True North Advisors, LLC: 13F holdings
CIK 16345562026Q2
| Positions | 291 |
|---|
| Reported value | $1.0bn |
|---|
| Filed | 2026-07-22 |
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Change since last quarter
| Positions | 291 (+46 vs prior quarter) |
|---|
| Reported value | $1.0bn (+19.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LII LENNOX INTL INC | 161,110 | $92.3m | 8.8% |
| AAPL APPLE INC | 300,395 | $86.9m | 8.3% |
| FNDX SCHWAB STRATEGIC TR | 2,140,879 | $66.6m | 6.4% |
| AMERICAN CENTY ETF TR | 449,544 | $33.8m | 3.2% |
| GOOGL ALPHABET INC | 92,303 | $32.8m | 3.1% |
| AMZN AMAZON COM INC | 132,550 | $31.6m | 3.0% |
| SPY STATE STR SPDR S&P 500 ETF T | 41,616 | $31.1m | 3.0% |
| NVDA NVIDIA CORPORATION | 138,090 | $27.6m | 2.6% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 49,257 | $24.6m | 2.4% |
| VEA VANGUARD TAX-MANAGED FDS | 316,111 | $22.5m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1634556")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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