SEC 13F Intelligence

Managers / Q4 2025 · view latest →

TruNorth Capital Management, LLC

CIK 0001639695 · 1090 NORTH 10TH STREET, SUITE 210, KALAMAZOO, MI, 49009 · 269-331-2088

Reported Value
$527M
Q4 2025
Positions
118
Filings on Record
9
2019–present window
Filed
Feb 11, 2026
original filing

Summary

Trunorth Capital Management, Llc reported $527M in U.S.-listed holdings across 118 positions for Q4 2025.

The portfolio is heavily concentrated: SCHB alone accounts for 25.3% of reported value.

Compared with Q3 2025, the fund opened 6 new positions and exited 296.

Reported Value by Quarter

13F Reported Value
Q2 ’24: $308MQ2 ’24Q3 ’24: $338MQ3 ’24Q4 ’24: $366MQ4 ’24Q1 ’25: $402MQ1 ’25Q2 ’25: $450MQ2 ’25Q3 ’25: $506MQ3 ’25Q4 ’25: $527MQ4 ’25Q1 ’26: $522MQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$522M114Apr 23, 202613F-HRchanges · EDGAR ↗
Q4 2025$527M118Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$506M408Oct 21, 202513F-HRchanges · EDGAR ↗
Q2 2025$450M353Jul 18, 202513F-HRchanges · EDGAR ↗
Q1 2025$402M435May 1, 202513F-HRchanges · EDGAR ↗
Q4 2024$366M374Feb 4, 202513F-HRchanges · EDGAR ↗
Q3 2024$338M399Oct 24, 202413F-HRchanges · EDGAR ↗
Q2 2024$308M363Jul 18, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.