Long-term investor

True North Advisors, LLC @truenorthadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001634556).

Record

  • Tracked since 2025-06-30 (449 days), 217 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +1.2% · 1 year n/a · all +0.6%
  • Max drawdown n/a · win rate 55% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • LII · 8.8% · long · since 2025-06-30
  • AAPL · 8.3% · long · since 2025-06-30
  • 808524771 · 6.4% · long · since 2025-06-30
  • 025072190 · 3.2% · long · since 2025-12-31
  • GOOGL · 3.1% · long · since 2026-06-30
  • AMZN · 3.0% · long · since 2025-06-30
  • 78462F103 · 3.0% · long · since 2025-06-30
  • NVDA · 2.6% · long · since 2025-06-30
  • BRK-B · 2.4% · long · since 2025-06-30
  • 921943858 · 2.2% · long · since 2025-06-30
  • 46641Q159 · 2.2% · long · since 2026-03-31
  • 72201R585 · 1.8% · long · since 2026-03-31

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