True North Advisors, LLC - Portfolio overview

True North Advisors, LLC has 292 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. LII - LENNOX INTL INC, 8.42%
2. AAPL - APPLE INC, 8.32%
3. FNDX - SCHWAB STRATEGIC TR, 6.32%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.