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Portfolio (Quarterly) Guide ↗

Northstar Group, Inc.

· CIK 0001631408
13F Portfolio $777M AUM 168 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 36 Added 46 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ISHARES TR 17,267.0 $337K 0.04% NEW $19.54
2 INTC INTEL CORP Technology 2,357.0 $329K 0.04% NEW $139.63 -33.5%
3 PSCT INVESCO EXCH TRADED FD TR II 3,270.0 $302K 0.04% NEW $92.41 -14.8%
4 DELL DELL TECHNOLOGIES INC Technology 656.0 $283K 0.04% NEW $431.46 +1.4%
5 UAL UNITED AIRLS HLDGS INC Industrials 2,000.0 $272K 0.04% NEW $135.99 -14.9%
6 UNH UNITEDHEALTH GROUP INC Healthcare 649.0 $270K 0.04% NEW $415.63 -6.5%
7 ON ON SEMICONDUCTOR CORP Technology 2,788.0 $264K 0.03% NEW $94.54 -19.0%
8 CSCO CISCO SYS INC Technology 2,007.0 $236K 0.03% NEW $117.45 -5.9%
9 EFA ISHARES TR 1,997.0 $207K 0.03% NEW $103.88 +3.6%

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
Communication Services 24.6%
Technology 20.4%
Financial Services 14.6%
Consumer Cyclical 12.5%
Consumer Defensive 10.8%
Healthcare 8.6%
Industrials 5.2%
Basic Materials 1.9%
Energy 1.0%
Utilities 0.4%