Holdings
Northern Financial Advisors Inc
As of Jun 30, 2026, Northern Financial Advisors Inc reported 83 positions worth US$125M. Largest: Broadcom Inc., Caterpillar, Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Broadcom Inc. | 15,468 | US$5.84M | no change | Jun 30, 2026 |
| Caterpillar, Inc. | 5,147 | US$5.48M | −15 | Jun 30, 2026 |
| Apple Inc | 18,779 | US$5.43M | +32 | Jun 30, 2026 |
| Walmart Inc. | 44,369 | US$5.03M | −41 | Jun 30, 2026 |
| Microsoft Corp. | 12,822 | US$4.78M | +45 | Jun 30, 2026 |
| Nvidia Corporation | 23,711 | US$4.74M | −175 | Jun 30, 2026 |
| Micron Technology, Inc. | 3,476 | US$4.01M | −34 | Jun 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 3,721 | US$3.76M | +17 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 10,837 | US$3.55M | +97 | Jun 30, 2026 |
| Exxon Mobil Corporation | 24,778 | US$3.39M | −159 | Jun 30, 2026 |