North Forty Two & Co. Q1 2025 Filing

Filed May 5, 2025

Portfolio Value

$90.3B

Holdings

94

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (94 positions)

#StockSharesValue% PortfolioType
1
JPSTJ P MORGAN EXCHANGE TRADED F
109,008$5.5B6.11%
2
SCHRSCHWAB STRATEGIC TR
187,411$4.7B5.16%
3
VFHVANGUARD WORLD FD
33,097$4.0B4.38%
4
SCHZSCHWAB STRATEGIC TR
144,297$3.3B3.70%
5
GBILGOLDMAN SACHS ETF TR
31,392$3.1B3.48%
6
SCHOSCHWAB STRATEGIC TR
125,815$3.1B3.39%
7
SCHFSCHWAB STRATEGIC TR
140,237$2.8B3.07%
8
AAPLAPPLE INC
12,173$2.7B2.99%
9
VDEVANGUARD WORLD FD
19,807$2.6B2.85%
10
SCHDSCHWAB STRATEGIC TR
80,218$2.2B2.48%
11
VCSHVANGUARD SCOTTSDALE FDS
27,856$2.2B2.44%
12
SCHESCHWAB STRATEGIC TR
79,482$2.2B2.43%
13
VCITVANGUARD SCOTTSDALE FDS
24,997$2.0B2.26%
14
NEUNEWMARKET CORP
3,266$1.9B2.05%
15
MSFTMICROSOFT CORP
4,804$1.8B2.00%
16
SRLNSSGA ACTIVE ETF TR
43,606$1.8B1.99%
17
VHTVANGUARD WORLD FD
6,156$1.6B1.80%
18
SCHBSCHWAB STRATEGIC TR
69,276$1.5B1.65%
19
USFRWISDOMTREE TR
23,540$1.2B1.31%
20
PFFISHARES TR
38,424$1.2B1.31%
21
BACBANK AMERICA CORP
27,983$1.2B1.29%
22
SCHASCHWAB STRATEGIC TR
49,827$1.2B1.29%
23
EMBISHARES TR
12,705$1.2B1.27%
24
MUBISHARES TR
10,681$1.1B1.25%
25
VTIVANGUARD INDEX FDS
3,991$1.1B1.21%
26
VPUVANGUARD WORLD FD
6,275$1.1B1.19%
27
SCHMSCHWAB STRATEGIC TR
40,830$1.1B1.18%
28
SCHHSCHWAB STRATEGIC TR
45,428$977.2M1.08%
29
JUSTGOLDMAN SACHS ETF TR
11,825$940.3M1.04%
30
CVXCHEVRON CORP NEW
5,297$886.1M0.98%
31
XOMEXXON MOBIL CORP
7,265$864.0M0.96%
32
VGTVANGUARD WORLD FD
1,591$862.9M0.96%
33
UNPUNION PAC CORP
3,640$859.9M0.95%
34
JPMJPMORGAN CHASE & CO.
3,497$857.8M0.95%
35
QCOMQUALCOMM INC
5,211$800.5M0.89%
36
AMGNAMGEN INC
2,420$754.0M0.84%
37
WFCWELLS FARGO CO NEW
10,480$752.4M0.83%
38
BRK/BBERKSHIRE HATHAWAY INC DEL
1,400$745.6M0.83%
39
ABTABBOTT LABS
5,531$733.7M0.81%
40
MCDMCDONALDS CORP
2,237$698.8M0.77%
41
GILDGILEAD SCIENCES INC
6,205$695.3M0.77%
42
AQLTISHARES TR
4,827$648.2M0.72%
43
TXNTEXAS INSTRS INC
3,554$638.7M0.71%
44
PGPROCTER AND GAMBLE CO
3,695$629.7M0.70%
45
IAU*ISHARES GOLD TR
10,629$626.7M0.69%
46
JNJJOHNSON & JOHNSON
3,708$614.9M0.68%
47
TLTISHARES TR
6,642$604.6M0.67%
48
UNHUNITEDHEALTH GROUP INC
1,109$580.8M0.64%
49
ABBVABBVIE INC
2,599$544.5M0.60%
50
LLYELI LILLY & CO
659$544.3M0.60%
51
CVSCVS HEALTH CORP
7,893$534.8M0.59%
52
RTXRTX CORPORATION
3,699$490.0M0.54%
53
SCHXSCHWAB STRATEGIC TR
21,870$482.9M0.53%
54
CSCOCISCO SYS INC
7,628$470.7M0.52%
55
KOCOCA COLA CO
6,556$469.5M0.52%
56
VAWVANGUARD WORLD FD
2,450$462.6M0.51%
57
FICOFAIR ISAAC CORP
250$461.0M0.51%
58
CMICUMMINS INC
1,443$452.3M0.50%
59
VLOVALERO ENERGY CORP
3,375$445.7M0.49%
60
WYWEYERHAEUSER CO MTN BE
14,612$427.8M0.47%
61
HDHOME DEPOT INC
1,163$426.2M0.47%
62
SPYSPDR S&P 500 ETF TR
761$425.8M0.47%
63
COPCONOCOPHILLIPS
4,046$424.9M0.47%
64
VUGVANGUARD INDEX FDS
1,128$418.2M0.46%
65
SYKSTRYKER CORPORATION
1,092$406.5M0.45%
66
CSXCSX CORP
13,520$397.9M0.44%
67
GOOGLALPHABET INC
2,530$391.2M0.43%
68
ORCLORACLE CORP
2,656$371.3M0.41%
69
INTCINTEL CORP
16,137$366.5M0.41%
70
CEF/USPROTT PHYSICAL GOLD & SILVE
12,500$355.1M0.39%
71
BACVERIZON COMMUNICATIONS INC
7,211$327.1M0.36%
72
ADPAUTOMATIC DATA PROCESSING IN
987$301.6M0.33%
73
MINTPIMCO ETF TR
2,996$301.5M0.33%
74
SCHPSCHWAB STRATEGIC TR
10,982$295.3M0.33%
75
GSSTGOLDMAN SACHS ETF TR
5,553$280.6M0.31%
76
VOXVANGUARD WORLD FD
1,884$279.6M0.31%
77
FFORD MTR CO
24,512$245.9M0.27%
78
SLVISHARES SILVER TR
7,672$237.8M0.26%
79
MRKMERCK & CO INC
2,601$233.5M0.26%
80
WMTWALMART INC
2,606$228.8M0.25%
81
TIPISHARES TR
2,048$227.5M0.25%
82
GDXVANECK ETF TRUST
4,900$225.3M0.25%
83
PDBCINVESCO ACTVELY MNGD ETC FD
16,525$225.2M0.25%
84
GOOGALPHABET INC
1,440$225.0M0.25%
85
NDQINVESCO QQQ TR
477$223.9M0.25%
86
GEGE AEROSPACE
1,074$215.0M0.24%
87
EWJISHARES INC
3,125$214.3M0.24%
88
COSTCOSTCO WHSL CORP NEW
226$213.7M0.24%
89
INTUINTUIT
348$213.7M0.24%
90
GQ9SPDR GOLD TR
741$213.5M0.24%
91
XLESELECT SECTOR SPDR TR
2,284$213.4M0.24%
92
LOWLOWES COS INC
902$210.4M0.23%
93
TAT&T INC
7,143$202.0M0.22%
94
RSTEM INC
13,153$4.6M0.01%