Northern Financial Advisors Inc
•CIK: 1962457•Filing: Q4 2025
**Northern Financial Advisors Inc.** manages $87M across a diversified portfolio of 88 positions. The fund exhibits significant concentration in mega-cap technology and growth names, with top holdings including SPY ($7.4M), AVGO ($4.6M), and MSFT ($4.5M). Notable allocations also include positions in DON ($3.9M), AAPL ($3.8M), and NVDA ($3.2M). This structure suggests a core conviction in established market leaders and high-growth technology sectors.
Total AUM
$87.5M
QoQ Performance
-54.1%
Positions
87
Top 10 Concentration
42.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
AVGO
MSFT
SPY8.5%
AVGO5.2%
MSFT5.2%
DON4.5%
AAPL4.4%
NVDA3.7%
WMT3.3%
NVR2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology27.0%
Other23.9%
Financial12.1%
Consumer9.9%
ETF8.5%
Healthcare5.3%
Industrial5.2%
Communication3.9%
🚪 Exited Positionssold since Q3 2025
+32 more exited positions
Changes from Q3 2025
NEW1 new position
↑5 increased
↓81 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023