Northern Financial Advisors Inc - Portfolio Stock Holdings
Northern Financial Advisors Inc disclosed 107 stock positions in a recent SEC 13F filing. $151,184,224 of stock holdings were filed, with the largest holdings including SPY, AVGO, and CAT. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $684,018,783 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
107Est. Stock Holding Value:
$151,184,224Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Northern Financial Advisors Inc
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...