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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 $246,012,850
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 161,629 $30,400,754 12.36%
2.
Goldman Sachs Etf Tr
 183,381 $26,019,880 10.58%
3.
Nvidia Corp
 NVDA 75,839 $15,174,575 6.17%
4.
Vanguard Index Fds
 47,729 $14,619,508 5.94%
5.
Vanguard Tax-Managed Fds
 126,873 $9,039,722 3.67%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.