Institutional Fund
Northern Financial Advisors Inc
Bloomfield Hills, MICIK 19624575 filings on record
Portfolio Value
$137.15M
Q1 2026
Holdings
105
Reported positions
New Buys
18
Opened this quarter
QoQ Change
+56.8%
from $87.48M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr8.0%
- Walmart Inc4.0%
- Broadcom Inc3.5%
- Apple Inc3.5%
- Microsoft Corp3.4%
- Spdr Dow Jones Indl Average3.1%
- Other74.4%
Portfolio Holdings
105 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 16.9K | $10.97M | 8.0% | +6.0K | Added |
| 2 | Walmart Inc | 44.4K | $5.52M | 4.0% | +18.7K | Added |
| 3 | Broadcom Inc | 15.5K | $4.79M | 3.5% | +2.2K | Added |
| 4 | Apple Inc | 18.7K | $4.76M | 3.5% | +4.7K | Added |
| 5 | Microsoft Corp | 12.8K | $4.73M | 3.4% | +3.4K | Added |
| 6 | Spdr Dow Jones Indl Average | 9.3K | $4.32M | 3.1% | +1.1K | Added |
| 7 | Exxon Mobil Corp | 24.9K | $4.23M | 3.1% | +10.3K | Added |
| 8 | Nvidia Corporation | 23.9K | $4.17M | 3.0% | +6.7K | Added |
| 9 | Netflix Inc | 42.0K | $4.04M | 2.9% | +19.4K | Added |
| 10 | Caterpillar Inc | 5.2K | $3.66M | 2.7% | +2.5K | Added |
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