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Northern Capital Management, Inc.

Q2 2026 · 13F-HR

Northern Capital Management, Inc.holdings as filed

Filed 2026-07-21 · accession 0001581794-26-000007

$197.9M
Reported value
50
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524300SCHGSchwab U.S. Large-Cap Growth ETF$51.1M25.9%1,755,803CommonNONE
808524409SCHVSchwab US Large-Cap Value ETF$41.5M21.0%1,361,870CommonNONE
46090E103QQQInvesco QQQ Trust$32.9M16.6%57,028CommonNONE
78464A508SPYVState Street SPDR Port S&P 500 Val ETF$17.5M8.85%309,327CommonNONE
922908637VVVanguard Large-Cap ETF$16.9M8.54%56,527CommonNONE
478160104JNJJohnson & Johnson$4.9M2.47%19,991CommonNONE
37637Q105GBCIGlacier Bancorp Inc$3.9M1.97%87,162CommonNONE
037833100AAPLApple Inc$3.5M1.77%13,769CommonNONE
594918104MSFTMicrosoft Corp$2.9M1.45%7,736CommonNONE
32055Y201FIBKFirst Interstate BancSystem Inc$1.7M0.87%51,336CommonNONE
023135106AMZNAmazon.com Inc$1.6M0.82%7,802CommonNONE
78467X109DIAState Street SPDR DJIA ETF$1.5M0.76%3,234CommonNONE
67066G104NVDANVIDIA Corp$1.3M0.64%7,253CommonNONE
22160K105COSTCostco Wholesale Corp$1.2M0.61%1,215CommonNONE
02079K107GOOGAlphabet Inc Class C$1.2M0.58%4,017CommonNONE
922908363VOOVanguard S&P 500 ETF$971,3980.49%1,625CommonNONE
166764100CVXChevron Corp$790,7800.40%3,822CommonNONE
808524508SCHMSchwab US Mid-Cap ETF$774,2290.39%25,007CommonNONE
922908769VTIVanguard Total Stock Market ETF$740,6770.37%2,308CommonNONE
808524102SCHBSchwab U.S. Broad Market ET$730,7200.37%29,112CommonNONE
30231G102XOMExxon Mobil Corp$701,0290.35%4,131CommonNONE
G0403H108AONAon PLC$544,8530.28%1,688CommonNONE
922042775VEUVanguard FTSE All-World ex-US ETF$536,8150.27%7,148CommonNONE
02079K305GOOGLAlphabet Inc Class A$493,2620.25%1,715CommonNONE
922908553VNQVanguard REIT Index ETF$424,6960.21%4,788CommonNONE
46625H100JPMJPMorgan Chase & Co$413,1030.21%1,404CommonNONE
85208R101CEFSprott Physical Gold and Silver Trust$399,8940.20%8,380CommonNONE
855244109SBUXStarbucks Corp$398,4070.20%4,447CommonNONE
097023105BABoeing Co$396,4680.20%1,992CommonNONE
92189F676SMHVanEck Semiconductor ETF$387,3590.20%1,010CommonNONE
30303M102METAMeta Platforms Inc Class A$383,6890.19%670CommonNONE
00287Y109ABBVAbbVie Inc$363,8240.18%1,672CommonNONE
231021106CMICummins Inc$329,2920.17%612CommonNONE
464288307IMCGiShares Morningstar Mid-Cap Growth ETF$305,6280.15%3,880CommonNONE
92826C839VVisa Inc Cl A$303,2950.15%1,003CommonNONE
921909768VXUSVanguard Total International Stock ETF$288,7000.15%3,744CommonNONE
149123101CATCaterpillar Inc$287,7950.15%406CommonNONE
293792107EPDEnterprise Products Partners LP$283,3550.14%7,488CommonNONE
459200101IBMInternational Business Machines Corp$281,6620.14%1,162CommonNONE
084670702BRK/BBerkshire Hathaway Inc Class B$280,3320.14%585CommonNONE
78463V107GLDSPDR Gold Shares$263,3370.13%612CommonNONE
20825C104COPConocophillips$261,0540.13%1,977CommonNONE
N07059210ASMLASML Holding NV$253,5990.13%192CommonNONE
46436E767USXFISHARES ESG ADVANCED MSCI USA ETF$245,9160.12%4,455CommonNONE
949746101WMT2Wells Fargo & Co New$245,5170.12%3,084CommonNONE
97717W307DLNWisdomTree LargeCap Dividend ETF$242,4420.12%2,714CommonNONE
464287150ITOTiShares Core S&P Total US Stock Mkt ETF$241,5610.12%1,696CommonNONE
595112103MUMicron Technology Inc$237,2490.12%702CommonNONE
91324P102UNHUnitedHealth Group Inc$229,8960.12%849CommonNONE
532457108LLYEli Lilly and Co$219,1160.11%238CommonNONE

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.