Institutions / True North Advisors, LLC
True North Advisors, LLC
CIK 1634556 · Institution · as of Dec 31, 2025
Portfolio value
$773.54M
Positions
250
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 250 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $82.02M | 10.6% |
| Lennox International Inc | $81.74M | 10.6% |
| Warren E. Buffett | $39.61M | 5.1% |
| SPDR S&P 500 ETF Tr | $34.06M | 4.4% |
| Amazon.com Inc | $31.94M | 4.1% |
| NVIDIA Corp | $23.90M | 3.1% |
| Microsoft Corp | $17.69M | 2.3% |
| Vanguard Index Fds | $16.46M | 2.1% |
| iShares MSCI UAE ETF | $16.12M | 2.1% |
| Schwab Strategic Tr | $15.62M | 2.0% |
| Meta Platforms Inc | $15.14M | 2.0% |
| Bank of America Corp /De | $14.61M | 1.9% |
| Tcw ETF Trust | $14.15M | 1.8% |
| J P Morgan Exchange Traded F | $12.42M | 1.6% |
| Invesco Exchange Traded Fd T | $11.59M | 1.5% |
| Vanguard Tax-Managed Fds | $10.89M | 1.4% |
| Janus Detroit Str Tr | $10.30M | 1.3% |
| Janus Detroit Str Tr | $9.17M | 1.2% |
| Broadcom Inc. | $9.11M | 1.2% |
| American Centy ETF Tr | $8.95M | 1.2% |
| Costco Wholesale Corp /New | $8.75M | 1.1% |
| iShares Gold Tr | $8.26M | 1.1% |
| Exxon Mobil Corp | $7.61M | 1.0% |
| Vanguard Index Fds | $7.12M | 0.9% |
| General Electric Co | $6.63M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.