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Portfolio (Quarterly) Guide ↗

NorthStar Asset Management LLC /NJ/

· CIK 0002011587
13F Portfolio $246M AUM 106 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 106 New
Page 3 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VWO VANGUARD INTL EQUITY INDEX F 18,521.0 $1.1M 0.45% NEW $59.69 +2.9%
42 MO ALTRIA GROUP INC Consumer Defensive 13,215.0 $951K 0.39% NEW $71.95 -4.3%
43 SCHG SCHWAB STRATEGIC TR 27,455.0 $929K 0.38% NEW $33.84 +5.0%
44 SCHV SCHWAB STRATEGIC TR 26,316.0 $916K 0.37% NEW $34.81 +0.0%
45 V VISA INC Financial Services 2,659.0 $912K 0.37% NEW $343.15 +9.3%
46 OKE ONEOK INC NEW Energy 10,128.0 $880K 0.36% NEW $86.94 +9.8%
47 XOM EXXON MOBIL CORP Energy 6,383.0 $873K 0.35% NEW $136.73 +16.6%
48 ABBV ABBVIE INC Healthcare 3,204.0 $806K 0.33% NEW $251.62 +1.9%
49 AKRE PROFESIONALLY MANAGED PORTFO 14,740.0 $784K 0.32% NEW $53.19 +12.0%
50 CVX CHEVRON CORPORATION Energy 4,564.0 $757K 0.31% NEW $165.77 +25.8%
51 IRM IRON MTN INC DEL Real Estate 5,015.0 $633K 0.26% NEW $126.31 -7.5%
52 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 7,333.0 $595K 0.24% NEW $81.17 -9.2%
53 VBR VANGUARD INDEX FDS 2,409.0 $585K 0.24% NEW $242.99 +1.7%
54 ACWI ISHARES TR 567,655.0 $568K 0.23% NEW $1.00 +16089.0%
55 SPHY SPDR SERIES TRUST 23,581.0 $553K 0.23% NEW $23.44 -1.2%
56 MA MASTERCARD INCORPORATED Financial Services 1,062.0 $546K 0.22% NEW $513.71 +12.7%
57 WMB WILLIAMS COS INC Energy 7,257.0 $539K 0.22% NEW $74.34 -0.3%
58 AMLP ALPS ETF TR 10,078.0 $523K 0.21% NEW $51.85 +7.5%
59 GS GOLDMAN SACHS GROUP INC Financial Services 508.0 $514K 0.21% NEW $1010.97 +2.7%
60 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,231.0 $500K 0.20% NEW $223.92 +24.0%
Page 3 of 6  ·  106 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
Technology 42.6%
Financial Services 19.3%
Consumer Defensive 7.5%
Healthcare 6.6%
Consumer Cyclical 6.5%
Communication Services 5.8%
Energy 4.3%
Industrials 3.1%
Utilities 2.8%
Real Estate 1.7%