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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 5 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 NSC NORFOLK SOUTHN CORP Industrials 1 $289.0 SOLD
82 CTVA CORTEVA INC Basic Materials 4 $269.0 SOLD
83 EXC EXELON CORP Utilities 6 $262.0 SOLD
84 EXR EXTRA SPACE STORAGE INC Real Estate 2 $261.0 SOLD
85 PSA PUBLIC STORAGE OPER CO Real Estate 1 $260.0 SOLD
86 VICI VICI PPTYS INC Real Estate 9 $254.0 SOLD
87 IT GARTNER INC Technology 1 $253.0 SOLD
88 ITW ILLINOIS TOOL WKS INC Industrials 1 $247.0 SOLD
89 FORTINET INC 3 $239.0 SOLD
90 VRSK VERISK ANALYTICS INC Industrials 1 $224.0 SOLD
91 TW TRADEWEB MKTS INC Financial Services 2 $216.0 SOLD
92 PPL PPL CORP Utilities 6 $211.0 SOLD
93 PPG PPG INDS INC Basic Materials 2 $205.0 SOLD
94 FIS FIDELITY NATL INFORMATION SV Technology 3 $200.0 SOLD
95 UPS UNITED PARCEL SERVICE INC Industrials 2 $199.0 SOLD
96 LNG CHENIERE ENERGY INC Energy 1 $195.0 SOLD
97 WPC WP CAREY INC Real Estate 3 $194.0 SOLD
98 SPG SIMON PPTY GROUP INC NEW Real Estate 1 $186.0 SOLD
99 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1 $185.0 SOLD
100 AVB AVALONBAY CMNTYS INC Real Estate 1 $182.0 SOLD
Page 5 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%