True North Advisors, LLC Purchases in Q2 2025

True North Advisors, LLC

  • $514 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PWR
Quanta Services, Inc.

Industrials
13
+ 1.53%
$239.47 - $381.26 $3.11K - $4.96K
863 $326K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
6.34K
+ 25.86%
$17.17 - $19.9 $109K - $126K
30.8K $593K
PM
Philip Morris International Inc.

Consumer Defensive
93
+ 3.38%
$149.23 - $184.95 $13.9K - $17.2K
2.85K $518K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.02%
$108.12 - $135.04 $108 - $135
5.85K $789K
AON
Aon PLC

Financial Services
280
+ 38.3%
$335.85 - $398.81 $94K - $112K
1.01K $360K
BBD
Bank Bradesco

Financial Services
22.3K
New
$2.02 - $3.09 $45K - $68.8K
22.3K $68K
FAST
Fastenal CO

Industrials
65.7K
+ 86.8%
$40.65 - $83.16 $2.67M - $5.46M
141K $5.94M
IAU
Ishares Gold Trust

ETFs
192
+ 1.8%
$56.1 - $64.74 $10.8K - $12.4K
10.8K $676K
HBAN
Huntington Bancshares Inc

Financial Services
51
+ 0.2%
$12.49 - $16.76 $637 - $855
26K $435K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
6
+ 0.29%
$376.48 - $440.65 $2.26K - $2.64K
2.1K $926K
KO
Coca Cola CO

Consumer Defensive
678
+ 7.82%
$68.37 - $73.9 $46.4K - $50.1K
9.35K $661K
CTAS
Cintas Corp

Industrials
15
+ 0.71%
$190.11 - $227.66 $2.85K - $3.41K
2.13K $474K
IXUS
Ishares Tr

ETFs
6
+ 0.14%
$62.37 - $77.63 $374 - $466
4.44K $343K
VLO
Valero Energy Corp

Energy
170
+ 4.58%
$104.69 - $141.77 $17.8K - $24.1K
3.88K $521K
AZN
Astrazeneca PLC

Healthcare
685
+ 15.07%
$64.87 - $75.0 $44.4K - $51.4K
5.23K $365K
NUE
Nucor Corp

Basic Materials
53
+ 2.57%
$103.22 - $131.43 $5.47K - $6.97K
2.11K $273K
HD
Home Depot, Inc.

Consumer Cyclical
56
+ 0.61%
$335.24 - $380.78 $18.8K - $21.3K
9.2K $3.37M
SYY
Sysco Corp

Consumer Defensive
80
+ 2.94%
$68.0 - $75.91 $5.44K - $6.07K
2.8K $211K
DGX
Quest Diagnostics Inc

Healthcare
5
+ 0.34%
N/A
1.49K $204K
Ouster Inc
13.8K
New
N/A
13.8K $0
Ge Vernova Inc
11
+ 0.18%
N/A
5.97K $0
Ge Healthcare Technologies I
24
+ 0.35%
N/A
6.85K $0
LUV
Southwest Airlines CO

Industrials
45
+ 0.45%
$24.04 - $34.36 $1.08K - $1.55K
9.96K $323K
TMUS
T Mobile Us, Inc.

Communication Services
87
+ 7.06%
$220.99 - $268.54 $19.2K - $23.4K
1.32K $314K
AFL
Aflac Inc

Financial Services
27
+ 0.67%
$99.77 - $112.45 $2.69K - $3.04K
4.05K $427K
YUM
Yum Brands Inc

Consumer Cyclical
5
+ 0.21%
$138.36 - $161.45 $692 - $807
2.35K $348K
PG
Procter & Gamble CO

Consumer Defensive
125
+ 1.91%
$157.66 - $172.39 $19.7K - $21.5K
6.68K $1.06M
UNH
Unitedhealth Group Inc

Healthcare
139
+ 8.75%
$274.35 - $599.47 $38.1K - $83.3K
1.73K $539K
AAPL
Apple Inc.

Technology
2.98K
+ 2.75%
$172.42 - $223.89 $514K - $668K
111K $22.8M
Activity Summary
Buys All Purchases 80 New Holdings 12 Increased Positions 68 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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