DOSSIER · 13F-HR · Q3 2026
True North Advisors, LLC
$1.4B in tracked AUM across 302 positions as of Q3 2026.
TN
CIK 0001634556 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Portfolio Overview
True North Advisors reported a total 13F portfolio value of $773.54 million as of 2025-12-31 across 250 reported holdings. This represents a very large quarter-over-quarter increase of +281.2% (from $202.94M on 2025-09-30 to $773.54M). The portfolio exhibits a mix of concentrated large positions and a meaningful passive/ETF sleeve: the top 10 holdings represent roughly 46.4% of the portfolio, while reported ETFs total $172.41M or about 22.3% of assets. The combination of (1)...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.
Filing history
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