Tru North Capital Management, LLC Portfolio Holdings
Tru North Capital Management, LLC
- $338 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 399
- Current Value $338 Billion
- Prior Value $308 Billion
- Filing
- Period Q3 2024
- Filing Date October 24, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 67 stocks
- Additional Purchases 129 stocks
- Sold out of 0 stocks
- Reduced holdings in 27 stocks