North Point Portfolio Managers Corp Portfolio Holdings
North Point Portfolio Managers Corp
- $534 Million
- Q2 2025
North Point Portfolio Managers Corp has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $534 Million distributed in 72 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amphenol Corp with a value of $31.3M, Costco Wholesale Corp with a value of $26.1M, Visa Inc. with a value of $26M, Amazon Com Inc with a value of $22.7M, and Arthur J. Gallagher & Co. with a value of $21.7M.
Examining the 13F form we can see an increase of $2.96M in the current position value, from $531M to 534M.
Below you can find more details about North Point Portfolio Managers Corp portfolio as well as his latest detailed transactions.
Portfolio value
$534 Million
Technology: $164 Million
Consumer Cyclical: $76.3 Million
Financial Services: $68.8 Million
Industrials: $57.8 Million
Healthcare: $56.2 Million
Consumer Defensive: $48.4 Million
Energy: $26.8 Million
Basic Materials: $16.4 Million
Other: $19.3 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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