Northern Capital Management, Inc. Long-Term Concentrated

Location: Spokane, WA

CIK: 0001581794 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 23, 2026

Total Value: $235M (100.0% shares, 0.0% debt)

Holdings (55)

Increased Positions (9)

Exited Positions (1)

Unchanged Positions (34)

QQQ Invesco QQQ Trust 17.9%
Value $41.88M Shares 56,877 Est. Cost $364.57 Unrealized
VV Vanguard Large-Cap ETF 8.4%
Value $19.66M Shares 57,163 Est. Cost $244.88 Unrealized
GBCI Glacier Bancorp Inc 1.9%
Value $4.496M Shares 87,162 Est. Cost $46.18 Unrealized
AAPL Apple Inc 1.7%
Value $3.997M Shares 13,813 Est. Cost $131.48 Unrealized
FIBK First Interstate BancSystem Inc 0.8%
Value $1.989M Shares 51,590 Est. Cost $28.59 Unrealized
NVDA NVIDIA Corp 0.6%
Value $1.459M Shares 7,289 Est. Cost $112.19 Unrealized
DIA State Street SPDR DJIA ETF 0.7%
Value $1.689M Shares 3,234 Est. Cost $316.17 Unrealized
JNJ Johnson & Johnson 2.2%
Value $5.077M Shares 19,992 Est. Cost $127.53 Unrealized
VOO Vanguard S&P 500 ETF 0.5%
Value $1.123M Shares 1,634 Est. Cost $483.53 Unrealized
CAT Caterpillar Inc 0.2%
Value $433K Shares 406 Est. Cost $555.50 Unrealized
XOM ExxonMobil Holdings Corp 0.2%
Value $567K Shares 4,146 Est. Cost $34.52 Unrealized
UNH UnitedHealth Group Inc 0.2%
Value $353K Shares 849 Est. Cost $329.32 Unrealized
GOOGL Alphabet Inc Class A 0.3%
Value $610K Shares 1,707 Est. Cost $157.94 Unrealized
CMI Cummins Inc 0.2%
Value $437K Shares 612 Est. Cost $305.67 Unrealized
IMCG iShares Morningstar Mid-Cap Growth ETF 0.2%
Value $381K Shares 3,880 Est. Cost $70.68 Unrealized
COST Costco Wholesale Corp 0.5%
Value $1.138M Shares 1,216 Est. Cost $482.32 Unrealized
LLY Eli Lilly and Co 0.1%
Value $286K Shares 238 Est. Cost $955.55 Unrealized
USXF ISHARES ESG ADVANCED MSCI USA ETF 0.1%
Value $309K Shares 4,455 Est. Cost $46.58 Unrealized
CEF Sprott Physical Gold and Silver Trust 0.1%
Value $337K Shares 8,380 Est. Cost $28.41 Unrealized
VEU Vanguard FTSE All-World ex-US ETF 0.3%
Value $599K Shares 7,148 Est. Cost $56.82 Unrealized
ABBV AbbVie Inc 0.2%
Value $421K Shares 1,673 Est. Cost $130.08 Unrealized
SBUX Starbucks Corp 0.2%
Value $454K Shares 4,447 Est. Cost $86.22 Unrealized
COP Conocophillips 0.1%
Value $206K Shares 1,978 Est. Cost $102.65 Unrealized
JPM JPMorgan Chase & Co 0.2%
Value $460K Shares 1,404 Est. Cost $117.83 Unrealized
IBM International Business Machines Corp 0.1%
Value $327K Shares 1,163 Est. Cost $188.97 Unrealized
V Visa Inc Cl A 0.1%
Value $344K Shares 1,003 Est. Cost $340.38 Unrealized
ITOT iShares Core S&P Total US Stock Mkt ETF 0.1%
Value $279K Shares 1,696 Est. Cost $118.78 Unrealized
VNQ Vanguard REIT Index ETF 0.2%
Value $462K Shares 4,788 Est. Cost $88.05 Unrealized
BA Boeing Co 0.2%
Value $431K Shares 1,992 Est. Cost $179.98 Unrealized
VXUS Vanguard Total International Stock ETF 0.1%
Value $321K Shares 3,752 Est. Cost $77.11 Unrealized
DLN WisdomTree LargeCap Dividend ETF 0.1%
Value $261K Shares 2,714 Est. Cost $78.56 Unrealized
AON Aon PLC 0.2%
Value $560K Shares 1,688 Est. Cost $196.52 Unrealized
WFC Wells Fargo & Co New 0.1%
Value $255K Shares 3,084 Est. Cost $66.67 Unrealized
EPD Enterprise Products Partners LP 0.1%
Value $276K Shares 7,502 Est. Cost $29.17 Unrealized