True North Advisors, LLC
True North Advisors, LLC reported 291 positions worth $1.05B as of June 30, 2026 (13F filed July 22, 2026). Largest holding: LII (8.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | LII | SH | $92.3M | 8.83% | 161,110 | — | — | |
| ▸ 2 | AAPL | SH | $86.9M | 8.31% | 300,395 | — | — | |
| ▸ 3 | FNDX | SH | $66.6M | 6.37% | 2,140,879 | — | — | |
| ▸ 4 | AVDS | SH | $33.8M | 3.23% | 449,544 | — | — | |
| ▸ 5 | GOOGL | SH | $32.8M | 3.13% | 92,303 | — | — | |
| ▸ 6 | AMZN | SH | $31.6M | 3.02% | 132,550 | — | — | |
| ▸ 7 | SPY | SH | $31.1M | 2.97% | 41,616 | — | — | |
| ▸ 8 | NVDA | SH | $27.6M | 2.64% | 138,090 | — | — | |
| ▸ 9 | BRK-B | SH | $24.6M | 2.36% | 49,257 | — | — | |
| ▸ 10 | VEA | SH | $22.5M | 2.15% | 316,111 | — | — |
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Frequently Asked Questions
What stocks does True North Advisors, LLC hold as of Q2 2026?
True North Advisors, LLC reported 291 positions worth $1.05B in its Q2 2026 13F filing. Largest positions: LII (8.8%), AAPL (8.3%), FNDX (6.4%), AVDS (3.2%) and GOOGL (3.1%).
What did True North Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did True North Advisors, LLC 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.