TruNorth Capital Management
Latest statistics and disclosures from TruNorth Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHB, SCHF, SCHO, SCHZ, SCHA, and represent 55.37% of TruNorth Capital Management's stock portfolio.
- Added to shares of these 10 stocks: SCHB (+$11M), SCHF, SCHO, DFCF, SCHA, TFI, DFGP, SCHZ, FNDX, SCHE.
- Started 64 new stock positions in INTU, AME, SNY, FICO, YDEC, NDSN, CSGP, ACN, J, KDP.
- Reduced shares in these 10 stocks: AAPL, ITOT, ATR, ESGV, MDY, PG, V, , LMT, FAST.
- Sold out of its positions in ATR, CMPS, MBB, MNMD, ROST, CRM, ESGV, Walgreen Boots Alliance, CHKP.
- TruNorth Capital Management was a net buyer of stock by $30M.
- TruNorth Capital Management has $506M in assets under management (AUM), dropping by 12.34%.
- Central Index Key (CIK): 0001639695
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Portfolio Holdings for TruNorth Capital Management
TruNorth Capital Management holds 408 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 25.8 | $130M | +8% | 5.1M | 25.71 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 10.1 | $51M | +8% | 2.2M | 23.28 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 8.8 | $45M | +4% | 1.8M | 24.40 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 5.6 | $29M | +3% | 1.2M | 23.47 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 5.1 | $26M | +6% | 918k | 27.90 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 4.6 | $23M | +7% | 544k | 42.76 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 4.4 | $22M | 152k | 145.65 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 4.2 | $21M | +5% | 801k | 26.30 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 2.9 | $15M | +7% | 446k | 33.37 |
|
| Dimensional Etf Trust Global Core Plus (DFGP) | 2.7 | $13M | +8% | 241k | 55.57 |
|
| Stryker Corporation (SYK) | 1.6 | $8.2M | 22k | 369.67 |
|
|
| Spdr Series Trust Nuveen Ice Short (SHM) | 1.5 | $7.8M | +7% | 161k | 48.22 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.4 | $7.3M | 164k | 44.69 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $6.9M | 10k | 666.20 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $6.7M | 76k | 87.31 |
|
|
| NVIDIA Corporation (NVDA) | 1.0 | $4.9M | +2% | 26k | 186.58 |
|
| Spdr Series Trust Nuveen Ice Munic (TFI) | 0.9 | $4.6M | +37% | 100k | 45.57 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $4.3M | 13k | 328.18 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.8 | $4.0M | 58k | 68.46 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.8 | $3.9M | 84k | 46.12 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.8 | $3.8M | +13% | 36k | 106.49 |
|
| Apple (AAPL) | 0.6 | $3.1M | -12% | 12k | 254.63 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $2.9M | +14% | 4.7k | 612.38 |
|
| Microsoft Corporation (MSFT) | 0.6 | $2.8M | +3% | 5.5k | 517.96 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $2.5M | +2% | 21k | 118.83 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.5 | $2.4M | 42k | 58.21 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $2.3M | 19k | 122.45 |
|
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.3 | $1.6M | 54k | 29.62 |
|
|
| Oracle Corporation (ORCL) | 0.3 | $1.4M | 4.9k | 281.24 |
|
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $1.3M | +24% | 13k | 100.25 |
|
| Trane Technologies SHS (TT) | 0.3 | $1.3M | 3.0k | 421.96 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.2M | +2% | 45k | 27.30 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.2 | $1.2M | 39k | 31.38 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.2M | 20k | 59.92 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.1M | 5.4k | 208.70 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $1.1M | 29k | 38.57 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.1M | 2.3k | 468.41 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $1.1M | 14k | 78.91 |
|
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $1.1M | 10k | 106.78 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $992k | 3.1k | 315.43 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $946k | 5.1k | 186.49 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $903k | 1.3k | 669.38 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $899k | 14k | 65.92 |
|
|
| Spdr Series Trust Prtflo S&p500 Hi (SPYD) | 0.2 | $880k | 20k | 44.00 |
|
|
| Tesla Motors (TSLA) | 0.2 | $801k | 1.8k | 444.72 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $795k | +4% | 3.3k | 243.10 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $754k | -9% | 1.3k | 596.03 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $741k | 10k | 72.44 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $725k | 7.8k | 93.37 |
|
|
| Ishares Tr Esg Optimized (SUSA) | 0.1 | $669k | 4.9k | 135.64 |
|
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $596k | 3.1k | 194.50 |
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| Amazon (AMZN) | 0.1 | $594k | +37% | 2.7k | 219.57 |
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| Visa Com Cl A (V) | 0.1 | $563k | -7% | 1.6k | 341.38 |
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| McDonald's Corporation (MCD) | 0.1 | $560k | +10% | 1.8k | 303.89 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $548k | 1.9k | 293.74 |
|
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $526k | 3.8k | 140.05 |
|
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $488k | 6.0k | 81.19 |
|
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| Applied Materials (AMAT) | 0.1 | $480k | 2.3k | 204.74 |
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| Eaton Corp SHS (ETN) | 0.1 | $474k | -4% | 1.3k | 374.25 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $462k | 16k | 29.11 |
|
|
| International Business Machines (IBM) | 0.1 | $454k | +2% | 1.6k | 282.23 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $446k | +51% | 1.8k | 243.55 |
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| Abbott Laboratories (ABT) | 0.1 | $427k | +3% | 3.2k | 133.94 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $422k | 4.9k | 87.03 |
|
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $422k | 3.3k | 125.94 |
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| Honeywell International (HON) | 0.1 | $421k | 2.0k | 210.50 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $418k | 1.5k | 271.12 |
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| Abbvie (ABBV) | 0.1 | $400k | +24% | 1.7k | 231.54 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $399k | 1.6k | 254.28 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $358k | 596.00 | 600.37 |
|
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| Meta Platforms Cl A (META) | 0.1 | $343k | +19% | 467.00 | 734.38 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $341k | +8% | 3.6k | 95.22 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $338k | -5% | 1.6k | 215.86 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $296k | +16% | 388.00 | 763.00 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $295k | 2.1k | 137.80 |
|
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.1 | $295k | 1.3k | 226.92 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $276k | 1.1k | 241.96 |
|
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| Chevron Corporation (CVX) | 0.1 | $276k | +23% | 1.8k | 155.29 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $269k | 360.00 | 747.02 |
|
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $257k | 1.5k | 174.58 |
|
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $250k | 2.8k | 89.03 |
|
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| Colgate-Palmolive Company (CL) | 0.0 | $247k | 3.1k | 79.94 |
|
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $238k | 4.7k | 50.63 |
|
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| Johnson & Johnson (JNJ) | 0.0 | $235k | +43% | 1.3k | 185.42 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $234k | +8% | 308.00 | 758.15 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $231k | +136% | 1.6k | 140.95 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $228k | 4.7k | 48.33 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $226k | +23% | 1.2k | 189.70 |
|
| Ingersoll Rand (IR) | 0.0 | $225k | +2% | 2.7k | 82.62 |
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| Nucor Corporation (NUE) | 0.0 | $217k | 1.6k | 135.43 |
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| Broadcom (AVGO) | 0.0 | $213k | +52% | 645.00 | 329.91 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $212k | 1.5k | 139.17 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.0 | $210k | -3% | 8.1k | 25.74 |
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| Costco Wholesale Corporation (COST) | 0.0 | $209k | +26% | 226.00 | 925.63 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $200k | +300% | 417.00 | 479.61 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $200k | +23% | 397.00 | 502.74 |
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| GSK Sponsored Adr (GSK) | 0.0 | $185k | 4.3k | 43.16 |
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| Nextera Energy (NEE) | 0.0 | $183k | +37% | 2.4k | 75.49 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $174k | 1.1k | 158.10 |
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| Spdr Series Trust S&p Oilgas Exp (XOP) | 0.0 | $172k | 1.3k | 132.20 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $170k | NEW | 1.5k | 110.47 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) | 0.0 | $160k | +537% | 3.2k | 50.15 |
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| Ecolab (ECL) | 0.0 | $157k | +4% | 572.00 | 273.86 |
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| Norfolk Southern (NSC) | 0.0 | $155k | 517.00 | 300.41 |
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| Cme (CME) | 0.0 | $147k | +21% | 545.00 | 270.19 |
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| Spdr Series Trust Portfolio Sh Tsr (SPTS) | 0.0 | $146k | NEW | 5.0k | 29.32 |
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| Spdr Series Trust Portfli Intrmdit (SPTI) | 0.0 | $146k | NEW | 5.0k | 28.90 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $145k | 468.00 | 309.74 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $143k | +19% | 856.00 | 167.33 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $142k | 2.1k | 67.26 |
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| Cisco Systems (CSCO) | 0.0 | $140k | +24% | 2.1k | 68.42 |
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| Texas Pacific Land Corp (TPL) | 0.0 | $137k | 147.00 | 933.64 |
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| Procter & Gamble Company (PG) | 0.0 | $134k | -28% | 871.00 | 153.65 |
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| Central Securities (CET) | 0.0 | $133k | 2.6k | 51.37 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $129k | +40% | 2.0k | 65.26 |
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| AutoZone (AZO) | 0.0 | $124k | 29.00 | 4290.24 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $124k | +65% | 872.00 | 142.55 |
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| Coca-Cola Company (KO) | 0.0 | $121k | +9% | 1.8k | 66.32 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $116k | 940.00 | 123.75 |
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| Walt Disney Company (DIS) | 0.0 | $112k | 979.00 | 114.50 |
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| Spdr Series Trust S&p Homebuild (XHB) | 0.0 | $111k | 1.0k | 110.80 |
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| Wells Fargo & Company (WFC) | 0.0 | $109k | 1.3k | 83.82 |
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| Republic Services (RSG) | 0.0 | $107k | 466.00 | 229.48 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $99k | 1.3k | 76.40 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $98k | 294.00 | 332.96 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $97k | 802.00 | 120.72 |
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| Home Depot (HD) | 0.0 | $95k | +115% | 235.00 | 404.93 |
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| Waste Management (WM) | 0.0 | $95k | 430.00 | 220.83 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $95k | +78% | 366.00 | 259.44 |
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| TJX Companies (TJX) | 0.0 | $95k | 655.00 | 144.54 |
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| Asana Cl A (ASAN) | 0.0 | $94k | -5% | 7.0k | 13.36 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $93k | +56% | 313.00 | 297.16 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $93k | 1.3k | 71.37 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $92k | NEW | 1.7k | 54.18 |
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| 3M Company (MMM) | 0.0 | $91k | 588.00 | 155.18 |
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| Caterpillar (CAT) | 0.0 | $90k | 189.00 | 477.15 |
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| Air Products & Chemicals (APD) | 0.0 | $85k | 310.00 | 272.72 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $81k | 619.00 | 131.24 |
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| American Centy Etf Tr International Lr (AVIV) | 0.0 | $81k | 1.2k | 67.44 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.0 | $81k | 800.00 | 100.75 |
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| Nasdaq Omx (NDAQ) | 0.0 | $80k | 900.00 | 88.45 |
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| Wec Energy Group (WEC) | 0.0 | $79k | 690.00 | 114.59 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $78k | 200.00 | 391.64 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $78k | 818.00 | 95.14 |
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| FedEx Corporation (FDX) | 0.0 | $77k | +10% | 328.00 | 235.81 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $77k | 377.00 | 203.59 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $76k | 502.00 | 150.79 |
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| Deere & Company (DE) | 0.0 | $75k | 165.00 | 457.26 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $75k | 1.5k | 50.07 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $73k | 1.4k | 53.87 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $73k | 355.00 | 206.51 |
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| Rivian Automotive Com Cl A (RIVN) | 0.0 | $73k | 5.0k | 14.68 |
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| Autodesk (ADSK) | 0.0 | $73k | NEW | 229.00 | 317.67 |
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| Union Pacific Corporation (UNP) | 0.0 | $72k | +2% | 303.00 | 236.37 |
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| Corning Incorporated (GLW) | 0.0 | $71k | +73% | 867.00 | 82.03 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $71k | 564.00 | 125.95 |
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| Pfizer (PFE) | 0.0 | $70k | 2.7k | 25.48 |
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| Expeditors International of Washington (EXPD) | 0.0 | $68k | 554.00 | 122.59 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $66k | NEW | 960.00 | 68.81 |
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| Equifax (EFX) | 0.0 | $64k | NEW | 249.00 | 256.53 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $63k | 500.00 | 125.86 |
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| Enbridge (ENB) | 0.0 | $62k | 1.2k | 50.46 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $60k | 800.00 | 75.11 |
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| Travelers Companies (TRV) | 0.0 | $60k | +181% | 214.00 | 279.22 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $59k | 600.00 | 99.03 |
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| W.R. Berkley Corporation (WRB) | 0.0 | $59k | NEW | 771.00 | 76.62 |
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| Goldman Sachs (GS) | 0.0 | $58k | -12% | 73.00 | 796.36 |
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| Entergy Corporation (ETR) | 0.0 | $56k | 600.00 | 93.19 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $56k | 2.1k | 26.34 |
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| At&t (T) | 0.0 | $56k | +27% | 2.0k | 28.24 |
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| General Mills (GIS) | 0.0 | $56k | 1.1k | 50.42 |
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| Bank of America Corporation (BAC) | 0.0 | $55k | 1.1k | 51.59 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $55k | 100.00 | 546.75 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $55k | 500.00 | 108.96 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $54k | NEW | 163.00 | 332.69 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $54k | +767% | 867.00 | 62.47 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $53k | 537.00 | 99.53 |
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| Allegion Ord Shs (ALLE) | 0.0 | $53k | NEW | 300.00 | 177.35 |
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| Wal-Mart Stores (WMT) | 0.0 | $53k | -10% | 512.00 | 103.06 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $52k | 1.0k | 52.28 |
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| Bentley Sys Com Cl B (BSY) | 0.0 | $52k | NEW | 1.0k | 51.48 |
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| CMS Energy Corporation (CMS) | 0.0 | $52k | 712.00 | 73.26 |
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| Southern Company (SO) | 0.0 | $52k | 545.00 | 94.77 |
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| Ge Aerospace Com New (GE) | 0.0 | $51k | 171.00 | 300.82 |
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| Marriott Intl Cl A (MAR) | 0.0 | $51k | 197.00 | 260.44 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $51k | 1.2k | 42.96 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $50k | 1.6k | 31.16 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $50k | 1.1k | 45.21 |
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| Zurn Water Solutions Corp Zws (ZWS) | 0.0 | $50k | NEW | 1.1k | 47.03 |
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| Paychex (PAYX) | 0.0 | $49k | 388.00 | 126.76 |
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| First Tr Exchng Traded Fd Vi Ft Vest Inte (YDEC) | 0.0 | $49k | NEW | 1.9k | 25.68 |
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| Ishares Tr Future Ai & Tech (ARTY) | 0.0 | $48k | 1.1k | 45.78 |
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| Williams Companies (WMB) | 0.0 | $48k | NEW | 752.00 | 63.35 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $47k | +34% | 134.00 | 352.75 |
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| Netflix (NFLX) | 0.0 | $47k | +254% | 39.00 | 1198.92 |
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| Welltower Inc Com reit (WELL) | 0.0 | $47k | 261.00 | 178.14 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $46k | NEW | 81.00 | 568.81 |
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| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $46k | 308.00 | 149.26 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $46k | 415.00 | 110.65 |
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| Teledyne Technologies Incorporated (TDY) | 0.0 | $46k | NEW | 78.00 | 586.04 |
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| Uber Technologies (UBER) | 0.0 | $46k | NEW | 465.00 | 97.97 |
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| Quest Diagnostics Incorporated (DGX) | 0.0 | $46k | 239.00 | 190.58 |
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| Haleon Spon Ads (HLN) | 0.0 | $45k | -5% | 5.1k | 8.97 |
|
| O'reilly Automotive (ORLY) | 0.0 | $45k | NEW | 420.00 | 107.81 |
|
| Xcel Energy (XEL) | 0.0 | $45k | 557.00 | 80.65 |
|
|
| Rollins (ROL) | 0.0 | $45k | NEW | 762.00 | 58.74 |
|
| Consolidated Edison (ED) | 0.0 | $43k | 426.00 | 100.52 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $43k | +48% | 519.00 | 82.34 |
|
| Zoetis Cl A (ZTS) | 0.0 | $42k | NEW | 290.00 | 146.32 |
|
| DTE Energy Company (DTE) | 0.0 | $42k | 300.00 | 141.43 |
|
|
| Servicenow (NOW) | 0.0 | $42k | +666% | 46.00 | 920.28 |
|
| Crown Holdings (CCK) | 0.0 | $42k | 438.00 | 96.59 |
|
|
| Quanta Services (PWR) | 0.0 | $41k | 100.00 | 414.42 |
|
|
| UnitedHealth (UNH) | 0.0 | $41k | -10% | 120.00 | 345.30 |
|
| Cadence Design Systems (CDNS) | 0.0 | $41k | NEW | 117.00 | 351.26 |
|
| Progressive Corporation (PGR) | 0.0 | $41k | +450% | 165.00 | 246.95 |
|
| Citigroup Com New (C) | 0.0 | $41k | 400.00 | 101.50 |
|
|
| S&p Global (SPGI) | 0.0 | $40k | +937% | 83.00 | 486.71 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $40k | +1595% | 356.00 | 112.75 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $40k | 500.00 | 80.21 |
|
|
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $39k | 1.5k | 25.79 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $39k | 200.00 | 192.74 |
|
|
| Microchip Technology (MCHP) | 0.0 | $39k | 600.00 | 64.22 |
|
|
| Constellation Energy (CEG) | 0.0 | $39k | 117.00 | 329.07 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $38k | 216.00 | 176.81 |
|
|
| Nordson Corporation (NDSN) | 0.0 | $38k | NEW | 168.00 | 226.95 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.0 | $38k | 1.2k | 31.63 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $37k | 200.00 | 187.17 |
|
|
| Fair Isaac Corporation (FICO) | 0.0 | $37k | NEW | 25.00 | 1496.52 |
|
| Steris Shs Usd (STE) | 0.0 | $37k | NEW | 151.00 | 247.44 |
|
| Watsco, Incorporated (WSO) | 0.0 | $37k | NEW | 92.00 | 404.30 |
|
| Clorox Company (CLX) | 0.0 | $37k | 298.00 | 123.30 |
|
|
| Cigna Corp (CI) | 0.0 | $36k | 125.00 | 288.25 |
|
|
| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 0.0 | $36k | NEW | 698.00 | 51.45 |
|
| Intuit (INTU) | 0.0 | $36k | NEW | 52.00 | 682.90 |
|
| Core Natural Resources Com Shs (CNR) | 0.0 | $35k | 423.00 | 83.48 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $35k | 400.00 | 87.21 |
|
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $35k | 334.00 | 103.51 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.0 | $33k | 1.0k | 33.42 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $33k | +600% | 112.00 | 297.62 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $33k | 419.00 | 78.37 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $32k | 100.00 | 323.58 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $32k | NEW | 158.00 | 201.53 |
|
| Ford Motor Company (F) | 0.0 | $32k | 2.7k | 11.96 |
|
|
| Enova Intl (ENVA) | 0.0 | $32k | 276.00 | 115.09 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR) | 0.0 | $31k | 800.00 | 39.22 |
|
|
| Ametek (AME) | 0.0 | $31k | NEW | 164.00 | 188.00 |
|
| Dollar General (DG) | 0.0 | $31k | 296.00 | 103.35 |
|
|
| Twilio Cl A (TWLO) | 0.0 | $30k | 300.00 | 100.09 |
|
|
| Ryder System (R) | 0.0 | $30k | 157.00 | 188.64 |
|
|
| American Express Company (AXP) | 0.0 | $30k | 89.00 | 332.16 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $29k | 908.00 | 31.42 |
|
|
| FirstEnergy (FE) | 0.0 | $29k | +187% | 621.00 | 45.82 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $28k | 200.00 | 141.50 |
|
|
| Bright Horizons Fam Sol In D (BFAM) | 0.0 | $28k | NEW | 258.00 | 108.57 |
|
| Danaher Corporation (DHR) | 0.0 | $28k | NEW | 141.00 | 198.26 |
|
| Automatic Data Processing (ADP) | 0.0 | $28k | NEW | 95.00 | 293.51 |
|
| Altria (MO) | 0.0 | $28k | 419.00 | 66.06 |
|
|
| Verizon Communications (VZ) | 0.0 | $28k | +95% | 625.00 | 43.95 |
|
| Kinross Gold Corp (KGC) | 0.0 | $27k | 1.1k | 24.85 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $27k | 367.00 | 73.48 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $26k | 582.00 | 45.10 |
|
|
| Emerson Electric (EMR) | 0.0 | $26k | 200.00 | 131.18 |
|
|
| Take-Two Interactive Software (TTWO) | 0.0 | $26k | 100.00 | 258.36 |
|
|
| Ge Vernova (GEV) | 0.0 | $26k | 42.00 | 614.90 |
|
|
| Blackrock (BLK) | 0.0 | $26k | +1000% | 22.00 | 1165.86 |
|
| Matson (MATX) | 0.0 | $25k | 252.00 | 98.59 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $25k | NEW | 90.00 | 273.66 |
|
| Blackrock Muniyield Quality Fund (MQY) | 0.0 | $25k | 2.1k | 11.65 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $24k | 500.00 | 48.72 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $24k | +75% | 175.00 | 138.60 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $24k | 195.00 | 124.34 |
|
|
| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.0 | $24k | -40% | 952.00 | 25.42 |
|
| Realty Income (O) | 0.0 | $24k | 391.00 | 60.79 |
|
|
| Alps Etf Tr Oshares Us Qualt (OUSA) | 0.0 | $24k | 420.00 | 56.49 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $23k | 525.00 | 44.51 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $23k | NEW | 210.00 | 109.95 |
|
| CenterPoint Energy (CNP) | 0.0 | $23k | 587.00 | 38.80 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $22k | 900.00 | 24.56 |
|
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.0 | $22k | 500.00 | 44.20 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $22k | +275% | 45.00 | 485.02 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $22k | 256.00 | 84.11 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $22k | 288.00 | 74.49 |
|
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $21k | 580.00 | 35.69 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $21k | 276.00 | 74.37 |
|
|
| Phillips 66 (PSX) | 0.0 | $20k | 150.00 | 136.02 |
|
|
| Merck & Co (MRK) | 0.0 | $20k | +40% | 242.00 | 83.93 |
|
| AvalonBay Communities (AVB) | 0.0 | $20k | +18% | 103.00 | 193.17 |
|
| Sun Life Financial (SLF) | 0.0 | $20k | 330.00 | 60.03 |
|
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $20k | NEW | 220.00 | 88.76 |
|
| Medtronic SHS (MDT) | 0.0 | $20k | NEW | 205.00 | 95.24 |
|
| Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 0.0 | $19k | 800.00 | 24.29 |
|
|
| CSX Corporation (CSX) | 0.0 | $19k | 543.00 | 35.51 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $19k | 238.00 | 80.00 |
|
|
| Dominion Resources (D) | 0.0 | $19k | NEW | 310.00 | 61.17 |
|
| Bgc Group Cl A (BGC) | 0.0 | $19k | 2.0k | 9.46 |
|
|
| Workday Cl A (WDAY) | 0.0 | $19k | NEW | 78.00 | 240.73 |
|
| Royalty Pharma Shs Class A (RPRX) | 0.0 | $18k | NEW | 510.00 | 35.28 |
|
| Advanced Micro Devices (AMD) | 0.0 | $18k | 109.00 | 161.79 |
|
|
| Snap-on Incorporated (SNA) | 0.0 | $17k | NEW | 50.00 | 346.54 |
|
| Newmark Group Cl A (NMRK) | 0.0 | $17k | 927.00 | 18.65 |
|
|
| Dt Midstream Common Stock (DTM) | 0.0 | $17k | 150.00 | 113.06 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $17k | 202.00 | 83.53 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $17k | 200.00 | 84.31 |
|
|
| NiSource (NI) | 0.0 | $17k | 383.00 | 43.30 |
|
|
| Philip Morris International (PM) | 0.0 | $16k | 100.00 | 162.20 |
|
|
| Nutrien (NTR) | 0.0 | $16k | NEW | 275.00 | 58.71 |
|
| Cibc Cad (CM) | 0.0 | $16k | 200.00 | 79.89 |
|
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $16k | 119.00 | 134.17 |
|
|
| Exelon Corporation (EXC) | 0.0 | $16k | 353.00 | 45.01 |
|
|
| American Electric Power Company (AEP) | 0.0 | $15k | 137.00 | 112.50 |
|
|
| Marvell Technology (MRVL) | 0.0 | $15k | NEW | 181.00 | 84.07 |
|
| Jacobs Engineering Group (J) | 0.0 | $15k | NEW | 100.00 | 149.86 |
|
| Rbc Cad (RY) | 0.0 | $15k | 100.00 | 147.32 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $15k | 245.00 | 59.70 |
|
|
| American Water Works (AWK) | 0.0 | $15k | 105.00 | 139.19 |
|
|
| Keurig Dr Pepper (KDP) | 0.0 | $15k | NEW | 572.00 | 25.51 |
|
| United Sts Oil Units (USO) | 0.0 | $14k | 192.00 | 73.75 |
|
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $14k | 106.00 | 132.40 |
|
|
| Hp (HPQ) | 0.0 | $14k | 500.00 | 27.23 |
|
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $13k | 100.00 | 130.25 |
|
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $13k | 378.00 | 34.42 |
|
|
| Landstar System (LSTR) | 0.0 | $13k | 106.00 | 122.56 |
|
|
| Ishares Tr Glob Indstrl Etf (EXI) | 0.0 | $13k | 73.00 | 172.75 |
|
|
| Evergy (EVRG) | 0.0 | $12k | NEW | 160.00 | 76.02 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $12k | 372.00 | 31.84 |
|
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.0 | $12k | 359.00 | 32.90 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $12k | 368.00 | 31.53 |
|
|
| Nike CL B (NKE) | 0.0 | $12k | 166.00 | 69.73 |
|
|
| Dupont De Nemours (DD) | 0.0 | $12k | 148.00 | 77.90 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $11k | NEW | 46.00 | 246.61 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $11k | 122.00 | 91.43 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $11k | +2550% | 371.00 | 29.64 |
|
| Universal Insurance Holdings (UVE) | 0.0 | $11k | 400.00 | 26.30 |
|
|
| Corteva (CTVA) | 0.0 | $10k | 148.00 | 67.63 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $9.2k | NEW | 10.00 | 920.60 |
|
| Prologis (PLD) | 0.0 | $9.2k | NEW | 80.00 | 114.53 |
|
| Target Corporation (TGT) | 0.0 | $9.0k | 100.00 | 89.70 |
|
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.0 | $8.9k | 114.00 | 78.21 |
|
|
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) | 0.0 | $8.8k | 214.00 | 41.11 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $8.6k | NEW | 8.00 | 1078.62 |
|
| Pulte (PHM) | 0.0 | $8.5k | NEW | 64.00 | 132.12 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $8.4k | NEW | 79.00 | 106.61 |
|
| General Motors Company (GM) | 0.0 | $8.4k | +389% | 137.00 | 60.97 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $8.2k | 25.00 | 326.36 |
|
|
| Omni (OMC) | 0.0 | $8.2k | 100.00 | 81.53 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $7.9k | -44% | 86.00 | 91.42 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $7.7k | NEW | 163.00 | 47.20 |
|
| Public Service Enterprise (PEG) | 0.0 | $7.7k | 92.00 | 83.46 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $7.5k | 100.00 | 75.39 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $7.5k | 165.00 | 45.51 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $7.4k | 24.00 | 307.88 |
|
|
| ConocoPhillips (COP) | 0.0 | $7.4k | +680% | 78.00 | 94.59 |
|
| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.0 | $7.4k | 83.00 | 88.65 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $7.3k | NEW | 13.00 | 562.31 |
|
| Chord Energy Corporation Com New (CHRD) | 0.0 | $7.3k | 73.00 | 99.37 |
|
|
| Qualcomm (QCOM) | 0.0 | $7.2k | NEW | 43.00 | 166.35 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $7.1k | 97.00 | 73.10 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $7.0k | NEW | 32.00 | 219.53 |
|
| Valero Energy Corporation (VLO) | 0.0 | $7.0k | NEW | 41.00 | 170.27 |
|
| CoStar (CSGP) | 0.0 | $6.7k | NEW | 79.00 | 84.37 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $6.6k | 100.00 | 66.01 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $6.4k | NEW | 83.00 | 76.72 |
|
| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.0 | $6.3k | 198.00 | 31.89 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $6.0k | NEW | 25.00 | 238.16 |
|
| Fastenal Company (FAST) | 0.0 | $5.9k | -83% | 120.00 | 49.04 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $5.9k | -40% | 60.00 | 97.63 |
|
| Archrock (AROC) | 0.0 | $5.8k | 219.00 | 26.31 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $5.6k | 19.00 | 293.79 |
|
|
| Spdr Series Trust Bloomberg Emergi (EBND) | 0.0 | $5.4k | 252.00 | 21.36 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $5.3k | 19.00 | 279.32 |
|
|
| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.0 | $4.6k | 135.00 | 34.34 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $4.3k | 142.00 | 30.03 |
|
|
| Blackrock Science & Technolo SHS (BST) | 0.0 | $4.2k | +2% | 102.00 | 41.22 |
|
| General Dynamics Corporation (GD) | 0.0 | $4.1k | NEW | 12.00 | 341.00 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $4.0k | -88% | 8.00 | 499.25 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $3.8k | 52.00 | 73.00 |
|
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $3.7k | 78.00 | 47.74 |
|
|
| Tyson Foods Cl A (TSN) | 0.0 | $3.7k | 68.00 | 54.29 |
|
|
| Gartner (IT) | 0.0 | $3.7k | NEW | 14.00 | 262.86 |
|
| Cannae Holdings (CNNE) | 0.0 | $3.7k | 201.00 | 18.31 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $3.7k | 18.00 | 203.61 |
|
|
| Kandi Technologies Group Usd Ord Shs (KNDI) | 0.0 | $3.5k | 2.9k | 1.21 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $3.4k | 22.00 | 154.23 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $3.1k | 90.00 | 34.37 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $3.1k | 41.00 | 75.10 |
|
|
| Intel Corporation (INTC) | 0.0 | $3.0k | -88% | 90.00 | 33.56 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $2.9k | 16.00 | 182.44 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $2.9k | 100.00 | 28.91 |
|
|
| Dow (DOW) | 0.0 | $2.8k | -26% | 121.00 | 22.93 |
|
| Dell Technologies CL C (DELL) | 0.0 | $2.6k | NEW | 18.00 | 141.78 |
|
| Amentum Holdings (AMTM) | 0.0 | $2.5k | NEW | 106.00 | 23.95 |
|
| Fortinet (FTNT) | 0.0 | $2.1k | 25.00 | 84.08 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $1.9k | 2.00 | 968.00 |
|
|
| Capri Holdings SHS (CPRI) | 0.0 | $1.5k | 75.00 | 19.92 |
|
|
| Lifevantage Corp Com New (LFVN) | 0.0 | $1.4k | 143.00 | 9.73 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $1.2k | 3.00 | 402.33 |
|
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $1.1k | 8.00 | 137.75 |
|
|
| United Rentals (URI) | 0.0 | $955.000000 | 1.00 | 955.00 |
|
|
| Viatris (VTRS) | 0.0 | $891.000000 | 90.00 | 9.90 |
|
|
| Penn National Gaming (PENN) | 0.0 | $790.000300 | 41.00 | 19.27 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $722.998500 | 37.00 | 19.54 |
|
|
| Tidal Trust Ii Yieldmax Crypto (LFGY) | 0.0 | $331.000200 | NEW | 9.00 | 36.78 |
|
| MetLife (MET) | 0.0 | $246.999900 | 3.00 | 82.33 |
|
|
| Hasbro (HAS) | 0.0 | $228.000000 | 3.00 | 76.00 |
|
|
| Moderna (MRNA) | 0.0 | $103.000000 | 4.00 | 25.75 |
|
|
| Skillz Com Cl A (SKLZ) | 0.0 | $8.000000 | 1.00 | 8.00 |
|
|
| Curis (CRIS) | 0.0 | $2.000000 | 1.00 | 2.00 |
|
Past Filings by TruNorth Capital Management
SEC 13F filings are viewable for TruNorth Capital Management going back to 2024
- TruNorth Capital Management 2025 Q3 filed Oct. 21, 2025
- TruNorth Capital Management 2025 Q2 filed July 18, 2025
- TruNorth Capital Management 2025 Q1 filed May 1, 2025
- TruNorth Capital Management 2024 Q4 filed Feb. 4, 2025
- TruNorth Capital Management 2024 Q3 filed Oct. 24, 2024
- TruNorth Capital Management 2024 Q2 filed July 18, 2024
- TruNorth Capital Management 2024 Q1 filed June 17, 2024