True North Advisors, LLC Portfolio Holdings
True North Advisors, LLC
- $557 Million
- Q1 2025
True North Advisors, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $557 Million distributed in 243 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Lennox International Inc with a value of $102M, Berkshire Hathaway Inc Class B with a value of $44.2M, Apple Inc. with a value of $24.1M, Vanguard Small Cap ETF with a value of $18.5M, and Janus Detroit Str Tr Henderson with a value of $17.5M.
Examining the 13F form we can see an increase of $137M in the current position value, from $420M to 557M.
Below you can find more details about True North Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$557 Million
ETFs: $146 Million
Industrials: $123 Million
Financial Services: $87.3 Million
Technology: $61.4 Million
Healthcare: $27.4 Million
Energy: $27.3 Million
Consumer Cyclical: $26.2 Million
Basic Materials: $17.9 Million
Other: $39.7 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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