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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 7 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MPC MARATHON PETE CORP Energy 1,519.0 $371K 0.05% $244.18 +7.9%
122 IGV ISHARES TR 4,615.0 $369K 0.05% NEW $80.05 +13.3%
123 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,562.0 $369K 0.05% -200.0 -4.2% $80.95 -1.8%
124 ITOT ISHARES TR 2,588.0 $369K 0.05% +68.0 +2.7% $142.43 +14.1%
125 AGG ISHARES TR 3,630.0 $360K 0.05% $99.27 -0.5%
126 FDX FEDEX CORP Industrials 998.0 $355K 0.05% $356.18 -5.2%
127 BIV VANGUARD BD INDEX FDS 4,590.0 $354K 0.05% $77.18 -0.9%
128 SMH VANECK ETF TRUST 873.0 $335K 0.05% $383.40 +61.6%
129 QQQM INVESCO EXCH TRADED FD TR II 1,406.0 $334K 0.05% -142.0 -9.2% $237.62 +24.9%
130 VZ VERIZON COMMUNICATIONS INC Communication Services 6,636.0 $333K 0.05% $50.20 -4.3%
131 UPS UNITED PARCEL SVCS INC Industrials 3,330.0 $328K 0.05% -400.0 -10.7% $98.39 +9.6%
132 GRNY TIDAL TRUST I 13,200.0 $315K 0.04% NEW $23.87 +13.8%
133 VXF VANGUARD INDEX FDS 1,461.0 $301K 0.04% -62.0 -4.1% $205.85 +16.0%
134 SCHF SCHWAB STRATEGIC TR 12,068.0 $299K 0.04% $24.75 +12.1%
135 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,928.0 $293K 0.04% -60.0 -2.0% $100.09 +14.0%
136 TMO THERMO FISHER SCIENTIFIC INC Healthcare 573.0 $282K 0.04% $491.53 -4.4%
137 CI THE CIGNA GROUP Healthcare 1,050.0 $280K 0.04% $266.75 +12.0%
138 WFC WELLS FARGO & CO Financial Services 3,482.0 $277K 0.04% $79.61 +5.3%
139 IWN ISHARES TR 1,455.0 $276K 0.04% $189.59 +15.2%
140 MU MICRON TECHNOLOGY INC Technology 812.0 $274K 0.04% -50.0 -5.8% $337.84 +192.6%
Page 7 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%