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Toll Brothers shares owned by Northern Oak Capital Management

Quarter-by-quarter ownership of Toll Brothers (TOL) shares owned by Northern Oak Capital Management from 13F filings

Historical chart of Northern Oak Capital Management investment in Toll Brothers

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All positions including Toll Brothers held by Northern Oak Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Toll Brothers by Northern Oak Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $227k 1.6k 138.14
2024-12-31 $228k 1.8k 125.95
2024-09-30 $280k 1.8k 154.49
2024-06-30 $209k 1.8k 115.18
2024-03-31 $347k 2.7k 129.37
2023-12-31 $283k 2.8k 102.79
2023-09-30 $240k 3.2k 73.96
2023-06-30 $331k 4.2k 79.07
2023-03-31 $559k 9.3k 60.03

More positions owned by Northern Oak Capital Management

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
At&t (T)

View all positions for Northern Oak Capital Management

Top funds holding Toll Brothers

BlackRock
Vanguard Group
Greenhaven Associates
Capital World Investors
FMR
State Street Corporation
Dimensional Fund Advisors
AQR Capital Management
Geode Capital Management
Holocene Advisors
Goldman Sachs Group
Susquehanna International
Bamco
Morgan Stanley
Bank of New York Mellon

View all funds holding Toll Brothers