Stock Taper

TRUE NORTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Intel Corp.INTC2.71K$378.48K
ConocoPhillipsCOP2.66K$276.22K
Union Pacific CorporationUNP2.6K$708.18K
Cintas CorporationCTAS2.53K$431.05K
Lowe's Companies, Inc.LOW2.52K$555.63K
Intuitive Surgical, Inc.ISRG2.48K$986.44K
T-Mobile US, Inc.TMUS2.46K$412.45K
ServiceNow, Inc.NOW2.41K$239.66K
Analog Devices, Inc.ADI2.36K$936.13K
O'Reilly Automotive, Inc.ORLY2.35K$216.32K
Trane Technologies plcTT2.32K$1.14M
Intercontinental Exchange, Inc.ICE2.25K$277.12K
The Sherwin-Williams CompanySHW2.2K$757.85K
Advanced Micro Devices, Inc.AMD2.13K$1.24M
Palantir Technologies Inc.PLTR2.12K$247.69K
Nucor CorporationNUE2.12K$472.45K
EOG Resources, Inc.EOG1.96K$253.88K
Mastercard IncorporatedMA1.9K$974.88K
Quest Diagnostics IncorporatedDGX1.9K$402.07K
Taiwan Semiconductor Manufacturing Company LimitedTSM1.86K$887.43K