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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 5 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LLY ELI LILLY Healthcare 617.0 $567K 0.13% $919.77 +20.4%
82 CTVA CORTEVA INC. Basic Materials 6,740.0 $564K 0.13% -250.0 -3.6% $83.71 -5.5%
83 BA BOEING CO Industrials 2,817.0 $561K 0.13% -40.0 -1.4% $199.03 +8.9%
84 CSCO CISCO SYSTEMS INC Technology 6,950.0 $539K 0.12% -288.0 -4.0% $77.59 +56.1%
85 ESGV VANGUARD ESG U.S. STOCK ETF 4,675.0 $525K 0.12% $112.27 +15.5%
86 MFS SER TR IV MID CAP GROWTH I 19,844.0 $519K 0.12% $26.15
87 VDC VANGUARD CONSUMER STAPLES FUND 2,280.0 $512K 0.12% $224.59 +1.8%
88 VZ VERIZON COMMUNICATIONS Communication Services 9,972.0 $501K 0.11% -2K -15.2% $50.20 -9.6%
89 2030-2031 Enrollment Portfoli 51,288.0 $499K 0.11% NEW $9.73
90 IVV ISHARES CORE S&P 500 ETF 750.0 $490K 0.11% $653.21 +12.9%
91 MU MICRON TECHNOLOGY Technology 1,450.0 $490K 0.11% $337.84 +211.3%
92 LEGG MASON PARTNERS EQUITY TRU 3,861.0 $486K 0.11% $125.96
93 ORCL ORACLE CORPORATION Technology 3,200.0 $471K 0.11% $147.11 +12.3%
94 VOE VANGUARD MID-CAP VALUE FUND 2,515.0 $463K 0.10% $184.28 +7.0%
95 VBK VANGUARD ETF SMALL CAP GROWTH 1,510.0 $456K 0.10% $302.25 +16.6%
96 VANGUARD WELLINGTON FUND ADM. 6,091.0 $452K 0.10% $74.20
97 ABBV ABBVIE Healthcare 2,065.0 $449K 0.10% -50.0 -2.4% $217.49 +7.9%
98 DVY iSHARES DOW JONES SELECT DIV I 2,960.0 $448K 0.10% $151.41 +2.8%
99 VANGUARD US GROWTH FUND ADMIRA 2,603.0 $448K 0.10% -76.0 -2.8% $172.03
100 AON AON PLC CL A Financial Services 1,350.0 $436K 0.10% $322.78 -0.6%
Page 5 of 7  ·  138 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%