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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 4 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWD ISHARES TR 6,697.0 $1.6M 0.21% +65.0 +1.0% $242.42 +6.7%
62 SGOV ISHARES TR 13,704.0 $1.4M 0.18% -551.0 -3.9% $100.67 -0.1%
63 GE GE AEROSPACE Industrials 3,669.0 $1.4M 0.18% $373.75 -4.7%
64 UFEB INNOVATOR ETFS TRUST 35,010.0 $1.4M 0.17% -1K -3.7% $38.65 +1.8%
65 LRCX LAM RESEARCH CORP Technology 3,005.0 $1.3M 0.17% -170.0 -5.3% $433.33 -29.1%
66 VDC VANGUARD WORLD FD 5,643.0 $1.3M 0.16% -100.0 -1.7% $225.48 +4.0%
67 CSX CSX CORP Industrials 26,307.0 $1.3M 0.16% +271.0 +1.0% $47.53 +6.6%
68 AVGO BROADCOM INC Technology 3,306.0 $1.2M 0.16% -75.0 -2.2% $377.75 -4.0%
69 ABT ABBOTT LABORATORIES Healthcare 13,629.0 $1.2M 0.16% -100.0 -0.7% $90.74 +26.1%
70 LLY ELI LILLY & CO Healthcare 993.0 $1.2M 0.15% $1199.43 +6.7%
71 TSLA TESLA INC Consumer Cyclical 2,831.0 $1.2M 0.15% $420.60 -16.5%
72 AOR ISHARES TR 17,015.0 $1.2M 0.15% $69.50 +0.6%
73 VIS VANGUARD WORLD FD 3,243.0 $1.2M 0.15% $360.38 -3.1%
74 XOM EXXON MOBIL CORP Energy 8,544.0 $1.2M 0.15% $136.72 +20.5%
75 ESCA ESCALADE INC Consumer Cyclical 60,500.0 $1.1M 0.15% $18.78 +10.5%
76 IWB ISHARES TR 2,662.0 $1.1M 0.14% $409.50 +2.9%
77 PYPL PAYPAL HLDGS INC Financial Services 24,472.0 $1.1M 0.14% -1K -4.8% $43.18 +41.9%
78 AAON AAON INC Industrials 8,200.0 $1.0M 0.13% $126.86 -36.2%
79 CVS CVS HEALTH CORP Healthcare 9,910.0 $1.0M 0.13% $103.45 -9.5%
80 VIOO VANGUARD ADMIRAL FDS INC 7,309.0 $1.0M 0.13% +200.0 +2.8% $137.54 -0.3%
Page 4 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%