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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 4 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QQQ INVESCO QQQ TR Financial Services 2,310.0 $1.4M 0.19% NEW $614.19 +17.4%
62 IWD ISHARES TR 6,629.0 $1.4M 0.19% NEW $210.34 +15.1%
63 CB CHUBB LIMITED Financial Services 4,275.0 $1.3M 0.18% NEW $312.10 +5.1%
64 IPAY AMPLIFY ETF TR 25,206.0 $1.3M 0.18% NEW $52.04 -15.8%
65 ORCL ORACLE CORP Technology 6,596.0 $1.3M 0.17% NEW $194.91 -5.5%
66 TSLA TESLA INC Consumer Cyclical 2,836.0 $1.3M 0.17% NEW $449.72 -9.6%
67 SGOV ISHARES TR 12,314.0 $1.2M 0.17% NEW $100.38 +0.1%
68 VDC VANGUARD WORLD FD 5,741.0 $1.2M 0.17% NEW $211.25 +9.9%
69 GE GE AEROSPACE Industrials 3,669.0 $1.1M 0.15% NEW $308.04 +8.8%
70 AVGO BROADCOM INC Technology 3,196.0 $1.1M 0.15% NEW $346.10 +10.4%
71 AOR ISHARES TR 17,005.0 $1.1M 0.15% NEW $65.01 +6.3%
72 NKE NIKE INC Consumer Cyclical 17,346.0 $1.1M 0.15% NEW $63.71 -29.5%
73 LLY ELI LILLY & CO Healthcare 993.0 $1.1M 0.14% NEW $1074.68 +5.4%
74 UNILEVER PLC 16,099.0 $1.1M 0.14% NEW $65.40
75 XOM EXXON MOBIL CORP Energy 8,544.0 $1.0M 0.14% NEW $120.34 +21.7%
76 IWB ISHARES TR 2,662.0 $994K 0.14% NEW $373.44 +8.6%
77 VIS VANGUARD WORLD FD 3,243.0 $968K 0.13% NEW $298.38 +15.4%
78 CSX CSX CORP Industrials 26,036.0 $944K 0.13% NEW $36.25 +31.2%
79 ESCA ESCALADE INC Consumer Cyclical 66,500.0 $897K 0.12% NEW $13.49 +38.1%
80 MDLZ MONDELEZ INTL INC Consumer Defensive 15,536.0 $836K 0.11% NEW $53.83 +17.0%
Page 4 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%