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Portfolio (Quarterly) Guide ↗

NORTHSTAR ASSET MANAGEMENT Co

· CIK 0001132708
13F Portfolio $471M AUM 189 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 138 New
Page 7 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMERICAN BEACON FUNDS INST CL 15,345.0 $312K 0.07% NEW $20.35
122 NFLX NETFLIX, INC. Communication Services 3,300.0 $309K 0.07% NEW $93.76 -22.3%
123 COF CAPITAL ONE FINANCIAL Financial Services 1,274.0 $309K 0.07% NEW $242.36 -18.4%
124 VANGUARD STAR FUND 10,471.0 $305K 0.07% NEW $29.16
125 LMT LOCKHEED MARTIN CORP. Industrials 600.0 $290K 0.06% NEW $483.67 +4.1%
126 CRWD CROWDSTRIKE HOLDINGS INC Technology 600.0 $281K 0.06% NEW $468.76 +45.3%
127 MA MASTERCARD INC CL A Financial Services 489.0 $279K 0.06% NEW $570.88 -14.5%
128 WM WASTE MANAGEMENT INC Industrials 1,250.0 $275K 0.06% NEW $219.71 -2.9%
129 T AT&T INCORPORATED Communication Services 10,700.0 $266K 0.06% NEW $24.84 -8.2%
130 WTRG ESSENTIALS UTILITIES INC. Utilities 6,750.0 $259K 0.06% NEW $38.36 -4.4%
131 RALLIANT CORP 4,952.0 $252K 0.05% NEW $50.91
132 CL COLGATE PALMOLIVE CO. Consumer Defensive 3,130.0 $247K 0.05% NEW $79.02 +15.7%
133 VAW VANGUARD BASIC MATERIALS ETF 1,185.0 $246K 0.05% NEW $207.55 +10.7%
134 QDEF FLEXSHARES QUALITY DIVIDEND DE 2,500.0 $202K 0.04% NEW $80.96 +6.0%
135 SLS SELLAS LIFE SCIENCES GROUP INC Healthcare 50,000.0 $188K 0.04% NEW $3.77 +140.6%
136 COLUMBIA ACORN ACORN FUND I2 11,810.0 $171K 0.04% NEW $14.48
137 GLDG GOLDMINING INC Basic Materials 15,000.0 $19K 0.00% NEW $1.25 -28.8%
138 CYTODYN INC 10,000.0 $3K 0.00% NEW $0.28
Page 7 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 38.2%
Healthcare 15.9%
Financial Services 11.3%
Industrials 11.2%
Consumer Defensive 7.3%
Consumer Cyclical 5.0%
Communication Services 4.2%
Energy 2.8%
Basic Materials 2.1%
Real Estate 1.4%