§ 13F · FUND PROFILE
Northern Financial Advisors Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $191M (13F)Positions · 124Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 17K | $11M | 8.0% | +55% |
| 2 | WMT | WALMART INC | 44K | $6M | 4.0% | +73% |
| 3 | AVGO | BROADCOM INC | 15K | $5M | 3.5% | +17% |
| 4 | AAPL | APPLE INC | 19K | $5M | 3.5% | +34% |
| 5 | MSFT | MICROSOFT CORP | 13K | $5M | 3.4% | +36% |
| 6 | DIA | STATE STR SPDR DOW JONES IND | 9K | $4M | 3.1% | +14% |
| 7 | XOM | EXXON MOBIL CORP | 25K | $4M | 3.1% | +70% |
| 8 | NVDA | NVIDIA CORPORATION | 24K | $4M | 3.0% | +39% |
| 9 | NFLX | NETFLIX INC. | 42K | $4M | 2.9% | +86% |
| 10 | CAT | CATERPILLAR INC | 5K | $4M | 2.7% | +93% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NORTHERN SIGNAL
AC read
Northern Financial Advisors Inc is a Other fund managing $191 million in assets. The fund runs a portfolio of 124 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed