Institutions / Northern Financial Advisors Inc
Northern Financial Advisors Inc
CIK 1962457 · Institution · as of Dec 31, 2025
Portfolio value
$87.48M
Positions
88
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 88 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $7.41M | 8.5% |
| Broadcom Inc. | $4.59M | 5.2% |
| Microsoft Corp | $4.55M | 5.2% |
| SPDR Dow Jones Indl Average | $3.93M | 4.5% |
| Apple Inc. | $3.82M | 4.4% |
| NVIDIA Corp | $3.21M | 3.7% |
| Walmart Inc. | $2.86M | 3.3% |
| Nvr Inc | $2.22M | 2.5% |
| Netflix Inc | $2.12M | 2.4% |
| The Goldman Sachs Group, Inc. | $2.03M | 2.3% |
| JPMorgan Chase & Co | $1.96M | 2.2% |
| American Express Co | $1.88M | 2.1% |
| Exxon Mobil Corp | $1.76M | 2.0% |
| Amazon.com Inc | $1.60M | 1.8% |
| Caterpillar Inc | $1.53M | 1.7% |
| Oracle Corp | $1.53M | 1.7% |
| ELI LILLY & Co | $1.31M | 1.5% |
| International Business Machines Corp | $1.21M | 1.4% |
| Travelers Companies, Inc. | $1.13M | 1.3% |
| Visa Inc | $1.12M | 1.3% |
| 3M Co | $1.05M | 1.2% |
| Meta Platforms Inc | $1.05M | 1.2% |
| Coca Cola Co | $1.01M | 1.2% |
| Capital One Financial Corp | $1.01M | 1.2% |
| Mastercard Inc | $980.2K | 1.1% |
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.