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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 $379,419,157
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fund
 107,786 $52,168,424 13.74%
2.
Apple Inc.
 AAPL 194,047 $37,359,839 9.84%
3.
Vanguard Total U.s. Stock Mark
 66,847 $15,857,446 4.17%
4.
Vanguard Mid-Cap Etf
 58,804 $13,680,163 3.6%
5.
Berkshire Hathaway Inc
 BRK.A 33,760 $12,040,841 3.17%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)