Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

NORTHERN CAPITAL MANAGEMENT LLC 13F Holdings -- Portfolio & Top Positions (2018-12-31)

NORTHERN CAPITAL MANAGEMENT LLC (CIK 312955) reported $372.6M across 165 reported positions in its SEC 13F filing for 2018-12-31. Largest positions: AAPL ($10.3M, 2.77%), VBR ($8.0M, 2.15%), GOOGL ($7.6M, 2.05%), MSFT ($6.9M, 1.85%), JNJ ($6.2M, 1.67%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE COMPUTER INC$10.3M2.77%65,542Added
2VBRVG - U.S. SMALL-CAP VALUE$8.0M2.15%70,162Added
3GOOGLALPHABET INC - CL A$7.6M2.05%7,301Added
4MSFTMICROSOFT CORP$6.9M1.85%68,032Added
5JNJJOHNSON & JOHNSON$6.2M1.67%48,324Added
6MGVVG - MEGA CAP 300 VALUE$5.6M1.50%78,285Trimmed
7VEUVG - ALL-WORLD EX-US INDEX$5.5M1.48%121,325Added
8BACBANK OF AMERICA CORP.$5.5M1.47%222,340Added
9CCITIGROUP INC$5.4M1.46%104,245Added
10FLOTIS - FLOATING RATE BOND FUND$5.4M1.45%107,285Trimmed
11DDDOWDUPONT INC$5.3M1.41%98,288Added
12VOEVG - U.S. MID-CAP VALUE$5.2M1.40%54,600Added
13QCOMQUALCOMM INC.$5.2M1.40%91,542Added
14PKWIV - BUYBACK ACHIEVERS$4.9M1.32%94,280Added
15JPMJP MORGAN SECURITIES$4.8M1.30%49,495Added
16DISWALT DISNEY CO$4.8M1.29%43,865Trimmed
17BNBROOKFIELD ASSET MANAGEMENT INC$4.7M1.25%121,666Added
18SPSBSPDR - SHORT-TERM CORPORATES$4.7M1.25%154,970Trimmed
19VSSVG - ALL-WORLD EX-US SMALL-CAP$4.5M1.21%47,784Added
20LUVSOUTHWEST AIRLINES$4.4M1.19%95,307Added
21VMBSVG - MORTGAGE BACKED SECURITIES$4.4M1.18%85,180Trimmed
22AMZNAMAZON.COM INC$4.3M1.17%2,895New
23VISVG - INDUSTRIALS ETF$4.3M1.16%35,833Added
24HCAHCA HEALTHCARE INC$4.1M1.10%32,953Trimmed
25BPBP PLC$4.1M1.10%108,050Added

Source: SEC Form 13F filings · as of 2018-12-31