BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 6 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VPU VANGUARD WORLD FD 2,870.0 $531K 0.07% NEW $185.04 +4.2%
102 LOW LOWES COS INC Consumer Cyclical 2,067.0 $498K 0.07% NEW $241.16 -8.5%
103 SPYM SPDR SERIES TRUST 6,175.0 $495K 0.07% NEW $80.22 +8.5%
104 AMGN AMGEN INC Healthcare 1,483.0 $485K 0.07% NEW $327.31 +8.5%
105 VIGI VANGUARD WHITEHALL FDS 5,206.0 $476K 0.07% NEW $91.45 +2.4%
106 XLI SELECT SECTOR SPDR TR 2,998.0 $465K 0.06% NEW $155.12 +13.6%
107 KWEB KRANESHARES TRUST 13,117.0 $447K 0.06% NEW $34.05 -22.2%
108 HCC WARRIOR MET COAL INC Energy 4,983.0 $439K 0.06% NEW $88.18 +11.3%
109 DVY ISHARES TR 3,075.0 $434K 0.06% NEW $141.14 +12.5%
110 XLE SELECT SECTOR SPDR TR 9,556.0 $427K 0.06% NEW $44.71 +28.7%
111 GLD SPDR GOLD TR Financial Services 1,064.0 $422K 0.06% NEW $396.31 -2.5%
112 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,624.0 $411K 0.06% NEW $53.94 +5.9%
113 PM PHILIP MORRIS INTL INC Consumer Defensive 2,449.0 $393K 0.05% NEW $160.40 +14.9%
114 HSY HERSHEY CO Consumer Defensive 2,152.0 $392K 0.05% NEW $181.98 -0.2%
115 QQQM INVESCO EXCH TRADED FD TR II 1,548.0 $391K 0.05% NEW $252.89 +17.4%
116 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 4,762.0 $382K 0.05% NEW $80.30 -0.7%
117 NVS NOVARTIS AG Healthcare 2,729.0 $376K 0.05% NEW $137.87 +11.0%
118 ITOT ISHARES TR 2,520.0 $375K 0.05% NEW $148.69 +9.4%
119 ADBE ADOBE INC Technology 1,066.0 $373K 0.05% NEW $349.99 -41.7%
120 UPS UNITED PARCEL SERVICE INC Industrials 3,730.0 $370K 0.05% NEW $99.20 +9.5%
Page 6 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%