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Holdings (Monthly) Guide ↗

The Covered Bridge Fund

· Northern Lights Fund Trust Iii
Monthly Holdings $121M AUM 27 positions Period Jun 2026 Filed Aug 14, 2026 EDGAR ↗ ← All Funds
All 56 New 27 Added 19 Reduced 1 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 MICROSOFT CORP 594918104 Mar 2026 17,000 +3,000 $6.3M +22.4% 5.29% EC
2 HOME DEPOT INC (THE) 437076102 Mar 2026 10,000 +3,000 $3.5M +53.2% 2.94% EC
3 AT&T INC 00206R102 Mar 2026 155,000 +75,000 $3.2M +38.3% 2.68% EC
4 ACCENTURE PLC G1151C101 Mar 2026 25,000 +11,000 $3.1M +12.1% 2.60% EC
5 MEDTRONIC PLC G5960L103 Mar 2026 37,000 +12,000 $2.9M +33.6% 2.41% EC
6 INTERNATIONAL BUSINESS MACHINES CORP 459200101 Mar 2026 10,000 +1,000 $2.8M +28.9% 2.35% EC
7 SALESFORCE INC 79466L302 Mar 2026 16,000 +4,000 $2.5M +11.9% 2.09% EC
8 WALT DISNEY COMPANY (THE) 254687106 Mar 2026 26,000 +1,000 $2.5M +3.9% 2.09% EC
9 HERSHEY COMPANY (THE) 427866108 Mar 2026 14,000 +6,500 $2.5M +57.5% 2.05% EC
10 MCDONALD'S CORP 580135101 Mar 2026 9,000 +1,500 $2.4M +4.4% 2.03% EC
11 VISA INC 92826C839 Mar 2026 6,400 +3,200 $2.2M +127.0% 1.83% EC
12 EXXON MOBIL CORP 30231G102 Mar 2026 14,000 +11,000 $1.9M +276.1% 1.60% EC
13 DUKE ENERGY CORP 26441C204 Mar 2026 15,000 +5,000 $1.9M +45.0% 1.58% EC
14 SEMPRA 816851109 Mar 2026 20,000 +5,000 $1.9M +27.2% 1.55% EC
15 EXPAND ENERGY CORP 165167735 Mar 2026 20,000 +5,000 $1.8M +10.8% 1.52% EC
16 CHEVRON CORP 166764100 Mar 2026 10,000 +6,000 $1.7M +100.3% 1.38% EC
17 LENNAR CORP 526057104 Mar 2026 18,000 +4,000 $1.6M +34.0% 1.36% EC
18 CONAGRA BRANDS INC 205887102 Mar 2026 120,000 +40,000 $1.6M +28.4% 1.35% EC
19 EOG RESOURCES INC 26875P101 Mar 2026 12,000 +4,000 $1.6M +34.6% 1.30% EC
20 SYSCO CORP 871829107 Mar 2026 18,000 +4,000 $1.5M +50.7% 1.26% EC
21 BRISTOL-MYERS SQUIBB COMPANY 110122108 Mar 2026 26,000 +6,000 $1.5M +23.5% 1.25% EC
22 APPLE INC 037833100 Mar 2026 4,600 +200 $1.3M +19.2% 1.11% EC
23 TRAVELERS COMPANIES INC (THE) 89417E109 Mar 2026 4,000 +2,000 $1.3M +126.4% 1.10% EC
24 MERCK & COMPANY INC 58933Y105 Mar 2026 10,000 +4,000 $1.3M +78.0% 1.07% EC
25 KOHL'S CORP 500255104 Mar 2026 69,000 +46,000 $1.2M +312.1% 1.02% EC
26 ALTRIA GROUP INC 02209S103 Mar 2026 15,000 +5,000 $1.1M +63.5% 0.90% EC
27 Sycamore N/A Mar 2026 120,000 +120,015 $64K -465.2% 0.05% EC