Northstar Group, Inc. has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $594 Million distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $105M, Vanguard Total Stock Market Et with a value of $59.8M, Spdr Bloomberg 1 3 Month T Bil with a value of $44.7M, Apple Inc. with a value of $39.4M, and Costco Wholesale Corp with a value of $20M.

Examining the 13F form we can see an increase of $23.9M in the current position value, from $570M to 594M.

Below you can find more details about Northstar Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $594 Million
ETFs: $223 Million
Financial Services: $142 Million
Technology: $58.9 Million
Communication Services: $52.1 Million
Consumer Cyclical: $41.2 Million
Consumer Defensive: $35.9 Million
Healthcare: $18.2 Million
Industrials: $14.9 Million
Other: $8.01 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $594 Million
  • Prior Value $570 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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