55 North Private Wealth, LLC Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$379.5M
Holdings
195
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (195 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | AZNASTRAZENECA PLC | 4,210 | $387K | 0.10% | |
| 102 | DISDISNEY WALT CO | 3,404 | $387K | 0.10% | |
| 103 | PLTRPALANTIR TECHNOLOGIES INC | 2,158 | $383K | 0.10% | |
| 104 | VEUVANGUARD INTL EQUITY INDEX F | 5,200 | $382K | 0.10% | |
| 105 | MCDMCDONALDS CORP | 1,251 | $382K | 0.10% | |
| 106 | AMDADVANCED MICRO DEVICES INC | 1,752 | $375K | 0.10% | |
| 107 | COFCAPITAL ONE FINL CORP | 1,535 | $372K | 0.10% | |
| 108 | SANBANCO SANTANDER SA | 31,605 | $370K | 0.10% | |
| 109 | PANWPALO ALTO NETWORKS INC | 1,999 | $368K | 0.10% | |
| 110 | SHOPSHOPIFY INC | 2,249 | $362K | 0.10% | |
| 111 | LHXL3HARRIS TECHNOLOGIES INC | 1,224 | $359K | 0.09% | |
| 112 | BSVVANGUARD BD INDEX FDS | 4,500 | $354K | 0.09% | |
| 113 | MRKMERCK & CO INC | 3,368 | $354K | 0.09% | |
| 114 | LRCXLAM RESEARCH CORP | 2,032 | $347K | 0.09% | |
| 115 | ACNACCENTURE PLC IRELAND | 1,291 | $346K | 0.09% | |
| 116 | MTZMASTEC INC | 1,580 | $343K | 0.09% | |
| 117 | EPDENTERPRISE PRODS PARTNERS L | 10,631 | $340K | 0.09% | |
| 118 | IWBISHARES TR | 910 | $339K | 0.09% | |
| 119 | AEMAGNICO EAGLE MINES LTD | 1,979 | $335K | 0.09% | |
| 120 | SCHBSCHWAB STRATEGIC TR | 12,672 | $332K | 0.09% | |
| 121 | VTEIVANGUARD MUN BD FDS | 3,238 | $326K | 0.09% | |
| 122 | PEPPEPSICO INC | 2,249 | $322K | 0.08% | |
| 123 | WMWASTE MGMT INC DEL | 1,465 | $321K | 0.08% | |
| 124 | KLACKLA CORP | 264 | $320K | 0.08% | |
| 125 | PGPROCTER AND GAMBLE CO | 2,220 | $318K | 0.08% | |
| 126 | BBVABANCO BILBAO VIZCAYA ARGENTA | 13,597 | $316K | 0.08% | |
| 127 | RYROYAL BK CDA | 1,836 | $313K | 0.08% | |
| 128 | IGSBISHARES TR | 5,879 | $310K | 0.08% | |
| 129 | INTCINTEL CORP | 8,209 | $302K | 0.08% | |
| 130 | LOWLOWES COS INC | 1,246 | $300K | 0.08% | |
| 131 | GEVGE VERNOVA INC | 457 | $298K | 0.08% | |
| 132 | AEPAMERICAN ELEC PWR CO INC | 2,583 | $297K | 0.08% | |
| 133 | MUBISHARES TR | 2,772 | $296K | 0.08% | |
| 134 | BKNGBOOKING HOLDINGS INC | 55 | $294K | 0.08% | |
| 135 | NVSNNOVARTIS AG | 2,129 | $293K | 0.08% | |
| 136 | BLKBLACKROCK INC | 263 | $281K | 0.07% | |
| 137 | CRMSALESFORCE INC | 1,052 | $278K | 0.07% | |
| 138 | GDXVANECK ETF TRUST | 3,237 | $277K | 0.07% | |
| 139 | CITHE CIGNA GROUP | 1,003 | $276K | 0.07% | |
| 140 | UNPUNION PAC CORP | 1,187 | $274K | 0.07% | |
| 141 | DONSPDR DOW JONES INDL AVERAGE | 565 | $271K | 0.07% | |
| 142 | ABTABBOTT LABS | 2,159 | $270K | 0.07% | |
| 143 | MDLZMONDELEZ INTL INC | 4,878 | $262K | 0.07% | |
| 144 | SOSOUTHERN CO | 3,000 | $261K | 0.07% | |
| 145 | AMATAPPLIED MATLS INC | 1,015 | $260K | 0.07% | |
| 146 | MARMARRIOTT INTL INC NEW | 829 | $257K | 0.07% | |
| 147 | RCLROYAL CARIBBEAN GROUP | 919 | $256K | 0.07% | |
| 148 | APHAMPHENOL CORP NEW | 1,886 | $254K | 0.07% | |
| 149 | INTUINTUIT | 381 | $252K | 0.07% | |
| 150 | NEMNEWMONT CORP | 2,530 | $252K | 0.07% | |
| 151 | VLOVALERO ENERGY CORP | 1,548 | $251K | 0.07% | |
| 152 | SDYSPDR SERIES TRUST | 1,783 | $248K | 0.07% | |
| 153 | AMGNAMGEN INC | 749 | $245K | 0.06% | |
| 154 | URIUNITED RENTALS INC | 301 | $243K | 0.06% | |
| 155 | 4I1PHILIP MORRIS INTL INC | 1,502 | $240K | 0.06% | |
| 156 | TJXTJX COS INC NEW | 1,544 | $237K | 0.06% | |
| 157 | AVIGAMERICAN CENTY ETF TR | 5,664 | $237K | 0.06% | |
| 158 | UBERUBER TECHNOLOGIES INC | 2,858 | $233K | 0.06% | |
| 159 | VIGVANGUARD SPECIALIZED FUNDS | 1,063 | $233K | 0.06% | |
| 160 | SONYSONY GROUP CORP | 9,073 | $232K | 0.06% | |
| 161 | VGSHVANGUARD SCOTTSDALE FDS | 3,961 | $232K | 0.06% | |
| 162 | TMTOYOTA MOTOR CORP | 1,075 | $230K | 0.06% | |
| 163 | MUFGMITSUBISHI UFJ FINL GROUP IN | 14,424 | $228K | 0.06% | |
| 164 | NOCNORTHROP GRUMMAN CORP | 401 | $228K | 0.06% | |
| 165 | ANETARISTA NETWORKS INC | 1,736 | $227K | 0.06% | |
| 166 | CSXCSX CORP | 6,253 | $226K | 0.06% | |
| 167 | EMREMERSON ELEC CO | 1,701 | $225K | 0.06% | |
| 168 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 739 | $224K | 0.06% | |
| 169 | METMETLIFE INC | 2,850 | $224K | 0.06% | |
| 170 | HCAHCA HEALTHCARE INC | 478 | $223K | 0.06% | |
| 171 | NEENEXTERA ENERGY INC | 2,759 | $221K | 0.06% | |
| 172 | MDTMEDTRONIC PLC | 2,304 | $221K | 0.06% | |
| 173 | BHPBHP GROUP LTD | 3,646 | $220K | 0.06% | |
| 174 | JCIJOHNSON CTLS INTL PLC | 1,840 | $220K | 0.06% | |
| 175 | IJHISHARES TR | 3,273 | $216K | 0.06% | |
| 176 | GDGENERAL DYNAMICS CORP | 643 | $216K | 0.06% | |
| 177 | GMGENERAL MTRS CO | 2,660 | $216K | 0.06% | |
| 178 | UBSUBS GROUP AG | 4,659 | $215K | 0.06% | |
| 179 | CEGCONSTELLATION ENERGY CORP | 606 | $214K | 0.06% | |
| 180 | CBCHUBB LIMITED | 685 | $213K | 0.06% | |
| 181 | TDTORONTO DOMINION BK ONT | 2,256 | $212K | 0.06% | |
| 182 | TAT&T INC | 8,542 | $212K | 0.06% | |
| 183 | IBITISHARES BITCOIN TRUST ETF | 4,250 | $211K | 0.06% | |
| 184 | PHPARKER-HANNIFIN CORP | 240 | $210K | 0.06% | |
| 185 | FCXFREEPORT-MCMORAN INC | 4,123 | $209K | 0.06% | |
| 186 | CRWDCROWDSTRIKE HLDGS INC | 444 | $208K | 0.05% | |
| 187 | DEDEERE & CO | 448 | $208K | 0.05% | |
| 188 | USBUS BANCORP DEL | 3,885 | $207K | 0.05% | |
| 189 | LHLABCORP HOLDINGS INC | 819 | $205K | 0.05% | |
| 190 | HONHONEYWELL INTL INC | 1,032 | $201K | 0.05% | |
| 191 | SMFGSUMITOMO MITSUI FINL GROUP I | 10,402 | $201K | 0.05% | |
| 192 | FFORD MTR CO | 12,204 | $160K | 0.04% | |
| 193 | MFGMIZUHO FINANCIAL GROUP INC | 20,866 | $152K | 0.04% | |
| 194 | LYGLLOYDS BANKING GROUP PLC | 26,628 | $141K | 0.04% | |
| 195 | GONGERON CORP | 21,753 | $28K | 0.01% |
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