Portfolio (Quarterly) Guide ↗

NORTH POINT PORTFOLIO MANAGERS CORP/OH

· CIK 0001105344

13F Portfolio $561.4B AUM 76 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 15 Added 37 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	GNTX	GENTEX CORPORATION	Consumer Cyclical	324,273	$7.5M	1.28%	SOLD
2	—	BERKSHIRE HATHAWAY INC. - CL B	—	494	$248K	0.04%	SOLD
3	—	AMERICAN GROWTH FUND OF AMERIC	—	2,669	$214K	0.04%	SOLD

Sector Allocation

Technology 28.4%

Financial Services 13.8%

Consumer Cyclical 12.9%

Healthcare 11.6%

Industrials 8.9%

Communication Services 8.3%

Consumer Defensive 6.7%

Energy 5.7%

Utilities 1.9%

Basic Materials 1.8%