StockDriftsStockDriftsTop 50 Northern Financial Advisors Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 8.51% | 17.2K | $12.9M | +2.12%(+358) | $516.17(+50.21%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.86% | 15.5K | $5.8M | +0.00%(+0) | $103.06(+282.05%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 3.63% | 5.1K | $5.5M | -0.29%(-15) | $422.31(+105.89%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.59% | 18.8K | $5.4M | +0.17%(+32) | $192.94(+58.28%) | 2026-06-30 | |
| WMT | WALMART INC | 3.32% | 44.4K | $5.0M | -0.09%(-41) | $80.01(+43.61%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.16% | 12.8K | $4.8M | +0.35%(+45) | $316.66(+53.50%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.14% | 23.7K | $4.7M | -0.73%(-175) | $92.47(+144.47%) | 2026-06-30 | |
| DIA | STATE STR SPDR DOW JONES IND | 3.12% | 9.0K | $4.7M | -2.94%(-274) | $330.14(+62.60%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.65% | 3.5K | $4.0M | -0.97%(-34) | $132.00(+668.77%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 2.49% | 3.7K | $3.8M | +0.46%(+17) | $530.39(+97.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.96% | +68.36% | — | — | +86.69% |
| Top 20 Holdings Unweighted | +20.27% | +73.98% | — | — | +90.35% |
Northern Financial Advisors Inc reports $151.18M in US-listed equity holdings across 100 positions in its most recent 13F filing. Its largest disclosed positions are SPY (8.5%), AVGO (3.9%) and CAT (3.6%). The top 20 holdings account for 55.36% of reported assets. Its disclosed equity book has returned +68.36% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Northern Financial Advisors Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1962457). View Northern Financial Advisors Inc’s 13F filings on SEC