NOLVX Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q4	Feb 5, 2026	Northern Large Cap Value Fund	5.1%	18.0%	NOLVX	healthcare, large cap, Pharmaceuticals, Quality, value	The fund invests in attractively valued stocks with strong peer-relative profitability, cash flows, and management efficiency. Value stocks significantly outperformed in both R1000 Index and R1000 Value Index during the quarter. The fund's value tilt added to performance. The fund tilts towards high quality stocks which slightly added to performance during the quarter. High quality stocks outperformed the R1000 Value index. The manager emphasizes the importance of high quality company fundamentals.		View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of NOLVX

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

NOLVX

NOLVX

Letters With This Ticker

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BSD Shareholders of NOLVX

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