Instuitional Investor - North Point Portfolio Managers Corp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Amphenol Corp	APH	226,044	$28,560,659	5.09%
2.	A S M L Holding N V	ASML	19,428	$25,661,085	4.57%
3.	Costco Wholesale Corp W	COST	25,439	$25,348,183	4.51%
4.	Alphabet Inc.	GOOGL	78,240	$22,498,694	4.01%
5.	Visa Inc.	V	70,699	$21,368,165	3.81%