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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 8 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,986.0 $296K 0.04% +58.0 +2.0% $99.29 -7.8%
142 GS GOLDMAN SACHS GROUP INC Financial Services 289.0 $293K 0.04% $1012.57 +0.9%
143 CI THE CIGNA GROUP Healthcare 1,050.0 $289K 0.04% $275.68 +0.6%
144 WFC WELLS FARGO & CO Financial Services 3,482.0 $288K 0.04% $82.64 +4.0%
145 TMO THERMO FISHER SCIENTIFIC INC Healthcare 573.0 $287K 0.04% $501.36 +22.4%
146 DELL DELL TECHNOLOGIES INC Technology 656.0 $283K 0.04% NEW $431.46 +1.4%
147 VZ VERIZON COMMUNICATIONS INC Communication Services 6,636.0 $281K 0.04% $42.34 +16.6%
148 DIA STATE STR SPDR DOW JONES IND Financial Services 534.0 $279K 0.04% $522.63 +2.2%
149 MET METLIFE INC Financial Services 3,290.0 $278K 0.04% -230.0 -6.5% $84.61 +12.4%
150 UAL UNITED AIRLS HLDGS INC Industrials 2,000.0 $272K 0.04% NEW $135.99 -14.9%
151 UNH UNITEDHEALTH GROUP INC Healthcare 649.0 $270K 0.04% NEW $415.63 -6.5%
152 COF CAPITAL ONE FINL CORP Financial Services 1,332.0 $267K 0.03% $200.62 +10.0%
153 ON ON SEMICONDUCTOR CORP Technology 2,788.0 $264K 0.03% NEW $94.54 -19.0%
154 SIGI SELECTIVE INS GROUP INC Financial Services 2,700.0 $262K 0.03% $97.01 -7.4%
155 VBR VANGUARD INDEX FDS 1,043.0 $253K 0.03% $243.02 +2.9%
156 SPHQ INVESCO EXCHANGE TRADED FD T 2,710.0 $244K 0.03% -303.0 -10.1% $90.10 -4.5%
157 BAC BANK OF AMER CORP Financial Services 4,215.0 $240K 0.03% -339.0 -7.4% $56.97 +10.9%
158 BDX BECTON DICKINSON & CO Healthcare 1,586.0 $240K 0.03% $151.30 +24.0%
159 CSCO CISCO SYS INC Technology 2,007.0 $236K 0.03% NEW $117.45 -5.9%
160 VLO VALERO ENERGY CORP Energy 899.0 $234K 0.03% $260.44 +33.0%
Page 8 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%