True North Advisors, LLC Incresed Positions in Q2 2025

True North Advisors, LLC

  • $514 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
5.14K
+ 18.44%
$146.29 - $275.65 $751K - $1.42M
33K $9.09M
NVDA
Nvidia Corp

Technology
8.49K
+ 34.67%
$94.31 - $157.99 $801K - $1.34M
33K $5.21M
LII
Lennox International Inc

Industrials
367
+ 0.2%
$508.76 - $605.77 $187K - $222K
182K $104M
META
Meta Platforms, Inc.

Communication Services
2.34K
+ 102.9%
$484.66 - $738.09 $1.13M - $1.73M
4.61K $3.41M
AMAT
Applied Materials Inc

Technology
5.42K
+ 354.12%
$126.95 - $183.52 $688K - $994K
6.95K $1.27M
ALLE
Allegion PLC

Industrials
6.86K
+ 427.41%
$118.52 - $145.64 $813K - $999K
8.47K $1.22M
RMD
Resmed Inc

Healthcare
3.64K
+ 302.24%
$204.54 - $258.0 $745K - $940K
4.85K $1.25M
NTAP
Net App, Inc.

Technology
7.63K
+ 121.78%
$76.1 - $106.55 $581K - $813K
13.9K $1.48M
ORCL
Oracle Corp

Technology
2.09K
+ 35.23%
$122.82 - $218.63 $257K - $458K
8.03K $1.76M
LMT
Lockheed Martin Corp

Industrials
1.82K
+ 284.04%
$430.82 - $486.45 $782K - $883K
2.45K $1.14M
CTVA
Corteva, Inc.

Basic Materials
23
+ 0.04%
$55.52 - $74.53 $1.28K - $1.71K
60.5K $4.51M
QQQ
Invesco Qqq Trust, Series 1

ETFs
794
+ 30.59%
$416.06 - $551.64 $330K - $438K
3.39K $1.87M
WMT
Walmart Inc.

Consumer Defensive
5.68K
+ 89.32%
$81.79 - $99.98 $464K - $568K
12K $1.18M
NFLX
Netflix Inc

Communication Services
373
+ 155.42%
$855.86 - $1339.13 $319K - $499K
613 $820K
KMX
Carmax Inc

Consumer Cyclical
17.5K
+ 30.84%
$62.27 - $82.77 $1.09M - $1.45M
74.3K $4.99M
TM
Toyota Motor Corp

Consumer Cyclical
3.4K
+ 65.44%
$158.63 - $195.39 $540K - $665K
8.6K $1.48M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
11K
+ 8.38%
$50.34 - $51.86 $552K - $568K
142K $7.28M
FNDF
Schwab Fundamental Intl Large

ETFs
6K
+ 9.86%
$32.25 - $40.02 $193K - $240K
66.8K $2.67M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.53K
+ 23.86%
$51.14 - $57.0 $436K - $486K
44.3K $2.52M
FNDX
Schwab Fundamental U S Large C

ETFs
12.6K
+ 9.66%
$20.84 - $24.54 $262K - $309K
143K $3.5M
VTI
Vanguard Total Stock Market Et

ETFs
14
+ 0.11%
$243.75 - $303.93 $3.41K - $4.26K
13.2K $4M
ALLY
Ally Financial Inc.

Financial Services
7.83K
+ 61.82%
$30.09 - $38.95 $236K - $305K
20.5K $798K
ISRG
Intuitive Surgical Inc

Healthcare
442
+ 25.34%
$451.58 - $565.94 $200K - $250K
2.19K $1.19M
TSLA
Tesla, Inc.

Consumer Cyclical
302
+ 8.0%
$221.86 - $362.89 $67K - $110K
4.08K $1.29M
MCD
Mcdonalds Corp

Consumer Cyclical
1.11K
+ 93.41%
$285.55 - $321.23 $316K - $355K
2.29K $669K
ASML
Asml Holding Nv

Technology
137
+ 12.28%
$595.37 - $815.24 $81.6K - $112K
1.25K $1M
ACVA
Acv Auctions Inc.

Consumer Cyclical
7.12K
+ 11.45%
$12.82 - $17.04 $91.2K - $121K
69.3K $1.12M
NOW
Service Now, Inc.

Technology
152
+ 50.5%
$721.65 - $1040.18 $110K - $158K
453 $465K
TT
Trane Technologies PLC

Industrials
10
+ 0.5%
$315.21 - $437.41 $3.15K - $4.37K
2.02K $884K
USPH
U S Physical Therapy Inc

Healthcare
1.71K
+ 17.31%
$65.08 - $79.84 $112K - $137K
11.6K $908K
AMD
Advanced Micro Devices Inc

Technology
98
+ 2.75%
$78.21 - $143.81 $7.66K - $14.1K
3.66K $519K
NVO
Novo Nordisk A S

Healthcare
2.23K
+ 63.77%
$58.08 - $81.05 $130K - $181K
5.73K $395K
MA
Mastercard Inc

Financial Services
231
+ 17.55%
$479.92 - $590.74 $111K - $136K
1.55K $869K
AXP
American Express CO

Financial Services
235
+ 16.23%
$231.39 - $318.98 $54.4K - $75K
1.68K $536K
FNDC
Schwab Fundamental Intl Small

ETFs
212
+ 0.98%
$32.97 - $42.05 $6.99K - $8.91K
21.8K $918K
INTU
Intuit Inc

Technology
83
+ 20.29%
$544.07 - $787.63 $45.2K - $65.4K
492 $387K
PANW
Palo Alto Networks Inc

Technology
103
+ 3.15%
$152.44 - $204.64 $15.7K - $21.1K
3.37K $689K
SBUX
Starbucks Corp

Consumer Cyclical
1.75K
+ 34.09%
$79.69 - $99.41 $140K - $174K
6.9K $632K
FNDA
Schwab Fundamental U S Small C

ETFs
2.5K
+ 6.33%
$23.85 - $28.69 $59.6K - $71.7K
42K $1.2M
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
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
HMC
Honda Motor CO LTD

Consumer Cyclical
921
+ 8.05%
$25.0 - $30.93 $23K - $28.5K
12.4K $356K
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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