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Portfolio (Quarterly) Guide ↗

Northstar Group, Inc.

· CIK 0001631408
13F Portfolio $734M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 163 New
Page 3 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VYM VANGUARD WHITEHALL FDS 21,560.0 $3.1M 0.42% NEW $143.52 +11.7%
42 PEP PEPSICO INC Consumer Defensive 18,084.0 $2.6M 0.35% NEW $143.52 +0.5%
43 JPM JPMORGAN CHASE & CO. Financial Services 7,920.0 $2.6M 0.35% NEW $322.23 -0.5%
44 ISHARES TR 111,653.0 $2.5M 0.33% NEW $21.95
45 MRK MERCK & CO INC Healthcare 23,265.0 $2.4M 0.33% NEW $105.27 +13.1%
46 KO COCA COLA CO Consumer Defensive 33,718.0 $2.4M 0.32% NEW $69.91 +18.2%
47 SYK STRYKER CORPORATION Healthcare 6,406.0 $2.3M 0.31% NEW $351.47 -11.2%
48 HD HOME DEPOT INC Consumer Cyclical 6,420.0 $2.2M 0.30% NEW $344.09 -4.6%
49 MCD MCDONALDS CORP Consumer Cyclical 6,770.0 $2.1M 0.28% NEW $305.61 -6.8%
50 NVDA NVIDIA CORPORATION Technology 10,692.0 $2.0M 0.27% NEW $186.50 +10.0%
51 ISHARES TR 84,695.0 $1.9M 0.26% NEW $22.87
52 PG PROCTER AND GAMBLE CO Consumer Defensive 13,260.0 $1.9M 0.26% NEW $143.31 +4.4%
53 ABT ABBOTT LABS Healthcare 15,030.0 $1.9M 0.26% NEW $125.29 -29.6%
54 IBDU ISHARES TR 80,046.0 $1.9M 0.26% NEW $23.41 -1.2%
55 RTX RTX CORPORATION Industrials 10,138.0 $1.9M 0.25% NEW $183.40 +0.1%
56 CRM SALESFORCE INC Technology 6,924.0 $1.8M 0.25% NEW $264.91 -37.4%
57 VBIL VANGUARD INSTL INDEX FD 23,845.0 $1.8M 0.24% NEW $75.43 +0.2%
58 VHT VANGUARD WORLD FD 6,118.0 $1.8M 0.24% NEW $287.87 -0.5%
59 PYPL PAYPAL HLDGS INC Financial Services 28,991.0 $1.7M 0.23% NEW $58.38 -28.9%
60 CAT CATERPILLAR INC Industrials 2,486.0 $1.4M 0.19% NEW $572.95 +58.9%
Page 3 of 9  ·  163 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
Communication Services 24.6%
Technology 20.7%
Financial Services 14.6%
Consumer Cyclical 13.3%
Consumer Defensive 10.7%
Healthcare 8.1%
Industrials 4.9%
Basic Materials 2.0%
Energy 0.7%
Utilities 0.3%