True North Advisors, LLC Reduced Holdings in Q3 2025

True North Advisors, LLC

  • $616 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LII
Lennox International Inc

Industrials
-3.86K
- 2.13%
$516.18 - $664.54 $1.99M - $2.56M
178K $94.1M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-96.9K
- 20.96%
$22.64 - $23.22 $2.19M - $2.25M
365K $8.45M
TM
Toyota Motor Corp

Consumer Cyclical
-3.87K
- 44.98%
$167.86 - $202.79 $649K - $784K
4.73K $904K
CRM
Salesforce, Inc.

Technology
-211
- 1.98%
$231.66 - $273.65 $48.9K - $57.7K
10.5K $2.48M
PAYX
Paychex Inc

Industrials
-716
- 4.06%
$126.69 - $147.99 $90.7K - $106K
16.9K $2.15M
ALLY
Ally Financial Inc.

Financial Services
-10.8K
- 52.72%
$36.95 - $44.58 $399K - $482K
9.69K $380K
KR
Kroger CO

Consumer Defensive
-2.9K
- 7.46%
$64.52 - $74.35 $187K - $216K
36K $2.43M
DOW
Dow Inc.

Basic Materials
-81
- 0.08%
$20.87 - $30.37 $1.69K - $2.46K
97.3K $2.23M
SBAC
Sba Communications Corp

Real Estate
-974
- 35.72%
$191.35 - $239.35 $186K - $233K
1.75K $338K
ZTS
Zoetis Inc.

Healthcare
-911
- 7.39%
$141.13 - $159.19 $129K - $145K
11.4K $1.67M
CCL
Carnival Corp

Consumer Cyclical
-6.77K
- 41.18%
$28.37 - $32.49 $192K - $220K
9.66K $279K
CL
Colgate Palmolive CO

Consumer Defensive
-629
- 9.24%
$79.36 - $93.33 $49.9K - $58.7K
6.18K $493K
NVO
Novo Nordisk A S

Healthcare
-626
- 10.92%
$45.38 - $71.7 $28.4K - $44.9K
5.11K $283K
SHW
Sherwin Williams CO

Basic Materials
-330
- 5.01%
$330.88 - $375.23 $109K - $124K
6.26K $2.17M
ET
Energy Transfer LP

Energy
-19
- 0.02%
$17.11 - $18.16 $325 - $345
98K $1.68M
ABT
Abbott Laboratories

Healthcare
-290
- 1.49%
$120.51 - $136.62 $34.9K - $39.6K
19.2K $2.57M
TSCO
Tractor Supply CO

Consumer Cyclical
-4.1K
- 10.42%
$54.08 - $62.65 $222K - $257K
35.3K $2.01M
PSA
Public Storage

Real Estate
-172
- 15.97%
$271.94 - $298.09 $46.8K - $51.3K
905 $261K
NAK
Northern Dynasty Minerals LTD

Basic Materials
-20K
- 37.91%
$0.75 - $2.3 $15K - $46K
32.8K $38K
CPT
Camden Property Trust

Real Estate
-101
- 3.73%
$104.05 - $115.69 $10.5K - $11.7K
2.61K $278K
AVB
Avalonbay Communities Inc

Real Estate
-52
- 3.71%
$182.72 - $204.51 $9.5K - $10.6K
1.35K $260K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-13
- 2.08%
$422.75 - $485.53 $5.5K - $6.31K
613 $264K
WELL
Welltower Inc.

Real Estate
-252
- 16.67%
$150.71 - $178.14 $38K - $44.9K
1.26K $224K
Ge Vernova Inc
-748
- 12.52%
N/A
5.23K $0
ROL
Rollins Inc

Consumer Cyclical
-150
- 2.65%
$55.05 - $58.74 $8.26K - $8.81K
5.51K $323K
YUM
Yum Brands Inc

Consumer Cyclical
-5
- 0.21%
$139.5 - $153.94 $698 - $770
2.35K $356K
COP
Conocophillips

Energy
-670
- 4.05%
$91.0 - $98.99 $61K - $66.3K
15.9K $1.5M
WPC
W. P. Carey Inc.

Real Estate
-199
- 3.4%
$61.29 - $68.7 $12.2K - $13.7K
5.66K $382K
USPH
U S Physical Therapy Inc

Healthcare
-672
- 5.79%
$69.98 - $88.52 $47K - $59.5K
10.9K $929K
NEE
Nextera Energy Inc

Utilities
-1.51K
- 6.45%
$69.77 - $77.54 $105K - $117K
21.8K $1.65M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-173
- 2.96%
$135.0 - $146.02 $23.4K - $25.3K
5.67K $826K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-124
- 6.7%
$224.68 - $282.71 $27.9K - $35.1K
1.73K $482K
GE
General Electric CO

Industrials
-3.15K
- 12.76%
$244.75 - $305.63 $770K - $962K
21.5K $6.47M
PHYS
Sprott Physical Gold Trust

Financial Services
-390
- 1.11%
$25.02 - $29.62 $9.76K - $11.6K
34.6K $1.03M
ASML
Asml Holding Nv

Technology
-7
- 0.56%
$689.63 - $968.09 $4.83K - $6.78K
1.25K $1.21M
MS
Morgan Stanley

Financial Services
-1.2K
- 5.37%
$139.09 - $161.16 $167K - $194K
21.2K $3.37M
HD
Home Depot, Inc.

Consumer Cyclical
-7
- 0.08%
$357.4 - $423.42 $2.5K - $2.96K
9.19K $3.72M
DHI
Horton D R Inc

Consumer Cyclical
-1.27K
- 8.06%
$129.82 - $184.04 $165K - $234K
14.5K $2.46M
APH
Amphenol Corp

Technology
-2.99K
- 8.17%
$97.39 - $125.4 $291K - $374K
33.6K $4.15M
FAST
Fastenal CO

Industrials
-2.37K
- 1.67%
$42.47 - $50.39 $100K - $119K
139K $6.82M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-383
- 0.48%
$459.11 - $506.91 $176K - $194K
80.1K $40.3M
Activity Summary
Buys All Purchases 159 New Holdings 36 Increased Positions 123 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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