Northstar Asset Management LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $417 Million distributed in 197 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Information Technolog with a value of $72.9M, Apple Inc. with a value of $33.7M, Vanguard Total Stock Market Et with a value of $22.4M, Vanguard Growth ETF with a value of $18.7M, and Berkshire Hathaway Inc Class B with a value of $16.4M.
Examining the 13F form we can see an increase of $18.6M in the current position value, from $398M to 417M.
Below you can find more details about Northstar Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$417 Million
ETFs: $213 Million
Technology: $68.7 Million
Healthcare: $32.9 Million
Financial Services: $25.7 Million
Industrials: $22.8 Million
Consumer Defensive: $19.7 Million
Consumer Cyclical: $11.2 Million
Communication Services: $7.24 Million
Other: $16 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
