StockDriftsStockDriftsTop 50 True North Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LII | LENNOX INTL INC | 8.77% | 165.8K | $76.9M | -1.51%(-2.54K) | $256.25(+122.45%) | 2026-03-31 | |
| AAPL | APPLE INC | 8.67% | 299.6K | $76.0M | -0.68%(-2.05K) | $187.74(+64.39%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 6.58% | 2.07M | $57.8M | new | $26.90(+16.25%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.57% | 48.1K | $31.3M | -3.63%(-1.81K) | $617.54(+20.61%) | 2026-03-31 | |
| AVDS | AMERICAN CENTY ETF TR | 3.35% | 409.0K | $29.4M | +13421.98%(+406.01K) | $70.81(+7.51%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.21% | 135.0K | $28.1M | -2.43%(-3.37K) | $211.99(+14.47%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.12% | 57.1K | $27.4M | -27.48%(-21.65K) | $218.47(+132.42%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 2.73% | 519.6K | $23.9M | new | $46.18(-0.63%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.62% | 131.9K | $23.0M | +2.96%(+3.79K) | $148.39(+31.30%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 2.3% | 769.7K | $20.2M | new | $26.44(-0.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.74% | +55.05% |
| Top 20 Holdings Unweighted | +11.60% | +38.98% |
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