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North Forty Two & Co.

CIK:0002055134
Investment Adviser
$129M AUM
98 holdings
Lake Oswego, OR, United States
Founded:1998
2 employees
Latest filing:Jun 30, 2025

North Forty Two & Co. is an SEC-registered investment adviser founded in 1998 and headquartered in Lake Oswego, Oregon, in the metropolitan Portland area, with a satellite office in Bend, Oregon. It serves a select number of high-net-worth individuals and multigenerational families, often business leaders between 40 and 55 years old, emphasizing fiduciary duty, financial planning, and personalized portfolio management. The firm has approximately 2-9 employees and is led by principals with decades of experience in investment management and financial advice.

Investment Strategy

North Forty Two & Co. provides investment advisory and financial planning services to high-net-worth clients, developing personalized portfolio management strategies. The approach emphasizes multi-generational relationships, a fiduciary standard of care, and portfolio construction guided by risk tolerance, client goals, and prudent asset allocation. The firm acts as an independent, fee-only adviser, prioritizing clients' interests, and leverages partnerships for operational efficiencies while focusing its principals on investment research and client service. Custodial and execution services are provided by Charles Schwab & Co., ensuring secure asset management and best execution.

Top Buys
M
MBBISHARES TR
+$540.1K
M
MSFTMICROSOFT CORP
+$536.4K
N
NEUNEWMARKET CORP
+$406.3K
S
SCHFSCHWAB STRATEGIC TR
+$360.0K
S
SCHESCHWAB STRATEGIC TR
+$267.4K
Top Sells
A
AAPLAPPLE INC
-$304.9K
U
UNHUNITEDHEALTH GROUP INC
-$243.6K
X
XLESELECT SECTOR SPDR TR
-$213.4K
V
VDEVANGUARD WORLD FD
-$152.0K
C
CVXCHEVRON CORP NEW
-$120.5K

Top Holdings

J
JPSTJ P MORGAN EXCHANGE TRADED F
+5.8%$5.5M
S
SCHRSCHWAB STRATEGIC TR
+5.0%$4.7M
V
VFHVANGUARD WORLD FD
+4.5%$4.2M
S
SCHZSCHWAB STRATEGIC TR
+3.6%$3.3M
G
GBILGOLDMAN SACHS ETF TR
+3.4%$3.2M

Equity Positions (98)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
J
JPST
J P MORGAN EXCHANGE TRADED F5.83%$5.5M108,213$50.37$50.68-$34.8K
S
SCHR
SCHWAB STRATEGIC TR4.98%$4.7M187,036$24.31$25.03+$22.5K
V
VFH
VANGUARD WORLD FD4.46%$4.2M32,997$118.07$127.30+$246.4K
S
SCHZ
SCHWAB STRATEGIC TR3.56%$3.3M144,097$22.73$23.24+$6.9K
G
GBIL
GOLDMAN SACHS ETF TR3.37%$3.2M31,692$99.93$100.15+$29.1K

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+3.4%
NATIONAL COMMERCIAL BANKS
+3.3%
PHARMACEUTICAL PREPARATIONS
+2.6%
ELECTRONIC COMPUTERS
+2.6%
PETROLEUM REFINING
+2.5%