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Portfolio (Quarterly) Guide ↗

NORTHSTAR ASSET MANAGEMENT Co

· CIK 0001132708
13F Portfolio $445M AUM 187 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 12 Added 49 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 2030-2031 Enrollment Portfoli 51,288.0 $499K 0.11% NEW $9.73
2 DELL DELL TECHNOLOGIES INC. Technology 1,525.0 $250K 0.06% NEW $164.13 +163.4%
3 GEV GE VERNOVA INC Utilities 278.0 $243K 0.06% NEW $872.90 +20.4%
4 NOW SERVICENOW INC Technology 2,225.0 $233K 0.05% NEW $104.55 -7.4%
5 URI UNITED RENTALS INC Industrials 275.0 $200K 0.04% NEW $728.56 +47.6%
6 Principal Plus Interest Portf 13,325.0 $134K 0.03% NEW $10.03

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 35.4%
Healthcare 15.0%
Industrials 12.4%
Financial Services 11.3%
Consumer Defensive 8.3%
Consumer Cyclical 5.1%
Energy 4.1%
Communication Services 3.9%
Basic Materials 2.3%
Real Estate 1.4%