Tru North Capital Management, LLC Portfolio Holdings
Tru North Capital Management, LLC
- $308 Billion
- Q2 2024
Tru North Capital Management, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $308 Billion distributed in 363 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 $81.9B, Schwab Short Term Us Treasury with a value of $29.9B, Schwab Us Aggregate Bond ETF with a value of $28.4B, Schwab Strategic Tr Intl Eqty with a value of $27.4B, and Ishares Core S&P Total U.S. St with a value of $15.8B.
Examining the 13F form we can see an increase of $18.1B in the current position value, from $290B to 308B.
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 Under $50 Millions
Summary
- Portfolio
- No. of Stocks 363
- Current Value $308 Billion
- Prior Value $290 Billion
- Filing
- Period Q2 2024
- Filing Date July 18, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 135 stocks
- Additional Purchases 69 stocks
- Sold out of 0 stocks
- Reduced holdings in 44 stocks