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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 9 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MCK MCKESSON CORP Healthcare 240.0 $208K 0.03% NEW $865.36 -9.0%
162 EMR EMERSON ELEC CO Industrials 1,576.0 $207K 0.03% $131.05 +8.4%
163 SIGI SELECTIVE INS GROUP INC Financial Services 2,700.0 $204K 0.03% $75.39 +21.9%
164 T AT&T INC Communication Services 6,932.0 $201K 0.03% NEW $28.99 -20.6%
165 APOS APOLLO GLOBAL MGMT INC Financial Services 1,800.0 $201K 0.03% $111.42 -77.1%
166 GAB GABELLI EQUITY TR INC Financial Services 20,521.0 $115K 0.02% NEW $5.60 +0.5%
Page 9 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%