North Point Portfolio Managers Corp Portfolio Holdings
North Point Portfolio Managers Corp
- $551 Million
- Q3 2025
North Point Portfolio Managers Corp has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $551 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 $38.5M, Visa Inc. with a value of $24.7M, Costco Wholesale Corp with a value of $24.2M, Amazon Com Inc with a value of $22.5M, and Goldman Sachs Group Inc with a value of $22.2M.
Examining the 13F form we can see an increase of $16.9M in the current position value, from $534M to 551M.
Below you can find more details about North Point Portfolio Managers Corp portfolio as well as his latest detailed transactions.
Portfolio value
$551 Million
Technology: $162 Million
Consumer Cyclical: $82.3 Million
Financial Services: $68.9 Million
Healthcare: $57.4 Million
Industrials: $56.1 Million
Consumer Defensive: $45.6 Million
Communication Services: $35.2 Million
Energy: $27.1 Million
Other: $16.6 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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