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| Happy Holidays!! thanks for using AUM13F!! |
| Trunorth Capital Management LLC
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|---|---|
| CRD # | 165285 |
| SEC # | 801-119211 |
| CIK # | 0001639695 |
| AUM | $530.6 M (2025-07-11) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 877-469-0446 |
| Address | 1090 North 10th Street Kalamazoo, MI 49009 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Stryker Corp | 8.8 | ||
| Nvidia Corp | 4.0 | ||
| Apple Inc | 2.8 | ||
| Microsoft Corp | 2.6 | ||
| Sprott Physical Gold Trust | 1.4 | ||
| Ingersoll-Rand PLC | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 37.7 |
| (b) Individuals (high net worth individuals) | 149 | 456.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 28.1 |
| (h) Charitable organizations | 4 | 6.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 922 | 530.6 |
| By Discretionary | ||
| Discretionary | 922 | 530.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 922 | 530.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 530.6 | |
| Total | 922 | 530.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001639695] |
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|---|---|---|
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TX | 0.5 |
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0.5 |