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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 2 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ISHARES TR 347,587.0 $7.8M 1.00% +24K +7.5% $22.37
22 ISHARES TR 348,639.0 $7.7M 0.99% +25K +7.8% $22.14
23 AXP AMERICAN EXPRESS CO Financial Services 21,693.0 $7.3M 0.94% $338.27 +0.5%
24 MKL MARKEL GROUP INC Financial Services 3,718.0 $7.3M 0.94% +618.0 +19.9% $1953.01 -8.1%
25 ECL ECOLAB INC Basic Materials 22,576.0 $6.3M 0.81% -555.0 -2.4% $278.61 +2.5%
26 WMT WALMART INC Consumer Defensive 53,964.0 $6.1M 0.79% -572.0 -1.1% $113.26 +0.9%
27 VT VANGUARD INTL EQUITY INDEX F 38,729.0 $6.1M 0.78% $156.95 +2.4%
28 BERKSHIRE HATHAWAY INC DEL 8.0 $6.0M 0.77% $748850.00
29 ABBV ABBVIE INC Healthcare 22,876.0 $5.8M 0.74% $251.64 +5.7%
30 BR BROADRIDGE FINL SOLUTIONS IN Technology 41,228.0 $5.6M 0.73% +6K +18.5% $136.95 +28.5%
31 BKNG BOOKING HOLDINGS INC Consumer Cyclical 31,513.0 $5.6M 0.72% +30K +2346.7% $178.24 +19.5%
32 SBUX STARBUCKS CORP Consumer Cyclical 52,236.0 $5.3M 0.69% -3K -4.6% $102.19 +2.7%
33 VEU VANGUARD INTL EQUITY INDEX F 58,087.0 $4.9M 0.63% +1K +1.8% $83.75 +1.4%
34 V VISA INC Financial Services 13,994.0 $4.8M 0.62% +452.0 +3.3% $343.10 +6.5%
35 MSFT MICROSOFT CORP Technology 12,157.0 $4.5M 0.58% $373.02 +29.8%
36 SCHD SCHWAB STRATEGIC TR 133,778.0 $4.2M 0.55% $31.71 +10.7%
37 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,574.0 $4.2M 0.54% $746.73 +3.0%
38 UNP UNION PAC CORP Industrials 14,361.0 $3.9M 0.50% $272.01 +11.0%
39 ISHARES TR 170,987.0 $3.7M 0.48% +35K +25.9% $21.65
40 VYM VANGUARD WHITEHALL FDS 21,537.0 $3.4M 0.44% $158.03 +4.6%
Page 2 of 9  ·  168 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%