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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  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BAC BANK OF AMER CORP Financial Services 13,911.0 $793K 0.52% -323.0 -2.3% $56.98 +9.4%
22 BLK BLACKROCK INC Financial Services 806.0 $775K 0.51% -5.0 -0.6% $961.56 +21.1%
23 SHW SHERWIN WILLIAMS CO Basic Materials 2,223.0 $765K 0.51% -77.0 -3.4% $344.32 +0.2%
24 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,855.0 $717K 0.47% -22.0 -1.2% $386.73 +2.0%
25 CVX CHEVRON CORPORATION Energy 4,310.0 $714K 0.47% -58.0 -1.3% $165.76 +21.8%
26 T AT&T INC Communication Services 31,852.0 $659K 0.44% -2K -5.0% $20.70 +25.6%
27 LMT LOCKHEED MARTIN CORP Industrials 957.0 $488K 0.32% -33.0 -3.3% $509.46 +10.7%
28 QCOM QUALCOMM INC Technology 2,585.0 $478K 0.32% -193.0 -7.0% $184.82 -11.2%
29 NOC NORTHROP GRUMMAN CORP Industrials 931.0 $474K 0.31% -82.0 -8.1% $509.31 +7.1%
30 SCHX SCHWAB STRATEGIC TR 14,882.0 $438K 0.29% -674.0 -4.3% $29.43 +3.1%
31 ITW ILLINOIS TOOL WKS INC Industrials 1,614.0 $437K 0.29% -54.0 -3.2% $270.47 +3.6%
32 IWM ISHARES TR 1,099.0 $330K 0.22% -39.0 -3.4% $300.38 -1.5%
33 TMO THERMO FISHER SCIENTIFIC INC Healthcare 472.0 $237K 0.16% -11.0 -2.3% $501.36 +24.1%
Page 2 of 2  ·  33 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%