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Portfolio (Quarterly) Guide ↗

Northern Financial Advisors Inc

· CIK 0001962457
13F Portfolio $151M AUM 100 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 29 Added 33 Reduced 8 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TGT TARGET CORP Consumer Defensive 5,041.0 $658K 0.43% +418.0 +9.0% $130.61 +24.9%
22 VZ VERIZON COMMUNICATIONS INC Communication Services 15,242.0 $645K 0.43% +1K +7.6% $42.34 +18.3%
23 YUM YUM BRANDS INC Consumer Cyclical 3,989.0 $638K 0.42% +394.0 +11.0% $159.86 -3.8%
24 SBUX STARBUCKS CORP Consumer Cyclical 4,894.0 $500K 0.33% +423.0 +9.5% $102.18 +5.5%
25 VFC V F CORP Consumer Cyclical 28,728.0 $479K 0.32% +5K +19.1% $16.68 -18.0%
26 CI THE CIGNA GROUP Healthcare 1,682.0 $464K 0.31% +42.0 +2.6% $275.68 +1.2%
27 NKE NIKE INC Consumer Cyclical 11,254.0 $462K 0.31% +4K +58.9% $41.05 -3.5%
28 CB CHUBB LIMITED Financial Services 1,315.0 $448K 0.30% +9.0 +0.7% $340.74 -0.2%
29 PFE PFIZER INC Healthcare 11,103.0 $267K 0.18% +72.0 +0.7% $24.08 +16.1%
Page 2 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.6%
Technology 26.3%
Industrials 11.9%
Consumer Cyclical 7.4%
Consumer Defensive 7.4%
Healthcare 7.1%
Communication Services 5.3%
Energy 3.5%
Basic Materials 1.5%