True North Advisors, LLC Purchases and Sells in Q2 2025

True North Advisors, LLC

$514 Million
Q2 2025

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	5.14K + 18.44%	$146.29 - $275.65 $751K - $1.42M	33K $9.09M
NVDA	8.49K + 34.67%	$94.31 - $157.99 $801K - $1.34M	33K $5.21M
LII	367 + 0.2%	$508.76 - $605.77 $187K - $222K	182K $104M
META	2.34K + 102.9%	$484.66 - $738.09 $1.13M - $1.73M	4.61K $3.41M
AMAT	5.42K + 354.12%	$126.95 - $183.52 $688K - $994K	6.95K $1.27M
ALLE	6.86K + 427.41%	$118.52 - $145.64 $813K - $999K	8.47K $1.22M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSI	2.63K New	$394.72 - $440.39 $1.04M - $1.16M	2.63K $1.1M
DECK	9.42K New	$100.44 - $129.37 $946K - $1.22M	9.42K $970K
KLAC	1.04K New	$576.53 - $902.94 $602K - $943K	1.04K $935K
AAAU	20K New	$29.44 - $33.91 $589K - $679K	20K $654K
TSM	1.85K New	$141.37 - $228.57 $262K - $423K	1.85K $419K
PTLC	5.2K New	$47.42 - $51.67 $246K - $268K	5.2K $263K

Top Sells

Reduced Positions

107 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOVT	-232K - 33.41%	$22.54 - $23.17 $5.23M - $5.37M	462K $10.6M
JMBS	-117K - 30.32%	$43.89 - $45.45 $5.14M - $5.33M	269K $12.1M
BRK-B	-2.53K - 3.05%	$483.48 - $539.8 $1.22M - $1.36M	80.5K $39.1M
CORP	-42.3K - 36.56%	$94.14 - $97.31 $3.99M - $4.12M	73.5K $7.15M
VB	-16.2K - 19.41%	$193.73 - $237.37 $3.13M - $3.84M	67.1K $15.9M
ABBV	-6.5K - 27.43%	$170.16 - $206.27 $1.11M - $1.34M	17.2K $3.19M

Activity Summary All Purchases 80 New Holdings 12 Increased Positions 68 All Sells 107 Reductions 107 Sold out 0 Calls 0 Puts 0

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