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Portfolio (Quarterly) Guide ↗

Northern Financial Advisors Inc

· CIK 0001962457
13F Portfolio $87M AUM Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 88 New
Page 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWD ISHARES TR 1,134.0 $239K 0.27% NEW $210.34 +11.6%
82 SU SUNCOR ENERGY INC NEW Energy 5,308.0 $235K 0.27% NEW $44.36 +52.9%
83 QCOM QUALCOMM INC Technology 1,342.0 $230K 0.26% NEW $171.10 +18.4%
84 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 769.0 $214K 0.24% NEW $278.92 -9.0%
85 LMT LOCKHEED MARTIN CORP Industrials 443.0 $214K 0.24% NEW $483.67 +8.1%
86 DE DEERE & CO Industrials 451.0 $210K 0.24% NEW $465.58 +14.1%
87 LIN LINDE PLC Basic Materials 490.0 $209K 0.24% NEW $426.39 +20.7%
88 SCHX SCHWAB STRATEGIC TR 7,720.0 $208K 0.24% NEW $26.91 +8.5%
Page 5 of 5  ·  88 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 29.8%
Technology 28.2%
Consumer Cyclical 9.7%
Industrials 9.4%
Communication Services 6.4%
Consumer Defensive 6.4%
Healthcare 5.8%
Energy 3.4%
Basic Materials 1.0%