TRUE NORTH ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 300K | $76.04M |
 | BAC | 265K | $12.92M |
 | ACVA | 175K | $742.72K |
 | BHST | 168K | $729.18K |
 | LII | 166K | $76.95M |
 | FAST | 138K | $6.42M |
 | AMZN | 135K | $28.12M |
 | NVDA | 132K | $23.01M |
 | RAVE | 107K | $282.70K |
 | DOW | 99K | $4.14M |
 | KMX | 87K | $3.60M |
 | STLA | 80K | $568.07K |
 | HBAN | 65K | $1.02M |
 | XOM | 61K | $10.37M |
 | CTVA | 61K | $5.09M |
 | BRK-B | 57K | $27.38M |
 | PFE | 47K | $1.33M |
 | DD | 41K | $1.88M |
 | MSFT | 39K | $14.32M |
 | KR | 35K | $2.56M |
Apple Inc.
AAPL
Shares Held
300K
Value
$76.04M
Bank of America Corporation
BAC
Shares Held
265K
Value
$12.92M
ACV Auctions Inc.
ACVA
Shares Held
175K
Value
$742.72K
BioHarvest Sciences Inc. Common Stock
BHST
Shares Held
168K
Value
$729.18K
Lennox International Inc.
LII
Shares Held
166K
Value
$76.95M
Fastenal Company
FAST
Shares Held
138K
Value
$6.42M
Amazon.com, Inc.
AMZN
Shares Held
135K
Value
$28.12M
NVIDIA Corporation
NVDA
Shares Held
132K
Value
$23.01M
RAVE Restaurant Group, Inc.
RAVE
Shares Held
107K
Value
$282.70K
Dow Inc.
DOW
Shares Held
99K
Value
$4.14M
CarMax, Inc.
KMX
Shares Held
87K
Value
$3.60M
Stellantis N.V.
STLA
Shares Held
80K
Value
$568.07K
Huntington Bancshares Incorporated
HBAN
Shares Held
65K
Value
$1.02M
Exxon Mobil Corporation
XOM
Shares Held
61K
Value
$10.37M
Corteva, Inc.
CTVA
Shares Held
61K
Value
$5.09M
Berkshire Hathaway Inc.
BRK-B
Shares Held
57K
Value
$27.38M
Pfizer Inc.
PFE
Shares Held
47K
Value
$1.33M
DuPont de Nemours, Inc.
DD
Shares Held
41K
Value
$1.88M
Microsoft Corporation
MSFT
Shares Held
39K
Value
$14.32M
The Kroger Co.
KR
Shares Held
35K
Value
$2.56M