Fund Holdings

North Forty Two & Co.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD WORLD FD020,022+20,02203,464,5773.20%+3,464,577
SCHWAB STRATEGIC TR0129,558+129,55803,974,8393.67%+3,974,839
BONDBLOXX ETF TRUST099,940+99,94005,029,9804.65%+5,029,980
BONDBLOXX ETF TRUST090,005+90,00504,457,0484.12%+4,457,048
SCHWAB STRATEGIC TR0157,654+157,65403,901,9373.61%+3,901,937
SCHWAB STRATEGIC TR097,585+97,58503,215,4272.97%+3,215,427
VALERO ENERGY CORP(VLO)03,375+3,3750833,8950.77%+833,895
EXXON MOBIL CORP(XOM)05,330+5,3300904,2880.84%+904,288
MARATHON PETE CORP(MPC)0947+9470231,2380.21%+231,238
CHEVRON CORPORATION(CVX)04,435+4,4350917,6020.85%+917,602
SCHWAB STRATEGIC TR050,476+50,47601,562,7371.44%+1,562,737
SCHWAB STRATEGIC TR058,880+58,88001,712,2301.58%+1,712,230
CONOCOPHILLIPS(COP)03,877+3,8770511,7640.47%+511,764
JOHNSON & JOHNSON(JNJ)03,509+3,5090857,7400.79%+857,740
ISHARES TR014,496+14,49601,361,6091.26%+1,361,609
INTEL CORP(INTC)012,984+12,9840572,9840.53%+572,984
GILEAD SCIENCES INC(GILD)05,405+5,4050753,2950.70%+753,295
ISHARES GOLD TR(IAU)011,054+11,0540974,5210.90%+974,521
INVESCO ACTVELY MNGD ETC FD019,625+19,6250339,9050.31%+339,905
SELECT SECTOR SPDR TR04,578+4,5780280,4630.26%+280,463
CATERPILLAR INC(CAT)0550+5500389,6530.36%+389,653
ISHARES TR011,712+11,71201,112,0541.03%+1,112,054
VANGUARD WORLD FD05,925+5,92501,173,9801.09%+1,173,980
CSX CORP(CSX)013,420+13,4200550,8910.51%+550,891
TEXAS INSTRS INC(TXN)02,893+2,8930561,6470.52%+561,647
ISHARES TR06,767+6,7670586,6310.54%+586,631
ISHARES TR04,902+4,9020742,2160.69%+742,216
AMGEN INC(AMGN)02,035+2,0350716,0150.66%+716,015
VANGUARD WORLD FD02,400+2,4000540,8160.50%+540,816
WEYERHAEUSER CO(WY)015,511+15,5110378,9340.35%+378,934
COCA COLA CO(KO)06,322+6,3220480,7880.44%+480,788
PACER FDS TR06,500+6,5000301,0150.28%+301,015
VANECK ETF TRUST05,450+5,4500500,1470.46%+500,147
ISHARES INC03,425+3,4250289,2070.27%+289,207
MERCK & CO INC(MRK)02,362+2,3620284,1250.26%+284,125
UNION PAC CORP(UNP)03,026+3,0260734,1680.68%+734,168
ISHARES SILVER TR(SLV)07,922+7,9220539,8050.50%+539,805
VERIZON COMMUNICATIONS INC(VZ)05,732+5,7320287,7520.27%+287,752
HUBBELL INC(HUBB)0582+5820285,6110.26%+285,611
RTX CORPORATION(RTX)02,819+2,8190543,7850.50%+543,785
SCHWAB STRATEGIC TR043,824+43,8240941,7780.87%+941,778
SPDR GOLD TR(GLD)0741+7410318,8450.29%+318,845
SPROTT ASSET MANAGEMENT LP(CEF)013,100+13,1000625,1320.58%+625,132
SCHWAB STRATEGIC TR014,982+14,9820398,6710.37%+398,671
CUMMINS INC(CMI)01,015+1,0150546,0900.50%+546,090
ABRDN SILVER ETF TRUST04,400+4,4000315,0840.29%+315,084
VANGUARD WHITEHALL FDS01,436+1,4360212,6720.20%+212,672
SCHWAB STRATEGIC TR05,067+5,0670236,8320.22%+236,832
CISCO SYS INC(CSCO)07,138+7,1380553,8370.51%+553,837
PROCTER & GAMBLE CO(PG)02,887+2,8870416,9980.39%+416,998
ISHARES TR02,048+2,0480226,0540.21%+226,054
PIMCO ETF TR02,996+2,9960301,3080.28%+301,308
GOLDMAN SACHS ETF TR04,851+4,8510245,2180.23%+245,218
GOLDMAN SACHS ETF TR031,544+31,54403,160,3932.92%+3,160,393
HOME DEPOT INC(HD)01,177+1,1770387,1040.36%+387,104
INVESCO QQQ TR0377+3770217,8590.20%+217,859
SCHWAB STRATEGIC TR0115,406+115,40602,800,9042.59%+2,800,904
ISHARES TR01,972+1,9720223,0530.21%+223,053
ISHARES TR034,576+34,57601,048,3440.97%+1,048,344
STATE STR SPDR S&P 500 ETF T(SPY)0762+7620495,5600.46%+495,560
SCHWAB STRATEGIC TR0130,094+130,09403,020,7832.79%+3,020,783
WISDOMTREE TR(WT)023,040+23,04001,159,8341.07%+1,159,834
VANGUARD SCOTTSDALE FDS031,714+31,71402,513,9692.32%+2,513,969
SCHWAB STRATEGIC TR020,906+20,9060536,0300.50%+536,030
ABBVIE INC(ABBV)02,564+2,5640557,6440.52%+557,644
FORD MTR CO(F)018,556+18,5560214,1360.20%+214,136
BERKSHIRE HATHAWAY INC DEL01,400+1,4000670,8800.62%+670,880
VANGUARD WORLD FD01,809+1,8090325,3310.30%+325,331
STRYKER CORPORATION(SYK)01,062+1,0620348,9630.32%+348,963
ALPHABET INC(GOOG)01,440+1,4400413,0780.38%+413,078
GOLDMAN SACHS ETF TR011,325+11,32501,047,5220.97%+1,047,522
AUTOMATIC DATA PROCESSING IN0987+9870200,5390.19%+200,539
SSGA ACTIVE ETF TR037,681+37,68101,512,5151.40%+1,512,515
VANGUARD INDEX FDS01,128+1,1280492,8830.46%+492,883
VANGUARD INDEX FDS03,848+3,84801,234,4781.14%+1,234,478
UNITEDHEALTH GROUP INC(UNH)01,074+1,0740290,6140.27%+290,614
ALPHABET INC(GOOG)02,385+2,3850685,8310.63%+685,831
CVS HEALTH CORP(CVS)06,268+6,2680450,1680.42%+450,168
SCHWAB STRATEGIC TR069,099+69,09901,734,3921.60%+1,734,392
VANGUARD SCOTTSDALE FDS023,317+23,31701,929,4821.78%+1,929,482
VANGUARD WORLD FD01,472+1,47201,027,0440.95%+1,027,044
JPMORGAN CHASE & CO(JPM)01,779+1,7790523,3110.48%+523,311
VANGUARD WORLD FD08,874+8,87402,416,6922.23%+2,416,692
SCHWAB STRATEGIC TR0166,772+166,77204,154,2913.84%+4,154,291
ORACLE CORP(ORCL)02,022+2,0220297,4560.27%+297,456
ELI LILLY & CO(LLY)0641+6410589,5730.55%+589,573
ABBOTT LABORATORIES04,358+4,3580447,4360.41%+447,436
ISHARES TR010,381+10,38101,101,9431.02%+1,101,943
FAIR ISAAC CORP(FICO)0235+2350250,8720.23%+250,872
WELLS FARGO & CO(WFC)08,908+8,9080709,1660.66%+709,166
BANK AMERICA CORP024,151+24,15101,177,3611.09%+1,177,361
NEWMARKET CORP(NEU)03,200+3,20002,051,0401.90%+2,051,040
QUALCOMM INC(QCOM)04,636+4,6360597,0240.55%+597,024
3M CO(MMM)000000
APPLE INC(AAPL)010,536+10,53602,673,9312.47%+2,673,931
J P MORGAN EXCHANGE TRADED F092,979+92,97904,705,6534.35%+4,705,653
VANGUARD WORLD FD032,707+32,70703,951,3333.65%+3,951,333
MICROSOFT CORP(MSFT)04,386+4,38601,623,5661.50%+1,623,566
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