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Home > Institutional Investor > Northstar Asset Management Llc > Profile

Instuitional Investor - Northstar Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Northstar Asset Management Llc
Portfolio Value $189,636,826
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr
 160,565 $19,489,420 10.28%
2.
Ishares Trust
 IEF 127,084 $19,113,433 10.08%
3.
Nvidia Corp
 NVDA 81,981 $12,952,120 6.83%
4.
Vanguard Index Fds
 39,004 $11,092,369 5.85%
5.
Goldman Sachs Etf Tr
 76,645 $7,675,996 4.05%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)