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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 5 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CI THE CIGNA GROUP Healthcare 1,682.0 $464K 0.31% +42.0 +2.6% $275.68 +1.2%
82 NKE NIKE INC Consumer Cyclical 11,254.0 $462K 0.31% +4K +58.9% $41.05 -3.5%
83 CB CHUBB LIMITED Financial Services 1,315.0 $448K 0.30% +9.0 +0.7% $340.74 -0.2%
84 SCHX SCHWAB STRATEGIC TR 14,882.0 $438K 0.29% -674.0 -4.3% $29.43 +3.1%
85 ITW ILLINOIS TOOL WKS INC Industrials 1,614.0 $437K 0.29% -54.0 -3.2% $270.47 +3.6%
86 SU SUNCOR ENERGY INC NEW Energy 7,209.0 $387K 0.26% $53.68 +21.9%
87 DBEF DBX ETF TR 6,876.0 $376K 0.25% $54.63 +2.4%
88 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 10,696.0 $364K 0.24% $34.00 +11.9%
89 IWM ISHARES TR 1,099.0 $330K 0.22% -39.0 -3.4% $300.38 -1.5%
90 USB US BANCORP Financial Services 5,424.0 $328K 0.22% $60.40 +3.4%
91 DFUS DIMENSIONAL ETF TRUST 3,932.0 $322K 0.21% $81.95 +2.4%
92 IVV ISHARES TR 409.0 $306K 0.20% $748.89 +3.2%
93 DIS DISNEY WALT CO Communication Services 2,987.0 $288K 0.19% NEW $96.25 +12.3%
94 PFE PFIZER INC Healthcare 11,103.0 $267K 0.18% +72.0 +0.7% $24.08 +16.1%
95 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 768.0 $244K 0.16% $317.53 -12.0%
96 TMO THERMO FISHER SCIENTIFIC INC Healthcare 472.0 $237K 0.16% -11.0 -2.3% $501.36 +24.1%
97 BA BOEING CO Industrials 1,090.0 $236K 0.16% $216.53 -3.1%
98 DON WISDOMTREE TR 4,118.0 $233K 0.15% $56.52 +2.2%
99 SPYX SPDR SERIES TRUST 3,502.0 $214K 0.14% NEW $61.10 +3.3%
100 AVY AVERY DENNISON CORP Industrials 1,252.0 $203K 0.13% $162.35 +9.5%
Page 5 of 5  ·  100 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%