True North Advisors, LLC - Portfolio Stock Holdings

True North Advisors, LLC disclosed 338 stock positions in a recent SEC 13F filing. $1,351,265,967 of stock holdings were filed, with the largest holdings including SGOV, AAPL, and FNDX. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 22, 2026.

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.