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Portfolio (Quarterly) Guide ↗

NORTHLAND SECURITIES, INC.

· CIK 0001006938
13F Portfolio $104M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 111 New
Page 3 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IHF ISHARES TR US HEALTH CARE PROVIDERS ETF 11,941.0 $572K 0.55% NEW $47.94 +4.7%
42 VEA VANGUARD INTL FD FTSE DEVELOPED MKTS ETF 9,033.0 $564K 0.54% NEW $62.47 +13.2%
43 MDY SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPT Financial Services 928.0 $560K 0.54% NEW $603.28 +10.3%
44 ZBH ZIMMER BIOMET HLDGS INC COM Healthcare 6,000.0 $540K 0.52% NEW $89.92 -5.0%
45 APOS APOLLO GLOBAL MGMT INC NEW COM Financial Services 3,700.0 $536K 0.51% NEW $144.76 -81.9%
46 OEF ISHARES TR S&P 100 ETF 1,548.0 $531K 0.51% NEW $342.97 +8.0%
47 TSLA TESLA INC COM Consumer Cyclical 1,150.0 $517K 0.50% NEW $449.72 -7.2%
48 THRO BLACKROCK ETF TR ISHARES U S THEMATIC ROTATION ACTIVE ETF 11,295.0 $436K 0.42% NEW $38.56 +10.3%
49 ESGU ISHARES TR ESG AWARE MSCI USA ETF 2,884.0 $430K 0.41% NEW $148.98 +8.7%
50 USB US BANCORP DEL COM NEW Financial Services 8,025.0 $428K 0.41% NEW $53.36 +2.1%
51 DIS DISNEY WALT CO DISNEY COM Communication Services 3,758.0 $428K 0.41% NEW $113.77 -9.0%
52 GOOGL ALPHABET INC CL A Communication Services 1,344.0 $421K 0.40% NEW $313.00 +23.9%
53 MTUM ISHARES TR MSCI USA MOMENTUM FACTOR ETF 1,604.0 $401K 0.39% NEW $250.31 +20.7%
54 GLW CORNING INC COM Technology 4,489.0 $393K 0.38% NEW $87.56 +119.2%
55 JPM JPMORGAN CHASE & CO COM Financial Services 1,214.0 $391K 0.38% NEW $322.22 -6.0%
56 AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNERSHIP INTERESTS Financial Services 10,000.0 $385K 0.37% NEW $38.48 -0.8%
57 NFLX NETFLIX INC COM Communication Services 4,100.0 $384K 0.37% NEW $93.76 -4.8%
58 CGMS CAPITAL GROUP FIXED INCOME ETF TR U S MULTI-SECTOR INCOME ETF 13,715.0 $379K 0.36% NEW $27.62 -0.7%
59 KRE SPDR SER TR STATE STREET SPDR S&P REGL BKG ETF 5,563.0 $361K 0.35% NEW $64.81 +6.8%
60 FUL FULLER H B CO COM Basic Materials 6,000.0 $357K 0.34% NEW $59.46 -5.2%
Page 3 of 6  ·  111 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
Technology 32.6%
Financial Services 22.2%
Consumer Cyclical 11.0%
Industrials 7.7%
Healthcare 7.6%
Communication Services 6.4%
Consumer Defensive 5.2%
Energy 2.8%
Utilities 2.5%
Basic Materials 2.0%