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Home > Institutional Investor > Northstar Financial Companies, Inc. > Profile

Instuitional Investor - Northstar Financial Companies, Inc.

Fund Profile
Filing Period:
Fund Name: Northstar Financial Companies, Inc.
Portfolio Value $96,182,776
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 34,706 $11,785,116 12.25%
2.
Visa Inc.
 V 23,225 $8,245,879 8.57%
3.
Vanguard Admiral Fds Inc
 11,996 $4,757,060 4.95%
4.
Apple Inc.
 AAPL 22,845 $4,687,122 4.87%
5.
Microsoft Corp
 MSFT 8,769 $4,361,801 4.53%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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