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Portfolio (Quarterly) Guide ↗

NORTH STAR ASSET MANAGEMENT INC

· CIK 0001056559
13F Portfolio $2.5B AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 352 New
Page 10 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VANGUARD SMALL CAP INDEX 9,515.0 $1.2M 0.05% NEW $123.58
182 MRK MERCK Healthcare 10,912.0 $1.1M 0.05% NEW $105.26 +16.3%
183 COF CAP ONE FINANCIAL Financial Services 4,594.0 $1.1M 0.04% NEW $242.36 -22.5%
184 SCHWAB LARGE-CAP INDEX MF 63,426.0 $1.1M 0.04% NEW $17.54
185 PFE PFIZER Healthcare 43,562.0 $1.1M 0.04% NEW $24.90 +4.0%
186 VXUS VANGUARD TOTAL INTL STOCK 14,218.0 $1.1M 0.04% NEW $75.44 +12.0%
187 NAVI NAVIENT CORP Financial Services 82,241.0 $1.1M 0.04% NEW $13.00 -35.1%
188 NSC NORFOLK SOUTHERN Industrials 3,679.0 $1.1M 0.04% NEW $288.72 +8.9%
189 BMO BANK OF MONTREAL Financial Services 8,099.0 $1.1M 0.04% NEW $129.79 +24.0%
190 TXN TEXAS INSTR Technology 6,051.0 $1.0M 0.04% NEW $173.49 +78.2%
191 VANGUARD MID CAP ADM 2,902.0 $1.0M 0.04% NEW $359.36
192 OSK OSHKOSH TRUCK Industrials 8,013.0 $1.0M 0.04% NEW $125.63 +2.3%
193 HUBB HUBBELL Industrials 2,131.0 $946K 0.04% NEW $444.11 +7.0%
194 VANGUARD GROWTH INDEX (ADM) 3,696.0 $928K 0.04% NEW $251.13
195 NVS NOVARTIS Healthcare 6,221.0 $858K 0.04% NEW $137.87 +10.3%
196 CMCSA COMCAST CORP CL A Communication Services 28,555.0 $854K 0.03% NEW $29.89 -15.7%
197 USB US BANCORP DEL Financial Services 15,841.0 $845K 0.03% NEW $53.36 +2.8%
198 CL COLGATE-PALMOLIVE Consumer Defensive 10,522.0 $831K 0.03% NEW $79.02 +14.7%
199 VANGUARD TAX-MGD CAP APPREC 2,274.0 $800K 0.03% NEW $351.64
200 AVUV AVANTIS US SMALL CAP ETF 7,818.0 $797K 0.03% NEW $101.98 +17.7%
Page 10 of 18  ·  352 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.1%
Healthcare 16.8%
Financial Services 15.9%
Industrials 9.1%
Communication Services 6.8%
Consumer Cyclical 6.4%
Consumer Defensive 3.1%
Basic Materials 1.8%
Utilities 1.6%
Energy 0.4%