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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 6 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EMN EASTMAN CHEM CO Basic Materials 2,916.0 $223K 0.16% NEW $76.32 -4.1%
102 BA BOEING CO Industrials 1,095.0 $218K 0.16% NEW $199.08 +10.3%
103 DON WISDOMTREE TR 4,118.0 $216K 0.16% NEW $52.54 +4.4%
104 AVY AVERY DENNISON CORP Industrials 1,252.0 $216K 0.16% NEW $172.68 -8.0%
105 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 768.0 $211K 0.15% $275.18 -7.7%
Page 6 of 6  ·  105 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%