Northern Financial Advisors Inc

13F filer · CIK 0001962457

Reported Jul 28, 2026

Net seller this quarter

13F portfolio value$151MU.S. long equity reported on 13F

Positions932 new · 8 closed

Net flow last quarter-$1.51MBuys minus sells

Top 10 positions weight37.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 202693 positions
SPYSPDR S&P 500 ETF Trust	$12.9M	8.51%	Not reported	+2.1%	Q4 2022
AVGOBroadcom Inc.	$5.84M	3.86%	0.00%	Not reported	Q1 2023
CATCaterpillar Inc	$5.48M	3.63%	0.00%	-0.3%	Q4 2022
AAPLApple Inc.	$5.43M	3.59%	0.00%	+0.2%	Q1 2023
WMTWalmart Inc.	$5.03M	3.32%	0.00%	-0.1%	Q4 2022
MSFTMicrosoft Corp	$4.78M	3.16%	0.00%	+0.4%	Q4 2022
NVDANvidia Corp	$4.74M	3.14%	0.00%	-0.7%	Q4 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$4.72M	3.12%	Not reported	-2.9%	Q4 2022
MUMicron Technology Inc	$4.01M	2.65%	0.00%	-1.0%	Q4 2022
GSGoldman Sachs Group Inc	$3.76M	2.49%	0.00%	+0.5%	Q4 2022
JPMJPMorgan Chase & Co	$3.55M	2.35%	0.00%	+0.9%	Q4 2022
XOMExxonMobil Holdings Corp	$3.39M	2.24%	0.00%	-0.6%	Q4 2022
NFLXNetflix Inc	$2.94M	1.95%	0.00%	-2.0%	Q4 2022
AXPAmerican Express Co	$2.92M	1.93%	0.00%	-0.1%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$2.69M	1.78%	Not reported	-2.9%	Q4 2022
AMDAdvanced Micro Devices Inc	$2.49M	1.64%	0.00%	+0.7%	Q4 2023
CSCOCisco Systems, Inc.	$2.38M	1.58%	0.00%	+1.0%	Q4 2022
LLYELI LILLY & Co	$2.29M	1.52%	0.00%	-0.6%	Q4 2022
TRVTravelers Companies, Inc.	$2.21M	1.46%	0.00%	+1.0%	Q4 2022
IBMInternational Business Machines Corp	$2.17M	1.44%	0.00%	+4.5%	Q4 2022
NVRNVR Inc	$2.08M	1.37%	0.01%	Not reported	Q4 2022
KOCoca Cola Co	$2.05M	1.36%	0.00%	-0.6%	Q4 2022
VVisa Inc.	$2.05M	1.35%	0.00%	+1.4%	Q4 2022
MMM3m Co	$2.04M	1.35%	0.00%	+10.9%	Q3 2023
RTXRTX Corp	$1.97M	1.31%	0.00%	+1.6%	Q4 2022
ORCLOracle Corp	$1.9M	1.25%	0.00%	+0.8%	Q4 2022
AMZNAmazon Com Inc	$1.75M	1.16%	0.00%	+2.3%	Q2 2023
ETNEaton Corp plc	$1.49M	0.99%	0.00%	Not reported	Q4 2022
METAMeta Platforms, Inc.	$1.47M	0.97%	Not reported	-2.1%	Q4 2022
AMGNAmgen Inc	$1.39M	0.92%	0.00%	+9.2%	Q1 2023
DELLDell Technologies Inc.	$1.39M	0.92%	0.00%	Not reported	Q4 2022
COSTCostco Wholesale Corp	$1.37M	0.90%	0.00%	-3.0%	Q4 2022
NOWServiceNow, Inc.	$1.36M	0.90%	0.00%	+31.4%	Q4 2022
GDGeneral Dynamics Corp	$1.33M	0.88%	0.00%	+0.8%	Q4 2022
JNJJohnson & Johnson	$1.19M	0.79%	0.00%	-0.9%	Q4 2022
CMICummins Inc	$1.17M	0.77%	0.00%	Not reported	Q4 2022
HDHome Depot, Inc.	$1.14M	0.76%	0.00%	+8.3%	Q4 2022
MSMorgan Stanley	$1.14M	0.76%	0.00%	0.0%	Q4 2022
MAMastercard Inc	$1.14M	0.75%	0.00%	-3.3%	Q4 2022
COFCapital One Financial Corp	$1.13M	0.75%	0.00%	Not reported	Q4 2022
LOWLowes Companies Inc	$1.1M	0.73%	0.00%	-19.9%	Q4 2022
EBAYEbay Inc	$1.1M	0.72%	0.00%	0.0%	Q1 2025
GILDGilead Sciences, Inc.	$1.09M	0.72%	0.00%	+2.9%	Q4 2022
MRKMerck & Co., Inc.	$1.08M	0.71%	0.00%	+1.7%	Q4 2022
TMUST-Mobile US, Inc.	$1.04M	0.69%	0.00%	0.0%	Q4 2022
PGRProgressive Corp	$1.02M	0.68%	0.00%	-0.8%	Q4 2022
MCDMcdonalds Corp	$953K	0.63%	0.00%	-11.1%	Q4 2022
ABBVAbbVie Inc.	$934K	0.62%	0.00%	-1.7%	Q1 2023
PPGPPG Industries Inc	$923K	0.61%	0.00%	+8.0%	Q4 2024
CLColgate Palmolive Co	$922K	0.61%	0.00%	-1.5%	Q4 2022

Q1 2026Reported Apr 28, 202699 positions
SPYSPDR S&P 500 ETF Trust	$11M	8.00%	Not reported	+55.2%	Q4 2022
WMTWalmart Inc.	$5.52M	4.02%	0.00%	+72.9%	Q4 2022
AVGOBroadcom Inc.	$4.79M	3.49%	0.00%	+16.6%	Q1 2023
AAPLApple Inc.	$4.76M	3.47%	0.00%	+33.5%	Q1 2023
MSFTMicrosoft Corp	$4.73M	3.45%	0.00%	+35.9%	Q4 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$4.32M	3.15%	Not reported	+13.9%	Q4 2022
XOMExxonMobil Holdings Corp	$4.23M	3.08%	0.00%	+70.5%	Q4 2022
NVDANvidia Corp	$4.17M	3.04%	0.00%	+38.9%	Q4 2022
NFLXNetflix Inc	$4.04M	2.95%	0.00%	+85.7%	Q4 2022
CATCaterpillar Inc	$3.66M	2.67%	0.00%	+93.3%	Q4 2022
JPMJPMorgan Chase & Co	$3.16M	2.30%	0.00%	+76.1%	Q4 2022
GSGoldman Sachs Group Inc	$3.13M	2.28%	0.00%	+60.4%	Q4 2022
AXPAmerican Express Co	$2.62M	1.91%	0.00%	+70.3%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$2.17M	1.58%	Not reported	+138.5%	Q4 2022
NVRNVR Inc	$2.01M	1.47%	0.01%	Not reported	Q4 2022
RTXRTX Corp	$1.98M	1.44%	0.00%	+92.0%	Q4 2022
TRVTravelers Companies, Inc.	$1.94M	1.41%	0.00%	+70.1%	Q4 2022
KOCoca Cola Co	$1.93M	1.41%	0.00%	+74.9%	Q4 2022
ORCLOracle Corp	$1.89M	1.38%	0.00%	+63.9%	Q4 2022
IBMInternational Business Machines Corp	$1.79M	1.31%	0.00%	+80.8%	Q4 2022
VVisa Inc.	$1.78M	1.30%	0.00%	+84.7%	Q4 2022
LLYELI LILLY & Co	$1.77M	1.29%	0.00%	+57.9%	Q4 2022
MMM3m Co	$1.65M	1.20%	0.00%	+73.0%	Q3 2023
CSCOCisco Systems, Inc.	$1.56M	1.14%	0.00%	+90.8%	Q4 2022
METAMeta Platforms, Inc.	$1.53M	1.11%	Not reported	+68.4%	Q4 2022
COSTCostco Wholesale Corp	$1.5M	1.09%	0.00%	+81.4%	Q4 2022
AMZNAmazon Com Inc	$1.49M	1.09%	0.00%	+3.6%	Q2 2023
LOWLowes Companies Inc	$1.47M	1.07%	0.00%	+72.9%	Q4 2022
HONHoneywell International Inc	$1.34M	0.98%	0.00%	+113.0%	Q4 2022
TMUST-Mobile US, Inc.	$1.3M	0.95%	0.00%	+53.4%	Q4 2022
GDGeneral Dynamics Corp	$1.28M	0.93%	0.00%	+50.7%	Q4 2022
ETNEaton Corp plc	$1.25M	0.91%	0.00%	+56.6%	Q4 2022
AMGNAmgen Inc	$1.24M	0.90%	0.00%	+79.7%	Q1 2023
MCDMcdonalds Corp	$1.23M	0.90%	0.00%	+107.6%	Q4 2022
MUMicron Technology Inc	$1.19M	0.86%	0.00%	+35.0%	Q4 2022
GILDGilead Sciences, Inc.	$1.17M	0.85%	0.00%	+86.3%	Q4 2022
JNJJohnson & Johnson	$1.16M	0.85%	0.00%	+105.7%	Q4 2022
MAMastercard Inc	$1.14M	0.83%	0.00%	+33.3%	Q4 2022
NOWServiceNow, Inc.	$1.09M	0.80%	0.00%	+105.9%	Q4 2022
EPDEnterprise Products Partners L.P.	$1.07M	0.78%	0.00%	+47.5%	Q4 2022
COFCapital One Financial Corp	$1.03M	0.75%	0.00%	+35.1%	Q4 2022
MRKMerck & Co., Inc.	$993K	0.72%	0.00%	+76.4%	Q4 2022
HDHome Depot, Inc.	$985K	0.72%	0.00%	+54.0%	Q4 2022
TAt&T Inc.	$972K	0.71%	0.00%	+71.5%	Q4 2022
PGRProgressive Corp	$937K	0.68%	0.00%	+64.6%	Q4 2022
CVXChevron Corp	$904K	0.66%	0.00%	+105.8%	Q4 2022
MSMorgan Stanley	$900K	0.66%	0.00%	+127.1%	Q4 2022
PGPROCTER & GAMBLE Co	$895K	0.65%	0.00%	+60.1%	Q4 2022
EBAYEbay Inc	$892K	0.65%	0.00%	+102.3%	Q1 2025
CMICummins Inc	$880K	0.64%	0.00%	+15.8%	Q4 2022

Q4 2025Reported Jan 27, 202686 positions
SPYSPDR S&P 500 ETF Trust	$7.41M	8.48%	Not reported	-53.4%	Q4 2022
AVGOBroadcom Inc.	$4.59M	5.25%	0.00%	-18.0%	Q1 2023
MSFTMicrosoft Corp	$4.55M	5.20%	0.00%	+6.9%	Q4 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$3.93M	4.49%	Not reported	-23.1%	Q4 2022
AAPLApple Inc.	$3.82M	4.36%	0.00%	-45.9%	Q1 2023
NVDANvidia Corp	$3.21M	3.67%	0.00%	-34.1%	Q4 2022
WMTWalmart Inc.	$2.86M	3.27%	0.00%	-42.2%	Q4 2022
NVRNVR Inc	$2.22M	2.54%	0.01%	-32.1%	Q4 2022
NFLXNetflix Inc	$2.12M	2.43%	0.00%	-51.1%	Q4 2022
GSGoldman Sachs Group Inc	$2.03M	2.32%	0.00%	-38.6%	Q4 2022
JPMJPMorgan Chase & Co	$1.96M	2.25%	0.00%	-50.3%	Q4 2022
AXPAmerican Express Co	$1.88M	2.15%	0.00%	-42.2%	Q1 2023
XOMExxonMobil Holdings Corp	$1.76M	2.01%	0.00%	-39.5%	Q4 2022
AMZNAmazon Com Inc	$1.6M	1.83%	0.00%	+37.3%	Q2 2023
CATCaterpillar Inc	$1.53M	1.75%	0.00%	-48.3%	Q4 2022
ORCLOracle Corp	$1.53M	1.74%	0.00%	-42.8%	Q4 2022
LLYELI LILLY & Co	$1.31M	1.50%	0.00%	-39.4%	Q4 2022
IBMInternational Business Machines Corp	$1.21M	1.38%	0.00%	-47.3%	Q4 2022
TRVTravelers Companies, Inc.	$1.13M	1.30%	0.00%	-41.1%	Q4 2022
VVisa Inc.	$1.12M	1.28%	0.00%	-46.7%	Q4 2022
MMM3m Co	$1.05M	1.20%	0.00%	-42.9%	Q3 2023
METAMeta Platforms, Inc.	$1.05M	1.20%	Not reported	-38.6%	Q4 2022
KOCoca Cola Co	$1.01M	1.16%	0.00%	-41.9%	Q4 2022
COFCapital One Financial Corp	$1.01M	1.15%	0.00%	-27.3%	Q4 2022
MAMastercard Inc	$980K	1.12%	0.00%	-26.9%	Q4 2022
RTXRTX Corp	$979K	1.12%	0.00%	-47.1%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$968K	1.11%	Not reported	-61.4%	Q4 2022
SAPSap SE	$907K	1.04%	0.00%	-30.9%	Q4 2022
LOWLowes Companies Inc	$866K	0.99%	0.00%	-33.3%	Q4 2022
GDGeneral Dynamics Corp	$830K	0.95%	0.00%	-28.9%	Q4 2022
TMUST-Mobile US, Inc.	$819K	0.94%	0.00%	-35.4%	Q4 2022
CSCOCisco Systems, Inc.	$810K	0.93%	0.00%	-48.1%	Q4 2022
NOWServiceNow, Inc.	$778K	0.89%	0.00%	-54.5%	Q4 2022
MUMicron Technology Inc	$742K	0.85%	0.00%	-44.9%	Q4 2022
CMICummins Inc	$721K	0.82%	0.00%	-13.4%	Q4 2022
COSTCostco Wholesale Corp	$717K	0.82%	0.00%	-60.2%	Q4 2022
ETNEaton Corp plc	$712K	0.81%	0.00%	-36.6%	Q4 2022
HDHome Depot, Inc.	$669K	0.77%	0.00%	-45.6%	Q4 2022
SHWSherwin Williams Co	$669K	0.76%	0.00%	-33.8%	Q4 2022
PGRProgressive Corp	$654K	0.75%	0.00%	-39.9%	Q4 2022
INTUIntuit Inc.	$648K	0.74%	0.00%	-17.7%	Q4 2022
AMGNAmgen Inc	$642K	0.73%	0.00%	-42.6%	Q1 2023
EPDEnterprise Products Partners L.P.	$616K	0.70%	0.00%	-38.3%	Q4 2022
MCDMcdonalds Corp	$584K	0.67%	0.00%	-49.6%	Q4 2022
AMDAdvanced Micro Devices Inc	$574K	0.66%	0.00%	-34.2%	Q4 2023
PGPROCTER & GAMBLE Co	$554K	0.63%	0.00%	-56.4%	Q4 2022
GILDGilead Sciences, Inc.	$554K	0.63%	0.00%	-50.8%	Q4 2022
ABBVAbbVie Inc.	$554K	0.63%	0.00%	-38.2%	Q1 2023
HONHoneywell International Inc	$543K	0.62%	0.00%	-55.3%	Q4 2022
BACBank of America Corp	$542K	0.62%	0.00%	-31.1%	Q1 2023

Q3 2025Reported Nov 10, 2025106 positions
SPYSPDR S&P 500 ETF Trust	$15.5M	8.16%	Not reported	+26.3%	Q4 2022
AAPLApple Inc.	$6.61M	3.47%	0.00%	+38.6%	Q1 2023
NFLXNetflix Inc	$5.55M	2.91%	0.00%	+7.9%	Q4 2022
AVGOBroadcom Inc.	$5.34M	2.80%	0.00%	+2.0%	Q1 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$4.93M	2.59%	Not reported	-1.8%	Q4 2022
NVDANvidia Corp	$4.87M	2.55%	0.00%	+16.4%	Q4 2022
WMTWalmart Inc.	$4.58M	2.40%	0.00%	+1.3%	Q4 2022
MSFTMicrosoft Corp	$4.55M	2.39%	0.00%	+8.2%	Q4 2022
JPMJPMorgan Chase & Co	$3.87M	2.03%	0.00%	+10.8%	Q4 2022
ORCLOracle Corp	$3.85M	2.02%	0.00%	+9.7%	Q4 2022
NVRNVR Inc	$3.61M	1.89%	0.02%	Not reported	Q4 2022
GSGoldman Sachs Group Inc	$3M	1.57%	0.00%	+0.3%	Q4 2022
AXPAmerican Express Co	$2.92M	1.53%	0.00%	+0.1%	Q1 2023
XOMExxonMobil Holdings Corp	$2.73M	1.43%	0.00%	+1.3%	Q4 2022
CATCaterpillar Inc	$2.47M	1.29%	0.00%	+2.8%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$2.45M	1.29%	Not reported	-2.4%	Q4 2022
IBMInternational Business Machines Corp	$2.19M	1.15%	0.00%	+9.8%	Q4 2022
NOWServiceNow, Inc.	$2.05M	1.08%	0.00%	+2.8%	Q4 2022
VVisa Inc.	$2.04M	1.07%	0.00%	+0.8%	Q4 2022
COSTCostco Wholesale Corp	$1.93M	1.01%	0.00%	+30.5%	Q4 2022
METAMeta Platforms, Inc.	$1.89M	0.99%	Not reported	0.0%	Q4 2022
SPYXSmartpay Express, Inc.	$1.89M	0.99%	Not reported	+485.4%	Q4 2023
TRVTravelers Companies, Inc.	$1.85M	0.97%	0.00%	-1.0%	Q4 2022
MMM3m Co	$1.79M	0.94%	0.00%	+3.2%	Q3 2023
RTXRTX Corp	$1.69M	0.89%	0.00%	+1.0%	Q4 2022
KOCoca Cola Co	$1.65M	0.87%	0.00%	+13.7%	Q4 2022
LLYELI LILLY & Co	$1.53M	0.80%	0.00%	-10.0%	Q4 2022
TMUST-Mobile US, Inc.	$1.49M	0.78%	0.00%	-0.4%	Q4 2022
HDHome Depot, Inc.	$1.45M	0.76%	0.00%	+4.4%	Q4 2022
SAPSap SE	$1.44M	0.76%	0.00%	-0.1%	Q4 2022
CSCOCisco Systems, Inc.	$1.39M	0.73%	0.00%	+7.3%	Q4 2022
PGPROCTER & GAMBLE Co	$1.36M	0.71%	0.00%	+0.8%	Q4 2022
LOWLowes Companies Inc	$1.35M	0.71%	0.00%	-0.2%	Q4 2022
MAMastercard Inc	$1.34M	0.70%	0.00%	+2.8%	Q4 2022
ETNEaton Corp plc	$1.32M	0.69%	0.00%	+0.2%	Q4 2022
HONHoneywell International Inc	$1.31M	0.69%	0.00%	-1.0%	Q4 2022
NKENIKE, Inc.	$1.28M	0.67%	0.00%	+6.3%	Q4 2022
COFCapital One Financial Corp	$1.22M	0.64%	0.00%	+0.2%	Q4 2022
GDGeneral Dynamics Corp	$1.18M	0.62%	0.00%	+1.3%	Q4 2022
PGRProgressive Corp	$1.18M	0.62%	0.00%	+0.3%	Q4 2022
MCDMcdonalds Corp	$1.15M	0.60%	0.00%	+8.1%	Q4 2022
AMZNAmazon Com Inc	$1.11M	0.58%	0.00%	+85.6%	Q2 2023
SHWSherwin Williams Co	$1.08M	0.57%	0.00%	+2.5%	Q4 2022
GILDGilead Sciences, Inc.	$1.02M	0.53%	0.00%	+0.9%	Q4 2022
TAt&T Inc.	$986K	0.52%	0.00%	-0.4%	Q4 2022
EPDEnterprise Products Partners L.P.	$973K	0.51%	0.00%	-3.7%	Q4 2022
AMGNAmgen Inc	$965K	0.51%	0.00%	-1.6%	Q1 2023
EBAYEbay Inc	$942K	0.49%	0.00%	-2.2%	Q1 2025
BLKBlackRock, Inc.	$929K	0.49%	0.00%	+0.3%	Q1 2023
ABBVAbbVie Inc.	$908K	0.48%	0.00%	-1.2%	Q1 2023

Premium opens every quarter this fund has filed