TRUE NORTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 305K | $77.61M |
 | BAC | 267K | $13.75M |
 | LII | 178K | $94.08M |
 | EPD | 151K | $4.71M |
 | FAST | 139K | $6.82M |
 | AMZN | 139K | $30.47M |
 | NVDA | 128K | $23.93M |
 | KMX | 124K | $5.55M |
 | ET | 98K | $1.68M |
 | DOW | 97K | $2.23M |
 | ACVA | 92K | $914.40K |
 | BRK-B | 80K | $40.26M |
 | XOM | 68K | $7.67M |
 | PFE | 64K | $1.63M |
 | CTVA | 61K | $4.10M |
 | DD | 41K | $3.20M |
 | MSFT | 40K | $20.93M |
 | AVGO | 36K | $11.95M |
 | KR | 36K | $2.43M |
 | TSCO | 35K | $2.01M |
Apple Inc.
AAPL
Shares Held
305K
Value
$77.61M
Bank of America Corporation
BAC
Shares Held
267K
Value
$13.75M
Lennox International Inc.
LII
Shares Held
178K
Value
$94.08M
Enterprise Products Partners L.P.
EPD
Shares Held
151K
Value
$4.71M
Fastenal Company
FAST
Shares Held
139K
Value
$6.82M
Amazon.com, Inc.
AMZN
Shares Held
139K
Value
$30.47M
NVIDIA Corporation
NVDA
Shares Held
128K
Value
$23.93M
CarMax, Inc.
KMX
Shares Held
124K
Value
$5.55M
Energy Transfer LP
ET
Shares Held
98K
Value
$1.68M
Dow Inc.
DOW
Shares Held
97K
Value
$2.23M
ACV Auctions Inc.
ACVA
Shares Held
92K
Value
$914.40K
Berkshire Hathaway Inc.
BRK-B
Shares Held
80K
Value
$40.26M
Exxon Mobil Corporation
XOM
Shares Held
68K
Value
$7.67M
Pfizer Inc.
PFE
Shares Held
64K
Value
$1.63M
Corteva, Inc.
CTVA
Shares Held
61K
Value
$4.10M
DuPont de Nemours, Inc.
DD
Shares Held
41K
Value
$3.20M
Microsoft Corporation
MSFT
Shares Held
40K
Value
$20.93M
Broadcom Inc.
AVGO
Shares Held
36K
Value
$11.95M
The Kroger Co.
KR
Shares Held
36K
Value
$2.43M
Tractor Supply Company
TSCO
Shares Held
35K
Value
$2.01M