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Portfolio (Quarterly) Guide ↗

Northern Financial Advisors Inc

· CIK 0001962457
13F Portfolio $137M AUM 105 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 83 Added 2 Reduced 1 Exited
Page 3 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MRK MERCK & CO INC Healthcare 8,255.0 $993K 0.72% +4K +76.3% $120.29 -3.7%
42 HD HOME DEPOT INC Consumer Cyclical 2,996.0 $985K 0.72% +1K +54.0% $328.88 -4.6%
43 T AT&T INC Communication Services 33,536.0 $972K 0.71% +14K +71.5% $28.99 -14.0%
44 PGR PROGRESSIVE CORP Financial Services 4,726.0 $937K 0.68% +2K +64.5% $198.24 +2.2%
45 CVX CHEVRON CORPORATION Energy 4,368.0 $904K 0.66% +2K +105.8% $206.88 -7.7%
46 MS MORGAN STANLEY Financial Services 5,471.0 $900K 0.66% +3K +127.1% $164.57 +21.8%
47 PG PROCTER & GAMBLE CO Consumer Defensive 6,194.0 $895K 0.65% +2K +60.1% $144.43 -1.4%
48 EBAY EBAY INC. Consumer Cyclical 9,805.0 $892K 0.65% +5K +102.2% $91.02 +28.7%
49 CMI CUMMINS INC Industrials 1,636.0 $880K 0.64% +223.0 +15.8% $538.02 +18.7%
50 CL COLGATE PALMOLIVE CO Consumer Defensive 10,207.0 $870K 0.63% +5K +93.2% $85.23 +6.1%
51 AMD ADVANCED MICRO DEVICES INC Technology 4,251.0 $865K 0.63% +2K +58.6% $203.43 +121.0%
52 SAP SAP SE Technology 4,916.0 $842K 0.61% +1K +31.7% $171.21 +5.1%
53 ABBV ABBVIE INC Healthcare 3,775.0 $821K 0.60% +1K +55.8% $217.47 -1.3%
54 BLK BLACKROCK INC Financial Services 811.0 $780K 0.57% +313.0 +62.9% $961.71 +10.6%
55 SHW SHERWIN WILLIAMS CO Basic Materials 2,300.0 $737K 0.54% +236.0 +11.4% $320.55 -4.0%
56 C CITIGROUP INC Financial Services 6,358.0 $721K 0.53% +2K +63.6% $113.41 +10.4%
57 VZ VERIZON COMMUNICATIONS INC Communication Services 14,166.0 $711K 0.52% +7K +106.0% $50.20 -4.7%
58 BAC BANK AMERICA CORP Financial Services 14,234.0 $694K 0.51% +4K +44.4% $48.75 +5.6%
59 NOC NORTHROP GRUMMAN CORP Industrials 1,013.0 $691K 0.50% +509.0 +101.0% $682.24 -19.2%
60 DE DEERE & CO Industrials 1,208.0 $680K 0.50% +757.0 +167.8% $563.30 -5.7%
Page 3 of 5  ·  83 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 28.0%
Technology 22.3%
Industrials 11.9%
Consumer Defensive 8.3%
Consumer Cyclical 8.0%
Communication Services 7.2%
Healthcare 7.0%
Energy 5.7%
Basic Materials 1.6%