Northern Financial Advisors Inc
Northern Financial Advisors Inc reported 100 positions worth $151.2M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: SPY (8.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $12.9M | 8.51% | 17,225 | — | — | |
| ▸ 2 | AVGO | SH | $5.8M | 3.87% | 15,468 | — | — | |
| ▸ 3 | CAT | SH | $5.5M | 3.63% | 5,147 | — | — | |
| ▸ 4 | AAPL | SH | $5.4M | 3.59% | 18,779 | — | — | |
| ▸ 5 | WMT | SH | $5.0M | 3.32% | 44,369 | — | — | |
| ▸ 6 | MSFT | SH | $4.8M | 3.16% | 12,822 | — | — | |
| ▸ 7 | NVDA | SH | $4.7M | 3.14% | 23,711 | — | — | |
| ▸ 8 | DIA | SH | $4.7M | 3.13% | 9,043 | — | — | |
| ▸ 9 | MU | SH | $4.0M | 2.65% | 3,476 | — | — | |
| ▸ 10 | GS | SH | $3.8M | 2.49% | 3,721 | — | — |
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Frequently Asked Questions
What stocks does Northern Financial Advisors Inc hold as of Q2 2026?
Northern Financial Advisors Inc reported 100 positions worth $151.2M in its Q2 2026 13F filing. Largest positions: SPY (8.5%), AVGO (3.9%), CAT (3.6%), AAPL (3.6%) and WMT (3.3%).
What did Northern Financial Advisors Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Northern Financial Advisors Inc sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.