Northern Financial Advisors Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio holdings as of September 30, 2026. The filing lists 102 separate positions held by the firm, with a total value of $151,990,119.
The portfolio is concentrated in large-cap technology and consumer staples companies. The largest holding is NVIDIA Corporation, which accounts for 24,277 shares valued at $5,544,414. Other significant positions include Walmart Inc., with 44,144 shares valued at $4,587,442, and Broadcom Inc., with 15,468 shares valued at $5,432,211.
Major financial institutions also feature prominently in the portfolio. JPMorgan Chase & Co. is held in 10,926 shares valued at $3,614,646, while Visa Inc. is held in 6,071 shares valued at $2,181,509. Additionally, the firm holds shares in Microsoft (13,268 shares), Apple (18,850 shares), and Eli Lilly & Co. (1,905 shares).
The filing indicates that Northern Financial Advisors Inc. holds all positions as sole voting power and sole dispositive power, with no shared voting or investment control over these assets.
