Stock Taper 
TRUE NORTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lam Research Corporation | LRCX | 14.68K | $6.36M |
 DuPont de Nemours, Inc. | DD | 13.66K | $1.85M |
 NetApp, Inc. | NTAP | 13.58K | $2.1M |
 Golub Capital BDC, Inc. | GBDC | 13.42K | $172.85K |
 National Bank Holdings Corporation | NBHC | 13.14K | $583.99K |
 Chevron Corporation | CVX | 13.08K | $2.17M |
 D.R. Horton, Inc. | DHI | 12.92K | $2.1M |
 Arista Networks, Inc. | ANET | 11.48K | $1.95M |
 Morgan Stanley | MS | 11.2K | $2.34M |
 International Seaways, Inc. | INSW | 11.15K | $854.28K |
 Costco Wholesale Corporation | COST | 10.77K | $10.08M |
 Ares Capital Corporation | ARCC | 10.61K | $196.68K |
 KLA Corporation | KLAC | 10.57K | $3.19M |
 Southwest Airlines Co. | LUV | 10.11K | $520.06K |
 Ally Financial Inc. | ALLY | 9.96K | $457.89K |
 Deckers Outdoor Corporation | DECK | 9.59K | $952.49K |
 Abbott Laboratories | ABT | 9.57K | $868.29K |
 Texas Pacific Land Corporation | TPL | 9.46K | $4.14M |
 The Home Depot, Inc. | HD | 9.22K | $3.25M |
 Devon Energy Corporation | DVN | 9.22K | $380.85K |