True North Advisors, LLC Q4 2025 Filing

Filed January 22, 2026

Portfolio Value

$773.5M

Holdings

250

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (250 positions)

StockValue
JMUBJ P MORGAN EXCHANGE TRADED F
$329K
ICEINTERCONTINENTAL EXCHANGE IN
$327K
SAPSAP SE
$317K
VIGVANGUARD SPECIALIZED FUNDS
$316K
JKHYHENRY JACK & ASSOC INC
$315K
ALKTALKAMI TECHNOLOGY INC
$312K
PSXPHILLIPS 66
$308K
DOVDOVER CORP
$305K
VTVVANGUARD INDEX FDS
$303K
DGROISHARES TR
$300K
GDGENERAL DYNAMICS CORP
$297K
CPTCAMDEN PPTY TR
$291K
ROKROCKWELL AUTOMATION INC
$290K
USIGISHARES TR
$288K
PTLCPACER FDS TR
$288K
CCLCARNIVAL CORP
$287K
SPEMSPDR INDEX SHS FDS
$286K
OKEONEOK INC NEW
$284K
IJHISHARES TR
$280K
DGXQUEST DIAGNOSTICS INC
$272K
NVONOVO-NORDISK A S
$269K
PGRPROGRESSIVE CORP
$268K
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$266K
ECLECOLAB INC
$259K
DPZDOMINOS PIZZA INC
$258K
AVBAVALONBAY CMNTYS INC
$250K
BTCGRAYSCALE BITCOIN MINI TR ET
$250K
VYMVANGUARD WHITEHALL FDS
$247K
AJGGALLAGHER ARTHUR J & CO
$246K
BABAALIBABA GROUP HLDG LTD
$244K
PLTRPALANTIR TECHNOLOGIES INC
$243K
GGGGRACO INC
$239K
SNPSSYNOPSYS INC
$238K
SYYSYSCO CORP
$232K
SPMDSPDR SERIES TRUST
$231K
FSLRFIRST SOLAR INC
$229K
WELLWELLTOWER INC
$220K
PSAPUBLIC STORAGE OPER CO
$219K
YDESYD BIO LTD
$218K
ROPROPER TECHNOLOGIES INC
$217K
DVNDEVON ENERGY CORP NEW
$216K
FQIDIGITAL RLTY TR INC
$215K
MRSHMARSH & MCLENNAN COS INC
$214K
AVDSAMERICAN CENTY ETF TR
$211K
SUISUN CMNTYS INC
$204K
COFCAPITAL ONE FINL CORP
$204K
MARMARRIOTT INTL INC NEW
$201K
ARCCARES CAPITAL CORP
$201K
BHSTBIOHARVEST SCIENCES INC
$181K
NAKNORTHERN DYNASTY MINERALS LT
$44K
PreviousPage 3 of 3