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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 6 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VTIP VANGUARD MALVERN FDS 11,077.0 $553K 0.08% $49.95 +0.8%
102 AMGN AMGEN INC Healthcare 1,468.0 $517K 0.07% -15.0 -1.0% $351.85 +1.0%
103 UBER UBER TECHNOLOGIES INC Technology 7,089.0 $510K 0.07% $71.93 -3.3%
104 VGT VANGUARD WORLD FD 721.0 $503K 0.07% $697.72 -83.3%
105 MA MASTERCARD INCORPORATED Financial Services 984.0 $492K 0.07% +7.0 +0.7% $499.77 -2.0%
106 LOW LOWES COS INC Consumer Cyclical 2,067.0 $488K 0.07% $236.28 -6.6%
107 XLI SELECT SECTOR SPDR TR 2,998.0 $485K 0.07% $161.73 +8.9%
108 SPYM SPDR SERIES TRUST 6,175.0 $473K 0.07% $76.54 +13.7%
109 GLD SPDR GOLD TR Financial Services 1,064.0 $458K 0.07% $430.29 -10.2%
110 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,442.0 $451K 0.06% -182.0 -2.4% $60.65 -5.8%
111 DVY ISHARES TR 2,975.0 $450K 0.06% -100.0 -3.2% $151.41 +4.9%
112 HSY HERSHEY CO Consumer Defensive 2,152.0 $447K 0.06% $207.89 -12.6%
113 VIGI VANGUARD WHITEHALL FDS 5,046.0 $446K 0.06% -160.0 -3.1% $88.46 +5.9%
114 NVS NOVARTIS AG Healthcare 2,729.0 $417K 0.06% $152.75 +0.2%
115 AMAT APPLIED MATLS INC Technology 1,201.0 $410K 0.06% -154.0 -11.4% $341.77 +66.0%
116 ARM ARM HOLDINGS PLC Technology 2,695.0 $408K 0.06% -150.0 -5.3% $151.28 +151.7%
117 PM PHILIP MORRIS INTL INC Consumer Defensive 2,449.0 $405K 0.06% $165.34 +11.5%
118 HON HONEYWELL INTL INC Industrials 1,754.0 $396K 0.06% -50.0 -2.8% $226.03 -2.5%
119 PFE PFIZER INC Healthcare 14,008.0 $393K 0.06% -223.0 -1.6% $28.08 -6.7%
120 KWEB KRANESHARES TRUST 13,117.0 $373K 0.05% $28.43 -6.8%
Page 6 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%