Portfolio (Quarterly) Guide ↗

NORTH POINT PORTFOLIO MANAGERS CORP/OH

· CIK 0001105344

13F Portfolio $606M AUM 79 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 7 New 5 Added 40 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ZBRA	ZEBRA TECHNOLOGIES CORP-CL A	Technology	27,550	$5.8M	1.03%	SOLD
2	XOM	EXXON MOBIL CORPORATION	Energy	7,488	$1.3M	0.23%	SOLD
3	HON	HONEYWELL INTERNATIONAL INC.	Industrials	1,196	$270K	0.05%	SOLD
4	GGG	GRACO INC.	Industrials	3,065	$259K	0.05%	SOLD

Sector Allocation

Technology 32.4%

Financial Services 15.6%

Consumer Cyclical 12.7%

Healthcare 10.8%

Industrials 10.3%

Communication Services 9.2%

Energy 3.0%

Utilities 2.3%

Consumer Defensive 1.9%

Basic Materials 1.9%