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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

True North Advisors, LLC

Quarter ended Q4 2025 · Filed January 22, 2026 · Accession 0001172661-26-000255

Total Value
$773.5M
Positions
250
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (250)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL301,690$82.0M10.60%
2LENNOX INTL INC526107107168,330$81.7M10.57%
3BERKSHIRE HATHAWAY INC DELBRK-A78,793$39.6M5.12%
4SPDR S&P 500 ETF TRSPY49,954$34.1M4.40%
5AMAZON COM INCAMZN138,372$31.9M4.13%
6NVIDIA CORPORATIONNVDA128,133$23.9M3.09%
7MICROSOFT CORPMSFT36,579$17.7M2.29%
8VANGUARD INDEX FDS92290875163,812$16.5M2.13%
9ISHARES TR46435G326195,417$16.1M2.08%
10SCHWAB STRATEGIC TR808524102595,340$15.6M2.02%
11META PLATFORMS INCMETA22,941$15.1M1.96%
12BANK AMERICA CORP060505104265,583$14.6M1.89%
13TCW ETF TRUST29287L700357,357$14.2M1.83%
14J P MORGAN EXCHANGE TRADED F46641Q761196,616$12.4M1.61%
15INVESCO EXCHANGE TRADED FD TIVZ60,496$11.6M1.50%
16VANGUARD TAX-MANAGED FDS921943858174,258$10.9M1.41%
17JANUS DETROIT STR TR47103U852225,335$10.3M1.33%
18JANUS DETROIT STR TR47103U845181,385$9.2M1.19%
19BROADCOM INCAVGO26,335$9.1M1.18%
20AMERICAN CENTY ETF TR02507280295,253$9.0M1.16%
21COSTCO WHSL CORP NEW22160K10510,151$8.8M1.13%
22ISHARES GOLD TRIAU101,817$8.3M1.07%
23EXXON MOBIL CORPXOM63,242$7.6M0.98%
24VANGUARD INDEX FDS92290876921,241$7.1M0.92%
25GE AEROSPACE36960430121,511$6.6M0.86%
26JPMORGAN CHASE & CO.VYLD20,318$6.5M0.85%
27PIMCO ETF TR72201R866120,549$6.3M0.82%
28VISA INCV17,644$6.2M0.80%
29INVESCO QQQ TRIVZ9,473$5.8M0.75%
30FASTENAL COFAST139,030$5.6M0.72%
31PIMCO ETF TR72201R81752,918$5.2M0.67%
32ENTERPRISE PRODS PARTNERS L293792107150,001$4.8M0.62%
33DIMENSIONAL ETF TRUST25434V708109,176$4.3M0.56%
34ABBVIE INCABBV18,611$4.3M0.55%
35CORTEVA INCCTVA60,756$4.1M0.53%
36AMPHENOL CORP NEW03209510129,520$4.0M0.52%
37MORGAN STANLEYMS-PQ21,538$3.8M0.49%
38SCHWAB STRATEGIC TR80852475582,890$3.7M0.48%
39ELI LILLY & COLLY3,364$3.6M0.47%
40LAM RESEARCH CORPLRCX20,523$3.5M0.45%
41ETFS GOLD TR00326A10483,816$3.4M0.45%
42GE VERNOVA INCGEV5,200$3.4M0.44%
43MARTIN MARIETTA MATLS INC5732841065,360$3.3M0.43%
44STRYKER CORPORATIONSYK8,690$3.1M0.39%
45HOME DEPOT INCHD8,849$3.0M0.39%
46CATERPILLAR INCCAT5,180$3.0M0.38%
47TEXAS PACIFIC LAND CORPORATITPL10,024$2.9M0.37%
48SCHWAB STRATEGIC TR80852450891,628$2.8M0.36%
49S&P GLOBAL INCSPGI5,157$2.7M0.35%
50J P MORGAN EXCHANGE TRADED F46641Q33244,825$2.6M0.33%
51ALLSTATE CORPALL-PJ11,919$2.5M0.32%
52ABBOTT LABSABLZF19,625$2.5M0.32%
53KROGER COKR37,489$2.3M0.30%
54DOW INCDOW97,610$2.3M0.30%
55ADOBE INCADBE6,493$2.3M0.29%
56SCHWAB STRATEGIC TR80852480593,415$2.2M0.29%
57JOHNSON & JOHNSONJNJ10,043$2.1M0.27%
58D R HORTON INC23331A10914,390$2.1M0.27%
59SHERWIN WILLIAMS COSHW6,304$2.0M0.26%
60APPLIED MATLS INC0382221057,920$2.0M0.26%
61ISHARES TR4642872002,874$2.0M0.25%
62NEXTERA ENERGY INCNEE-PW24,178$1.9M0.25%
63ISHARES TR4642875989,192$1.9M0.25%
64PAYCHEX INCPAYX17,206$1.9M0.25%
65TEXAS INSTRS INC88250810410,632$1.8M0.24%
66TRACTOR SUPPLY COTSCO35,425$1.8M0.23%
67ENERGY TRANSFER L PET-PI106,640$1.8M0.23%
68ISHARES BITCOIN TRUST ETFIBIT34,890$1.7M0.22%
69SELECT SECTOR SPDR TR81369Y50638,400$1.7M0.22%
70ISHARES TR4642876143,607$1.7M0.22%
71DIMENSIONAL ETF TRUST25434V60928,257$1.7M0.22%
72VANGUARD ADMIRAL FDS INC92193282815,149$1.7M0.22%
73QNITY ELECTRONICS INCQ20,544$1.7M0.22%
74DUPONT DE NEMOURS INCDD41,167$1.7M0.21%
75CHEVRON CORP NEWCVX10,809$1.6M0.21%
76ORACLE CORPORCL-PD8,305$1.6M0.21%
77SCHWAB STRATEGIC TR80852430048,943$1.6M0.21%
78NETAPP INCNTAP14,676$1.6M0.20%
79SPDR INDEX SHS FDS78463X88935,286$1.6M0.20%
80BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.20%
81LOCKHEED MARTIN CORPLMT3,012$1.5M0.19%
82ALLEGION PLCALLE9,107$1.5M0.19%
83KLA CORPKLAC1,173$1.4M0.18%
84MICRON TECHNOLOGY INCMU4,888$1.4M0.18%
85MOTOROLA SOLUTIONS INCMSI3,639$1.4M0.18%
86MERCK & CO INCMRK13,214$1.4M0.18%
87SCHWAB STRATEGIC TR80852476343,832$1.4M0.18%
88SCHWAB STRATEGIC TR80852440945,641$1.4M0.17%
89ZOETIS INCZTS10,638$1.3M0.17%
90PFIZER INCPFE53,614$1.3M0.17%
91RESMED INCRSMDF5,481$1.3M0.17%
92ASML HOLDING N VASMLF1,229$1.3M0.17%
93CONSTELLATION ENERGY CORPCEG3,587$1.3M0.16%
94PEPSICO INCPEP8,676$1.2M0.16%
95VANGUARD SCOTTSDALE FDS92206C77125,166$1.2M0.15%
96VANGUARD INDEX FDS9229086373,729$1.2M0.15%
97MASTERCARD INCORPORATEDMA2,056$1.2M0.15%
98ISHARES TR4642878049,753$1.2M0.15%
99VANGUARD INDEX FDS9229085953,810$1.2M0.15%
100INTUITIVE SURGICAL INCISRG2,019$1.1M0.15%
101PROCTER AND GAMBLE CO7427181097,960$1.1M0.15%
102HUNTINGTON BANCSHARES INCHBANP65,510$1.1M0.15%
103DECKERS OUTDOOR CORPDECK10,880$1.1M0.15%
104GOLDMAN SACHS GROUP INCGSCE1,271$1.1M0.14%
105RTX CORPORATIONRTX6,072$1.1M0.14%
106TESLA INCTSLA2,442$1.1M0.14%
107AIR PRODS & CHEMS INCAIIR4,439$1.1M0.14%
108WALMART INCWMT9,825$1.1M0.14%
109OSHKOSH CORPOSK8,596$1.1M0.14%
110ISHARES TR4642876222,879$1.1M0.14%
111QUALCOMM INCQCOM6,038$1.0M0.13%
112SPROTT ASSET MANAGEMENT LPSII30,659$1.0M0.13%
113UNITEDHEALTH GROUP INCUNH3,067$1.0M0.13%
114U S PHYSICAL THERAPYUSPH12,674$989,7130.13%
115SCHWAB STRATEGIC TR80852474821,339$950,6570.12%
116ISHARES TR46428743210,360$903,0000.12%
117TRANE TECHNOLOGIES PLCTT2,271$883,8290.11%
118ADVANCED MICRO DEVICES INCAMD4,077$873,1300.11%
119SCHWAB STRATEGIC TR80852483937,336$872,5340.11%
120SSGA ACTIVE ETF TR78467V84821,439$862,9200.11%
121GOLDMAN SACHS PHYSICAL GOLD38150K10320,020$851,8510.11%
122ISHARES TR4642871505,674$843,6220.11%
123PAN AMERN SILVER CORP69790010815,980$827,9240.11%
124HONEYWELL INTL INC4385161064,238$826,8040.11%
125ISHARES TR46432F3394,057$805,8010.10%
126VANGUARD INDEX FDS9229086292,747$797,2110.10%
127DIMENSIONAL ETF TRUST25434V88024,314$795,8070.10%
128SPDR DOW JONES INDL AVERAGE78467X1091,605$771,1110.10%
129VANGUARD INTL EQUITY INDEX F9220427185,343$765,8120.10%
130VALERO ENERGY CORPVLO4,504$733,2780.09%
131COCA COLA COKO10,394$726,6170.09%
132ANALOG DEVICES INCADI2,596$704,0780.09%
133TJX COS INC NEW8725401094,521$694,5110.09%
134HCA HEALTHCARE INCHCA1,461$682,1000.09%
135ISHARES TR4642876552,752$677,3310.09%
136MERCADOLIBRE INCMELI332$668,7340.09%
137LOWES COS INC5486611072,766$667,1070.09%
138PHILIP MORRIS INTL INC7181721094,134$663,1470.09%
139ISHARES TR4642874656,866$659,3420.09%
140SALESFORCE INCCRM2,475$655,7220.08%
141ISHARES TR4642876481,954$631,1620.08%
142AMERICAN EXPRESS COAXP1,698$628,2800.08%
143THERMO FISHER SCIENTIFIC INCTMO1,061$614,8080.08%
144UNION PAC CORPUNP2,645$611,7500.08%
145BLACKSTONE MTG TR INCBX30,847$590,1010.08%
146AFLAC INCAFL5,340$588,8140.08%
147MCDONALDS CORPMCD1,900$580,8360.08%
148CISCO SYS INCCSCO7,444$573,3850.07%
149GE HEALTHCARE TECHNOLOGIES IGEHC6,969$571,5910.07%
150SPDR SERIES TRUST78464A38324,680$553,2020.07%
151ISHARES TR4642876303,028$548,7040.07%
152ASTRAZENECA PLCAZN5,679$522,0700.07%
153CINTAS CORPCTAS2,758$518,7520.07%
154TAIWAN SEMICONDUCTOR MFG LTD8740391001,687$512,6620.07%
155ARISTA NETWORKS INCANET3,819$500,4040.06%
156COLGATE PALMOLIVE COCL6,163$487,0000.06%
157VANGUARD INTL EQUITY INDEX F9220428588,967$482,0760.06%
158T-MOBILE US INCTMUSZ2,370$481,2330.06%
159GOLDMAN SACHS ETF TRNVGLF3,612$478,1200.06%
160NETFLIX INCNFLX5,094$477,6130.06%
161MARATHON PETE CORPMARA2,917$474,4640.06%
1623M COMMM2,958$473,5900.06%
163INVESCO EXCHANGE TRADED FD TIVZ6,278$471,1640.06%
164PALO ALTO NETWORKS INCPANW2,534$466,7630.06%
165VANGUARD SCOTTSDALE FDS92206C7067,550$452,4720.06%
166SPDR SERIES TRUST78468R8122,593$451,6620.06%
167MPLX LPMPLXP8,420$449,3790.06%
168ENTERGY CORP NEWENO4,858$449,0280.06%
169DISNEY WALT CO2546871063,945$448,7870.06%
170INTUITINTU668$442,5010.06%
171VANGUARD INDEX FDS9229085534,981$440,7690.06%
172SERVICENOW INCNOW2,770$424,3360.05%
173SLB LIMITEDSLB11,031$423,3690.05%
174AMERICAN CENTY ETF TR0250727035,066$417,0330.05%
175SOUTHWEST AIRLS CO84474110810,020$414,1110.05%
176MSCI INCMSCI698$400,4700.05%
177ISHARES SILVER TRSLV6,215$400,3700.05%
178VANECK ETF TRUST92189F6433,777$391,1460.05%
179NATIONAL BK HLDGS CORP63370710410,222$388,5380.05%
180DANAHER CORPORATION2358511021,695$388,0320.05%
181ISHARES TR4642873093,132$386,0500.05%
182PROLOGIS INC.PLDGP3,005$383,6690.05%
183AON PLCAON1,085$382,8750.05%
184ISHARES TR46432F8424,228$378,2370.05%
185AMGEN INCAMGN1,150$376,5250.05%
186ISHARES TR46432F8344,445$376,2230.05%
187SPDR GOLD TRGLD948$375,7020.05%
188VANGUARD MUN BD FDS9229077467,430$373,6550.05%
189EMERSON ELEC COEMR2,774$368,1770.05%
190YUM BRANDS INCYUM2,403$363,5320.05%
191TARGET CORPTGT3,659$357,6960.05%
192CONOCOPHILLIPSCOP3,810$356,6180.05%
193WP CAREY INC92936U1095,528$355,7820.05%
194RAVE RESTAURANT GROUP INCRAVE106,678$352,0370.05%
195NUCOR CORPNUE2,158$352,0130.05%
196DIMENSIONAL ETF TRUST25434V4014,666$346,0770.04%
197PACER FDS TR69374H8815,578$335,6280.04%
198VENTAS INCVTR4,324$334,5910.04%
199ROLLINS INCROL5,566$334,0710.04%
200LOEWS CORPL3,156$332,3610.04%
201J P MORGAN EXCHANGE TRADED F46641Q6476,523$329,4160.04%
202INTERCONTINENTAL EXCHANGE IN45866F1042,020$327,1660.04%
203SAP SESAPGF1,308$317,7260.04%
204VANGUARD SPECIALIZED FUNDS9219088441,438$316,0390.04%
205HENRY JACK & ASSOC INC4262811011,730$315,6900.04%
206ALKAMI TECHNOLOGY INCALKT13,538$312,3220.04%
207PHILLIPS 66PSX2,391$308,5510.04%
208DOVER CORPDOV1,565$305,5550.04%
209VANGUARD INDEX FDS9229087441,587$303,1010.04%
210ISHARES TR46434V6214,322$300,0330.04%
211GENERAL DYNAMICS CORPGD885$297,9670.04%
212CAMDEN PPTY TR1331311022,646$291,2720.04%
213ROCKWELL AUTOMATION INCROK746$290,2520.04%
214PACER FDS TR69374H1055,195$288,7380.04%
215ISHARES TR4642886205,571$288,3960.04%
216CARNIVAL CORPCUKPF9,400$287,0660.04%
217SPDR INDEX SHS FDS78463X5096,112$286,1030.04%
218ONEOK INC NEWOKE3,875$284,8130.04%
219ISHARES TR4642875074,245$280,1700.04%
220QUEST DIAGNOSTICS INCDGX1,568$272,1030.04%
221NOVO-NORDISK A SNONOF5,305$269,9180.03%
222PROGRESSIVE CORP7433151031,178$268,2570.03%
223TAKE-TWO INTERACTIVE SOFTWARTTWO1,039$266,0150.03%
224ECOLAB INCECL987$259,1070.03%
225DOMINOS PIZZA INCDPZ619$258,0120.03%
226AVALONBAY CMNTYS INCAWX1,384$250,9330.03%
227GRAYSCALE BITCOIN MINI TR ET3899302076,470$250,5830.03%
228VANGUARD WHITEHALL FDS9219464061,721$247,0320.03%
229GALLAGHER ARTHUR J & CO363576109951$246,1130.03%
230ALIBABA GROUP HLDG LTDBBAAY1,671$244,9280.03%
231PALANTIR TECHNOLOGIES INCPLTR1,370$243,5180.03%
232GRACO INCGGG2,917$239,1060.03%
233SYNOPSYS INCSNPS508$238,6180.03%
234SYSCO CORPSYY3,149$232,0500.03%
235SPDR SERIES TRUST78464A8473,992$231,1770.03%
236FIRST SOLAR INCFSLR879$229,6210.03%
237WELLTOWER INCWELL1,187$220,3190.03%
238PUBLIC STORAGE OPER COPSA-PS845$219,3280.03%
239YD BIO LTDYDESW221,019$218,8090.03%
240ROPER TECHNOLOGIES INCROP488$217,2230.03%
241DEVON ENERGY CORP NEW25179M1035,898$216,0430.03%
242DIGITAL RLTY TR INC2538681031,391$215,2020.03%
243MARSH & MCLENNAN COS INC5717481021,155$214,2760.03%
244AMERICAN CENTY ETF TR0250721903,025$211,1750.03%
245SUN CMNTYS INC8666741041,652$204,6990.03%
246CAPITAL ONE FINL CORP14040H105842$204,0320.03%
247ARES CAPITAL CORPARCC9,978$201,8550.03%
248MARRIOTT INTL INC NEW571903202650$201,6760.03%
249BIOHARVEST SCIENCES INCBHST34,928$181,2760.02%
250NORTHERN DYNASTY MINERALS LT66510M20422,750$44,8180.01%