True North Advisors
$877M 13F equity value
288 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| LII | LENNOX INTL INC | 165,792 | $77M | 8.8% |
| AAPL | APPLE INC | 299,636 | $76M | 8.7% |
| FNDX | SCHWAB STRATEGIC TR | 2,073,839 | $58M | 6.6% |
| SPY | STATE STR SPDR S&P 500 ETF T | 48,141 | $31M | 3.6% |
| AVDS | AMERICAN CENTY ETF TR | 409,040 | $29M | 3.4% |
| AMZN | AMAZON COM INC | 135,004 | $28M | 3.2% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 57,140 | $27M | 3.1% |
| JPIE | J P MORGAN EXCHANGE TRADED F | 519,605 | $24M | 2.7% |
| NVDA | NVIDIA CORPORATION | 131,925 | $23M | 2.6% |
| PYLD | PIMCO ETF TR | 769,719 | $20M | 2.3% |
Track True North Advisors's 13F portfolio: $877M in reported holdings, 288 positions. Top holdings and quarterly changes on SentiSense.