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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 4 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WFC WELLS FARGO & CO NEW COM Financial Services 3,700.0 $345K 0.33% NEW $93.20 -18.7%
62 GOOG ALPHABET INC CAP STK CL C Communication Services 1,090.0 $342K 0.33% NEW $313.80 +22.2%
63 PRU PRUDENTIAL FINL INC COM Financial Services 3,000.0 $339K 0.33% NEW $112.88 -8.6%
64 CGGR CAPITAL GROUP GROWTH ETF SHS 7,561.0 $336K 0.32% NEW $44.47 +3.6%
65 WMT WALMART INC COM Consumer Defensive 2,926.0 $326K 0.31% NEW $111.41 +17.4%
66 JEPI J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF 5,585.0 $320K 0.31% NEW $57.24 -2.0%
67 CGDV CAPITAL GROUP DIVID VALUE ETF SHS 7,311.0 $319K 0.31% NEW $43.64 +9.7%
68 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 18,250.0 $317K 0.30% NEW $17.35 -8.6%
69 BWB BRIDGEWATER BANCSHARES INC COM Financial Services 18,055.0 $317K 0.30% NEW $17.53 +7.3%
70 SGOL ABERDEEN STD GOLD ETF TR PHYSICAL SWISS GOLD SHS ETF Financial Services 7,696.0 $316K 0.30% NEW $41.08 +5.3%
71 CRS CARPENTER TECHNOLOGY CORP COM Industrials 1,000.0 $315K 0.30% NEW $314.84 +39.2%
72 META META PLATFORMS INC CL A Communication Services 465.0 $307K 0.29% NEW $660.09 -8.0%
73 BLACKROCK ETF TR U S CARBON TRANSITION READINESS AWARE ACTIVE ETF 4,132.0 $306K 0.29% NEW $74.09
74 USXF ISHARES TR ESG ADVANCED MSCI USA ETF 5,256.0 $303K 0.29% NEW $57.58 +14.8%
75 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 1,700.0 $302K 0.29% NEW $177.75 -22.8%
76 DSI ISHARES TR ESG MSCI KLD 400 ETF 2,297.0 $296K 0.28% NEW $128.83 +9.3%
77 DE DEERE & CO COM Industrials 630.0 $293K 0.28% NEW $465.57 +14.1%
78 BRIDGEWATER BANCSHARES INC DEP SHS REPSTG 1/100TH INT PERP PFD SER A QTLY PERP CLLB 08/17/26@25 PERP MTY 15,395.0 $291K 0.28% NEW $18.93
79 EVRG EVERGY INC COM Utilities 3,873.0 $281K 0.27% NEW $72.49 +15.4%
80 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 900.0 $279K 0.27% NEW $310.24 +19.4%
Page 4 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%