Stock Taper 
TRUE NORTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Vernova Inc. | GEV | 5.28K | $6.2M |
 Martin Marietta Materials, Inc. | MLM | 5.32K | $3.07M |
 Texas Instruments Incorporated | TXN | 5.35K | $1.6M |
 The TJX Companies, Inc. | TJX | 5.39K | $816.44K |
 W. P. Carey Inc. | WPC | 5.5K | $393.04K |
 Rollins, Inc. | ROL | 5.52K | $230.41K |
 Netflix, Inc. | NFLX | 5.66K | $403.93K |
 InvenTrust Properties Corp. | IVT | 5.93K | $209.89K |
 Colgate-Palmolive Company | CL | 6.05K | $554.85K |
 Oracle Corporation | ORCL | 6.11K | $895.67K |
 Micron Technology, Inc. | MU | 6.28K | $7.25M |
 Johnson & Johnson | JNJ | 6.72K | $1.71M |
 GE HealthCare Technologies Inc. | GEHC | 6.85K | $438.46K |
 Cisco Systems, Inc. | CSCO | 6.88K | $808.01K |
 Applied Materials, Inc. | AMAT | 6.95K | $5.02M |
 QUALCOMM Incorporated | QCOM | 6.95K | $1.28M |
 Starbucks Corporation | SBUX | 7.09K | $724.54K |
 The Procter & Gamble Company | PG | 7.23K | $1.06M |
 Adobe Inc. | ADBE | 8.21K | $1.68M |
 Stryker Corporation | SYK | 8.28K | $2.61M |