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Northern Capital Management, Inc.

Q2 2026 · 13F-HR/A

Northern Capital Management, Inc.holdings as filed

Filed 2026-07-23 · accession 0001581794-26-000011

$234.5M
Reported value
55
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524300SCHGSchwab U.S. Large-Cap Growth ETF$60.2M25.7%1,779,876CommonSOLE
808524409SCHVSchwab US Large-Cap Value ETF$49.2M21.0%1,412,672CommonSOLE
46090E103QQQInvesco QQQ Trust$41.9M17.9%56,877CommonSOLE
922908637VVVanguard Large-Cap ETF$19.7M8.38%57,163CommonSOLE
78464A508SPYVState Street SPDR Port S&P 500 Val ETF$19.6M8.36%322,571CommonSOLE
478160104JNJJohnson & Johnson$5.1M2.17%19,992CommonSOLE
37637Q105GBCIGlacier Bancorp Inc$4.5M1.92%87,162CommonSOLE
037833100AAPLApple Inc$4.0M1.70%13,813CommonSOLE
594918104MSFTMicrosoft Corp$2.9M1.23%7,711CommonSOLE
32055Y201FIBKFirst Interstate BancSystem Inc$2.0M0.85%51,590CommonSOLE
023135106AMZNAmazon.com Inc$1.9M0.80%7,889CommonSOLE
78467X109DIAState Street SPDR DJIA ETF$1.7M0.72%3,234CommonSOLE
67066G104NVDANVIDIA Corp$1.5M0.62%7,289CommonSOLE
02079K107GOOGAlphabet Inc Class C$1.4M0.61%4,067CommonSOLE
22160K105COSTCostco Wholesale Corp$1.1M0.49%1,216CommonSOLE
922908363VOOVanguard S&P 500 ETF$1.1M0.48%1,634CommonSOLE
166764100CVXChevron Corp$1.1M0.46%6,489CommonSOLE
595112103MUMicron Technology Inc$984,0090.42%852CommonSOLE
922908769VTIVanguard Total Stock Market ETF$834,9000.36%2,256CommonSOLE
808524102SCHBSchwab U.S. Broad Market ETF$829,2310.35%28,633CommonSOLE
92189F676SMHVanEck Semiconductor ETF$672,5010.29%1,025CommonSOLE
02079K305GOOGLAlphabet Inc Class A$610,1450.26%1,707CommonSOLE
922042775VEUVanguard FTSE All-World ex-US ETF$598,6450.26%7,148CommonSOLE
30231G102XOMExxonMobil Holdings Corp$566,8650.24%4,146CommonSOLE
G0403H108AONAon PLC$559,8930.24%1,688CommonSOLE
922908553VNQVanguard REIT Index ETF$461,7070.20%4,788CommonSOLE
46625H100JPMJPMorgan Chase & Co$459,8700.20%1,404CommonSOLE
855244109SBUXStarbucks Corp$454,4390.19%4,447CommonSOLE
231021106CMICummins Inc$436,6260.19%612CommonSOLE
149123101CATCaterpillar Inc$432,6780.18%406CommonSOLE
097023105BABoeing Co$431,2080.18%1,992CommonSOLE
N07059210ASMLASML Holding NV$424,7300.18%213CommonSOLE
00287Y109ABBVAbbVie Inc$421,0150.18%1,673CommonSOLE
30303M102METAMeta Platforms Inc Class A$396,4330.17%703CommonSOLE
464288307IMCGiShares Morningstar Mid-Cap Growth ETF$381,4040.16%3,880CommonSOLE
808524508SCHMSchwab US Mid-Cap ETF$380,9100.16%10,331CommonSOLE
91324P102UNHUnitedHealth Group Inc$353,1300.15%849CommonSOLE
92826C839VVisa Inc Cl A$344,4300.15%1,003CommonSOLE
74347X831TQQQProShares UltraPro QQQ$343,1160.15%4,236CommonSOLE
85208R101CEFSprott Physical Gold and Silver Trust$337,1270.14%8,380CommonSOLE
459200101IBMInternational Business Machines Corp$327,1020.14%1,163CommonSOLE
921909768VXUSVanguard Total International Stock ETF$320,7580.14%3,752CommonSOLE
46436E767USXFISHARES ESG ADVANCED MSCI USA ETF$309,4000.13%4,455CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co Ltd ADR$300,3280.13%628CommonSOLE
084670702BRK/BBerkshire Hathaway Inc Class B$292,7280.12%585CommonSOLE
532457108LLYEli Lilly and Co$285,7970.12%238CommonSOLE
464287150ITOTiShares Core S&P Total US Stock Mkt ETF$278,6020.12%1,696CommonSOLE
293792107EPDEnterprise Products Partners LP$275,7950.12%7,502CommonSOLE
97717W307DLNWisdomTree LargeCap Dividend ETF$261,4120.11%2,714CommonSOLE
949746101WMT2Wells Fargo & Co New$254,8620.11%3,084CommonSOLE
11135F101AVGOBroadcom Inc$240,3350.10%636CommonSOLE
88160R101TSLATesla Motors, Inc.$224,6000.10%534CommonSOLE
921910733ESGVVanguard ESG US Stock ETF$211,7160.09%1,601CommonSOLE
032095101APHAmphenol Corp Cl A$211,5840.09%1,200CommonSOLE
20825C104COPConocophillips$205,6390.09%1,978CommonSOLE

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.