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NORTH STAR ASSET MANAGEMENT INC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1056559

$2.54B

disclosed book value

372

positions

3.9%

largest position share

Positions, as of 2026-06-30

top 100 of 372 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLAPPLE339,288$98.2M3.9%
2SCHBSCHWAB US BROAD MKT ETF2.8M$80.3M3.2%
3GOOGALPHABET CL C197,701$69.9M2.7%
4VTIVANGUARD TTL STK MKT ETF186,279$68.9M2.7%
5MSFTMICROSOFT159,018$59.3M2.3%
6AMZNAMAZON.COM223,136$53.2M2.1%
7SPYMSPDR S&P LARGE CAP 500597,120$52.5M2.1%
8ASML HOLDINGS25,849$51.4M2%
9VVISA141,145$48.4M1.9%
10AMDADVANCED MICRO DEVICES77,973$45.3M1.8%
11SCHWCHARLES SCHWAB478,540$44.2M1.7%
12AMEAMETEK169,798$41.1M1.6%
13ADIANALOG DEVICES102,047$40.5M1.6%
14PFGPRINCIPAL FINL GROUP370,523$39.9M1.6%
15APHAMPHENOL221,060$39.0M1.5%
16ABBVABBVIE154,788$39.0M1.5%
17AVGOBROADCOM101,698$38.4M1.5%
18SSNCSS&C TECHNOLOGIES612,073$38.0M1.5%
19NVDANVIDIA183,163$36.6M1.4%
20SYKSTRYKER105,188$33.1M1.3%
21ILMNILLUMINA187,903$33.0M1.3%
22ABTABBOTT LABS346,719$31.5M1.2%
23TMOTHERMO FISHER SCIENTIFIC60,747$30.5M1.2%
24ACIWACI WORLDWIDE579,211$29.1M1.1%
25SNPSSYNOPSYS65,181$29.1M1.1%
26SWTSXSCHWAB TOTAL STOCK MKT-SEL1.6M$28.7M1.1%
27VEEVVEEVA SYSTEMS154,337$27.4M1.1%
28JPMJP MORGAN CHASE83,084$27.2M1.1%
29MENASHA CORP2,181$25.6M1%
30GOOGLALPHABET CL A69,594$24.9M1%
31DHRDANAHER122,973$23.4M0.9%
32GPNGLOBAL PAYMENTS319,712$23.2M0.9%
33ROKROCKWELL AUTOMATION46,633$23.1M0.9%
34MAMASTERCARD44,559$22.9M0.9%
35AMGAFFILIATED MANAGERS66,968$22.7M0.9%
36DDOGDATADOG87,000$22.7M0.9%
37EVTCEVERTEC809,545$22.5M0.9%
38ECLECOLAB79,378$22.1M0.9%
39CRWDCROWDSTRIKE HOLDINGS28,505$21.8M0.9%
40MBWMMERCANTILE BANK377,427$21.7M0.9%
41SCHFSCHWAB FTSE DEV EX-US ETF762,633$21.1M0.8%
42ADBEADOBE SYSTEMS99,048$20.3M0.8%
43EFXEQUIFAX125,367$19.9M0.8%
44WHWYNDHAM HOTELS & RESORTS232,202$19.6M0.8%
45PTCPTC INC163,332$18.6M0.7%
46AESAES CORP1.2M$18.0M0.7%
47NOWSERVICENOW178,977$17.8M0.7%
48SPMDSPDR S&P MID CAP 400 ETF258,787$17.5M0.7%
49FISVFISERV350,375$17.2M0.7%
50SCHASCHWAB US SCAP ETF473,999$17.1M0.7%
51LOWLOWE'S COMPANIES76,658$16.9M0.7%
52INTUINTUIT64,471$16.8M0.7%
53PBPROSPERITY BANCSHARES229,877$16.8M0.7%
54ITWILLINOIS TOOL61,815$16.7M0.7%
55COSTCOSTCO WHOLESALE17,710$16.6M0.7%
56DISWALT DISNEY160,151$15.4M0.6%
57LYVLIVE NATION ENTERTAINMENT81,777$15.0M0.6%
58SCHXSCHWAB US LARGE EQUITY ETF507,326$14.9M0.6%
59VFIAXVANGUARD 500 INDEX (ADM)21,400$14.8M0.6%
60RPMRPM131,726$14.6M0.6%
61SCHMSCHWAB US MID CAP ETF386,953$14.3M0.6%
62LLYELI LILLY & CO11,325$13.6M0.5%
63ROPROPER TECHNOLOGIES39,077$13.2M0.5%
64ABNBAIRBNB82,395$11.8M0.5%
65SCHESCHWAB FTSE EMERGING ETF322,229$11.7M0.5%
66VOOVANGUARD S&P 500 LC ETF16,733$11.5M0.5%
67BALLBALL183,788$11.5M0.5%
68CRMSALESFORCE.COM72,375$11.3M0.4%
69RSPINVESCO S&P EQUAL WEIGHT 50052,341$11.1M0.4%
70KMBKIMBERLY-CLARK99,624$10.9M0.4%
71PYPLPAYPAL HOLDINGS247,634$10.7M0.4%
72RGENREPLIGEN77,561$10.6M0.4%
73UNHUNITED HEALTHCARE25,262$10.5M0.4%
74PMPHILIP MORRIS INT'L56,649$10.2M0.4%
75TYLTYLER TECH34,119$10.0M0.4%
76METAMETA PLATFORMS17,559$9.9M0.4%
77PBHPRESTIGE CONSUMER HCARE208,000$9.8M0.4%
78FISFIDELITY NATL INFO244,297$9.5M0.4%
79ISRGINTUITIVE SURGICAL23,779$9.5M0.4%
80AKAMAKAMAI TECH79,539$9.4M0.4%
81TROWPRICE T ROWE GROUP81,977$9.3M0.4%
82SPSMSPDR S&P SMALL CAP 600 ETF160,698$9.3M0.4%
83VWOVANGUARD EMERGING MKTS ETF148,229$8.8M0.3%
84UNPUNION PACIFIC CORP31,776$8.6M0.3%
85VEUVANGUARD FTSE WLD EX US ETF91,111$7.6M0.3%
86PEPPEPSICO56,103$7.6M0.3%
87CDNSCADENCE DESIGN SYSTEMS19,738$7.4M0.3%
88FASTFASTENAL153,601$7.4M0.3%
89JNJJOHNSON&JOHNSON28,155$7.2M0.3%
90VUGVANGUARD GROWTH ETF82,007$7.1M0.3%
91PAYCPAYCOM SOFTWARE55,314$7.0M0.3%
92SPDWSPDR S&P DEVELOPED EX-US ETF135,417$6.8M0.3%
93SPGIS&P GLOBAL16,671$6.8M0.3%
94EWEDWARD LIFESCIENCES71,575$6.5M0.3%
95SPEMSPDR S&P EMERGING ETF120,791$6.3M0.2%
96NICNICOLET BANKSHARES INC.37,675$6.2M0.2%
97GLDSPDR GOLD TRUST (COLLECTIBLE)15,709$5.8M0.2%
98JBLJABIL CIRCUIT14,580$5.6M0.2%
99MARMARRIOTT INT'L14,933$5.5M0.2%
100CSCOCISCO SYSTEMS46,678$5.5M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.