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Portfolio (Quarterly) Guide ↗

Northstar Group, Inc.

· CIK 0001631408
13F Portfolio $707M AUM 166 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 26 Added 58 Reduced
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SGOV ISHARES TR 14,255.0 $1.4M 0.20% +2K +15.8% $100.66 -0.1%
22 AVGO BROADCOM INC Technology 3,381.0 $1.0M 0.15% +185.0 +5.8% $309.51 +15.5%
23 HCC WARRIOR MET COAL INC Energy 8,599.0 $801K 0.11% +4K +72.6% $93.15 -5.6%
24 MA MASTERCARD INCORPORATED Financial Services 984.0 $492K 0.07% +7.0 +0.7% $499.77 +13.1%
25 ITOT ISHARES TR 2,588.0 $369K 0.05% +68.0 +2.7% $142.43 +16.8%
26 IBM INTERNATIONAL BUSINESS MACHS Technology 1,094.0 $265K 0.04% +75.0 +7.4% $242.49 -5.3%
Page 2 of 2  ·  26 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 21.5%
Financial Services 15.9%
Communication Services 14.5%
Consumer Cyclical 14.2%
Consumer Defensive 14.1%
Healthcare 9.9%
Industrials 5.6%
Basic Materials 2.3%
Energy 1.5%
Utilities 0.5%