Long-term investor

Northern Financial Advisors Inc. @northernfinancialadvisor

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001962457).

Record

  • Tracked since 2025-06-30 (431 days), 169 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.2% · 6 months +5.7% · 1 year +11.3% · all +11.3%
  • Max drawdown -4.0% · Sharpe 0.56 · win rate 22% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78462F103 · 8.5% · long · since 2025-06-30
  • AVGO · 3.9% · long · since 2025-06-30
  • CAT · 3.6% · long · since 2025-06-30
  • AAPL · 3.6% · long · since 2025-06-30
  • WMT · 3.3% · long · since 2025-06-30
  • MSFT · 3.2% · long · since 2025-06-30
  • NVDA · 3.1% · long · since 2025-06-30
  • 78467X109 · 3.1% · long · since 2025-06-30
  • MU · 2.7% · long · since 2025-06-30
  • GS · 2.5% · long · since 2025-06-30
  • JPM · 2.3% · long · since 2025-06-30
  • XOM · 2.2% · long · since 2025-06-30

Copy on paper, free More traders How copying works

Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.