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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 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADP AUTOMATIC DATA PROCESSING IN Industrials 14,201.0 $3.2M 0.41% -282.0 -1.9% $223.95 +23.8%
42 MRK MERCK & CO INC Healthcare 24,202.0 $3.1M 0.40% $128.50 +18.5%
43 DIS DISNEY WALT CO Communication Services 29,696.0 $2.9M 0.37% -697.0 -2.3% $96.25 +11.1%
44 KO COCA COLA CO Consumer Defensive 33,751.0 $2.7M 0.35% -367.0 -1.1% $81.27 +11.2%
45 JPM JPMORGAN CHASE & CO Financial Services 7,890.0 $2.6M 0.33% -50.0 -0.6% $327.34 +9.1%
46 IBDU ISHARES TR 107,203.0 $2.5M 0.32% +11K +11.6% $23.16 -0.3%
47 NVDA NVIDIA CORPORATION Technology 11,645.0 $2.3M 0.30% +953.0 +8.9% $200.09 +8.7%
48 PEP PEPSICO INC Consumer Defensive 16,852.0 $2.3M 0.29% -372.0 -2.2% $135.40 +5.3%
49 HD HOME DEPOT INC Consumer Cyclical 6,320.0 $2.2M 0.29% $352.67 -2.4%
50 CAT CATERPILLAR INC Industrials 2,026.0 $2.2M 0.28% -344.0 -14.5% $1065.08 -23.4%
51 VBIL VANGUARD INSTL INDEX FD 28,205.0 $2.1M 0.28% +3K +12.0% $75.68 -0.1%
52 SYK STRYKER CORPORATION Healthcare 6,406.0 $2.0M 0.26% $314.84 +8.0%
53 ISHARES TR 86,495.0 $2.0M 0.26% $22.89
54 PG PROCTER & GAMBLE CO Consumer Defensive 13,093.0 $1.9M 0.25% -167.0 -1.3% $146.64 -1.5%
55 VHT VANGUARD WORLD FD 6,292.0 $1.9M 0.24% +172.0 +2.8% $299.03 +10.2%
56 RTX RTX CORPORATION Industrials 9,889.0 $1.9M 0.24% -108.0 -1.1% $189.73 +16.1%
57 MCD MCDONALDS CORP Consumer Cyclical 6,770.0 $1.8M 0.24% $270.29 -1.1%
58 CB CHUBB LIMITED Financial Services 5,032.0 $1.7M 0.22% +612.0 +13.8% $340.75 +0.0%
59 GLW CORNING INC Technology 6,617.0 $1.7M 0.22% -929.0 -12.3% $255.45 -40.3%
60 QQQ INVESCO QQQ TR Financial Services 2,254.0 $1.7M 0.21% -50.0 -2.2% $736.31 -2.7%
Page 3 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%