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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
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QCOM QUALCOMM INC Technology 1,678.0 $310K 0.04% -115.0 -6.4% $184.79 -11.5%
42 FDX FEDEX CORP Industrials 981.0 $307K 0.04% -17.0 -1.7% $313.13 +5.5%
43 MET METLIFE INC Financial Services 3,290.0 $278K 0.04% -230.0 -6.5% $84.61 +12.1%
44 SPHQ INVESCO EXCHANGE TRADED FD T 2,710.0 $244K 0.03% -303.0 -10.1% $90.10 -4.5%
45 BAC BANK OF AMER CORP Financial Services 4,215.0 $240K 0.03% -339.0 -7.4% $56.97 +10.2%
46 AZN ASTRAZENECA PLC Healthcare 1,216.0 $231K 0.03% -56.0 -4.4% $189.62 -13.0%
Page 3 of 3  ·  46 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 20.4%
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%