Titelia

Holdings of True North Advisors, LLC

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Net assets
-
Positions
228 in 5 countries
Top ten
46.8 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201iShares Trust 2,394270.8K $
202Jack Henry & Associates Inc 1,703269.1K $
203Ecolab Inc 983261.5K $
204Rockwell Automation Inc 729261.5K $
205Vanguard High Dividend Yield E 1,721254.9K $
206Domino's Pizza Inc 691247.9K $
207State Street SPDR Portfolio Emerging Markets ETF 5,275247.5K $
208Deere & Co 435245K $
209SPDR Series Trust 3,992236.4K $
210Cummins Inc 438235.7K $
211Take-Two Interactive Software Inc 1,193235.6K $
212Marathon Petroleum Corp 942230K $
213Westinghouse Air Brake Technologies Corp 915228.7K $
214EOG Resources Inc 1,575227.7K $
215Danaher Corp 1,199227.3K $
216SAP SE 1,298222.2K $
217Synopsys Inc 558221.2K $
218AT&T Inc 7,624221K $
219General Dynamics Corp 644220.9K $
220Sysco Corp 3,060218.3K $
221WisdomTree Trust 1,368216.9K $
222Progressive Corp/The 1,066211.3K $
223Capital One Financial Corp 1,148209.4K $
224Uber Technologies Inc 2,885207.5K $
225Alibaba Group Holding Ltd 1,648206.8K $
226Marriott International Inc/MD 618202.1K $
227Ares Capital Corp 10,278185.2K $
228GOLUB CAPITAL BDC INC 13,420169.9K $

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Sector breakdown

  • Technology 18.0 %
  • Financials 8.0 %
  • Consumer discretionary 4.9 %
  • Industrials 3.6 %
  • Health care 2.9 %
  • Funds 2.4 %
  • Consumer staples 2.2 %
  • Materials 1.8 %
  • Energy 1.5 %
  • Communication 1.5 %
  • Utilities 0.4 %
  • Unattributed 52.6 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.6 %
  • Netherlands 0.2 %
  • Japan 0.1 %
  • Taiwan 0.1 %
  • Germany 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States224838.9M $99.62 %
2Netherlands11.6M $0.19 %
3Japan1706.9K $0.08 %
4Taiwan1612.7K $0.07 %
5Germany1222.2K $0.03 %
Cite this page

Titelia. "Holdings of True North Advisors, LLC". https://titelia.com/en/funds/US13F1634556