True North Advisors, LLC Incresed Positions in Q3 2025

True North Advisors, LLC

  • $616 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
193K
+ 173.78%
$202.38 - $256.87 $39.2M - $49.7M
305K $77.6M
AMZN
Amazon Com Inc

Consumer Cyclical
113K
+ 431.29%
$211.65 - $238.24 $23.8M - $26.8M
139K $30.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
32.8K
+ 561.44%
$617.65 - $666.84 $20.3M - $21.9M
38.6K $25.7M
NVDA
Nvidia Corp

Technology
95.3K
+ 288.96%
$153.3 - $186.58 $14.6M - $17.8M
128K $23.9M
META
Meta Platforms, Inc.

Communication Services
18.4K
+ 398.66%
$695.21 - $791.73 $12.8M - $14.6M
23K $16.9M
BAC
Bank Of America Corp

Financial Services
198K
+ 287.1%
$44.92 - $52.42 $8.88M - $10.4M
267K $13.8M
MSFT
Microsoft Corp

Technology
14K
+ 52.9%
$491.09 - $535.64 $6.87M - $7.49M
40.4K $20.9M
IAU
Ishares Gold Trust

ETFs
93K
+ 858.09%
$61.62 - $72.77 $5.73M - $6.77M
104K $7.56M
AVGO
Broadcom Inc.

Technology
3.24K
+ 9.83%
$264.74 - $369.57 $859K - $1.2M
36.2K $12M
JPM
Jpmorgan Chase & CO

Financial Services
2.26K
+ 12.59%
$282.78 - $316.06 $638K - $713K
20.2K $6.36M
ORCL
Oracle Corp

Technology
1.38K
+ 17.19%
$218.96 - $328.33 $302K - $453K
9.42K $2.65M
TSLA
Tesla, Inc.

Consumer Cyclical
666
+ 16.34%
$293.94 - $444.72 $196K - $296K
4.74K $2.11M
CVX
Chevron Corp

Energy
4.17K
+ 42.63%
$145.57 - $161.83 $607K - $675K
13.9K $2.17M
XOM
Exxon Mobil Corp

Energy
3.49K
+ 5.41%
$105.83 - $117.22 $369K - $409K
68K $7.67M
CSCO
Cisco Systems, Inc.

Technology
8.99K
+ 233.28%
$66.2 - $71.79 $595K - $646K
12.8K $879K
JNJ
Johnson & Johnson

Healthcare
1.81K
+ 22.31%
$155.17 - $185.42 $281K - $336K
9.93K $1.84M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6
+ 0.05%
$420.11 - $472.68 $2.52K - $2.84K
12K $5.63M
KMX
Carmax Inc

Consumer Cyclical
49.5K
+ 66.56%
$44.86 - $71.57 $2.22M - $3.54M
124K $5.55M
CAT
Caterpillar Inc

Industrials
126
+ 2.49%
$390.92 - $477.15 $49.3K - $60.1K
5.18K $2.47M
MLM
Martin Marietta Materials Inc

Basic Materials
47
+ 0.88%
$546.36 - $631.12 $25.7K - $29.7K
5.38K $3.39M
SGOL
Abrdn Gold ETF Trust

ETFs
347
+ 0.43%
$31.18 - $36.81 $10.8K - $12.8K
81.7K $3.01M
V
Visa Inc.

Financial Services
1.86K
+ 12.3%
$332.09 - $358.86 $618K - $667K
17K $5.8M
DD
Du Pont De Nemours, Inc.

Basic Materials
38
+ 0.09%
$69.9 - $78.26 $2.66K - $2.97K
41.1K $3.2M
ALLE
Allegion PLC

Industrials
507
+ 5.99%
$145.55 - $179.33 $73.8K - $90.9K
8.97K $1.59M
LLY
Eli Lilly & CO

Healthcare
504
+ 17.05%
$625.65 - $812.69 $315K - $410K
3.46K $2.64M
PEP
Pepsico Inc

Consumer Defensive
2.1K
+ 45.56%
$133.81 - $152.16 $281K - $320K
6.72K $943K
AMAT
Applied Materials Inc

Technology
873
+ 12.56%
$156.25 - $204.95 $136K - $179K
7.82K $1.6M
SLB
Schlumberger Limited

Energy
9.22K
+ 111.53%
$32.37 - $37.31 $298K - $344K
17.5K $601K
KLAC
Kla Corp

Technology
117
+ 11.21%
$843.9 - $1078.6 $98.7K - $126K
1.16K $1.25M
PFE
Pfizer Inc

Healthcare
9.28K
+ 16.96%
$23.29 - $25.88 $216K - $240K
64K $1.63M
TJX
Tjx Companies Inc

Consumer Cyclical
1.59K
+ 46.77%
$121.35 - $144.54 $192K - $229K
4.98K $719K
LMT
Lockheed Martin Corp

Industrials
421
+ 17.16%
$410.74 - $499.21 $173K - $210K
2.88K $1.44M
IWM
Ishares Russell 2000 ETF

ETFs
1.03K
+ 62.32%
$214.92 - $244.84 $222K - $253K
2.69K $650K
IVV
Ishares Core S&P 500 ETF

ETFs
288
+ 14.77%
$620.67 - $670.08 $179K - $193K
2.24K $1.5M
NTAP
Net App, Inc.

Technology
906
+ 6.52%
$101.1 - $126.36 $91.6K - $114K
14.8K $1.75M
MA
Mastercard Inc

Financial Services
451
+ 29.15%
$550.18 - $598.96 $248K - $270K
2K $1.14M
TMUS
T Mobile Us, Inc.

Communication Services
1.09K
+ 82.88%
$226.02 - $259.01 $247K - $283K
2.41K $577K
UNH
Unitedhealth Group Inc

Healthcare
594
+ 34.38%
$237.77 - $353.61 $141K - $210K
2.32K $801K
IWD
Ishares Russell 1000 Val ETF

ETFs
910
+ 11.42%
$192.76 - $203.86 $175K - $186K
8.88K $1.81M
LOW
Lowes Companies Inc

Consumer Cyclical
790
+ 38.95%
$215.01 - $273.02 $170K - $216K
2.82K $708K
GS
Goldman Sachs Group Inc

Financial Services
285
+ 89.06%
$696.56 - $806.32 $199K - $230K
605 $481K
RTX
Raytheon Technologies Corp

Industrials
852
+ 16.42%
$144.19 - $167.33 $123K - $143K
6.04K $1.01M
VBTX
Veritex Holdings, Inc.

Financial Services
3.84K
+ 23.55%
$26.87 - $34.78 $103K - $133K
20.1K $675K
TMO
Thermo Fisher Scientific Inc.

Healthcare
418
+ 79.47%
$404.94 - $499.99 $169K - $209K
944 $457K
PG
Procter & Gamble CO

Consumer Defensive
1.59K
+ 23.77%
$150.47 - $161.22 $239K - $256K
8.27K $1.27M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.36K
+ 7.58%
$55.61 - $57.37 $187K - $193K
47.6K $2.72M
WMT
Walmart Inc.

Consumer Defensive
1.35K
+ 11.18%
$94.4 - $104.27 $127K - $140K
13.4K $1.38M
QCOM
Qualcomm Inc

Technology
947
+ 18.35%
$145.84 - $173.55 $138K - $164K
6.11K $1.02M
MSI
Motorola Solutions, Inc.

Technology
208
+ 7.92%
$408.73 - $490.3 $85K - $102K
2.84K $1.3M
Activity Summary
Buys All Purchases 159 New Holdings 36 Increased Positions 123 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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