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Portfolio (Quarterly) Guide ↗

NORTH STAR ASSET MANAGEMENT INC

· CIK 0001056559
13F Portfolio $2.3B AUM 446 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 108 Added 98 Reduced 16 Exited
Page 17 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 XEL XCEL ENERGY Utilities 3,066.0 $244K 0.01% +77.0 +2.6% $79.44 +0.5%
322 LNT ALLIANT ENERGY Utilities 3,334.0 $239K 0.01% +40.0 +1.2% $71.76 +2.1%
323 GNRC GENERAC HOLDINGS INC Industrials 1,220.0 $238K 0.01% NEW $195.33 +26.9%
324 GIS GEN MILLS INC Consumer Defensive 6,319.0 $235K 0.01% -800.0 -11.2% $37.22 -10.1%
325 BP BP PLC Energy 5,001.0 $235K 0.01% NEW $47.00 -4.5%
326 EOG EOG RESOURCES Energy 1,623.0 $235K 0.01% NEW $144.57 -3.2%
327 WM WASTE MANAGEMENT Industrials 984.0 $226K 0.01% -91.0 -8.5% $229.79 -4.4%
328 PUTNAM GROWTH OPPTY CL A 3,287.0 $223K 0.01% $67.82
329 VOOG VANGUARD S&P 500 GROWTH 543.0 $221K 0.01% -5.0 -0.9% $407.69 -79.9%
330 CRSP CRISPR THERAPEUTICS Healthcare 4,525.0 $215K 0.01% $47.57 +4.9%
331 AMANA GROWTH FUND 2,360.0 $214K 0.01% $90.55
332 BROS DUTCH BROS INC - CLASS A Consumer Cyclical 4,200.0 $213K 0.01% $50.66 +5.5%
333 IIF MS INDIA INVESTMENT (CL END) Financial Services 10,287.0 $212K 0.01% $20.58 +3.7%
334 CTVA CORTEVA Basic Materials 2,526.0 $211K 0.01% NEW $83.71 -5.6%
335 HARDING LOEVNER INTL EQUITY 7,423.0 $207K 0.01% $27.91
336 SPYG SPDR PORTFOLIO 500 GROWTH ETF 2,087.0 $204K 0.01% $97.91 +20.8%
337 HON HONEYWELL INTL Industrials 903.0 $204K 0.01% NEW $226.03 -1.0%
338 RVT ROYCE VALUE TRUST(CL END) Financial Services 12,277.0 $204K 0.01% -300.0 -2.4% $16.60 +9.2%
339 COLUMBIA DIVIDENT INCOME 5,335.0 $203K 0.01% NEW $38.14
340 GEHC GE HEALTHCARE TECH Healthcare 2,821.0 $201K 0.01% $71.18 -9.6%
Page 17 of 18  ·  356 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 36.5%
Healthcare 16.4%
Financial Services 16.3%
Industrials 9.5%
Communication Services 6.7%
Consumer Cyclical 6.7%
Consumer Defensive 3.5%
Basic Materials 2.0%
Utilities 1.7%
Energy 0.6%