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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 9 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 UNH UNITEDHEALTH GROUP INC Healthcare 648.0 $214K 0.03% NEW $329.92 +22.9%
162 EMR EMERSON ELEC CO Industrials 1,576.0 $209K 0.03% NEW $132.76 +7.8%
163 TALK TALKSPACE INC Healthcare 33,382.0 $121K 0.02% NEW $3.63 +43.5%
Page 9 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%