Amova Asset Management Americas, Inc. Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$8.7B

Holdings

191

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (191 positions)

#StockSharesValue% PortfolioType
101
XOMEXXON MOBIL CORP
48,800$5.9M0.07%
102
NTRNUTRIEN LTD
92,926$5.7M0.07%
103
NXPINXP SEMICONDUCTORS NV
25,932$5.6M0.06%
104
FLBSTANDARD BIOTOOLS INC
4,335,887$5.5M0.06%
105
BHPBHP GROUP LTD-SPON ADR
91,178$5.5M0.06%
106
CATCATERPILLAR INC
9,306$5.3M0.06%
107
SHELSHELL PLC-ADR
72,333$5.3M0.06%
108
TDYTELEDYNE TECHNOLOGIES INC
10,224$5.2M0.06%
109
QSIQUANTUM-SI INC
4,690,720$5.1M0.06%
110
ABSIABSCI CORP
1,424,778$5.0M0.06%
111
HEIHEICO CORP
14,964$4.8M0.06%
112
LMTLOCKHEED MARTIN CORP
9,867$4.8M0.06%
113
FCXFREEPORT-MCMORAN INC
92,620$4.7M0.05%
114
AGIALAMOS GOLD INC-CLASS A
113,596$4.4M0.05%
115
HONHONEYWELL INTERNATIONAL INC
21,793$4.3M0.05%
116
AEMAGNICO EAGLE MINES LTD
24,804$4.2M0.05%
117
PSNLPERSONALIS INC
518,441$4.1M0.05%
118
RIORIO TINTO PLC-SPON ADR
51,174$4.1M0.05%
119
BBARRICK MINING CORP
84,197$3.7M0.04%
120
TTENTOTALENERGIES SE
51,779$3.4M0.04%
121
CVXCHEVRON CORP
21,227$3.2M0.04%
122
DPZDOMINO'S PIZZA INC
6,924$2.9M0.03%
123
LINLINDE PLC
6,729$2.9M0.03%
124
VRTXVERTEX PHARMACEUTICALS INC
6,314$2.9M0.03%
125
STLDSTEEL DYNAMICS INC
15,903$2.7M0.03%
126
APDAIR PRODUCTS & CHEMICALS INC
10,618$2.6M0.03%
127
VALEVALE SA-SP ADR
184,005$2.4M0.03%
128
TECK/BTECK RESOURCES LTD-CLS B
49,893$2.4M0.03%
129
BPBP PLC-SPONS ADR
68,367$2.4M0.03%
130
CRCCANADIAN NATURAL RESOURCES
67,053$2.3M0.03%
131
INCYINCYTE CORP
22,293$2.2M0.03%
132
AUANGLOGOLD ASHANTI PLC
24,017$2.0M0.02%
133
NUENUCOR CORP
12,473$2.0M0.02%
134
TTWOTAKE-TWO INTERACTIVE SOFTWRE
7,632$2.0M0.02%
135
ATAIATAI BECKLEY NV
461,436$1.9M0.02%
136
PKGPACKAGING CORP OF AMERICA
8,911$1.8M0.02%
137
HBMHUDBAY MINERALS INC
91,919$1.8M0.02%
138
VEEVVEEVA SYSTEMS INC-CLASS A
7,739$1.7M0.02%
139
CMPSCOMPASS PATHWAYS PLC
247,337$1.7M0.02%
140
COPCONOCOPHILLIPS
17,200$1.6M0.02%
141
EQXEQUINOX GOLD CORP
112,274$1.6M0.02%
142
SUSUNCOR ENERGY INC
34,177$1.5M0.02%
143
MASS908 DEVICES INC
288,081$1.5M0.02%
144
AMGNAMGEN INC
4,517$1.5M0.02%
145
CAICARIS LIFE SCIENCES INC
54,719$1.5M0.02%
146
ALBALBEMARLE CORP
10,349$1.5M0.02%
147
XYLXYLEM INC
8,145$1.1M0.01%
148
RDDTREDDIT INC-CL A
4,662$1.1M0.01%
149
AAPLAPPLE INC
3,920$1.1M0.01%
150
RSRELIANCE INC
3,515$1.0M0.01%
151
CTRACOTERRA ENERGY INC
37,503$987K0.01%
152
WYWEYERHAEUSER CO
41,575$985K0.01%
153
TRGPTARGA RESOURCES CORP
5,203$959K0.01%
154
DISWALT DISNEY CO/THE
8,398$955K0.01%
155
SLBSLB LTD
24,458$938K0.01%
156
BMIBADGER METER INC
5,272$918K0.01%
157
EOGEOG RESOURCES INC
8,693$912K0.01%
158
PRPERMIAN RESOURCES CORP
63,594$891K0.01%
159
PSXPHILLIPS 66
6,639$856K0.01%
160
ADMARCHER-DANIELS-MIDLAND CO
14,551$836K0.01%
161
MSFTMICROSOFT CORP
1,727$835K0.01%
162
MTDRMATADOR RESOURCES CO
19,589$830K0.01%
163
QCOMQUALCOMM INC
4,844$828K0.01%
164
BGBUNGE GLOBAL SA
9,279$826K0.01%
165
IPINTERNATIONAL PAPER CO
20,366$802K0.01%
166
INRINFINITY NATURAL RESOUR-CL A
53,141$782K0.01%
167
CFCF INDUSTRIES HOLDINGS INC
9,885$764K0.01%
168
NGDNEW GOLD INC
86,146$749K0.01%
169
MPMP MATERIALS CORP
14,832$748K0.01%
170
EQTEQT CORP
13,717$735K0.01%
171
OXYOCCIDENTAL PETROLEUM CORP
17,463$717K0.01%
172
KMIKINDER MORGAN INC
26,070$716K0.01%
173
HALHALLIBURTON CO
23,625$667K0.01%
174
WMBWILLIAMS COS INC
10,919$656K0.01%
175
BNRBURNING ROCK BIOTECH LTD-ADR
31,807$652K0.01%
176
UNPUNION PACIFIC CORP
2,779$642K0.01%
177
FTITECHNIPFMC PLC
14,407$641K0.01%
178
WHDCACTUS INC - A
14,020$640K0.01%
179
OIIOCEANEERING INTL INC
26,133$627K0.01%
180
LBRTLIBERTY ENERGY INC
31,924$589K0.01%
181
BKRBAKER HUGHES CO
12,934$588K0.01%
182
CCKCROWN HOLDINGS INC
5,717$588K0.01%
183
VLOVALERO ENERGY CORP
3,427$557K0.01%
184
MPCMARATHON PETROLEUM CORP
3,313$538K0.01%
185
SCCOSOUTHERN COPPER CORP
3,109$445K0.01%
186
PDSPRECISION DRILLING CORP
6,043$434K0.01%
187
MOSMOSAIC CO/THE
17,276$416K0.00%
188
HUNHUNTSMAN CORP
41,523$415K0.00%
189
ADSKAUTODESK INC
1,345$398K0.00%
190
BBDBANCO BRADESCO-ADR
69,898$232K0.00%
191
ADBEADOBE INC
657$229K0.00%
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