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
AMGN
Amgen Inc

Healthcare
639
+ 63.58%
$271.18 - $309.22 $173K - $198K
1.64K $463K
ALL
Allstate Corp

Financial Services
92
+ 0.79%
$192.0 - $214.65 $17.7K - $19.7K
11.7K $2.52M
RMD
Resmed Inc

Healthcare
349
+ 7.2%
$252.01 - $293.73 $88K - $103K
5.2K $1.42M
NFLX
Netflix Inc

Communication Services
211
+ 34.42%
$1147.87 - $1297.18 $242K - $274K
824 $987K
VLO
Valero Energy Corp

Energy
113
+ 2.91%
$131.77 - $175.63 $14.9K - $19.8K
3.99K $679K
UNP
Union Pacific Corp

Industrials
602
+ 27.88%
$214.91 - $237.16 $129K - $143K
2.76K $652K
MCD
Mcdonalds Corp

Consumer Cyclical
413
+ 18.03%
$291.67 - $316.99 $120K - $131K
2.7K $821K
AMD
Advanced Micro Devices Inc

Technology
434
+ 11.86%
$134.8 - $184.42 $58.5K - $80K
4.09K $662K
OSK
Oshkosh Corp

Industrials
39
+ 0.45%
$118.16 - $143.44 $4.61K - $5.59K
8.62K $1.12M
XLE
Energy Sector Spdr

ETFs
575
+ 2.99%
$84.25 - $91.99 $48.4K - $52.9K
19.8K $1.77M
HCA
Hca Healthcare, Inc.

Healthcare
175
+ 16.28%
$334.32 - $426.2 $58.5K - $74.6K
1.25K $532K
MRK
Merck & Co., Inc.

Healthcare
702
+ 5.81%
$77.6 - $87.37 $54.5K - $61.3K
12.8K $1.07M
ADBE
Adobe Inc.

Technology
442
+ 37.55%
$333.65 - $392.1 $147K - $173K
1.62K $571K
CTAS
Cintas Corp

Industrials
642
+ 30.16%
$199.29 - $226.27 $128K - $145K
2.77K $568K
PM
Philip Morris International Inc.

Consumer Defensive
903
+ 31.72%
$157.77 - $183.27 $142K - $165K
3.75K $608K
DECK
Deckers Outdoor Corp

Consumer Cyclical
991
+ 10.53%
$95.32 - $123.91 $94.5K - $123K
10.4K $1.05M
PLD
Prologis, Inc.

Real Estate
459
+ 19.61%
$104.08 - $115.35 $47.8K - $52.9K
2.8K $320K
AZN
Astrazeneca PLC

Healthcare
495
+ 9.47%
$68.72 - $82.11 $34K - $40.6K
5.72K $439K
TT
Trane Technologies PLC

Industrials
243
+ 12.01%
$398.96 - $472.54 $96.9K - $115K
2.27K $956K
MMM
3 M CO

Industrials
418
+ 19.7%
$144.41 - $160.2 $60.4K - $67K
2.54K $394K
DIS
Walt Disney CO

Communication Services
870
+ 26.09%
$112.25 - $124.0 $97.7K - $108K
4.21K $481K
TXN
Texas Instruments Inc

Technology
345
+ 3.12%
N/A
11.4K $2.22M
ETR
Entergy Corp

Utilities
196
+ 4.25%
$80.93 - $93.55 $15.9K - $18.3K
4.81K $448K
IWN
Ishares Russell2000 Val ETF

ETFs
26
+ 0.87%
$157.1 - $178.94 $4.08K - $4.65K
3.03K $535K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
776
+ 13.22%
$42.67 - $46.91 $33.1K - $36.4K
6.65K $311K
AFL
Aflac Inc

Financial Services
313
+ 7.73%
$98.09 - $111.7 $30.7K - $35K
4.36K $487K
NOW
Service Now, Inc.

Technology
116
+ 25.61%
$850.86 - $1044.69 $98.7K - $121K
569 $523K
ICE
Intercontinental Exchange, Inc.

Financial Services
442
+ 37.62%
$167.28 - $188.45 $73.9K - $83.3K
1.62K $272K
TTWO
Take Two Interactive Software Inc

Communication Services
161
+ 18.25%
$217.37 - $259.96 $35K - $41.9K
1.04K $269K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
6
+ 0.29%
$435.72 - $463.74 $2.61K - $2.78K
2.11K $978K
ROP
Roper Technologies Inc

Industrials
176
+ 31.88%
$495.03 - $573.0 $87.1K - $101K
728 $363K
HON
Honeywell International Inc

Industrials
540
+ 17.88%
$207.7 - $240.4 $112K - $130K
3.56K $749K
KO
Coca Cola CO

Consumer Defensive
1.31K
+ 13.99%
$65.67 - $71.67 $85.9K - $93.7K
10.7K $706K
EPD
Enterprise Products Partners L.P.

Energy
116
+ 0.08%
$30.74 - $32.14 $3.57K - $3.73K
151K $4.71M
ROK
Rockwell Automation, Inc

Industrials
85
+ 12.3%
$328.67 - $358.52 $27.9K - $30.5K
776 $271K
EMR
Emerson Electric CO

Industrials
359
+ 14.77%
$128.6 - $149.63 $46.2K - $53.7K
2.79K $365K
TGT
Target Corp

Consumer Defensive
817
+ 22.38%
$86.56 - $107.43 $70.7K - $87.8K
4.47K $400K
AXP
American Express CO

Financial Services
48
+ 2.85%
$294.27 - $342.31 $14.1K - $16.4K
1.73K $574K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
421
+ 9.07%
$55.15 - $58.11 $23.2K - $24.5K
5.07K $291K
VTR
Ventas, Inc.

Real Estate
42
+ 0.98%
$62.76 - $69.99 $2.64K - $2.94K
4.34K $303K
PSX
Phillips 66

Energy
3
+ 0.17%
$118.37 - $139.46 $355 - $418
1.72K $233K
L
Loews Corp

Financial Services
17
+ 0.55%
$89.82 - $100.39 $1.53K - $1.71K
3.1K $310K
SYY
Sysco Corp

Consumer Defensive
78
+ 2.79%
$76.33 - $82.51 $5.95K - $6.44K
2.88K $236K
OKE
Oneok Inc

Energy
668
+ 23.56%
$71.36 - $83.47 $47.7K - $55.8K
3.5K $255K
NUE
Nucor Corp

Basic Materials
82
+ 3.88%
$133.3 - $150.33 $10.9K - $12.3K
2.2K $297K
AON
Aon PLC

Financial Services
62
+ 6.13%
$350.91 - $375.27 $21.8K - $23.3K
1.07K $382K
INTU
Intuit Inc

Technology
105
+ 21.34%
$646.03 - $807.39 $67.8K - $84.8K
597 $407K
SNPS
Synopsys Inc

Technology
56
+ 12.23%
$387.78 - $645.35 $21.7K - $36.1K
514 $253K
HBAN
Huntington Bancshares Inc

Financial Services
206
+ 0.79%
$15.87 - $17.88 $3.27K - $3.68K
26.2K $451K
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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