True North Advisors, LLC
•CIK: 1634556•Filing: Q4 2025
**True North Advisors, LLC** manages $774M across a diversified portfolio of 250 positions. The fund exhibits significant concentration in mega-cap technology and industrials, with AAPL ($82.0M) and LII ($81.7M) anchoring the top two holdings. Further notable allocations include substantial positions in BRK/B ($39.6M) and SPY ($34.1M). This structure suggests a core strategy focused on established market leaders and broad index exposure.
Total AUM
$773.5M
QoQ Performance
+22.8%
Positions
201
Top 10 Concentration
47.2%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
LII
BRK/B
AAPL10.6%
LII10.6%
BRK/B5.1%
SPY4.4%
AMZN4.1%
NVDA3.1%
MSFT2.3%
VB2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other51.6%
Technology21.1%
Financial9.4%
Consumer6.2%
ETF4.7%
Healthcare2.3%
Industrial1.9%
Energy1.3%
🚪 Exited Positionssold since Q3 2025
+55 more exited positions
Changes from Q3 2025
NEW45 new positions
↑78 increased
↓68 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023