North Forty Two & Co.

CIK: 0002055134Latest portfolio: $106.0M · Q4 2025

Holdings

97

Total Value

$106.0M

New Positions

2

Closed Positions

6

#StockSharesValue% PortfolioChangeType
1
JPSTJ P MORGAN EXCHANGE TRADED F
100,374$5.1M4.79%-3,295
2
XHLFBONDBLOXX ETF TRUST
87,395$4.4M4.14%+35K
3
VFHVANGUARD WORLD FD
32,797$4.4M4.13%-50
4
SCHRSCHWAB STRATEGIC TR
169,122$4.2M4.00%-10,344
5
XONEBONDBLOXX ETF TRUST
81,955$4.1M3.83%+33K
6
SCHFSCHWAB STRATEGIC TR
147,564$3.5M3.35%+5K
7
SCHDSCHWAB STRATEGIC TR
117,188$3.2M3.03%+30K
8
GBILGOLDMAN SACHS ETF TR
31,710$3.2M2.99%+250
9
SCHZSCHWAB STRATEGIC TR
130,294$3.0M2.87%-7,000
10
SCHESCHWAB STRATEGIC TR
88,610$2.9M2.74%+7K
11
AAPLAPPLE INC
10,633$2.9M2.73%-185
12
SCHOSCHWAB STRATEGIC TR
115,511$2.8M2.66%-2,856
13
VCSHVANGUARD SCOTTSDALE FDS
31,859$2.5M2.40%+3K
14
VDEVANGUARD WORLD FD
19,967$2.5M2.37%+400
15
VHTVANGUARD WORLD FD
8,674$2.5M2.36%+3K
16
NEUNEWMARKET CORP
3,266$2.2M2.12%
17
MSFTMICROSOFT CORP
4,449$2.2M2.03%-55
18
VCITVANGUARD SCOTTSDALE FDS
23,967$2.0M1.89%-225
19
SCHBSCHWAB STRATEGIC TR
68,992$1.8M1.71%+326
20
SRLNSSGA ACTIVE ETF TR
37,981$1.6M1.48%-2,175
21
SCHASCHWAB STRATEGIC TR
54,705$1.6M1.47%+4K
22
SCHMSCHWAB STRATEGIC TR
46,051$1.4M1.31%+4K
23
BACBANK AMERICA CORP
24,701$1.4M1.28%-790
24
VTIVANGUARD INDEX FDS
3,872$1.3M1.22%-122
25
EMBISHARES TR
13,138$1.3M1.19%+925

Quarterly Changes

New Positions

Closed Positions

  • MCDCLOSED
    $679.8M
  • GECLOSED
    $312.6M
  • AMDCLOSED
    $270.2M
  • WMTCLOSED
    $268.6M
  • LOWCLOSED
    $226.7M
  • INTUCLOSED
    $203.5M

Increased Positions

NameSharesChange
XHLF87K+35K
XONE82K+33K
SCHE89K+7K
SCHF148K+5K
SCHM46K+4K
SCHA55K+4K
SCHP14K+3K
VCSH32K+3K
VHT9K+3K
PDBC20K+3K

Decreased Positions

NameSharesChange
SCHR169K-10344
SCHZ130K-7000
JPST100K-3295
SCHO116K-2856
PFF35K-2200
SRLN38K-2175
XOM5K-1600
JPM2K-1520
ABT4K-1173
INTC13K-1002

Sector Breakdown

Financial Services0.0% ($5.0774391437842415e+172T)
Technology0.0% ($2.890215179254951e+22T)
Healthcare0.0% ($722686667663585574912.0T)
Industrials0.0% ($699527517490315.3T)
Unknown0.0% ($893703691.6T)
Energy0.0% ($701.6T)
Communication Services0.0% ($752.5M)
Consumer Defensive0.0% ($441.4M)
Consumer Cyclical0.0% ($398.2M)
Basic Materials0.0% ($2.2M)
Real Estate0.0% ($336K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 9, 2026$106.0M97
Q3 2025Nov 14, 2025$102.4B101
Q2 2025Aug 11, 2025$94.1B98
Q1 2025May 5, 2025$90.3B94
Q4 2024Feb 11, 2025$86.6B91

Fund Information

CIK0002055134
Most Recent FilingFeb 9, 2026
Number of Filings5

North Forty Two & Co. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $106.0M across 97 holdings. The largest position is J P MORGAN EXCHANGE TRADED F (JPST), representing 4.8% of the portfolio. Compared to the previous quarter, the fund opened 2 new positions and closed 6 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.