Tru North Capital Management, LLC has filed its 13F form on June 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $290 Billion distributed in 268 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $78.9B, Schwab Short Term Us Treasury with a value of $27.3B, Schwab Strategic Tr Intl Eqty with a value of $27.1B, Schwab Us Aggregate Bond ETF with a value of $26.7B, and Ishares Core S&P Total U.S. St with a value of $15.7B.
Examining the 13F form we can see an increase of $290B in the current position value.
Tru North Capital Management, LLC is based out at Kalamazoo, MI
Below you can find more details about Tru North Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$290 Billion
ETFs: $272 Billion
Healthcare: $8.39 Billion
Technology: $3.75 Billion
Financial Services: $1.39 Billion
Communication Services: $826 Million
Consumer Cyclical: $718 Million
Industrials: $365 Million
Energy: $365 Million
Other: $613 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions