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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 9 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AZN ASTRAZENECA PLC Healthcare 1,216.0 $231K 0.03% -56.0 -4.4% $189.62 -13.0%
162 GD GENERAL DYNAMICS CORP Industrials 639.0 $226K 0.03% $354.24 +10.8%
163 EMR EMERSON ELEC CO Industrials 1,576.0 $226K 0.03% $143.19 +10.1%
164 CLX CLOROX CO DEL Consumer Defensive 2,307.0 $220K 0.03% +70.0 +3.1% $95.45 +13.0%
165 APOS APOLLO GLOBAL MGMT INC Financial Services 1,800.0 $213K 0.03% $118.31 -78.4%
166 CVX CHEVRON CORPORATION Energy 1,264.0 $210K 0.03% $165.81 +24.1%
167 EFA ISHARES TR 1,997.0 $207K 0.03% NEW $103.88 +3.6%
168 GAB GABELLI EQUITY TR INC Financial Services 20,521.0 $116K 0.01% $5.66 +1.1%
Page 9 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%