Holdings
True North Advisors, LLC
As of Jun 30, 2026, True North Advisors, LLC reported 178 positions worth US$575M. Largest: Lennox International, Inc., Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Lennox International, Inc. | 161K | US$92.3M | −4,682 | Jun 30, 2026 |
| Apple Inc | 300K | US$86.9M | +759 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 93,370 | US$33.2M | new | Jun 30, 2026 |
| Amazon.com, Inc. | 133K | US$31.6M | −2,454 | Jun 30, 2026 |
| Nvidia Corporation | 138K | US$27.6M | +6,165 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 52,250 | US$26.1M | −7,887 | Jun 30, 2026 |
| Bank Of America Corporation | 264K | US$15M | −1,093 | Jun 30, 2026 |
| Microsoft Corp. | 39,011 | US$14.6M | +328 | Jun 30, 2026 |
| Costco Wholesale Corporation | 10,770 | US$10.1M | −165 | Jun 30, 2026 |
| Meta Platforms, Inc. | 17,631 | US$9.93M | −1,082 | Jun 30, 2026 |