TruNorth Capital Management, LLC
All 13F Filings
- Location
- Kalamazoo, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 526,877
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 118 | 526,877 | 13F-HR | TruNorth Capital Management, LLC |
| Q3 2025 | 10/21/2025 | 408 | 505,541 | 13F-HR | TruNorth Capital Management, LLC |
| Q2 2025 | 7/18/2025 | 353 | 449,993 | 13F-HR | TruNorth Capital Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 271.9 K | 51.6% | 16.23 K | 0 | 16.23 K |
| ETFs | 253.9 K | 48.2% | 5.128 K | 0 | 5.128 K |
| Debt | 1.1 K | 0.2% | 16 | 0 | 16 |
| Other | 0 | 0.0% | 0 | 41 | -41 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
526,877
Holdings
118
QoQ value change ($000)
21,336
(4.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.