Northern Capital Management, Inc. - Portfolio overview

Northern Capital Management, Inc. has 54 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHG - SCHWAB STRATEGIC TR, 25.59%
2. SCHV - SCHWAB STRATEGIC TR, 20.80%
3. QQQ - INVESCO QQQ TR, 16.48%

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

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