§ 13F · FUND PROFILE
Northern Financial Advisors Inc.
AUM · $151M (13F)Positions · 100Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 17K | $13M | 8.5% | +2% |
| 2 | AVGO | BROADCOM INC | 15K | $6M | 3.9% | ±0% |
| 3 | CAT | CATERPILLAR INC | 5K | $5M | 3.6% | ±0% |
| 4 | AAPL | APPLE INC | 19K | $5M | 3.6% | ±0% |
| 5 | WMT | WALMART INC | 44K | $5M | 3.3% | ±0% |
| 6 | MSFT | MICROSOFT CORP | 13K | $5M | 3.2% | ±0% |
| 7 | NVDA | NVIDIA CORPORATION | 24K | $5M | 3.1% | −1% |
| 8 | DIA | STATE STR SPDR DOW JONES IND | 9K | $5M | 3.1% | −3% |
| 9 | MU | MICRON TECHNOLOGY INC | 3K | $4M | 2.7% | −1% |
| 10 | GS | GOLDMAN SACHS GROUP INC | 4K | $4M | 2.5% | ±0% |
§ 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 $151 million in assets. The fund runs a portfolio of 100 positions.
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