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Home > Institutional Investor > Northern Capital Management, Inc. > Profile

Instuitional Investor - Northern Capital Management, Inc.

Fund Profile
Filing Period:
Fund Name: Northern Capital Management, Inc.
Portfolio Value $234,512,966
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 1,779,876 $60,231,029 25.68%
2.
Schwab Strategic Trust
 SCHD 1,412,672 $49,175,115 20.97%
3.
Invesco Qqq Trust
 56,877 $41,884,375 17.86%
4.
Vanguard Large-Cap Etf - LARGE CAP ETF
 57,163 $19,659,258 8.38%
5.
Spdr Series Trust
 KRE 322,571 $19,609,144 8.36%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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