Tru North Capital Management, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $338 Billion distributed in 399 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $87.8B, Schwab Short Term Us Treasury with a value of $33.2B, Schwab Us Aggregate Bond ETF with a value of $32B, Schwab Strategic Tr Intl Eqty with a value of $30.9B, and Ishares Core S&P Total U.S. St with a value of $16.6B.
Examining the 13F form we can see an increase of $29.3B in the current position value, from $308B to 338B.
Tru North Capital Management, LLC is based out at Kalamazoo, MI
Below you can find more details about Tru North Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$338 Billion
ETFs: $310 Billion
Technology: $8.37 Billion
Healthcare: $8.36 Billion
Financial Services: $2.31 Billion
Industrials: $1.66 Billion
Communication Services: $1.15 Billion
Consumer Cyclical: $990 Million
Consumer Defensive: $889 Million
Other: $2 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
