True North Advisors, LLC Portfolio Holdings
True North Advisors, LLC
- $616 Million
- Q3 2025
True North Advisors, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $616 Million distributed in 215 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Lennox International Inc with a value of $94.1M, Apple Inc. with a value of $77.6M, Berkshire Hathaway Inc Class B with a value of $40.3M, Amazon Com Inc with a value of $30.5M, and Spdr S&P 500 ETF Trust with a value of $25.7M.
Examining the 13F form we can see an increase of $102M in the current position value, from $514M to 616M.
Below you can find more details about True North Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$616 Million
Technology: $161 Million
Industrials: $122 Million
Financial Services: $83.1 Million
ETFs: $82.6 Million
Consumer Cyclical: $54.3 Million
Healthcare: $27.6 Million
Energy: $24 Million
Communication Services: $20.4 Million
Other: $40.8 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 215
- Current Value $616 Million
- Prior Value $514 Million
- Filing
- Period Q3 2025
- Filing Date October 14, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 36 stocks
- Additional Purchases 123 stocks
- Sold out of 0 stocks
- Reduced holdings in 42 stocks