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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 2 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AXP AMERICAN EXPRESS CO Financial Services 21,536.0 $8.0M 1.08% NEW $369.96 -12.0%
22 BR BROADRIDGE FINL SOLUTIONS IN Technology 35,416.0 $7.9M 1.08% NEW $223.17 -35.1%
23 ISHARES TR 312,259.0 $7.0M 0.96% NEW $22.47
24 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,280.0 $6.9M 0.93% NEW $5355.94 -96.9%
25 ISHARES TR 300,873.0 $6.7M 0.92% NEW $22.37
26 ECL ECOLAB INC Basic Materials 24,462.0 $6.4M 0.88% NEW $262.53 +1.1%
27 WMT WALMART INC Consumer Defensive 55,848.0 $6.2M 0.85% NEW $111.41 +8.2%
28 MKL MARKEL GROUP INC Financial Services 2,880.0 $6.2M 0.84% NEW $2149.65 -14.1%
29 BERKSHIRE HATHAWAY INC DEL 8.0 $6.0M 0.82% NEW $754800.00
30 MSFT MICROSOFT CORP Technology 11,977.0 $5.8M 0.79% NEW $483.65 -19.2%
31 ABBV ABBVIE INC Healthcare 24,336.0 $5.6M 0.76% NEW $228.49 -0.3%
32 VT VANGUARD INTL EQUITY INDEX F 38,809.0 $5.5M 0.75% NEW $141.06 +10.8%
33 SBUX STARBUCKS CORP Consumer Cyclical 60,303.0 $5.1M 0.69% NEW $84.21 +22.4%
34 V VISA INC Financial Services 13,452.0 $4.7M 0.64% NEW $350.69 -9.0%
35 ADP AUTOMATIC DATA PROCESSING IN Industrials 15,433.0 $4.0M 0.54% NEW $257.23 -12.1%
36 VEU VANGUARD INTL EQUITY INDEX F 53,574.0 $3.9M 0.54% NEW $73.56 +13.9%
37 SPY SPDR S&P 500 ETF TR Financial Services 5,574.0 $3.8M 0.52% NEW $681.89 +8.8%
38 SCHD SCHWAB STRATEGIC TR 134,036.0 $3.7M 0.50% NEW $27.43 +19.6%
39 DIS DISNEY WALT CO Communication Services 31,281.0 $3.6M 0.48% NEW $113.77 -12.1%
40 UNP UNION PAC CORP Industrials 14,356.0 $3.3M 0.45% NEW $231.33 +16.0%
Page 2 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%