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 (462 days), 169 trades recorded
- Returns: week n/a · month n/a · 90 days -2.1% · 6 months +2.6% · 1 year +0.9% · all +0.9%
- Max drawdown n/a · 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
- DIA · 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
- 30231G102 · 2.2% · long · since 2025-06-30