North Point Portfolio Managers Corp Sells in Q3 2025

North Point Portfolio Managers Corp

  • $551 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
-828
- 1.41%
$232.56 - $304.78 $193K - $252K
58K $14.3M
ADBE
Adobe Inc.

Technology
-5.27K
- 22.58%
$333.65 - $392.1 $1.76M - $2.06M
18.1K $6.37M
COST
Costco Wholesale Corp

Consumer Defensive
-304
- 1.15%
$915.95 - $994.57 $278K - $302K
26.1K $24.2M
ROP
Roper Technologies Inc

Industrials
-348
- 1.46%
$495.03 - $573.0 $172K - $199K
23.5K $11.7M
TPL
Texas Pacific Land Corp

Energy
-161
- 1.33%
$854.83 - $1075.97 $138K - $173K
11.9K $11.2M
V
Visa Inc.

Financial Services
-978
- 1.33%
$332.09 - $358.86 $325K - $351K
72.3K $24.7M
DOV
Dover Corp

Industrials
-996
- 1.47%
$165.59 - $190.9 $165K - $190K
66.5K $11.1M
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.56K
- 1.24%
$85.84 - $99.09 $134K - $155K
124K $10.9M
AJG
Arthur J. Gallagher & Co.

Financial Services
-546
- 0.8%
$284.17 - $319.49 $155K - $174K
67.3K $20.9M
ZBRA
Zebra Technologies Corp

Technology
-455
- 1.49%
$296.92 - $341.36 $135K - $155K
30.1K $8.95M
AMZN
Amazon Com Inc

Consumer Cyclical
-851
- 0.82%
$211.65 - $238.24 $180K - $203K
102K $22.5M
DHR
Danaher Corp

Healthcare
-859
- 1.27%
$181.46 - $212.2 $156K - $182K
66.6K $13.2M
PG
Procter & Gamble CO

Consumer Defensive
-4
- 0.07%
$150.47 - $161.22 $602 - $645
5.83K $896K
GGG
Graco Inc

Industrials
-345
- 9.89%
$82.58 - $88.81 $28.5K - $30.6K
3.15K $267K
LLY
Eli Lilly & CO

Healthcare
-1
- 0.05%
$625.65 - $812.69 $626 - $813
1.83K $1.39M
IBM
International Business Machines Corp

Technology
-50
- 3.8%
$234.77 - $292.47 $11.7K - $14.6K
1.27K $357K
Nextracker, Inc
-1.21K
- 0.71%
N/A
168K $0
Blackrock Inc.
-265
- 1.47%
N/A
17.8K $0
Arista Networks, Inc.
-374
- 0.33%
N/A
112K $0
BNL
Broadstone Net Lease, Inc.

Real Estate
-1K
- 4.13%
$15.75 - $18.78 $15.8K - $18.8K
23.2K $414K
CVX
Chevron Corp

Energy
-3
- 0.13%
$145.57 - $161.83 $437 - $485
2.34K $363K
SPY
Spdr S&P 500 ETF Trust

ETFs
-3
- 0.24%
$617.65 - $666.84 $1.85K - $2K
1.24K $826K
GOOG
Alphabet Inc.

Communication Services
-20
- 1.67%
$175.16 - $255.24 $3.5K - $5.1K
1.18K $287K
JPM
Jpmorgan Chase & CO

Financial Services
-4
- 0.13%
$282.78 - $316.06 $1.13K - $1.26K
3.07K $966K
BA
Boeing CO

Industrials
-492
- 0.8%
$209.79 - $237.38 $103K - $117K
60.8K $13.1M
AAPL
Apple Inc.

Technology
-60
- 0.96%
$202.38 - $256.87 $12.1K - $15.4K
6.2K $1.58M
MTD
Mettler Toledo International Inc

Healthcare
-125
- 1.36%
$1166.48 - $1324.06 $146K - $166K
9.06K $11.1M
ROL
Rollins Inc

Consumer Cyclical
-3.38K
- 1.25%
$55.05 - $58.74 $186K - $198K
266K $15.6M
PEP
Pepsico Inc

Consumer Defensive
-999
- 1.43%
$133.81 - $152.16 $134K - $152K
68.8K $9.66M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-146
- 0.87%
$534.91 - $598.71 $78.1K - $87.4K
16.7K $9.41M
MSFT
Microsoft Corp

Technology
-322
- 0.93%
$491.09 - $535.64 $158K - $172K
34.5K $17.8M
UBER
Uber Technologies, Inc

Technology
-2.01K
- 1.22%
$86.91 - $99.57 $175K - $200K
163K $16M
RPM
Rpm International Inc

Basic Materials
-1.52K
- 1.48%
$110.07 - $128.23 $167K - $194K
101K $11.9M
UNH
Unitedhealth Group Inc

Healthcare
-445
- 1.83%
$237.77 - $353.61 $106K - $157K
23.9K $8.25M
TTWO
Take Two Interactive Software Inc

Communication Services
-608
- 1.0%
$217.37 - $259.96 $132K - $158K
60.1K $15.5M
URI
United Rentals, Inc.

Industrials
-3.92K
- 16.16%
$774.14 - $975.23 $3.04M - $3.82M
20.3K $19.4M
HD
Home Depot, Inc.

Consumer Cyclical
-583
- 1.16%
$357.4 - $423.42 $208K - $247K
49.5K $20M
MPC
Marathon Petroleum Corp

Energy
-758
- 1.0%
$158.59 - $198.69 $120K - $151K
75.3K $14.5M
GNTX
Gentex Corp

Consumer Cyclical
-7.53K
- 2.2%
$22.66 - $29.06 $171K - $219K
335K $9.48M
ROST
Ross Stores, Inc.

Consumer Cyclical
-1.5K
- 1.62%
$127.59 - $152.81 $192K - $230K
91.3K $13.9M
GS
Goldman Sachs Group Inc

Financial Services
-359
- 1.27%
$696.56 - $806.32 $250K - $289K
27.8K $22.2M
ASML
Asml Holding Nv

Technology
-219
- 1.09%
$689.63 - $968.09 $151K - $212K
19.8K $19.2M
APH
Amphenol Corp

Technology
-5.69K
- 1.8%
$97.39 - $125.4 $555K - $714K
311K $38.5M
Activity Summary
Buys All Purchases 6 New Holdings 2 Increased Positions 4 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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