Northern Financial Advisors Inc: 13F holdings
CIK 19624572026Q2
| Positions | 100 |
|---|
| Reported value | $151.2m |
|---|
| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 100 (-5 vs prior quarter) |
|---|
| Reported value | $151.2m (+10.2%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 17,225 | $12.9m | 8.5% |
| AVGO BROADCOM INC | 15,468 | $5.8m | 3.9% |
| CAT CATERPILLAR INC | 5,147 | $5.5m | 3.6% |
| AAPL APPLE INC | 18,779 | $5.4m | 3.6% |
| WMT WALMART INC | 44,369 | $5.0m | 3.3% |
| MSFT MICROSOFT CORP | 12,822 | $4.8m | 3.2% |
| NVDA NVIDIA CORPORATION | 23,711 | $4.7m | 3.1% |
| DIA STATE STR SPDR DOW JONES IND | 9,043 | $4.7m | 3.1% |
| MU MICRON TECHNOLOGY INC | 3,476 | $4.0m | 2.7% |
| GS GOLDMAN SACHS GROUP INC | 3,721 | $3.8m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1962457")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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