True North Advisors, LLC Q3 2025 Filing

Filed October 14, 2025

Portfolio Value

$630K

Holdings

215

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (215 positions)

StockValue
AAPLAPPLE INC
$77.6M
AMZNAMAZON COM INC
$30.5M
NVDANVIDIA CORPORATION
$23.9M
BACBANK AMERICA CORP
$13.8M
AVGOBROADCOM INC
$12.0M
AQLTISHARES TR
$8.4M
AVDVAMERICAN CENTY ETF TR
$7.8M
XOMEXXON MOBIL CORP
$7.7M
IAU*ISHARES GOLD TR
$7.6M
FASTFASTENAL CO
$6.8M
GEGE AEROSPACE
$6.5M
JPMJPMORGAN CHASE & CO.
$6.4M
VVISA INC
$5.8M
IWFISHARES TR
$5.6M
KMXCARMAX INC
$5.6M
EPDENTERPRISE PRODS PARTNERS L
$4.7M
LRCXLAM RESEARCH CORP
$4.4M
ABBVABBVIE INC
$4.2M
APHAMPHENOL CORP NEW
$4.2M
CTVACORTEVA INC
$4.1M
HDHOME DEPOT INC
$3.7M
DWDMORGAN STANLEY
$3.4M
DDDUPONT DE NEMOURS INC
$3.2M
SYKSTRYKER CORPORATION
$3.2M
DFACDIMENSIONAL ETF TRUST
$3.1M
SGOLETFS GOLD TR
$3.0M
IBITISHARES BITCOIN TRUST ETF
$2.8M
JEPIJ P MORGAN EXCHANGE TRADED F
$2.7M
ORCLORACLE CORP
$2.6M
ABTABBOTT LABS
$2.6M
ALSALLSTATE CORP
$2.5M
CRMSALESFORCE INC
$2.5M
CATCATERPILLAR INC
$2.5M
DHID R HORTON INC
$2.5M
KRKROGER CO
$2.4M
SPGIS&P GLOBAL INC
$2.4M
DOWDOW INC
$2.2M
SHWSHERWIN WILLIAMS CO
$2.2M
CVXCHEVRON CORP NEW
$2.2M
PAYXPAYCHEX INC
$2.1M
TSLATESLA INC
$2.1M
TXNTEXAS INSTRS INC
$2.1M
TSCOTRACTOR SUPPLY CO
$2.0M
JNJJOHNSON & JOHNSON
$1.8M
IWDISHARES TR
$1.8M
XLESELECT SECTOR SPDR TR
$1.8M
NTAPNETAPP INC
$1.8M
ETENERGY TRANSFER L P
$1.7M
ZTSZOETIS INC
$1.7M
NEENEXTERA ENERGY INC
$1.6M
DFATDIMENSIONAL ETF TRUST
$1.6M
PFEPFIZER INC
$1.6M
AMATAPPLIED MATLS INC
$1.6M
ALLEALLEGION PLC
$1.6M
BHSTBIOHARVEST SCIENCES INC
$1.6M
COPCONOCOPHILLIPS
$1.5M
LMTLOCKHEED MARTIN CORP
$1.4M
RMERESMED INC
$1.4M
WMTWALMART INC
$1.4M
MSIMOTOROLA SOLUTIONS INC
$1.3M
PGPROCTER AND GAMBLE CO
$1.3M
APDAIR PRODS & CHEMS INC
$1.1M
OSKOSHKOSH CORP
$1.1M
IWBISHARES TR
$1.1M
MRKMERCK & CO INC
$1.1M
DECKDECKERS OUTDOOR CORP
$1.1M
ISRGINTUITIVE SURGICAL INC
$1.0M
PHYS/USPROTT ASSET MANAGEMENT LP
$1.0M
QCOMQUALCOMM INC
$1.0M
RTXRTX CORPORATION
$1.0M
DONSPDR DOW JONES INDL AVERAGE
$977K
TTTRANE TECHNOLOGIES PLC
$956K
PEPPEPSICO INC
$943K
USPHU S PHYSICAL THERAPY
$929K
ACVAACV AUCTIONS INC
$914K
TMTOYOTA MOTOR CORP
$904K
CSCOCISCO SYS INC
$879K
ITOTISHARES TR
$826K
MCDMCDONALDS CORP
$821K
TLTISHARES TR
$809K
UNHUNITEDHEALTH GROUP INC
$801K
MUMICRON TECHNOLOGY INC
$800K
AAAUGOLDMAN SACHS PHYSICAL GOLD
$763K
QUALISHARES TR
$755K
HONHONEYWELL INTL INC
$749K
TJXTJX COS INC NEW
$719K
LOWLOWES COS INC
$708K
KOCOCA COLA CO
$706K
VLOVALERO ENERGY CORP
$679K
VBTXVERITEX HLDGS INC
$675K
TAT&T INC
$671K
AMDADVANCED MICRO DEVICES INC
$662K
UNPUNION PAC CORP
$652K
IWMISHARES TR
$650K
ADIANALOG DEVICES INC
$633K
SBUXSTARBUCKS CORP
$619K
PAASPAN AMERN SILVER CORP
$618K
GILDGILEAD SCIENCES INC
$617K
4I1PHILIP MORRIS INTL INC
$608K
SLBSCHLUMBERGER LTD
$601K
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