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NORTHSTAR ASSET MANAGEMENT Co

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 1132708

$530.8M

disclosed book value

261

positions

18.6%

largest position share

Positions, as of 2026-06-30

top 100 of 261 · 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
1VGTVANGUARD WORLD FD870,728$98.7M18.6%
2AAPLAPPLE INC153,794$51.2M9.6%
3VTIVANGUARD INDEX FDS77,290$28.2M5.3%
4VUGVANGUARD INDEX FDS283,849$23.7M4.5%
5VOVANGUARD INDEX FDS232,111$18.7M3.5%
6BRK/BBERKSHIRE HATHAWAY INC DEL32,637$16.2M3%
7SPYSTATE STR SPDR S&P 500 ETF T17,718$13.1M2.5%
8VBVANGUARD INDEX FDS44,011$13.0M2.4%
9VOOVANGUARD INDEX FDS18,118$12.3M2.3%
10MSFTMICROSOFT CORP28,723$11.0M2.1%
11TMOTHERMO FISHER SCIENTIFIC INC16,787$9.5M1.8%
12AMEAMETEK INC36,583$8.9M1.7%
13URBNURBAN OUTFITTERS INC122,000$8.5M1.6%
14NVDANVIDIA CORPORATION38,685$8.0M1.5%
15ANETARISTA NETWORKS INC40,025$7.0M1.3%
16VYMVANGUARD WHITEHALL FDS42,395$6.9M1.3%
17VIGVANGUARD SPECIALIZED FUNDS26,195$6.3M1.2%
18SKYYFIRST TR EXCHANGE-TRADED FD47,255$6.2M1.2%
19RTXRTX CORPORATION24,703$5.3M1%
20VTVVANGUARD INDEX FDS23,545$5.2M1%
21DHRDANAHER CORP DEL26,860$5.1M1%
22VFHVANGUARD WORLD FD36,706$5.1M1%
23JNJJOHNSON & JOHNSON18,776$4.9M0.9%
24CIBRFIRST TR EXCHANGE-TRADED FD55,377$4.9M0.9%
25WMTWALMART INC44,589$4.9M0.9%
26EXMOCEXXON MOBIL CORP30,743$4.8M0.9%
27GOOGALPHABET INC15,030$4.8M0.9%
28JPMJPMORGAN CHASE & CO13,325$4.7M0.9%
29VOXVANGUARD WORLD FD25,735$4.6M0.9%
30HDHOME DEPOT INC12,000$4.0M0.8%
31SHWSHERWIN WILLIAMS CO12,564$4.0M0.8%
32VVVANGUARD INDEX FDS10,675$3.6M0.7%
33AMDADVANCED MICRO DEVICES INC6,940$3.6M0.7%
34MDYSTATE STR SPDR S&P MIDCAP 405,030$3.5M0.7%
35PGPROCTER & GAMBLE CO22,689$3.3M0.6%
36ETF SER SOLUTIONS38,975$3.1M0.6%
37VWOVANGUARD INTL EQUITY INDEX F51,633$3.0M0.6%
38UNPUNION PAC CORP9,489$2.9M0.5%
39ZTSZOETIS INC38,086$2.9M0.5%
40AMZNAMAZON COM INC11,921$2.8M0.5%
41AMTAMERICAN TOWER CORP15,936$2.7M0.5%
42CVXCHEVRON CORPORATION13,328$2.6M0.5%
43VHTVANGUARD WORLD FD8,465$2.6M0.5%
44VVISA INC7,107$2.5M0.5%
45COSTCOSTCO WHOLESALE CORPORATION2,688$2.5M0.5%
46IHIISHARES TR47,760$2.4M0.5%
47PEPPEPSICO INC16,745$2.3M0.4%
48VEAVANGUARD TAX-MANAGED FDS31,630$2.2M0.4%
49NVSNOVARTIS AG13,875$2.2M0.4%
50AVGOBROADCOM INC5,575$2.1M0.4%
51CINFCINCINNATI FINL CORP11,600$2.1M0.4%
52MDLZMONDELEZ INTL INC29,385$1.8M0.3%
53SYKSTRYKER CORPORATION5,020$1.7M0.3%
54WCNWASTE CONNECTIONS INC9,770$1.7M0.3%
55LHXL3HARRIS TECHNOLOGIES INC5,300$1.6M0.3%
56QCOMQUALCOMM INC9,525$1.6M0.3%
57GOOGLALPHABET INC4,735$1.5M0.3%
58ADBEADOBE INC6,290$1.4M0.3%
59MCDMCDONALDS CORP4,956$1.3M0.2%
60FDXFEDEX CORP3,890$1.2M0.2%
61HONEYWELL INTL INC4,861$1.2M0.2%
62NEENEXTERA ENERGY INC13,036$1.2M0.2%
63FTVFORTIVE CORP18,419$1.1M0.2%
64CHUBB LIMITED3,040$1.1M0.2%
65IHDGWISDOMTREE TR20,855$1.1M0.2%
66MUMICRON TECHNOLOGY INC1,150$1.1M0.2%
67DISDISNEY WALT CO10,795$1.0M0.2%
68HONEYWELL AEROSPACE INC4,861$991,9850.2%
69IGMISHARES TR6,300$957,2220.2%
70SBUXSTARBUCKS CORP9,225$952,4820.2%
71VISVANGUARD WORLD FD2,715$950,7120.2%
72NVONOVO-NORDISK A S18,853$919,4610.2%
73VCRVANGUARD WORLD FD2,465$917,0050.2%
74WSMWILLIAMS SONOMA INC4,000$906,9600.2%
75VLTOVERALTO CORP9,527$876,6750.2%
76PENPENUMBRA INC2,654$845,9100.2%
77CCKCROWN HLDGS INC7,100$836,9480.2%
78IWSISHARES TR4,953$824,5760.2%
79MRKMERCK & CO INC6,130$803,4600.2%
80CSCOCISCO SYS INC6,950$793,4820.1%
81GEGE AEROSPACE2,215$783,5120.1%
82KOCOCA COLA CO9,525$783,4320.1%
83PANWPALO ALTO NETWORKS INC2,400$777,0960.1%
84XBISPDR SERIES TRUST5,100$767,4480.1%
85SYYSYSCO CORP9,200$764,6120.1%
86LLYELI LILLY & CO617$737,9510.1%
87AAXJISHARES TR6,550$719,5830.1%
88DELLDELL TECHNOLOGIES INC1,525$667,1880.1%
89IJHISHARES TR8,500$644,0450.1%
90FRANKLIN TEMPLETON ETF TR39,582$637,5000.1%
91HSYHERSHEY CO3,600$627,4800.1%
92ESGVVANGUARD WORLD FD4,655$605,6160.1%
93CTVACORTEVA INC6,740$601,5450.1%
94BABOEING CO2,817$590,2180.1%
95IVVISHARES TR750$556,7700.1%
96ABBVABBVIE INC2,065$535,5790.1%
97EFAISHARES TR5,143$531,8380.1%
98VDCVANGUARD WORLD FD2,325$528,5190.1%
99VBKVANGUARD INDEX FDS1,525$521,0930.1%
100DVYISHARES TR3,160$515,0490.1%

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.

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