North Point Portfolio Managers Corp Reduced Holdings in Q2 2025

North Point Portfolio Managers Corp

  • $534 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-458
- 1.85%
$274.35 - $599.47 $126K - $275K
24.3K $7.59M
TPL
Texas Pacific Land Corp

Energy
-221
- 1.79%
$1036.28 - $1430.55 $229K - $316K
12.1K $12.8M
AJG
Arthur J. Gallagher & Co.

Financial Services
-1.15K
- 1.66%
$310.86 - $348.77 $356K - $399K
67.9K $21.7M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-357
- 2.07%
$483.07 - $625.6 $172K - $223K
16.9K $8.86M
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.92K
- 1.51%
$91.57 - $110.76 $176K - $213K
126K $12.1M
PEP
Pepsico Inc

Consumer Defensive
-1.18K
- 1.66%
$128.02 - $151.37 $151K - $178K
69.8K $9.22M
ACN
Accenture PLC

Technology
-829
- 1.39%
$279.23 - $323.21 $231K - $268K
58.8K $17.6M
ROP
Roper Technologies Inc

Industrials
-455
- 1.87%
$519.19 - $590.78 $236K - $269K
23.9K $13.5M
RPM
Rpm International Inc

Basic Materials
-1.18K
- 1.14%
$96.97 - $117.58 $115K - $139K
103K $11.3M
DHR
Danaher Corp

Healthcare
-732
- 1.07%
$174.64 - $205.16 $128K - $150K
67.5K $13.3M
HD
Home Depot, Inc.

Consumer Cyclical
-660
- 1.3%
$335.24 - $380.78 $221K - $251K
50.1K $18.4M
ROST
Ross Stores, Inc.

Consumer Cyclical
-1.67K
- 1.77%
$126.62 - $154.26 $211K - $258K
92.8K $11.8M
FISV
Fiserv Inc

Technology
-1.43K
- 1.14%
N/A
124K $15.5M
MTD
Mettler Toledo International Inc

Healthcare
-93
- 1.0%
$970.15 - $1216.57 $90.2K - $113K
9.18K $10.8M
FMC
Fmc Corp

Basic Materials
-2.68K
- 2.24%
$33.98 - $44.06 $91K - $118K
117K $4.88M
ADBE
Adobe Inc.

Technology
-560
- 2.35%
$340.0 - $420.68 $190K - $236K
23.3K $9.02M
AAPL
Apple Inc.

Technology
-141
- 2.2%
$172.42 - $223.89 $24.3K - $31.6K
6.26K $1.28M
V
Visa Inc.

Financial Services
-1.35K
- 1.8%
$308.27 - $373.31 $415K - $502K
73.3K $26M
PG
Procter & Gamble CO

Consumer Defensive
-35
- 0.6%
$157.66 - $172.39 $5.52K - $6.03K
5.84K $929K
GGG
Graco Inc

Industrials
-625
- 15.19%
$74.02 - $87.26 $46.3K - $54.5K
3.49K $300K
Blackrock Inc.
-249
- 1.36%
N/A
18.1K $0
Nextracker, Inc
-1.1K
- 0.64%
N/A
170K $0
SPY
Spdr S&P 500 ETF Trust

ETFs
-19
- 1.51%
$496.48 - $617.85 $9.43K - $11.7K
1.24K $767K
ABT
Abbott Laboratories

Healthcare
-1.64K
- 1.67%
$123.95 - $138.08 $203K - $227K
96.5K $13.1M
DOV
Dover Corp

Industrials
-1.23K
- 1.79%
$151.14 - $186.7 $186K - $230K
67.5K $12.4M
ROL
Rollins Inc

Consumer Cyclical
-3.8K
- 1.39%
$50.65 - $58.58 $193K - $223K
269K $15.2M
ZBRA
Zebra Technologies Corp

Technology
-490
- 1.58%
$213.54 - $309.26 $105K - $152K
30.6K $9.43M
COST
Costco Wholesale Corp

Consumer Defensive
-368
- 1.37%
$908.13 - $1056.85 $334K - $389K
26.4K $26.1M
ANSS
Ansys Inc

Technology
-1.32K
- 2.46%
$284.19 - $351.22 $374K - $462K
52.1K $18.3M
MPC
Marathon Petroleum Corp

Energy
-979
- 1.27%
$118.55 - $170.08 $116K - $167K
76.1K $12.6M
TTWO
Take Two Interactive Software Inc

Communication Services
-626
- 1.02%
$194.58 - $243.05 $122K - $152K
60.7K $14.7M
BA
Boeing CO

Industrials
-1.15K
- 1.85%
$136.59 - $217.51 $157K - $251K
61.3K $12.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.16K
- 1.11%
$167.32 - $223.3 $195K - $260K
103K $22.7M
URI
United Rentals, Inc.

Industrials
-298
- 1.21%
$551.94 - $753.4 $164K - $225K
24.3K $18.3M
UBER
Uber Technologies, Inc

Technology
-2.46K
- 1.47%
$64.62 - $93.3 $159K - $229K
165K $15.4M
MSFT
Microsoft Corp

Technology
-713
- 2.01%
$354.56 - $497.45 $253K - $355K
34.8K $17.3M
GS
Goldman Sachs Group Inc

Financial Services
-393
- 1.38%
$462.22 - $707.75 $182K - $278K
28.2K $19.9M
APH
Amphenol Corp

Technology
-70.7K
- 18.24%
$59.09 - $98.75 $4.18M - $6.98M
317K $31.3M
Activity Summary
Buys All Purchases 9 New Holdings 6 Increased Positions 3 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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