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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 3 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADP AUTOMATIC DATA PROCESSING IN Industrials 14,483.0 $2.9M 0.42% -950.0 -6.2% $203.18 +11.1%
42 DIS DISNEY WALT CO Communication Services 30,393.0 $2.9M 0.41% -888.0 -2.8% $96.38 +4.1%
43 MRK MERCK & CO INC Healthcare 24,246.0 $2.9M 0.41% +981.0 +4.2% $120.29 +0.4%
44 PEP PEPSICO INC Consumer Defensive 17,224.0 $2.7M 0.38% -860.0 -4.8% $155.29 -7.4%
45 KO COCA COLA CO Consumer Defensive 34,118.0 $2.6M 0.37% +400.0 +1.2% $76.05 +8.5%
46 JPM JPMORGAN CHASE & CO Financial Services 7,940.0 $2.3M 0.33% $294.17 +6.6%
47 IBDU ISHARES TR 96,041.0 $2.2M 0.32% +16K +20.0% $23.26 -0.5%
48 SYK STRYKER CORPORATION Healthcare 6,406.0 $2.1M 0.30% $328.59 -7.0%
49 MCD MCDONALDS CORP Consumer Cyclical 6,770.0 $2.1M 0.30% $310.77 -8.4%
50 HD HOME DEPOT INC Consumer Cyclical 6,320.0 $2.1M 0.29% -100.0 -1.6% $328.88 -0.9%
51 ISHARES TR 86,495.0 $2.0M 0.28% +2K +2.1% $22.92
52 RTX RTX CORPORATION Industrials 9,997.0 $1.9M 0.27% -141.0 -1.4% $192.90 -4.5%
53 PG PROCTER & GAMBLE CO Consumer Defensive 13,260.0 $1.9M 0.27% $144.44 +2.7%
54 VBIL VANGUARD INSTL INDEX FD 25,174.0 $1.9M 0.27% +1K +5.6% $75.65 -0.1%
55 NVDA NVIDIA CORPORATION Technology 10,692.0 $1.9M 0.26% $174.40 +17.5%
56 CAT CATERPILLAR INC Industrials 2,370.0 $1.7M 0.24% -116.0 -4.7% $708.56 +26.7%
57 VHT VANGUARD WORLD FD 6,120.0 $1.7M 0.24% $272.32 +5.3%
58 XOM EXXON MOBIL CORP Energy 8,544.0 $1.4M 0.20% $169.66 -11.2%
59 CB CHUBB LTD SWITZ Financial Services 4,420.0 $1.4M 0.20% +145.0 +3.4% $325.93 +0.6%
60 SGOV ISHARES TR 14,255.0 $1.4M 0.20% +2K +15.8% $100.66 -0.2%
Page 3 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%