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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 1 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 236,130.0 $113.2M 15.99% -3K -1.4% $479.20
2 VTI VANGUARD INDEX FDS 240,162.0 $77.0M 10.89% +4K +1.6% $320.81 +13.4%
3 BIL SPDR SERIES TRUST 525,029.0 $48.1M 6.80% -10K -1.8% $91.64 -0.2%
4 AAPL APPLE INC Technology 150,063.0 $38.1M 5.38% -4K -2.3% $253.79 +14.5%
5 GOOG ALPHABET INC Communication Services 106,179.0 $30.5M 4.31% -2K -1.7% $286.86 +26.3%
6 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 21,816.0 $21.7M 3.07% $996.40 -2.8%
7 GOOGL ALPHABET INC Communication Services 72,923.0 $21.0M 2.96% -2K -2.8% $287.56 +26.7%
8 VOO VANGUARD INDEX FDS 34,199.0 $20.4M 2.89% -502.0 -1.4% $597.55 +13.4%
9 AMZN AMAZON COM INC Consumer Cyclical 87,069.0 $18.1M 2.56% -1K -1.3% $208.27 +17.2%
10 META META PLATFORMS INC Communication Services 24,549.0 $14.0M 1.99% -263.0 -1.1% $572.13 +2.2%
11 IBDR ISHARES TR 536,333.0 $13.0M 1.84% -6K -1.1% $24.24 -0.2%
12 ACGL ARCH CAP GROUP LTD Financial Services 131,179.0 $12.6M 1.78% +986.0 +0.8% $95.99 -5.8%
13 IBDS ISHARES TR 483,102.0 $11.7M 1.66% +28K +6.0% $24.24 -0.3%
14 VTV VANGUARD INDEX FDS 57,065.0 $11.2M 1.58% $196.20 +8.9%
15 VXUS VANGUARD STAR FDS 141,883.0 $10.9M 1.55% +14K +11.1% $77.11 +8.7%
16 JNJ JOHNSON & JOHNSON Healthcare 41,493.0 $10.1M 1.43% $244.44 -3.0%
17 VIG VANGUARD SPECIALIZED FUNDS 44,583.0 $9.6M 1.35% +831.0 +1.9% $215.06 +8.8%
18 IBDT ISHARES TR 354,086.0 $9.0M 1.27% +37K +11.7% $25.33 -0.6%
19 IWF ISHARES TR 18,042.0 $7.7M 1.09% -610.0 -3.3% $426.41 -71.4%
20 VUG VANGUARD INDEX FDS 17,096.0 $7.5M 1.06% -256.0 -1.5% $436.79 -80.5%
Page 1 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%