MondegarAI
True North Advisors, LLC

Q2 2024 · 13F-HR

True North Advisors, LLCholdings as filed

Filed 2024-08-12 · accession 0001172661-24-003252

$374.3M
Reported value
198
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
526107107LIILENNOX INTL INC$100.9M27.0%188,698CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$35.1M9.36%86,161CommonNONE
037833100AAPLAPPLE INC$25.3M6.75%119,910CommonNONE
594918104MSFTMICROSOFT CORP$12.9M3.46%28,964CommonNONE
02079K107GOOGALPHABET INC$7.3M1.94%39,629CommonNONE
464287614IWFISHARES TR$5.7M1.52%15,610CommonNONE
02079K305GOOGLALPHABET INC$5.6M1.50%30,793CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$5.3M1.41%6,207CommonNONE
260557103DOWDOW INC$5.2M1.38%97,334CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$5.0M1.32%9,108CommonNONE
097023105BABOEING CO$5.0M1.32%27,228CommonNONE
30231G102XOMEXXON MOBIL CORP$4.6M1.22%39,751CommonNONE
670928100NUVNUVEEN MUN VALUE FD INC$4.4M1.18%510,937CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$3.9M1.04%5,318CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$3.5M0.94%29,913CommonNONE
143130102KMXCARMAX INC$3.4M0.90%46,087CommonNONE
26614N102DDDUPONT DE NEMOURS INC$3.3M0.88%40,983CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$3.2M0.86%110,844CommonNONE
22052L104CTVACORTEVA INC$3.2M0.86%59,348CommonNONE
570535104MKLMARKEL GROUP INC$3.2M0.85%2,020CommonNONE
023135106AMZNAMAZON COM INC$3.0M0.81%15,774CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$3.0M0.80%44,533CommonNONE
532457108LLYELI LILLY & CO$3.0M0.79%3,267CommonNONE
922908363VOOVANGUARD INDEX FDS$2.9M0.77%5,792CommonNONE
29273V100ETENERGY TRANSFER L P$2.8M0.75%172,678CommonNONE
67066G104NVDANVIDIA CORPORATION$2.6M0.70%21,158CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$2.6M0.69%4,741CommonNONE
09260D107BXBLACKSTONE INC$2.3M0.62%18,857CommonNONE
11135F101AVGOBROADCOM INC$2.1M0.57%1,332CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$2.1M0.57%60,918CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$2.1M0.56%28,054CommonNONE
00326A104SGOLETFS GOLD TR$2.0M0.55%92,124CommonNONE
882508104TXNTEXAS INSTRS INC$2.0M0.54%10,399CommonNONE
311900104FASTFASTENAL CO$2.0M0.53%31,550CommonNONE
149123101CATCATERPILLAR INC$1.8M0.49%5,455CommonNONE
369604301GEGE AEROSPACE$1.7M0.45%10,708CommonNONE
166764100CVXCHEVRON CORP NEW$1.6M0.43%10,255CommonNONE
717081103PFEPFIZER INC$1.5M0.40%53,383CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$1.5M0.39%41,473CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1.4M0.38%14,141CommonNONE
464287598IWDISHARES TR$1.4M0.37%8,013CommonNONE
58933Y105MRKMERCK & CO INC$1.3M0.36%10,742CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$1.3M0.35%28,827CommonNONE
92826C839VVISA INC$1.3M0.35%4,971CommonNONE
478160104JNJJOHNSON & JOHNSON$1.3M0.35%8,854CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.3M0.34%6,364CommonNONE
808524763FNDASCHWAB STRATEGIC TR$1.2M0.33%22,546CommonNONE
12504L109CBRECBRE GROUP INC$1.2M0.33%13,770CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.2M0.33%2CommonNONE
682680103OKEONEOK INC NEW$1.2M0.33%14,985CommonNONE
46090E103QQQINVESCO QQQ TR$1.1M0.31%2,390CommonNONE
30303M102METAMETA PLATFORMS INC$1.1M0.31%2,268CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$1.1M0.30%24,938CommonNONE
337738108FISVFISERV INC$1.1M0.30%7,558CommonNONE
009158106APDAIR PRODS & CHEMS INC$1.1M0.30%4,335CommonNONE
922908637VVVANGUARD INDEX FDS$1.1M0.29%4,385CommonNONE
00091G104ACVAACV AUCTIONS INC$1.1M0.29%59,692CommonNONE
958669103WESWESTERN MIDSTREAM PARTNERS L$1.1M0.29%26,957CommonNONE
15135U109CVECENOVUS ENERGY INC$1.1M0.28%53,700CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$1.0M0.27%54,034CommonNONE
706327103PBAPEMBINA PIPELINE CORP$1.0M0.27%27,200CommonNONE
464287648IWOISHARES TR$1.0M0.27%3,832CommonNONE
747525103QCOMQUALCOMM INC$992,2210.27%4,982CommonNONE
742718109PGPROCTER AND GAMBLE CO$988,6950.26%5,995CommonNONE
00287Y109ABBVABBVIE INC$947,0730.25%5,522CommonNONE
78467V848TOTLSSGA ACTIVE ETF TR$919,6780.25%23,154CommonNONE
718546104PSXPHILLIPS 66$908,5700.24%6,436CommonNONE
87612G101TRGPTARGA RES CORP$908,0280.24%7,051CommonNONE
16411R208LNGCHENIERE ENERGY INC$899,3260.24%5,144CommonNONE
867224107SUSUNCOR ENERGY INC NEW$897,4840.24%23,556CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$886,1160.24%5,463CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$882,9230.24%2,910CommonNONE
808524748FNDCSCHWAB STRATEGIC TR$880,4990.24%25,331CommonNONE
931142103WMTWALMART INC$874,7900.23%12,920CommonNONE
88160R101TSLATESLA INC$851,7930.23%4,305CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$810,2070.22%2,071CommonNONE
002824100ABTABBOTT LABS$805,1990.22%7,749CommonNONE
68389X105ORCLORACLE CORP$794,2500.21%5,625CommonNONE
922908769VTIVANGUARD INDEX FDS$788,8870.21%2,949CommonNONE
91913Y100VLOVALERO ENERGY CORP$783,9480.21%5,001CommonNONE
00724F101ADBEADOBE INC$759,2130.20%1,367CommonNONE
713448108PEPPEPSICO INC$742,3680.20%4,501CommonNONE
969457100WMBWILLIAMS COS INC$738,8630.20%17,385CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$724,9550.19%183CommonNONE
49456B101KMIKINDER MORGAN INC DEL$723,3280.19%36,403CommonNONE
437076102HDHOME DEPOT INC$719,9880.19%2,092CommonNONE
194162103CLCOLGATE PALMOLIVE CO$697,3290.19%7,186CommonNONE
670100205NVONOVO-NORDISK A S$693,0030.19%4,855CommonNONE
438516106HONHONEYWELL INTL INC$671,5830.18%3,145CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$662,0880.18%2,013CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$646,8550.17%35,817CommonNONE
983134107WYNNWYNN RESORTS LTD$646,5480.17%7,224CommonNONE
86765K109SUNSUNOCO LP/SUNOCO FIN CORP$628,4990.17%11,116CommonNONE
57636Q104MAMASTERCARD INCORPORATED$627,0700.17%1,421CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$620,1860.17%9,653CommonNONE
464287150ITOTISHARES TR$609,7750.16%5,134CommonNONE
90337L108USPHU S PHYSICAL THERAPY$590,3790.16%6,388CommonNONE
46432F834IXUSISHARES TR$586,0830.16%8,675CommonNONE
806857108SLBSCHLUMBERGER LTD$546,4860.15%11,583CommonNONE
927959106VNOMUSDVIPER ENERGY INC$546,4370.15%14,560CommonNONE
633707104NBHCNATIONAL BK HLDGS CORP$545,3720.15%13,966CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$537,0430.14%1,207CommonNONE
464287630IWNISHARES TR$536,4010.14%3,522CommonNONE
922908751VBVANGUARD INDEX FDS$510,2140.14%2,340CommonNONE
191216100KOCOCA COLA CO$501,3860.13%7,877CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$499,5840.13%981CommonNONE
697435105PANWPALO ALTO NETWORKS INC$493,8570.13%1,457CommonNONE
56585A102MPCMARATHON PETE CORP$489,9080.13%2,824CommonNONE
060505104BACBANK AMERICA CORP$475,8030.13%11,964CommonNONE
01877R108ARLPALLIANCE RESOURCE PARTNERS L$469,4860.13%19,194CommonNONE
79466L302CRMSALESFORCE INC$468,0890.13%1,821CommonNONE
464285204IAUISHARES GOLD TR$467,8550.12%10,650CommonNONE
58733R102MELIMERCADOLIBRE INC$463,1530.12%282CommonNONE
29250N105ENBENBRIDGE INC$451,2160.12%12,678CommonNONE
02005N100ALLYALLY FINL INC$444,5020.12%11,205CommonNONE
36828A101GEVGE VERNOVA INC$410,0800.11%2,391CommonNONE
855244109SBUXSTARBUCKS CORP$408,8680.11%5,252CommonNONE
294600101ETRNUSDEQUITRANS MIDSTREAM CORP$406,8840.11%31,347CommonNONE
464287200IVVISHARES TR$401,0760.11%733CommonNONE
09257W100BXMTBLACKSTONE MTG TR INC$397,4610.11%22,816CommonNONE
75513E101RTXRTX CORPORATION$397,4440.11%3,959CommonNONE
23345M107DTMDT MIDSTREAM INC$391,2330.10%5,508CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$367,0410.10%1,276CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$362,6750.10%656CommonNONE
001055102AFLAFLAC INC$359,3570.10%4,024CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$358,6810.10%27,214CommonNONE
464287481IWPISHARES TR$357,5340.10%3,240CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$352,3640.09%7,130CommonNONE
09247X101BLKCHFBLACKROCK INC$344,8460.09%438CommonNONE
78464A383SPMBSPDR SER TR$337,9800.09%15,669CommonNONE
92936U109WPCWP CAREY INC$326,9420.09%5,939CommonNONE
670346105NUENUCOR CORP$325,6450.09%2,060CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$323,9320.09%24,138CommonNONE
458140100INTCINTEL CORP$321,1590.09%10,370CommonNONE
254687106DISDISNEY WALT CO$317,4660.08%3,197CommonNONE
038222105AMATAPPLIED MATLS INC$313,6310.08%1,329CommonNONE
N07059210ASMLASML HOLDING N V$306,8190.08%300CommonNONE
143658300CCL1EURCARNIVAL CORP$305,6730.08%16,329CommonNONE
907818108UNPUNION PAC CORP$305,2250.08%1,349CommonNONE
146869102CVNACARVANA CO$299,2740.08%2,325CommonNONE
871607107SNPSSYNOPSYS INC$297,5300.08%500CommonNONE
92189F486FLTRVANECK ETF TRUST$293,3650.08%11,500CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$292,6240.08%7,616CommonNONE
808524706SCHESCHWAB STRATEGIC TR$292,4140.08%11,010CommonNONE
053484101AVBAVALONBAY CMNTYS INC$290,0600.08%1,402CommonNONE
988498101YUMYUM BRANDS INC$289,4250.08%2,185CommonNONE
844741108LUVSOUTHWEST AIRLS CO$286,3860.08%10,010CommonNONE
031162100AMGNAMGEN INC$284,3300.08%910CommonNONE
539830109LMTLOCKHEED MARTIN CORP$283,5300.08%607CommonNONE
46137V837PDPINVESCO EXCHANGE TRADED FD T$281,2500.08%2,874CommonNONE
92204A702VGTVANGUARD WORLD FD$280,7990.08%487CommonNONE
674599105OXYOCCIDENTAL PETE CORP$274,1170.07%4,349CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$268,6370.07%1,382CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$267,9430.07%6,123CommonNONE
464287655IWMISHARES TR$267,6120.07%1,319CommonNONE
025816109AXPAMERICAN EXPRESS CO$266,2830.07%1,150CommonNONE
253868103DLRDIGITAL RLTY TR INC$262,5900.07%1,727CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$261,8330.07%2,549CommonNONE
580135101MCDMCDONALDS CORP$261,6240.07%1,027CommonNONE
040413106ANETEURARISTA NETWORKS INC$261,4230.07%746CommonNONE
42809H107HESHESS CORP$261,1100.07%1,770CommonNONE
29444U700EQIXEQUINIX INC$261,0270.07%345CommonNONE
872540109TJXTJX COS INC NEW$260,6120.07%2,367CommonNONE
461202103INTUINTUIT$257,6260.07%392CommonNONE
64110L106NFLXNETFLIX INC$256,7080.07%380CommonNONE
235851102DHRDANAHER CORPORATION$256,5960.07%1,027CommonNONE
133131102CPTCAMDEN PPTY TR$254,2260.07%2,330CommonNONE
74340W103PLDPROLOGIS INC.$249,6670.07%2,223CommonNONE
95040Q104WELLWELLTOWER INC$247,1770.07%2,371CommonNONE
617446448MSMORGAN STANLEY$246,8630.07%2,540CommonNONE
69346N107PDXPIMCO DYNAMIC INCOME STRATEG$241,6490.06%10,846CommonNONE
291011104EMREMERSON ELEC CO$241,1400.06%2,189CommonNONE
88579Y101MMM3M CO$236,9790.06%2,319CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$235,7320.06%1,042CommonNONE
922908744VTVVANGUARD INDEX FDS$235,6420.06%1,469CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$231,8630.06%1,334CommonNONE
540424108LLOEWS CORP$231,1710.06%3,093CommonNONE
718172109PMPHILIP MORRIS INTL INC$229,0060.06%2,260CommonNONE
464287622IWBISHARES TR$222,8570.06%749CommonNONE
92276F100VTRVENTAS INC$220,4180.06%4,300CommonNONE
22822V101CCICROWN CASTLE INC$219,8250.06%2,250CommonNONE
892331307TMTOYOTA MOTOR CORP$214,8090.06%1,048CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$214,6790.06%1,176CommonNONE
20030N101CMCSACOMCAST CORP NEW$209,5060.06%5,350CommonNONE
G0403H108AONAON PLC$209,3230.06%713CommonNONE
78409V104SPGIS&P GLOBAL INC$207,3900.06%465CommonNONE
78464A847SPMDSPDR SER TR$204,7900.05%3,992CommonNONE
G6095L109APTIV PLC$204,5000.05%2,904CommonNONE
78410G104SBACSBA COMMUNICATIONS CORP NEW$202,5820.05%1,032CommonNONE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$201,6610.05%31,658CommonNONE
464287234EEMISHARES TR$200,3860.05%4,705CommonNONE
43010E404HFROHIGHLAND OPPORTUNITIES$178,8440.05%28,615CommonNONE
549498103CCIVGBPLUCID GROUP INC$143,2130.04%54,871CommonNONE
345370860FFORD MTR CO DEL$127,7390.03%10,187CommonNONE
67072T108JFRNUVEEN FLOATING RATE INCOME$90,5910.02%10,473CommonNONE
67111Q107OCCIOFS CREDIT COMPANY INC$80,5170.02%11,175CommonNONE
66510M204NAKNORTHERN DYNASTY MINERALS LT$24,9950.01%80,500CommonNONE
868927104SURF AIR MOBILITY INC$10,2100.00%26,562CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.