Gestion

  • $1.56 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
75.1K
+ 11.76%
$94.31 - $157.99 $7.08M - $11.9M
714K $113M
MSFT
Microsoft Corp

Technology
17.6K
+ 9.12%
$354.56 - $497.45 $6.25M - $8.77M
211K $105M
AVGO
Broadcom Inc.

Technology
14.2K
+ 10.22%
$146.29 - $275.65 $2.08M - $3.92M
153K $42.3M
AMZN
Amazon Com Inc

Consumer Cyclical
17.8K
+ 7.73%
$167.32 - $223.3 $2.98M - $3.98M
248K $54.5M
CM
Canadian Imperial Bank Of Commerce

Financial Services
30K
+ 10.38%
$54.6 - $70.83 $1.64M - $2.12M
319K $22.6M
BKNG
Booking Holdings Inc.

Consumer Cyclical
351
+ 10.48%
$4164.15 - $5789.24 $1.46M - $2.03M
3.7K $21.4M
JPM
Jpmorgan Chase & CO

Financial Services
8.03K
+ 10.07%
$210.28 - $289.91 $1.69M - $2.33M
87.8K $25.4M
INTU
Intuit Inc

Technology
2.31K
+ 10.0%
$544.07 - $787.63 $1.26M - $1.82M
25.4K $20M
AMAT
Applied Materials Inc

Technology
10.5K
+ 10.19%
$126.95 - $183.52 $1.33M - $1.92M
113K $20.7M
TD
Toronto Dominion Bank

Financial Services
27.3K
+ 11.04%
$55.71 - $73.45 $1.52M - $2.01M
275K $20.2M
AXP
American Express CO

Financial Services
5.35K
+ 10.72%
$231.39 - $318.98 $1.24M - $1.71M
55.3K $17.6M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2.92K
+ 9.93%
$177.93 - $313.14 $520K - $915K
32.3K $10.1M
ORCL
Oracle Corp

Technology
3.68K
+ 10.02%
$122.82 - $218.63 $452K - $805K
40.4K $8.84M
TT
Trane Technologies PLC

Industrials
2.6K
+ 10.33%
$315.21 - $437.41 $821K - $1.14M
27.8K $12.2M
CSCO
Cisco Systems, Inc.

Technology
22.3K
+ 11.04%
$53.19 - $69.38 $1.18M - $1.54M
224K $15.5M
EME
Emcor Group, Inc.

Industrials
1.46K
+ 11.04%
$342.02 - $534.89 $500K - $781K
14.7K $7.86M
AMP
Ameriprise Financial Inc

Financial Services
2.93K
+ 10.94%
$422.19 - $533.73 $1.24M - $1.57M
29.8K $15.9M
CAT
Caterpillar Inc

Industrials
3K
+ 10.12%
$273.94 - $388.21 $822K - $1.16M
32.6K $12.7M
PNR
Pentair PLC

Industrials
11.7K
+ 10.82%
$76.17 - $103.58 $890K - $1.21M
120K $12.3M
DIS
Walt Disney CO

Communication Services
7.95K
+ 11.04%
$81.72 - $124.01 $649K - $985K
79.9K $9.91M
SLF
Sun Life Financial Inc

Financial Services
18.5K
+ 11.02%
$53.39 - $66.45 $988K - $1.23M
186K $12.4M
AMD
Advanced Micro Devices Inc

Technology
5.46K
+ 11.04%
$78.21 - $143.81 $427K - $786K
55K $7.8M
COST
Costco Wholesale Corp

Consumer Defensive
1.81K
+ 10.53%
$908.13 - $1056.85 $1.64M - $1.91M
19K $18.8M
HD
Home Depot, Inc.

Consumer Cyclical
6.56K
+ 10.47%
$335.24 - $380.78 $2.2M - $2.5M
69.2K $25.4M
FFIV
F5, Inc.

Technology
4.34K
+ 11.04%
$239.25 - $295.9 $1.04M - $1.29M
43.7K $12.9M
PANW
Palo Alto Networks Inc

Technology
4.3K
+ 10.17%
$152.44 - $204.64 $655K - $879K
46.5K $9.52M
STT
State Street Corp

Financial Services
8.38K
+ 10.03%
$75.33 - $106.34 $631K - $891K
92K $9.78M
EBAY
Ebay Inc

Consumer Cyclical
16.6K
+ 11.04%
$59.52 - $79.36 $987K - $1.32M
167K $12.4M
MTB
M&T Bank Corp

Financial Services
6.08K
+ 11.04%
$156.58 - $193.99 $952K - $1.18M
61.2K $11.9M
ISRG
Intuitive Surgical Inc

Healthcare
1.99K
+ 10.25%
$451.58 - $565.94 $897K - $1.12M
21.4K $11.6M
AEM
Agnico Eagle Mines LTD

Basic Materials
8.9K
+ 10.29%
$99.48 - $124.46 $885K - $1.11M
95.4K $11.3M
MPC
Marathon Petroleum Corp

Energy
5.48K
+ 11.04%
$118.55 - $170.08 $650K - $932K
55.1K $9.15M
CMI
Cummins Inc

Industrials
3.99K
+ 9.86%
$267.12 - $336.65 $1.07M - $1.34M
44.5K $14.6M
HUBB
Hubbell Inc

Industrials
1.63K
+ 11.04%
$315.94 - $408.41 $515K - $666K
16.4K $6.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
10.8K
+ 10.29%
$57.41 - $74.81 $618K - $805K
115K $8.58M
SHOP
Shopify Inc.

Technology
5.7K
+ 11.0%
$76.89 - $115.35 $438K - $657K
57.5K $6.63M
WMT
Walmart Inc.

Consumer Defensive
8.78K
+ 11.04%
$81.79 - $99.98 $718K - $878K
88.3K $8.64M
TROW
Price T Rowe Group Inc

Financial Services
11.2K
+ 10.17%
$80.27 - $98.06 $902K - $1.1M
122K $11.7M
RMD
Resmed Inc

Healthcare
2.66K
+ 10.06%
$204.54 - $258.0 $543K - $685K
29K $7.49M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
14.3K
+ 11.04%
$45.98 - $56.15 $659K - $805K
144K $8.1M
CRM
Salesforce, Inc.

Technology
4.65K
+ 10.56%
$236.26 - $291.15 $1.1M - $1.35M
48.7K $13.3M
FTNT
Fortinet, Inc.

Technology
7.31K
+ 10.06%
$84.71 - $108.69 $619K - $794K
80K $8.46M
ANSS
Ansys Inc

Technology
2.06K
+ 10.32%
$284.19 - $351.22 $585K - $724K
22K $7.73M
V
Visa Inc.

Financial Services
3.48K
+ 11.04%
$308.27 - $373.31 $1.07M - $1.3M
35K $12.4M
KR
Kroger CO

Consumer Defensive
11.3K
+ 10.21%
$64.62 - $74.0 $730K - $836K
122K $8.74M
DAL
Delta Air Lines, Inc.

Industrials
12.7K
+ 11.4%
$35.88 - $52.99 $454K - $671K
124K $6.09M
TRV
Travelers Companies, Inc.

Financial Services
4.13K
+ 11.54%
$233.83 - $276.34 $966K - $1.14M
39.9K $10.7M
ACN
Accenture PLC

Technology
6.74K
+ 10.76%
$279.23 - $323.21 $1.88M - $2.18M
69.3K $20.7M
BR
Broadridge Financial Solutions, Inc.

Technology
4.75K
+ 9.88%
$217.22 - $246.25 $1.03M - $1.17M
52.8K $12.8M
Activity Summary
Buys All Purchases 103 New Holdings 5 Increased Positions 98 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
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