Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Northern Financial Advisors Inc (CIK 1962457) reported $137.2M across 105 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($11.0M, 8.00%), WMT ($5.5M, 4.02%), AVGO ($4.8M, 3.49%), AAPL ($4.8M, 3.47%), MSFT ($4.7M, 3.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $11.0M | 8.00% | 16,867 | Added |
| 2 | WMT | WALMART INC | $5.5M | 4.02% | 44,410 | Added |
| 3 | AVGO | BROADCOM INC | $4.8M | 3.49% | 15,468 | Added |
| 4 | AAPL | APPLE INC | $4.8M | 3.47% | 18,747 | Added |
| 5 | MSFT | MICROSOFT CORP | $4.7M | 3.45% | 12,777 | Added |
| 6 | DIA | STATE STR SPDR DOW JONES IND | $4.3M | 3.15% | 9,317 | Added |
| 7 | XOM | EXXON MOBIL CORP | $4.2M | 3.08% | 24,937 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $4.2M | 3.04% | 23,886 | Added |
| 9 | NFLX | NETFLIX INC. | $4.0M | 2.95% | 42,049 | Added |
| 10 | CAT | CATERPILLAR INC | $3.7M | 2.67% | 5,162 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $3.2M | 2.30% | 10,740 | Added |
| 12 | GS | GOLDMAN SACHS GROUP INC | $3.1M | 2.28% | 3,704 | Added |
| 13 | AXP | AMERICAN EXPRESS CO | $2.6M | 1.91% | 8,657 | Added |
| 14 | QQQ | INVESCO QQQ TR | $2.2M | 1.58% | 3,758 | Added |
| 15 | NVR | NVR INC | $2.0M | 1.47% | 305 | Hold |
| 16 | RTX | RTX CORPORATION | $2.0M | 1.44% | 10,250 | Added |
| 17 | TRV | TRAVELERS COMPANIES INC | $1.9M | 1.41% | 6,642 | Added |
| 18 | KO | COCA COLA CO | $1.9M | 1.41% | 25,347 | Added |
| 19 | ORCL | ORACLE CORP | $1.9M | 1.38% | 12,834 | Added |
| 20 | IBM | INTERNATIONAL BUSINESS MACHS | $1.8M | 1.31% | 7,385 | Added |
| 21 | V | VISA INC | $1.8M | 1.30% | 5,883 | Added |
| 22 | LLY | ELI LILLY & CO | $1.8M | 1.29% | 1,922 | Added |
| 23 | MMM | 3M CO | $1.7M | 1.20% | 11,363 | Added |
| 24 | CSCO | CISCO SYS INC | $1.6M | 1.14% | 20,071 | Added |
| 25 | META | META PLATFORMS INC | $1.5M | 1.11% | 2,668 | Added |
Source: SEC Form 13F filings · as of 2026-03-31