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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
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PM PHILLIP MORRIS Consumer Defensive 2,377.0 $393K 0.09% -101.0 -4.1% $165.34 +8.1%
42 MDT MEDTRONIC PLC Healthcare 4,450.0 $386K 0.09% -300.0 -6.3% $86.65 -6.9%
43 PFE PFIZER INC. Healthcare 12,574.0 $353K 0.08% -2K -12.4% $28.08 -12.0%
44 FRANKLIN CUSTODIAN FUNDS DYNAT 1,965.0 $344K 0.08% -81.0 -4.0% $175.20
45 VANGUARD WINDSOR II FUND ADMIR 4,031.0 $332K 0.07% -238.0 -5.6% $82.48
46 WTRG ESSENTIALS UTILITIES INC. Utilities 6,500.0 $262K 0.06% -250.0 -3.7% $40.27 -7.4%
47 T AT&T INCORPORATED Communication Services 8,700.0 $252K 0.06% -2K -18.7% $28.99 -21.3%
48 JHANCOCK CLASSIC VALUE I 12,793.0 $235K 0.05% -10K -44.1% $18.38
49 COF CAPITAL ONE FINANCIAL Financial Services 1,100.0 $201K 0.04% -174.0 -13.7% $182.43 +8.4%
Page 3 of 3  ·  49 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 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%