Terra Nova Asset Management 13FHR Quarterly holdings report by institutional manager | SEC 12 Apr 23

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL

OMB Number:		3235-0006
Expires:	Oct 31, 2018
Estimated average burden
hours per response:		23.8

COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
ABBVIE INC	COM	00287Y109	833,272	5,229	SH		SOLE		0	0	5,229
ABRDN GOLD ETF TRUST	PHYSCL GOLD SHS	00326A104	991,902	52,565	SH		SOLE		0	0	52,565
AGILENT TECHNOLOGIES INC	COM	00846U101	358,301	2,590	SH		SOLE		0	0	2,590
AIR PRODS & CHEMS INC	COM	009158106	1,466,084	5,104	SH		SOLE		0	0	5,104
AIRBNB INC	COM CL A	009066101	1,245,369	10,011	SH		SOLE		0	0	10,011
ALPHABET INC	CAP STK CL A	02079K305	3,315,388	31,962	SH		SOLE		0	0	31,962
ALPHABET INC	CAP STK CL C	02079K107	212,264	2,041	SH		SOLE		0	0	2,041
AMAZON COM INC	COM	023135106	654,859	6,340	SH		SOLE		0	0	6,340
AMERICAN EXPRESS CO	COM	025816109	241,721	1,465	SH		SOLE		0	0	1,465
APPLE INC	COM	037833100	3,482,626	21,120	SH		SOLE		0	0	21,120
APTIV PLC	SHS	G6095L109	1,280,985	11,418	SH		SOLE		0	0	11,418
ARCHER DANIELS MIDLAND CO	COM	039483102	1,676,070	21,040	SH		SOLE		0	0	21,040
AUTOZONE INC	COM	053332102	2,716,256	1,105	SH		SOLE		0	0	1,105
BANK AMERICA CORP	COM	060505104	415,266	14,520	SH		SOLE		0	0	14,520
BERKSHIRE HATHAWAY INC DEL	CL A	084670108	465,600	1	SH		SOLE		0	0	1
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	1,266,575	4,102	SH		SOLE		0	0	4,102
BLACKROCK INC	COM	09247X101	1,370,045	2,048	SH		SOLE		0	0	2,048
BLACKSTONE INC	COM	09260D107	1,643,244	18,707	SH		SOLE		0	0	18,707
CAMECO CORP	COM	13321L108	201,274	7,691	SH		SOLE		0	0	7,691
CHENIERE ENERGY INC	COM NEW	16411R208	1,983,909	12,588	SH		SOLE		0	0	12,588
CHEVRON CORP NEW	COM	166764100	1,288,052	7,894	SH		SOLE		0	0	7,894
CINTAS CORP	COM	172908105	386,692	836	SH		SOLE		0	0	836
CORTEVA INC	COM	22052L104	841,100	13,946	SH		SOLE		0	0	13,946
COSTCO WHSL CORP NEW	COM	22160K105	1,190,396	2,396	SH		SOLE		0	0	2,396
CSX CORP	COM	126408103	1,025,873	34,264	SH		SOLE		0	0	34,264
EATON CORP PLC	SHS	G29183103	278,073	1,623	SH		SOLE		0	0	1,623
ENBRIDGE INC	COM	29250N105	510,435	13,380	SH		SOLE		0	0	13,380
ENPHASE ENERGY INC	COM	29355A107	1,007,452	4,791	SH		SOLE		0	0	4,791
EOG RES INC	COM	26875P101	221,021	1,928	SH		SOLE		0	0	1,928
EXXON MOBIL CORP	COM	30231G102	331,985	3,027	SH		SOLE		0	0	3,027
FIRST SOLAR INC	COM	336433107	1,465,298	6,737	SH		SOLE		0	0	6,737
FORD MTR CO DEL	COM	345370860	1,450,889	115,150	SH		SOLE		0	0	115,150
FORTINET INC	COM	34959E109	2,878,582	43,313	SH		SOLE		0	0	43,313
GALLAGHER ARTHUR J & CO	COM	363576109	1,507,590	7,880	SH		SOLE		0	0	7,880
GENERAL DYNAMICS CORP	COM	369550108	237,565	1,041	SH		SOLE		0	0	1,041
HCA HEALTHCARE INC	COM	40412C101	2,246,576	8,520	SH		SOLE		0	0	8,520
HONEYWELL INTL INC	COM	438516106	1,512,876	7,916	SH		SOLE		0	0	7,916
IDEXX LABS INC	COM	45168D104	250,040	500	SH		SOLE		0	0	500
INTERNATIONAL BUSINESS MACHS	COM	459200101	491,784	3,751	SH		SOLE		0	0	3,751
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	46137V357	1,181,461	8,169	SH		SOLE		0	0	8,169
IRON MTN INC DEL	COM	46284V101	1,097,697	20,746	SH		SOLE		0	0	20,746
ISHARES GOLD TR	ISHARES NEW	464285204	848,075	22,694	SH		SOLE		0	0	22,694
ISHARES TR	CORE S&P500 ETF	464287200	224,849	547	SH		SOLE		0	0	547
ISHARES TR	EXPANDED TECH	464287515	1,904,634	6,251	SH		SOLE		0	0	6,251
ISHARES TR	U.S. TECH ETF	464287721	1,344,513	14,487	SH		SOLE		0	0	14,487
ISHARES TR	US HLTHCR PR ETF	464288828	1,194,211	4,831	SH		SOLE		0	0	4,831
JACOBS SOLUTIONS INC	COM	46982L108	1,576,232	13,414	SH		SOLE		0	0	13,414
LAM RESEARCH CORP	COM	512807108	2,489,938	4,697	SH		SOLE		0	0	4,697
LILLY ELI & CO	COM	532457108	1,487,200	4,331	SH		SOLE		0	0	4,331
LOCKHEED MARTIN CORP	COM	539830109	340,839	721	SH		SOLE		0	0	721
MASTEC INC	COM	576323109	1,318,100	13,957	SH		SOLE		0	0	13,957
MERCADOLIBRE INC	COM	58733R102	2,803,514	2,127	SH		SOLE		0	0	2,127
MICROSOFT CORP	COM	594918104	3,373,586	11,702	SH		SOLE		0	0	11,702
MID-AMER APT CMNTYS INC	COM	59522J103	217,131	1,438	SH		SOLE		0	0	1,438
MONDELEZ INTL INC	CL A	609207105	299,657	4,298	SH		SOLE		0	0	4,298
NEXTERA ENERGY INC	COM	65339F101	2,636,214	34,201	SH		SOLE		0	0	34,201
NORTHROP GRUMMAN CORP	COM	666807102	287,038	622	SH		SOLE		0	0	622
NVIDIA CORPORATION	COM	67066G104	1,846,627	6,648	SH		SOLE		0	0	6,648
PARKER-HANNIFIN CORP	COM	701094104	373,427	1,111	SH		SOLE		0	0	1,111
PAYCHEX INC	COM	704326107	696,779	6,081	SH		SOLE		0	0	6,081
PROCTER AND GAMBLE CO	COM	742718109	221,587	1,490	SH		SOLE		0	0	1,490
QUANTA SVCS INC	COM	74762E102	2,053,974	12,326	SH		SOLE		0	0	12,326
RAYTHEON TECHNOLOGIES CORP	COM	75513E101	558,645	5,705	SH		SOLE		0	0	5,705
RESMED INC	COM	761152107	1,555,222	7,102	SH		SOLE		0	0	7,102
SELECT SECTOR SPDR TR	COMMUNICATION	81369Y852	1,259,739	21,731	SH		SOLE		0	0	21,731
SELECT SECTOR SPDR TR	ENERGY	81369Y506	1,928,888	23,287	SH		SOLE		0	0	23,287
SELECT SECTOR SPDR TR	SBI CONS DISCR	81369Y407	2,250,714	15,051	SH		SOLE		0	0	15,051
SELECT SECTOR SPDR TR	SBI CONS STPLS	81369Y308	1,062,165	14,217	SH		SOLE		0	0	14,217
SELECT SECTOR SPDR TR	SBI MATERIALS	81369Y100	2,788,540	34,572	SH		SOLE		0	0	34,572
SOUTHERN COPPER CORP	COM	84265V105	265,732	3,485	SH		SOLE		0	0	3,485
SPDR GOLD TR	GOLD SHS	78463V107	879,456	4,800	SH		SOLE		0	0	4,800
SPDR S&P 500 ETF TR	TR UNIT	78462F103	462,550	1,130	SH		SOLE		0	0	1,130
STRYKER CORPORATION	COM	863667101	2,464,797	8,634	SH		SOLE		0	0	8,634
THERMO FISHER SCIENTIFIC INC	COM	883556102	2,233,817	3,876	SH		SOLE		0	0	3,876
UNION PAC CORP	COM	907818108	545,587	2,711	SH		SOLE		0	0	2,711
UNITED PARCEL SERVICE INC	CL B	911312106	703,981	3,629	SH		SOLE		0	0	3,629
VALMONT INDS INC	COM	920253101	1,446,552	4,531	SH		SOLE		0	0	4,531
VANECK MERK GOLD TR	GOLD TRUST	921078101	1,063,775	55,695	SH		SOLE		0	0	55,695
VANGUARD INDEX FDS	S&P 500 ETF SHS	922908363	420,760	1,119	SH		SOLE		0	0	1,119
VANGUARD WORLD FDS	FINANCIALS ETF	92204A405	1,132,929	14,545	SH		SOLE		0	0	14,545
VANGUARD WORLD FDS	INF TECH ETF	92204A702	231,282	600	SH		SOLE		0	0	600
VISA INC	COM CL A	92826C839	2,016,965	8,946	SH		SOLE		0	0	8,946
ZOETIS INC	CL A	98978V103	1,967,750	11,823	SH		SOLE		0	0	11,823

Terra Nova Asset Management 13F-HRQuarterly holdings report by institutional manager