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Portfolio (Quarterly) Guide ↗

NorthAvenue LLC

· CIK 0002123735
13F Portfolio $140M AUM 314 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 61 New 45 Added 52 Reduced 122 Exited
Page 1 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 VCIT VANGUARD SCOTTSDALE FDS 1,093 $92K 0.08% SOLD
2 IXN ISHARES TR 841 $88K 0.07% SOLD
3 LQD ISHARES TR 285 $31K 0.03% SOLD
4 EMB ISHARES TR 231 $22K 0.02% SOLD
5 VEU VANGUARD INTL EQUITY INDEX F 241 $18K 0.01% SOLD
6 XLC SELECT SECTOR SPDR TR 128 $15K 0.01% SOLD
7 FCG FIRST TR EXCHANGE-TRADED FD 600 $14K 0.01% SOLD
8 EEMA ISHARES INC 112 $11K 0.01% SOLD
9 VPL VANGUARD INTL EQUITY INDEX F 113 $10K 0.01% SOLD
10 XLY SELECT SECTOR SPDR TR 80 $10K 0.01% SOLD
11 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 230 $9K 0.01% SOLD
12 XLP SELECT SECTOR SPDR TR 96 $7K 0.01% SOLD
13 IGV ISHARES TR 68 $7K 0.01% SOLD
14 NEE NEXTERA ENERGY INC Utilities 79 $6K 0.01% SOLD
15 FS SPECIALTY LENDING FD 386 $5K 0.01% SOLD
16 CQQQ INVESCO EXCH TRADED FD TR II 69 $4K 0.00% SOLD
17 CCL CARNIVAL CORP Consumer Cyclical 100 $3K 0.00% SOLD
18 MTUM ISHARES TR 8 $2K 0.00% SOLD
19 NOW SERVICENOW INC Technology 10 $2K 0.00% SOLD
20 BAI BLACKROCK ETF TRUST 44 $1K 0.00% SOLD
Page 1 of 7  ·  122 positions
Sector Allocation
Financial Services 27.2%
Technology 18.5%
Consumer Defensive 16.8%
Healthcare 14.3%
Industrials 6.3%
Consumer Cyclical 5.8%
Communication Services 4.3%
Energy 4.1%
Utilities 1.4%
Basic Materials 1.1%