Arkolith/Funds/Sienna Gestion

Sienna Gestion

CIK 2021242
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Sienna Gestion holds a diversified book of 177 reported positions worth $1.7B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Alphabet Inc-CL C and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 7% of the reported non-option book. Cloning the disclosed picks since 2025 would be +32% (+28.6%/yr). That is a simulation of the disclosed long book, not audited returns.

Added to
22
already held, bought more
+19 more · largest first
Trimmed
85
sold some, still holds it
+82 more · largest first
Sold out
24
exited the position entirely
+21 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+31.8%
+28.6%/yr · since Aug '25
Their reported book
+24.5%
held from quarter-end
S&P 500
+22.1%
same window
$10K$11K$12K$13K$13KAug '25Oct '25Jan '26Apr '26Jun '26Sep '26
Sienna Gestion (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 7.3 points over this window.

Growth of $10,000 cloning Sienna Gestion's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
34%
Top 20 holdings
48%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

99% mapped to company sectors

Information Technology
46%
Financials
14%
Industrials
13%
Consumer Discretionary
9%
Health Care
6%
Materials
3%
Utilities
2%
Real Estate
2%

+4 sectors below the cut, 5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Sienna Gestion

Manager / fundShared namesTheir $ in those
Uhlmann Price Securities, LLC36 / 80$2.5B
Blackhill Capital Inc15 / 80$2.2B
Emerald Advisors, LLC27 / 80$628.2M
AdviceOne Advisory Services, LLC16 / 80$136.4M
Telligent Fund, LP12 / 80$100.5M
Cardano Risk Management B.V.27 / 80$9.6B
Independent Investors Inc17 / 80$383.9M
Integrated Financial Solutions, Inc.12 / 80$135.5M

Ranked by the share of each fund's own book sitting in the names it shares with Sienna Gestion: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

177 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corp
COM
$122.7M622.4K
7.2%
−11%
Reduced · −80K sh
2Apple Inc
COM
$102.0M357.9K
6.0%
−6.5%
Reduced · −25K sh
3Microsoft Corp
COM
$80.2M215.3K
4.7%
−7.0%
Reduced · −16K sh
4Alphabet Inc
CAP STK CL A
$70.3M196.7K
4.1%
+630%
Added · +170K sh
5Broadcom Inc
COM
$43.5M115.4K
2.5%
−6.6%
Reduced · −8K sh
6Micron Technology Inc
COM
$39.1M33.7K
2.3%
−9.6%
Reduced · −4K sh
7Tesla Inc
COM
$30.5M73.3K
1.8%
−7.5%
Reduced · −6K sh
8Applied Materials Inc
COM
$29.5M42.0K
1.7%
−29%
Reduced · −17K sh
9JPMorgan Chase & Co
COM
$28.8M86.4K
1.7%
−8.6%
Reduced · −8K sh
10Alphabet Inc
CAP STK CL C
$28.2M79.5K
1.7%
New
New position
11Nebius Group NV
SHS CLASS A
$27.7M104.9K
1.6%
+290%
Added · +78K sh
12Intel Corp
COM
$26.8M160.1K
1.6%
+335%
Added · +123K sh
13Eli Lilly & Co
COM
$26.8M21.6K
1.6%
−9.1%
Reduced · −2K sh
14Cisco Systems Inc
COM
$26.5M222.9K
1.6%
−34%
Reduced · −115K sh
15Home Depot Inc
COM
$24.5M69.2K
1.4%
−3.1%
Reduced · −2K sh
16Advanced Micro Devices Inc
COM
$22.8M41.8K
1.3%
−16%
Reduced · −8K sh
17Manulife Financial Corp
COM
$22.7M552.8K
1.3%
−8.5%
Reduced · −51K sh
18Atmos Energy Corp
COM
$20.8M117.7K
1.2%
−7.3%
Reduced · −9K sh
19Johnson & Johnson
COM
$20.5M78.4K
1.2%
New
New position
20Lam Research Corp
COM NEW
$20.4M49.0K
1.2%
−5.3%
Reduced · −3K sh
21BlackRock Inc
COM
$20.3M21.2K
1.2%
−7.4%
Reduced · −2K sh
22Mastercard Inc
CL A
$20.1M38.9K
1.2%
−4.4%
Reduced · −2K sh
23Procter & Gamble Co
COM
$19.9M132.6K
1.2%
−3.9%
Reduced · −5K sh
24State Street Corp
COM
$19.1M111.0K
1.1%
−10%
Reduced · −13K sh
25Citigroup Inc
COM NEW
$18.3M127.2K
1.1%
+47%
Added · +41K sh
26Trane Technologies PLC
SHS
$17.6M36.3K
1.0%
−4.3%
Reduced · −2K sh
27Aercap Holdings NV
SHS
$16.6M111.2K
1.0%
−38%
Reduced · −68K sh
28Western Digital Corp
COM
$15.3M23.2K
0.9%
−66%
Reduced · −44K sh
29Wabtec Corp
COM
$15.1M55.6K
0.9%
−12%
Reduced · −7K sh
30Walmart Inc
COM
$14.1M121.9K
0.8%
New
New position
31Verizon Communications Inc
COM
$14.0M313.7K
0.8%
−27%
Reduced · −117K sh
32Canadian Imperial Bank Of Comm
COM
$13.9M121.2K
0.8%
+4.3%
Added · +5K sh
33General Dynamics Corp
COM
$13.6M38.6K
0.8%
−20%
Reduced · −9K sh
34Travelers Cos Inc
COM
$13.5M40.1K
0.8%
−9.3%
Reduced · −4K sh
35Ameriprise Financial Inc
COM
$13.3M29.4K
0.8%
−11%
Reduced · −4K sh
36Accenture PLC
SHS CLASS A
$13.1M104.1K
0.8%
+30%
Added · +24K sh
37Ge Vernova Inc
COM
$12.8M11.5K
0.8%
+16%
Added · +2K sh
38T Rowe Price Group Inc
COM
$12.8M111.0K
0.8%
−1.8%
Reduced · −2K sh
39Valero Energy Corp
COM
$12.6M46.8K
0.7%
−15%
Reduced · −8K sh
40Costco Wholesale Corp
COM
$12.3M12.9K
0.7%
New
New position
41Bank NY Mellon Corp
COM
$12.1M83.1K
0.7%
−37%
Reduced · −48K sh
42Williams-Sonoma Inc
COM
$12.0M49.6K
0.7%
−7.8%
Reduced · −4K sh
43Agnico Eagle Mines Ltd
COM
$12.0M77.4K
0.7%
−6.6%
Reduced · −6K sh
44Emcor Group Inc
COM
$11.9M14.4K
0.7%
−1.9%
Reduced · −282 sh
45Prologis Inc
COM
$11.8M84.3K
0.7%
+3.0%
Added · +2K sh
46Arista Networks Inc
COM SHS
$11.8M71.0K
0.7%
−12%
Reduced · −10K sh
47Consolidated Edison Inc
COM
$11.7M103.3K
0.7%
+34%
Added · +26K sh
48Visa Inc
COM CL A
$11.7M33.8K
0.7%
+535%
Added · +28K sh
49Booking Holdings Inc
COM
$11.4M62.0K
0.7%
23×
Added · +59K sh
50Cardinal Health Inc
COM
$11.1M46.4K
0.6%
+4.0%
Added · +2K sh
Showing 50 of 177 positions
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Filing history

As-of date vs the date the SEC received each filing

$1.7B · Q2 2026Q2 2025 · $1.5BQ2 2026 · $1.7B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 202644d179$1.7B13F-HR
Q1 2026Mar 31, 2026May 15, 202645d136$1.5B13F-HR
Q4 2025Dec 31, 2025Feb 13, 202644d150$1.7B13F-HR
Q3 2025Sep 30, 2025Nov 13, 202544d159$1.4B13F-HR
Q2 2025Jun 30, 2025Aug 6, 202537d159$1.5B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.