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Portfolio (Quarterly) Guide ↗

Northstar Group, Inc.

· CIK 0001631408
13F Portfolio $707M AUM 166 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 26 Added 58 Reduced 7 Exited
Page 2 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ISHARES TR 323,479.0 $7.3M 1.03% +11K +3.6% $22.43
22 ISHARES TR 323,298.0 $7.2M 1.02% +22K +7.5% $22.28
23 WMT WALMART INC Consumer Defensive 54,536.0 $6.8M 0.96% -1K -2.4% $124.28 -3.0%
24 AXP AMERICAN EXPRESS CO Financial Services 21,587.0 $6.5M 0.92% $302.49 +5.3%
25 ECL ECOLAB INC Basic Materials 23,131.0 $6.2M 0.87% -1K -5.4% $266.02 -0.9%
26 MKL MARKEL GROUP INC Financial Services 3,100.0 $5.9M 0.84% +220.0 +7.6% $1914.07 -4.4%
27 BERKSHIRE HATHAWAY INC DEL 8.0 $5.7M 0.81% $718140.00
28 BR BROADRIDGE FINL SOLUTIONS IN Technology 34,790.0 $5.7M 0.80% -626.0 -1.8% $162.48 -10.8%
29 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,288.0 $5.4M 0.77% +8.0 +0.6% $4210.88 -96.1%
30 VT VANGUARD INTL EQUITY INDEX F 38,839.0 $5.4M 0.76% $138.32 +12.5%
31 ABBV ABBVIE INC Healthcare 22,876.0 $5.0M 0.70% -1K -6.0% $217.49 +3.3%
32 SBUX STARBUCKS CORP Consumer Cyclical 54,777.0 $4.9M 0.69% -6K -9.2% $89.59 +14.2%
33 MSFT MICROSOFT CORP Technology 12,120.0 $4.5M 0.63% +143.0 +1.2% $370.18 +5.4%
34 VEU VANGUARD INTL EQUITY INDEX F 57,053.0 $4.3M 0.61% +3K +6.5% $75.10 +11.1%
35 V VISA INC Financial Services 13,542.0 $4.1M 0.58% +90.0 +0.7% $302.25 +5.6%
36 SCHD SCHWAB STRATEGIC TR 133,203.0 $4.1M 0.58% -833.0 -0.6% $30.68 +6.0%
37 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,574.0 $3.6M 0.51% $650.31 +13.4%
38 UNP UNION PAC CORP Industrials 14,360.0 $3.5M 0.49% $242.62 +10.6%
39 VYM VANGUARD WHITEHALL FDS 21,467.0 $3.2M 0.45% $148.10 +7.4%
40 ISHARES TR 135,853.0 $3.0M 0.42% +24K +21.7% $21.84
Page 2 of 9  ·  166 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 23.3%
Technology 19.3%
Financial Services 14.3%
Consumer Cyclical 12.7%
Consumer Defensive 12.7%
Healthcare 8.9%
Industrials 5.0%
Basic Materials 2.1%
Energy 1.4%
Utilities 0.4%