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NOEQ

Northern Funds - Northern Trust US Equities ETF
1W: +0.0% YTD: -0.4%
$25.47
-0.03 (-0.10%)
After Hours: $25.42 (-0.05, -0.18%)
ETF AMEX · AUM $771.1M
ETF-Level Metrics
AUM$771M
Holdings419
Top 10 Wt75.0%
Beta
% Profitable85%
Coverage67%
Portfolio Valuation
P/E27.7
P/B6.4
P/S4.8
EV/EBITDA17.3
P/FCF48.3
PEG1.17
Profitability & Returns
Gross Margin44.6%
Net Margin17.3%
ROE25.1%
ROA11.5%
ROIC17.7%
Div Yield1.43%
Leverage & Liquidity
Debt/Equity0.39
Debt/Assets0.18
Net Debt/EBITDA0.3x
Interest Cov23.8x
Current Ratio1.30
Quick Ratio1.05
Growth (YoY)
Revenue+12.5%
Net Income+42.2%
EPS+42.7%
FCF+32.0%
EBITDA+42.5%
Rev CAGR 3Y+7.1%
Quality Scores
Piotroski F6.3
Altman Z5.76
IS Quality71.6
IS Overall59.4
IS Value47.5
Median P/E19.2

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 80 37.4% 14.3
Healthcare 46 22.1% 21.8
Energy 30 12.5% 15.6
Industrials 59 9.1% 19.4
Communication Services 16 8.2% -0.3
Consumer Cyclical 54 4.9% 24.8
Technology 38 2.5% -0.7
Utilities 21 2.1% 24.4
Consumer Defensive 29 0.6% 19.6
Basic Materials 22 0.3% -1.3
Real Estate 23 0.2% 41.2
Other 1 0.0%

Smart Money Overlap

58 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
MRK Merck & Co., Inc. 7.44% 4 Bullish 11 2 +2.1%
JNJ Johnson & Johnson 5.10% 4 Bullish 12 2 +0.4%
GEV GE Vernova Inc. 1.81% 4 Bullish 8 7 +2.9%
DIS The Walt Disney Company 0.94% 4 Bullish 29 3 +0.3%
INTC Intel Corporation 0.89% 4 Bullish 2 2 +10.5%
CARR Carrier Global Corporation 0.30% 4 Bullish 10 1 -3.8%
JPM JPMorgan Chase & Co. 0.28% 4 Bullish 14 9 +0.2%
AVGO Broadcom Inc. 0.12% 4 Bullish 1 10 -2.2%
META Meta Platforms, Inc. 0.11% 4 Bullish 42 14 -3.2%
T AT&T Inc. 0.10% 4 Bullish 28 5 -2.3%
WMT Walmart Inc. 0.09% 4 Bullish 22 3 +1.2%
C Citigroup Inc. 0.07% 4 Bullish 35 9 -0.1%
HD The Home Depot, Inc. 0.07% 4 Bullish 11 11 -3.3%
PANW Palo Alto Networks, Inc. 0.07% 4 Bullish 2 2 +11.0%
RTX RTX Corporation 0.06% 4 Bullish 18 3 +0.2%
FCX Freeport-McMoRan Inc. 0.06% 4 Bullish 2 2 +0.2%
COP ConocoPhillips 0.06% 4 Bullish 1 3 +22.3%
CVS CVS Health Corporation 0.05% 4 Bullish 26 2 +2.3%
PFE Pfizer Inc. 0.04% 4 Bullish 11 2 +6.6%
AON Aon plc 0.04% 4 Bullish 1 3 +1.6%
Showing 50 of 419 holdings · Page 1 of 9
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 STATE STREET SPDR S&P 500 ETF TRUST ETP USD 0 SPY 13.88% $107.1M 163,291 $653.9B Financial Services
2 VANGUARD INFORMATION TECHNOLOGY ETF ETP USD VGT 11.93% $92.0M 129,112 $129.2B Financial Services
3 ELI LILLY AND COMPANY LLY 7.89% $60.9M 65,046 40.7 $884.0B Healthcare
4 MERCK & CO INC COMMON STOCK USD 0.5 MRK 7.44% $57.4M 474,668 16.5 $298.8B Healthcare
5 EXXON MOBIL XOM 7.38% $56.9M 354,111 24.1 $669.5B Energy
6 ALPHABET INC-CL C - COMMON STOCK USD 0.001 GOOG 6.73% $51.9M 176,319 27.0 $3.6T Communication Services
7 BOEING CO/THE COMMON STOCK USD 5 BA 5.60% $43.2M 207,482 71.6 $163.5B Industrials
8 JOHNSON & JOHNSON COMMON STOCK USD 1 JNJ 5.10% $39.4M 161,913 22.0 $585.7B Healthcare
9 STATE STREET COMMUNICATION SERVICES SELECT SECTOR XLC 4.62% $35.6M 318,791 $27.3B Financial Services
10 CHEVRON CORP COMMON STOCK USD 0.75 CVX 4.53% $35.0M 175,775 32.2 $397.7B Energy
11 AMAZON.COM INC COMMON STOCK USD 0.01 AMZN 4.36% $33.6M 160,180 28.9 $2.3T Consumer Cyclical
12 GENERAL ELECTRIC CO GE 2.30% $17.7M 62,991 34.5 $296.6B Industrials
13 MOODY'S CORP COMMON STOCK USD 0.01 MCO 2.13% $16.4M 37,236 31.9 $78.2B Financial Services
14 GE VERNOVA INC COMMON STOCK USD 0.01 GEV 1.81% $13.9M 15,506 50.0 $243.8B Utilities
15 INVESCO S&P 500 PURE GROWTH ETF ETP USD RPG 1.34% $10.4M 215,494 $1.7B Financial Services
16 ISHARES RUSSELL 2000 ETF ETP USD IWM 0.94% $7.3M 28,961 $71.9B Financial Services
17 THE WALT DISNEY COMPANY DIS 0.94% $7.3M 75,070 14.1 $171.4B Communication Services
18 INTEL CORP COMMON STOCK USD 0.001 INTC 0.89% $6.9M 136,933 -916.3 $251.6B Technology
19 INVESCO S&P 500 EQUAL WEIGHT ETF ETP USD RSP 0.80% $6.2M 32,000 $85.7B Financial Services
20 BAXTER INTERNATIONAL INC COMMON STOCK USD 1 BAX 0.36% $2.8M 165,494 -9.0 $8.6B Healthcare
21 APPLE INC COMMON STOCK USD 0.00001 AAPL 0.34% $2.6M 10,235 32.0 $3.8T Technology
22 CARRIER GLOBAL CORP COMMON STOCK USD 0.01 CARR 0.30% $2.4M 42,193 31.3 $46.6B Industrials
23 MICROSOFT CORP COMMON STOCK USD 0.00000625 MSFT 0.28% $2.2M 5,844 23.3 $2.8T Technology
24 JPMORGAN CHASE & CO COMMON STOCK USD 1 JPM 0.28% $2.2M 7,382 14.4 $794.5B Financial Services
25 SOLVENTUM CORP COMMON STOCK USD SOLV 0.23% $1.8M 28,277 7.1 $11.0B Healthcare
26 OTIS WORLDWIDE CORP COMMON STOCK USD 0.01 OTIS 0.21% $1.6M 21,099 22.1 $30.3B Industrials
27 GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK USD GEHC 0.19% $1.5M 20,995 19.1 $32.1B Healthcare
28 COSTCO WHOLESALE CORP COMMON STOCK USD 0.005 COST 0.15% $1.2M 1,164 52.7 $450.3B Consumer Defensive
29 ADVANCED MICRO DEVICES INC COMMON STOCK USD 0.01 AMD 0.15% $1.1M 5,200 81.8 $354.6B Technology
30 ALPHABET INC-CL A - COMMON STOCK USD 0.001 GOOGL 0.14% $1.0M 3,544 27.0 $3.6T Communication Services
31 NVIDIA CORP COMMON STOCK USD 0.001 NVDA 0.13% $1.0M 5,663 35.9 $4.3T Technology
32 BROADCOM INC COMMON STOCK USD AVGO 0.12% $957,490 3,044 59.7 $1.5T Technology
33 CHENIERE ENERGY INC COMMON STOCK USD 0.003 LNG 0.12% $952,570 3,388 11.3 $60.5B Energy
34 BERKSHIRE HATHAWAY INC COMMON STOCK USD 0.0033 BRK-B 0.12% $936,561 1,962 15.4 $1.0T Financial Services
35 THERMO FISHER SCIENTIFIC INC COMMON STOCK USD 1 TMO 0.12% $895,932 1,823 27.5 $182.6B Healthcare
36 MASTERCARD INC COMMON STOCK USD 0.0001 MA 0.11% $879,310 1,782 29.6 $440.4B Financial Services
37 META PLATFORMS INC COMMON STOCK USD 0.000006 META 0.11% $821,478 1,430 24.0 $1.4T Communication Services
38 AT&T INC COMMON STOCK USD 1 T 0.10% $808,708 28,546 9.3 $198.2B Communication Services
39 MARATHON PETROLEUM CORP COMMON STOCK USD 0.01 MPC 0.09% $692,556 2,865 17.9 $71.2B Energy
40 WALMART INC COMMON STOCK USD 0.1 WMT 0.09% $691,971 5,501 45.8 $1.0T Consumer Defensive
41 MCKESSON CORP COMMON STOCK USD 0.01 MCK 0.09% $665,863 753 25.1 $109.1B Healthcare
42 MORGAN STANLEY DEAN WITTER & CO. MS 0.08% $596,750 3,599 15.4 $263.2B Financial Services
43 CITIGROUP INC COMMON STOCK USD 0.01 C 0.07% $568,874 4,936 14.7 $201.6B Financial Services
44 GOLDMAN SACHS GROUP INC/THE COMMON STOCK USD 0.01 GS 0.07% $564,428 654 15.7 $256.1B Financial Services
45 TRADEWEB MARKETS INC COMMON STOCK USD 0.00001 TW 0.07% $554,400 4,500 32.3 $26.2B Financial Services
46 HOME DEPOT INC/THE COMMON STOCK USD 0.05 HD 0.07% $548,701 1,706 22.6 $320.3B Consumer Cyclical
47 PALO ALTO NETWORKS INC COMMON STOCK USD 0.0001 PANW 0.07% $528,800 3,240 88.5 $111.2B Technology
48 DANAHER CORP COMMON STOCK USD 0.01 DHR 0.07% $509,717 2,667 37.4 $135.1B Healthcare
49 RTX CORP RTX 0.06% $493,272 2,514 39.2 $263.4B Industrials
50 STRYKER CORP COMMON STOCK USD 0.1 SYK 0.06% $489,685 1,477 39.1 $126.9B Healthcare
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms