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True North Advisors, LLC - Portfolio Stock Holdings

True North Advisors, LLC disclosed 307 stock positions in a recent SEC 13F filing. $1,044,337,764 of stock holdings were filed, with the largest holdings including LII, AAPL, and FNDX. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $5,422,653,468 and has 89 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

307

Est. Stock Holding Value:

$1,044,337,764

Top Stock Holdings By Sector

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Portfolio Stock Holdings - True North Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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